A股商業航天板塊走高，上海港灣漲停，電科藍天、航天環宇、中國衛星跟漲。

Philadelphia Semiconductor Index extended intraday gains to over 7%. AMD (AMD.O) rose more than 12%, Broadcom (AVGO.O) rose over 9%, Micron (MU.O) rose over 7%; Intel (INTC.O) gained over 5%. Qualcomm (QCOM.O), ASML (ASML.O) and TSMC (TSM.N) each rose over 4%. NVIDIA (NVDA.O) fell more than 3%.

Bank of England deputy governor Sarah Breeden, who oversees financial stability, said on Tuesday the recent repricing of AI-related equity and debt appears orderly and does not pose an immediate risk. The Bank has for months warned that valuations needed adjusting; Breeden said corrections that bring prices closer to economic growth and profitability would be welcome, but the greater concern is that price adjustments could be amplified by market behaviour. The Bank is reviewing private markets broadly, not specifically targeting AI.