港股收盤，恆指收漲0.54%，科指收跌0.37%；大模型概念、光通信板塊走低，長飛光纖光纜(06869.HK)收跌16.6%，中際旭創(03308.HK)跌12.2%，MINIMAX-W(00100.HK)跌超9%。

日本央行會議紀要：內閣辦公室代表表示，實施適當的貨幣政策以實現穩定的通脹非常重要，希望日本央行與政府密切合作。

China's Financial Regulatory Administration, the Ministry of Science and Technology and other ministries held a tech-insurance promotion meeting directing insurers to expand coverage for major national science tasks and technology-focused SMEs and to push tech insurance into industrial parks, incubators and high-tech zones. The agencies called for insurance product optimisation across the full innovation chain—R&D, pilot production, pilot trials and first use, commercialization and industrialization—and for embedding risk assessment, monitoring and hazard checks into firms' innovation processes. Insurance firms were told to strengthen policy, product, team, talent and performance systems, accumulate technology-risk data and refine actuarial pricing. Insurance capital should be mobilized to invest early, in smaller tickets, for longer durations and into hard-tech via bonds, funds, equity and asset securitization. Financial regulators, the science ministry, MIIT, the finance ministry and IP authorities were asked to coordinate support for innovation alongside fund-safety management. The meeting also launched a tech-insurance publicity campaign and exchanged policy guidance and typical cases.