【期貨熱點追蹤】國內鋁錠去庫堅挺現實突現異動拐點！地緣降溫風險溢價擠出，鋁市定價邏輯全面切換之下，後市如何看待？點擊閱讀。

China A-shares opened slightly lower and then diverged; the Shanghai Composite failed to sustain its rebound while the Shenzhen Composite and ChiNext recovered from intraday lows. By midday the Shanghai Composite was down 0.24%, the Shenzhen Composite up 0.11% and the ChiNext up 0.99%; combined turnover on Shanghai and Shenzhen stood at 928.3 bln yuan and more than 2,700 stocks were higher. Optical communications led gains, with multiple names hitting daily limits including Zhishang Technology, Qingshan Paper, Huamai Technology and Jianqiao Technology; Taichengguang jumped over 12%, while Yuanjie Technology, Xinyisheng and Zhongji Xuchuang also advanced. PCB concept stocks extended strength—Guangyang Shares hit the limit, Baiao Intelligent rose more than 15%, and Dongshan Precision, Jiepute and Zhixin Precision moved higher. Photovoltaic equipment stocks rallied then retreated; Zerun New Energy and Yamadun hit limits, Jincheng led gains, but Maiwei fell over 12% and names such as Dongfang Risheng and Beiteli slipped. Liquor stocks weakened; Huangtai fell more than 5%, with Shanxi Fenjiu, Luzhou Laojiao, Wuliangye and Kweichow Moutai also lower.

美聯儲理事鮑曼：時間將有助於美聯儲進一步瞭解人工智能相關需求增長勢頭的持久性。