Refinitiv on the 18th reported Chinese chipmaker CXMT is preparing to enter the NAND flash market and aims to compete directly with Samsung, SK Hynix and Micron. CXMT plans an R&D/production NAND line at a new Beijing fab and has set up a Beijing research institute with NAND development projects. It has discussed the NAND plan with customers, including a newly formed startup that intends to buy CXMT NAND chips for AI systems and supercomputer storage. Timing for the R&D line and any move from de

波蘭軍方：軍事航空活動已結束；在俄羅斯對烏克蘭的打擊期間，未發生對波蘭空域的侵犯。

At midday the HSI was up 0.67% and the Hang Seng Tech Index rose 1.74% after opening higher and earlier trading more than 2% up. Chip stocks led gains: Tianshu Zhixin (09903.HK) rose over 13%, Biren Technology (06082.HK) rose about 9%, Huahong Hongli (01347.HK) rose about 6%. Optical-communications names outperformed, led by Xizhi Technology‑P (01879.HK) up about 17%. AI names rebounded—MINIMAX‑W (00100.HK) +13%, Zhipu Technology (02513.HK) +6%. Other strong sectors included liquid cooling, innovative drugs, telecom equipment, Chinese brokers, ADAS, commercial space and new consumption. Weak sectors in the morning session included coal, dairy, batteries, building materials & cement, and ports & logistics. Lenovo Group (00992.HK) jumped over 7%; market capitalization topped HK$450bn, a record high.