创业板指跌超2%，深成指跌1.4%，沪指跌0.47%。科创50指数跌超2%。CPO、AI PC等 板块跌幅居前。

In the budget the UK chancellor said the government will cut firms' regulatory and tariff burdens by £800m and boost public investment to tackle underinvestment in high‑growth companies. The plan adds £20.4bn to the National Wealth Fund and the British Business Bank over coming years to support about 140,000 jobs and pledges cooperation with pension providers and asset managers to steer more private capital into innovative, fast‑growing UK firms. The government will legislate a regulatory exemption/sandbox to allow testing and rapid scale‑up of innovations such as drones and medicines under safety safeguards, and will re-establish a regulatory optimisation unit to remove obsolete rules and administrative burdens; the unit was abolished by the previous Conservative government.

甲骨文(ORCL.N)：预计在29财年资本支出将逐步减少。