A股光纖概念直線拉昇，華脈科技漲停，致尚科技漲超11%，傑普特漲超7%，永鼎股份、九州一軌漲超5%，長芯博創、特發信息跟漲。

凱雷集團Jason Thomas：人工智能放緩“更可能發生”。

Mitsubishi UFJ analyst Lee Hardman says market expectations for Bank of England rate hikes appear overheated, leaving sterling vulnerable to depreciation. "There has been no sign of second‑round inflation effects so far, and a persistently weak UK labour market has eased some of the BoE's pressure to tighten," he said. He warned that if energy prices do not improve, the BoE may find it hard to ignore inflation that could reach around 4% in early next year, though current rate‑hike expectations are already overheated.