A股稀土永磁板塊盤中再度拉昇，新威凌漲超15%，奔朗新材漲超12%，東方鋯業、中稀有色、盛和資源、三祥新材均封板漲停，中航泰達直線拉昇漲超10%，天和磁材等跟漲。

SK Hynix said on the 18th it has supplied major customers with 12-layer samples of HBM4E, a next-generation ultra-high-performance DRAM for AI. Pin rate reaches up to 16 Gbps and energy efficiency is improved by more than 20%, enhancing data-processing capacity for AI training and inference.

The Chinese embassy in the Netherlands said it strongly objects to passages in the Dutch government's International Security Strategy 2026–2030 that it says misrepresent China’s development path and foreign policy and hype a so‑called 'China threat.' Beijing expressed serious concern and dissatisfaction, urged the Netherlands to stop spreading false information and broadening national‑security concepts to target China, and reiterated China pursues peaceful development and an independent foreign policy and is a source of global opportunity and stability rather than a threat.