標普500科技板塊已有75%的成分股站上200日均線，爲2024年10月以來最高，並結束連續219個交易日低於該水平的狀態；納斯達克100也升至約69%。這意味着本輪上漲正從少數半導體和大型科技股，擴散至更多軟件、硬件及IT服務公司。 這種變化比指數創新高更有意義。5月標普500上漲時，全市場只有約53%的股票站上200日均線，行情高度集中；如今科技板塊長期趨勢明顯改善，單一龍頭回調對板塊的衝擊有望降低。

Google released Gemini 3.7 Flash, presented as a code-generation and debugging upgrade the company says produces more production-ready code on first pass, reduces developer rework and lowers inference costs. The model will support the AI productivity assistant Gemini Spark and adds safety protections against malicious attacks and misuse in chemical, biological, radiological and nuclear (CBRN) domains. Google has not provided a firm launch timetable for flagship Gemini 3.5 Pro, which has been delayed repeatedly amid slower-than-expected R&D progress, keeping investor focus on the company’s AI roadmap execution. CEO Pichai said Google is accelerating model iteration and has allocated substantial compute to train next-generation Gemini 4.

深交所：“玉禾轉債”（123277）盤中成交價較發行價首次上漲達到或超過30%，自今日09時30分00秒起對該債券實施臨時停牌，於14時57分00秒復牌。