美國就業數據公司挑戰者總裁Andy Challenger：除了人工智能外，我們還看到與收購兼併相關的裁員急劇增加，以及因破產導致的損失上升，這表明企業在爲人工智能驅動的經濟重新定位時正進行積極的重組。

CITIC Securities warns that rapid growth in A‑share offshore revenue does not imply stable RMB profits. FX affects reported results through revenue, costs, exchange gains/losses, derivatives and other comprehensive income (OCI). It recommends incorporating FX into earnings models, flagging firms with high offshore revenue and high FX sensitivity as sources of earnings‑surprise risk, preferring high‑offshore/low‑sensitivity profit‑stable names, and warning of firms with large foreign‑currency debt, material net FX exposures or inadequate hedging.

CSI300 index futures (IF) front-month contract down 0.44%; SSE50 index futures (IH) front-month contract down 0.63%; CSI500 index futures (IC) front-month contract up 0.09%; CSI1000 index futures (IM) front-month contract up 0.08%.