港股收盤，恆指收漲2.99%，科指收漲4.97%。大模型概念、科技股大漲，智譜(02513.HK)漲超13%，商湯(00020.HK)、阿里巴巴(09988.HK)、MINIMAX-W(00100.HK)漲約12%，小米集團(01810.HK)漲9.5%。

北約盟國在安卡拉簽署500億美元國防工業協議。

NATO announced a package of arms purchases and defence investments during its summit, including a plan to spend more than $40bn over the next five years on counter‑UAV capabilities and to increase trained drone operators fivefold by end‑2027. Secretary‑General Rutte urged member governments and Western defence firms to expand investment and boost industrial capacity. Procurement details include Denmark, Finland, Germany and Norway buying unmanned systems from Northrop Grumman and 11 members acquiring Saab’s GlobalEye airborne early‑warning aircraft. Separately, Lockheed Martin and Rheinmetall signed an MoU to jointly produce the Army Tactical Missile System in Germany, the first production of that short‑range missile outside the United States.