【期貨熱點追蹤】幾內亞政策預期落空，企業礦石庫存依然充裕，氧化鋁期貨連續四周下跌！下一個打破僵局的變量在哪？點擊閱讀。

Dongshan Precision (market cap ¥400bn) jumped more than 7% intraday Tuesday afternoon as some PCB-related names moved, after supply-chain researcher SemiAnalysis reported NVIDIA’s next‑generation Kyber AI server system could be delayed by a year due to specialized circuit‑board manufacturing issues. The claim triggered a global selloff in PCB plays the previous day. NVIDIA responded on the 6th: “Our product roadmap remains unchanged.” Mizuho analyst Jordan Klein said similar NVIDIA delay rumours have recurred and are largely “attention‑seeking noise.”

美國總統特朗普：沃爾瑪將降低價格。