恆生科技指數跌幅達2%，恆指跌1.07%。黃金股、物理AI、機器人概念股等板塊跌幅居前。

Saxo Bank chief investment strategist Charu Chanana said in a note that uncertainty over NVIDIA’s leadership could accelerate shifts to alternative suppliers. AMD, Broadcom, Alphabet and Samsung Electronics may benefit, though meaningful market-share gains will take time. A larger risk is disruption to the broader AI ecosystem: higher debt financing, pressure on hyperscalers’ free cash flow and regulatory uncertainty are already testing the sustainability of AI spending. Chanana described this as a test for AI trades rather than their end and said investors should separate firms benefiting from ongoing infrastructure spend from those that can generate sustainable returns from AI adoption.

伊朗議會議長卡利巴夫：談判團隊沒有任何變化，我仍然負責談判。