Amazon (AMZN.O): Amazon Web Services (AWS) will commit $100 million to AI and cloud technologies to help global institutions scale health services.

Key News 1. The People's Bank of China (PBOC) has increased its gold reserves for the 24th consecutive month. 2. Shanghai Stock Exchange: The total market capitalization of listed companies on the Shanghai Stock Exchange exceeds 65 trillion yuan. 3. Shenzhen Stock Exchange revises the compilation scheme for the ChiNext Index: the upper limit of the weight of a single sample stock will be gradually adjusted to 15%. 4. Incremental funds have entered the market; six leading securities firms have completed swap facility operations, implementing the first batch of stock investments. 5. State Council Executive Meeting: Improve the capital market stabilization mechanism, enhance the inherent stability of the stock market, and promote the stable and healthy development of the capital market. 6. Beijing: Support enterprises in conducting independent research and development in areas such as basic hardware, basic software, industrial software, and cybersecurity. 7. National Development and Reform Commission: Expedite the issuance of supporting policies to support the cultivation and development of new scenarios for "six-network synergy". 8. He Lifeng held a video call with US Treasury Secretary Bessenter and Trade Representative Greer. Individual Stock News 1. Shanghai Stock Exchange issues a regulatory letter to Zhejiang Wenying Film & Television. 2. Chinalco Group and CATL reach a strategic cooperation agreement. 3. China Mobile and Z.ai officially signed a cooperation agreement. 4. Shanghai Electric Group: Chairman proposed a share buyback program of 500 million to 1 billion yuan. 5. Wuliangye: Wuliangye Group completed its shareholding increase plan, with an increase amount of 3.014 billion yuan. 6. Huaxin Building Materials: Plans to acquire 99.99% equity of Brazil's National Steel and Cement Company for approximately US$1.642 billion. 7. Jiechuang Intelligent: Signed a computing power technology service contract worth 4.915 billion yuan. 8. Wondershare Technology: The overseas version of Wondershare Studio, ReelMate AI, has started public beta testing. 9. Shennan Circuits: The controlling shareholder proposed that the total cash dividend for 2026 should not be less than 35% of net profit. 10. Guangzhi Technology: A subsidiary signed a letter of intent to supply indium phosphide substrates worth no less than US$601 million. 11. International Composites: Plans to invest 1.158 billion yuan to build a high-performance electronic fiber cloth project.

Xiangyu Medical said its rehabilitation-robotics business is in the product-registration and clinical-penetration phase. Product lines include motion rehabilitation robots, AI physiotherapy robots, nursing and care robots, and TCM acupuncture robots; AI infrared moxibustion units and a wearable lower-limb exoskeleton have been launched, and multiple AI physiotherapy models are undergoing medical-device registration. Related products are installed in several hundred Chinese tertiary hospitals. Future scaling depends on obtaining medical-device registration certificates, institutional access and reimbursement/fee policy alignment, and timely funding for rehabilitation and nursing expansion projects.