China’s major futures contracts were mixed at the open, with LPG, low-sulfur fuel oil and asphalt rising more than 3%. SC crude oil, synthetic rubber and fuel oil gained over 2%. On the downside, palladium fell more than 3%, while polysilicon and silver dropped over 1%. Rubber, glass, No.20 rubber and PET flakes edged lower.

1. 商務部等兩部門：重點在軟件和信息服務、數據要素跨境流動等新技術深度融合的服務場景標準。 2. 據The Information：騰訊與阿里巴巴正洽談以超過200億美元的估值投資DeepSeek。 3. 廣東：推動人工智能與機器人“大腦”“小腦”及機身協同研發。 4. 廣東：推動腦機接口和具身智能等人工智能前沿技術的融合。 5. 超2400億元，去年深圳機器人產業年產值創新高。 6. 軟銀尋求以OpenAI股份爲抵押的100億美元保證金貸款。 7. 火山引擎Coding Plan上線GLM-5.1。 8. OpenAI發佈Images 2，獲機構Arena.ai測評第一。 9. 英偉達接洽韓國電力設備企業，討論800V直流系統合作。 10. 谷歌發佈AI智能體工具套件，推動企業自動化與辦公流程重塑。 11. 微軟承諾投入近180億美元建設澳大利亞人工智能能力。 12. AI驅動出口繁榮，韓國Q1經濟增長超出預期。

US military is preparing contingency plans to strike Iran’s defenses around the Strait of Hormuz if the ceasefire collapses, sources told CNN. Options include targeting fast boats, minelaying vessels, missile systems, and infrastructure in the Strait, Gulf of Oman, and southern Arabian Gulf, along with possible strikes on energy assets and selected Iranian military leaders. Officials say Iran still retains significant coastal missiles and mobile assets, meaning strikes may not quickly reopen the waterway. US naval forces are continuing blockade operations in the region.