卡塔爾外交部發言人：我們正在與阿曼協調霍爾木茲海峽的事務以及船隻的安全通行。

CLSA initiated coverage of the Chinese AI PCB/CCL sector and assigned OUTPERFORM to five names. It set a PT of HK$251.4 on Guanghe Technology (01989.HK), citing the company as a leading domestic supplier of high-performance server PCBs with strong technology and customer recognition. CLSA expects Guanghe to benefit from rising high-performance computing and AI server demand and from PCB specification upgrades that increase per-board value; capacity ramps at Guangzhou and Thailand sites should materially accelerate its AI-related business. CLSA forecasts Guanghe net profit of RMB 2.004 bln, 2.953 bln and 4.198 bln for fiscal 2026-28, implying revenue CAGR of 48% and net-profit CAGR of 60% over the period.

Wells Fargo raises its PT on AMD (AMD.O) to $615 from $505.