State refiners will hold domestic aviation turbine fuel (ATF) for June at 104,927 rupees per kiloliter (~$1,104), after carriers requested a pause on further increases amid fallout from the Iran war. ATF rose 8.6% in April and was kept stable in May; refiners have reduced international-flight ATF prices to provide additional relief. The government has announced measures including parking-fee rebates and lower departure fuel taxes at Delhi and Mumbai. Airlines remain exposed to rupee weakness, in

Guotai Haitong maintains an overweight rating on the overseas AI compute and applications supply chain. The report says OpenAI and Anthropic’s rapid growth both validates expanding AI model capability and is lifting demand across the AI industry chain. Recommended focuses: (1) hardware suppliers supporting compute expansion — GPU/ASIC, CPU, storage, advanced process nodes and packaging, and semiconductor equipment; (2) cloud providers and infrastructure platforms hosting AI workloads and distributing models; (3) application companies able to deliver full-ecosystem, full-scenario deployments.

景順長城全球芯片LOF：將於2026年6月1日開市起至當日10:30停牌。