【期貨熱點追蹤】伊朗與阿曼就海峽談判取得“積極進展”，中東地緣溢價面臨大幅修正，集運歐線大幅走低。同時馬士基帶頭調降大櫃報價200美元，地緣局勢緩解與現貨調降共同壓制集運歐線盤面。

China A-share components sector surged; Zhongjing Electronics hit its daily upper trading limit; Nanya New Materials, Kexiang Co., Hongban Technology, Shengyi Electronics and Aihua Group also gained.

Infineon said on Wednesday it expects revenue for the fiscal fourth quarter ended September of about €4.7 bln (US$5.4 bln), versus analysts' average forecast of €4.6 bln, driven by stronger demand and higher pricing for data-center chips. CEO Jochen Hanebeck said demand for power solutions serving AI data centers remains robust and will continue to be the company’s primary growth driver. The upbeat guidance could ease concerns about the sustainability of the AI spending surge and competitive pressure. Investors have recently sold off chip names despite rivals Texas Instruments, STMicroelectronics and NXP Semiconductors raising profit forecasts; Infineon shares are up 69% year-to-date.