港股AI應用板塊走強，文遠知行-W(00800.HK)漲超%，智譜(02513.HK)、MINIMAX-W(00100.HK)漲超4%閱文集團(00772.HK)、小馬智行-W(02026.HK)等跟漲。

China A-share semiconductor equipment sector rallied again; Shengmei Shanghai climbed over 10%, while Torrance, Weidao Nano, Hengyunchang, Fuchuang Precision and Zhichun Technology also advanced.

Economists have delayed expectations for a Swiss National Bank rate rise; a monthly survey shows the earliest timing is now judged to be after June next year. Respondents who had expected borrowing costs to rise this year largely now see the SNB holding off until 2027, and a majority expect the first hike only in early 2028. The shift follows reports that SNB staff internally expect the policy rate to remain at 0% through end‑2027 and rise only thereafter, conditional on no new major shocks.