英力股份：AI服務器業務當前仍爲前期儲備階段，無大額投入和落地訂單，暫未安排客戶批量送樣及量產驗證工作，暫無對外可披露的送樣測試時間表。

China Merchants Securities says recent A‑share volatility has risen partly from spillovers of overseas tech turbulence, with leverage in Korea and comments from Meta driving sharp moves. At the industry level it highlights domestic compute as a near‑term catalyst ahead of a major AI conference where Huawei will first demonstrate the Atlas 950 SuperPoD — billed as the industry’s largest super‑node. The recent Hong Kong rebound, led by Alibaba’s earnings preview, may reflect an oversold bounce; further upside depends on upward revisions to aggregate Hong Kong earnings and a higher AI revenue share at leading tech firms, to be tested in upcoming interim results.

俄羅斯國防部：俄羅斯武裝部隊打擊了切爾諾莫斯克港內的兩艘海上輪渡和一艘集裝箱船，這些船隻當時正在爲烏克蘭武裝部隊運輸物資。