小鵬集團(09868.HK)：將在今年實現首款飛行汽車量產，小鵬飛行汽車已收穫超過7000個訂單。

A Fudan University team at the National Key Laboratory for Integrated Circuits and Systems and the School of Integrated Circuit and Micro‑Nano Electronics published in Science a device called QuantumFlash that uses a coplanar drain–channel–source “unified” structure to demonstrate clear single‑electron nonvolatile storage behavior at room temperature (27°C) for the first time. The team says the result overturns the conventional view that single‑electron storage is infeasible and establishes a new theoretical framework for single‑electron quantum storage that could underpin future AI‑era compute. Researchers report an end‑to‑end technology chain from materials and device innovation to high‑end chip integration and applications and plan to accelerate industrialization: they aim to form a company, engage leading AI customers, recruit strategic partners and seek social and government support to commercialize products within 1–3 years.

Traffic through the Strait of Hormuz has again been disrupted, exposing oil markets to a supply shock similar to March’s outage that removed roughly 4 mln bpd. An IMF blog on Wednesday says the March–May shortfall of about 4 mln bpd was largely absorbed by drawing inventories. The IEA previously executed its largest strategic release, putting roughly 400 mln barrels from emergency stocks into the market, and other major consumers trimmed refinery runs and relied on domestic stocks. IMF warns most of that shock absorber has been consumed; without inventory replenishment the world will be more exposed to any subsequent shock.