夜盤開盤，國內期貨主力合約跌多漲少，乙二醇（EG）跌近4%，甲醇、丙烯跌超2%，純苯跌近2%，低硫燃料油（LU）、短纖、瓶片、對二甲苯跌超1%。漲幅方面，菜粕漲近2%，豆二漲超1%，豆粕、滬鋅漲近1%。

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。

Iran's equity rally is best read as an asset re-pricing in a high-inflation environment, not a traditional fundamentals-driven bull market. Key market signals to watch: whether TEDPIX can hold above 6,000,000; whether the rial continues to weaken; whether inflation remains near 90%; whether gold/USD keeps rising; and whether real profits at export-oriented petrochemical, steel and mining firms improve. If stocks rise while the rial stabilizes, inflation falls and corporate earnings recover, that would signal a substantive economic rebound. If instead stocks rise alongside a weaker rial, higher gold and inflation stuck near 90%, the rally is likely driven by cash flight and hedging of currency depreciation and inflation rather than underlying economic repair.