A股食品飲料板塊午盤前異動拉昇，安記食品直線漲停，南方乳業漲超15%，仲景食品、歡樂家、騎士乳業、朱老六、海欣食品等跟漲。

Omdia’s Q2 2026 LED video display tracker shows global shipments rose 3.3% YoY while revenue fell 0.2% YoY, highlighting ongoing industry pressure. Since late 2025 component costs have surged; suppliers of LED chips, driver ICs, PCBs, power supplies and other materials have announced price increases. Multiple brands have implemented 3–4 rounds of product price hikes, with cumulative increases of about 3%–30%.

港股物理AI概念走強，五一視界(06651.HK)漲近25%，禾賽-W(02525.HK)漲超10%，優必選(09880.HK)漲超9%，越疆(02432.HK)漲5.5%。