現貨白銀向上觸及82美元/盎司，爲4月17日以來新高，日內漲6.03%。

The artificial intelligence boom may be nearing a slowdown amid rising costs, potentially weighing on Asia-Pacific export growth, Moody’s Analytics says. The AI upswing has helped offset pressure from higher U.S. tariffs on the region’s exports, it notes. However, stretched equity valuations, rising prices, and selective hardware shortages suggest the cycle is “increasingly ripe for a pause,” it adds. The Middle East conflict has further lifted geopolitical and trade risks for Asia-Pacific economies. Moody’s warns that the mix of higher inflation, trade and supply-chain disruptions, and elevated asset valuations raises the risk of policy missteps across the region.

港股新消費概念股午後持續衝高，泡泡瑪特(09992.HK)午後一度漲超6%，布魯可(00325.HK)、鳴鳴很忙(01768.HK)漲超4%，老鋪黃金(06181.HK)、毛戈平(01318.HK)漲超3%；消息面上知名投資人段永平在社交平臺發文稱，其把煤炭股中國神華全部換成了潮玩公司泡泡瑪特。