A股MLCC概念板塊午後震盪下挫，昀冢科技跌超10%，火炬電子逼近跌停，博傑股份、三環集團、國瓷材料、利和興跌超7%。

梅賽德斯-奔馳首席財務官：中東衝突持續增加不確定性，前景假設衝突在下半年不會完全升級。

The Cyberspace Administration of China (CAC), together with CAC offices in Beijing, Shanghai, Zhejiang and Shenzhen and five leading large-model firms, launched a special initiative in Xiong'an New Area to expand IPv6 support for generative AI applications. Organizers cited explosive growth in token traffic and new network capacity demands; the initiative promotes IPv6 as the underlying infrastructure owing to its vast address space, efficient routing and native security features.