Toronto Stock Exchange index closed at a record high, surpassing its June 4 peak.

A domestic copper-foil maker said its HVLP fourth‑generation compute copper foil for AI servers and high‑speed optical modules is booked through H2 2027. Suppliers must move from RTF to HVLP1–2 then HVLP3–4, with each generation needing a 6–12 month validation cycle and 1–3 years for full system‑level certification. Buyers including NVIDIA, AMD, Intel and Huawei Ascend enforce strict generational requirements and certify only a handful of global suppliers.

A股航運港口板塊午後再度走低，中遠海能跌近9%，招商輪船跌超6%，南京港、寧波遠洋、招商南油等跟跌。