港股京東(09618.HK)跌超3%，成交額超1.8億港元。

CITIC Securities said it interviewed more than 10 Silicon Valley tech experts in mid‑June on AI progress, model iteration pace and capabilities, data‑center business models and CAPEX sustainability, AI-driven semiconductor investment opportunities, embodied‑robotics commercialization timing, and world models. The consensus: industry participants remain broadly optimistic and view AI as still in an early development phase with large market and commercialization potential. Veterans who experienced the 2000 dot‑com bubble warned cycles are inevitable; although the sector is on an upswing, capital markets should closely monitor valuation/earnings alignment and the cadence of supply‑side release — near‑term liquidity or earnings‑expectation shocks could trigger significant market moves.

At the midday close, China’s main futures contracts were mixed: SHFE silver fell about 4%; propylene, SHFE tin, SHFE nickel and benzene declined over 3%; styrene (EB), SC crude oil, ethylene glycol and polypropylene fell around 3%. On the upside, lithium carbonate rose about 4%; eggs gained over 2%; rapeseed meal, container freight (Europe route), live hogs and polysilicon climbed more than 1%.