A股電力板塊局部異動，新能股份直線漲停，立新能源、閩東電力、龍源電力、國投電力跟漲。

Texas Governor Abbott suspended all state-issued data-center permits pending completion of a power-grid audit.

IDC's 1H26 global quadruped robot report: industry-grade applications excluding education/research and home consumer exceeded $270 mln, up 125.1% YoY. Deployments topped 19,000 units; shipments rose 260.5% YoY. Yunshenchu Technology ranked first in the industry-grade segment, driven by deployments in power inspection, industrial inspection and emergency firefighting and by a mature product-and-solution suite. IDC notes consumer/research and industry use are progressing in parallel—consumer/research boosts volumes and lowers costs, while industry applications are the core commercialization path. Government and industrial manufacturing are the two leading verticals; IDC expects continued rapid growth in the industry-grade market.