科创50指数涨幅扩大至2%，成分股中，西部超导、金山办公、华海清科领涨。

The Financial Times reports Google has limited Meta's ability to purchase compute for its Gemini AI model after Meta's demand exceeded Google's available capacity. Google told Meta in March it could not fill all requested Gemini compute purchases; the shortfall has disrupted and delayed some of Meta's internal AI projects. Several other Google customers were also affected to a lesser degree, FT said, with Meta particularly hard hit owing to unusually high demand for Google models.

Iran and Lebanon have agreed to establish a conflict-management working group, with US participation to oversee implementation of Lebanon-related clauses in the recently signed US‑Iran peace memorandum, Iran’s parliament speaker said after a call with Lebanon’s parliament speaker Berri. The speaker said Iran’s negotiating team in Switzerland repeatedly flagged breaches by other parties during US‑Iran talks. Foreign ministry spokesman Baghaei urged a prompt timetable for an unconditional Israeli withdrawal from occupied Lebanese territory and said full implementation of the memorandum’s Article 1 is a necessary precondition for a final settlement and regional stability.