港股收盤，恆生指數收漲0.86%，恆生科技指數收漲1.65%；金蝶國際(00268.HK)收漲超19%，MiniMax(00100.HK)收跌超15%。

China International Capital Co estimates global tungsten supply deficits of 23,000t, 24,000t, 24,000t and 25,000t in 2026–2029, equivalent to 14.6%, 14.8%, 13.9% and 14.3% of global tungsten use (primary + scrap). Citing rising new demand and growing strategic importance, the firm says supply should remain tight; after a short-term sharp price fall, China domestic tungsten prices are likely to stabilise and recover, boosting the allocation appeal of global tungsten industry leaders.

Barclays raised Intel (INTC.O) PT to $100 from $65.