港股開盤，恆指開漲1.14%，科指開漲1.6%。寧德時代(03750.HK)績後開跌2.87%，股價觸及400港元關口。人工智能硬件與算力板塊回暖，聯想集團(00992.HK)漲6%，勝宏科技(02476.HK)漲超4%。

JP Morgan estimated on Tuesday that most global banks have limited exposure to CoreWeave after the NVIDIA-backed cloud firm's shares and bonds plunged last week amid investor concern over its debt financing. JP Morgan said U.S. bulge‑bracket banks and Mitsubishi UFJ Financial Group could have potential exposure of $1.0bn–$3.0bn, while most European and Asian participants are exposed to less than $500m. Much of the exposure is via delayed‑draw term loans held through special‑purpose entities, with funds released as projects hit milestones; JP Morgan said lenders’ exposures appear well managed and heavily collateralized.

標普500指數E-mini期貨和納斯達克100指數期貨跌幅擴大，最新分別下跌0.25%和0.66%。