China A-share paper sector opened firmer in early trade; Sun Paper and Qingshan Paper hit daily limit-ups, while Rongsheng Environmental Protection, Jingxing Paper, Bohui Paper, Yibin Paper and Xianhe Co. also rallied.

1. 我國已成功研製近200項人工智能關鍵標準。 2. 工信部：將分行業凝練人工智能應用高價值場景，實施應用服務商培育專項行動。 3. Anthropic預計潛在市場規模超30萬億美元，超越SpaceX IPO預期。 4. OpenAI：自研Jalapeno芯片測試中擊敗英偉達GB300。 5. SemiAnalysis：OpenAI最快第三季度實現盈利。 6. OpenAI高層持續變動，數據中心負責人離開公司。 7. 西班牙擬出臺更嚴格的數據中心監管規定。 8. 英偉達宣佈推出Jetson Orin Nano 2機器人計算機。 9. 蘋果發佈新款Mac Mini和Mac Studio，加碼AI計算能力。 10. 思科與英偉達合作擴展安全人工智能工廠。 11. 研究機構：AI基礎設施支出激增，雲服務商下半年將更重視效率與財務紀律。 12. 優必選與新加坡電信簽署諒解備忘錄，共拓企業級機器人規模化應用新賽道。

The Ministry of Agriculture and Rural Affairs issued the 15th Five-Year Plan for the national farm-product origin market system, targeting improved supply–demand matching and a modern circulation network. Policy priorities include online–offline integration, alignment of production and sales locations, interconnection of agricultural commerce, upgraded market facilities and marketing services, stronger monitoring and early-warning, and expansion of distribution participants. Key targets: by 2030 establish 50 origin-market clusters able to drive regional or national leading industries; develop 1,500 origin cold-chain collection-and-distribution centers with storage, primary processing and cold‑chain delivery capacity; and build 500 certified, high‑standard agricultural premium brands. By 2035 the plan aims for significant progress in efficient supply–demand linkage and a stronger role for the system in ensuring stable, safe supply, raising agricultural quality and farmer incomes, and supporting agricultural modernization.