Hang Seng Tech Index down more than 1%; commercial-space and CPO-related stocks leading declines.

China A-share electronic chemicals sector rallied; CSSC Special Gas jumped over 18%, Zhongjuxin rose about 12%, and Tongyu New Materials, Hongchang Electronics and Fangbang Co. also gained.

The Ministry of Industry and Information Technology issued AI+ICT Innovation Development Implementation Opinions (2026–2028), directing deployment of inference compute at edge devices across 5G/5G‑A, optical, IP and new industrial networks to provide integrated sensing‑compute‑intelligence edge services for transport, low‑altitude economy, manufacturing and entertainment. It calls for exploring cloud‑network‑edge‑end collaborative inference to reduce inference latency and terminal compute requirements and enable collaboration between large and small AI models.