Hong Kong AI large-model, semiconductor and PCB shares extended afternoon losses; Zhipu (02513.HK) fell 11.32%, MINIMAX-W (00100.HK) fell 8.31%, Kingboard Laminates (01888.HK) fell 9.70%, Huahong Hongli (01347.HK) fell 6.69%.

Oman state TV said the country’s emergency affairs committee met to discuss response measures after an oil tanker ran aground near Al-Khibliya Island.

Analyst Ming‑Chi Kuo said Jensen Huang's sudden departure could create succession uncertainty at NVIDIA (NVDA.O), potentially opening an opportunity for Google's (GOOG.O) in‑house TPU to take market share. On Trump's suggestion that Tim Cook replace Huang, Kuo said Cook's comparative strength is cost and supply‑chain management, and NVIDIA still has clear scope to cut supply‑chain costs. Kuo added that on strategic R&D and the rapid commercialisation of frontier technologies into AI chips and rack solutions, only Jensen Huang has demonstrably succeeded.