港股有色金屬板塊震盪走低，中國鋁業(02600.HK)跌超5%，贛鋒鋰業(01772.HK)跌超3%，天齊鋰業(09696.HK)、五礦資源(01208.HK)等跟跌。

Cambricon said accelerating large-model technology is driving sustained growth in intelligent-computing demand and will continue to focus on AI chip design innovation to bolster competitiveness, expand market share and accelerate scenario deployment. For internet customers it is prioritizing large models, multimodal and search/recommendation applications, and is optimizing compute performance, communication efficiency and framework capabilities to improve integrated performance in typical internet workloads. The company said 1H2026 hardware work includes a new-generation processor microarchitecture and instruction set under development, with optimizations targeting large-model training and inference and aiming to improve programmability, ease of use, performance, power consumption and silicon area.

截至23:00收盤，國內期貨主力合約漲多跌少，紙漿、合成橡膠、燃料油漲超1%，菜油、短纖漲近1%。跌幅方面，玻璃跌超2%，純鹼、焦煤跌超1%。