元大基金：预计2027年人工智能资本支出将同比增长30%，超过目前预测的11%。

China Huadian's Qinghai branch said its Delingha integrated high‑altitude solar–hydrogen–storage project — a 1 GW solar array with a 3 MW PV‑to‑hydrogen unit — has generated more than 4 bln kWh. The Delingha facility in Haixi, Qinghai includes a 3 MW hydrogen plant, a 330 kV step‑up substation and a 270 MW/1,080 MWh battery storage station. The project is among China's first large wind‑solar bases on arid/Gobi land and marks the country's first trial of green power‑to‑hydrogen at high altitude.

Japan has drafted a blueprint targeting annual real GDP growth of more than 1% and nominal growth of 3% by 2040, roughly double its five-year average. The plan projects cumulative public and private investment above ¥370 trillion (about $2.29 trillion) by FY2040, an annual private-sector capex target of about ¥230 trillion and a GDP level near ¥1,100 trillion. The blueprint centres on strategic public‑private partnerships and directed support for industries the government views as critical to long-term competitiveness to address chronic underinvestment. The government urged the Bank of Japan to maintain growth‑friendly interest‑rate settings, signalling a preference for lower financing costs and raising the prospect of policy friction as the BOJ cautiously withdraws from ultra‑loose policy.