港股恆生指數跌超1%，恆生科技指數跌1.06%，百度(09888.HK)跌4.7%，小米集團(01810.HK)跌超4%，龍湖集團(00960.HK)、華潤萬象生活(01209.HK)均跌超3%。

Emerging-market equities rose on Monday as optimism about next‑generation AI models lifted index‑heavy technology names, offsetting pressure from higher oil. The MSCI Emerging Markets Index climbed as much as 1.4% to its highest level since June 26; South Korea’s KOSPI jumped 4%. An EM currency index gained 0.1%, its 12th advance in 13 sessions. Attacks on tankers in the Strait of Hormuz pushed oil higher, and stronger US nonfarm payrolls increased bets on earlier Fed tightening, leaving most other sector subindexes lower.

週末至今，OpenAI稱已實現“自動化研究實習生”目標，瑞銀把AI熟練度納入2027屆招聘；TCS規劃最高1GW印度算力園區，Anthropic據報推進150億美元循環信貸。模型端，AA更新評測口徑，Astra在KiloBench取得79.3%完成率，MiniMax與Step模型仍有較高調用熱度。