A股深證成指漲超1%，創業板指、北證50指數均漲超1.7%，上證指數漲0.1%，非金屬材料、超級電容、電子化學品等板塊漲幅居前。

Goldman Sachs said industry feedback points to accelerating aluminum supply growth, driven by strong margins domestically and abroad, and now expects Chinese capacity to exceed 48.0 mln t by end-2026. The bank forecasts SHFE spreads to narrow from RMB8,879/ton in 1H26 to RMB4,250/ton in 2027, which it says would cut recurring 2027 profits for Aluminum Corp of China (02600.HK) and China Hongqiao (01378.HK) by about 50% and 40%, respectively. Goldman downgraded Aluminum Corp of China to Sell and trimmed its 12‑month PT to HK$7.5; it kept China Hongqiao at Neutral and lowered its PT to HK$26.

AMKOR shares jumped over 6% in U.S. premarket trading after TSMC (TSM.N) and AMKOR announced a long-term partnership to accelerate advanced packaging development in the United States.