A股開盤，上證指數跌0.52%，深證成指跌0.81%，創業板指跌1.2%。CPO、存儲芯片、培育鑽石板塊跌幅居前。

Medtronic's global senior vice president and Greater China president Gu Yushao said China is becoming a major source of medical innovation and is on track to become the world’s largest medical device market. He said medtech innovation increasingly requires AI across brain‑machine interfaces, robotics and imaging, and Medtronic is partnering with Chinese AI firms. Medtronic plans to open its first digital medical innovation hub in Beijing by end‑2025 to connect industry, research and clinical partners and advance digital‑intelligence medical solutions.

Vincent Chung, co-portfolio manager at Pulaisi Group, said a global manufacturing rebound and rising raw-materials costs mean markets may be underestimating the risk of more persistent inf. He cautioned that expected AI-driven productivity gains could take time to materialize and that a market re-pricing of growth, inf and rates could increase volatility. Chung prefers short-duration fixed income, including high-quality global high-yield and selective emerging-market credit, and views inflation-linked bonds as a useful portfolio diversifier.