美股存儲股盤前走強，閃迪(SNDK.O)漲約7%，SK海力士(SKHY.O)漲約6%，美光科技(MU.O)漲約5%，西部數據(WDC.O)漲約5%。

UBS said Kimi K3, the world’s largest open‑source LLM, now performs close to leading closed‑source frontier models. Alibaba has previewed Qwen 3.8‑Max, reportedly targeting performance near Fable 5, and a potential DeepSeek V4 GA release could further strengthen Chinese models’ cost‑efficiency. UBS expects China’s open‑source ecosystem to accelerate technology diffusion and R&D synergies, helping domestic AI labs narrow the gap with global peers; it reiterated that cost efficiency remains the sector’s core advantage and, as the industry shifts toward token optimization, Chinese models are likely to gradually capture global market share.

U.S. State Department issued a "Worldwide Caution" to U.S. citizens amid escalating tensions in the Middle East.