A股半導體板塊震盪走弱，華虹宏力跌超10%，兆易創新一度觸及跌停，瀾起科技、普冉股份、拓荊科技、全志科技等跟跌。

U.S. natural gas futures fell 3.00% intraday to $2.801/MMBtu.

National Bureau of Statistics chief statistician Yu Weining said accelerated AI integration across sectors drove a sharp rise in compute demand in 1H, pushing electronics sector profits up 96.9% YoY and adding 8.5 percentage points to profit growth at industrial firms above designated size, a key support for faster overall industrial profit growth. Subsector details: server/HPC-related — computer system manufacturing +689.3% YoY, computer peripheral manufacturing +305.8%; electronic devices — integrated circuit manufacturing +2,579.5%, semiconductor discrete device manufacturing +31.2%; electronic components and specialized materials — electronic special materials manufacturing +209.7%, electronic circuit manufacturing +26.9%.