港股机器人概念午后走强，埃斯顿(02715.HK)、优必选(09880.HK)涨超10%，兆威机电(02692.HK)涨超8%，三花智控(02050.HK)、禾赛-W(02525.HK)等跟涨。

Iran's Foreign Ministry spokesman Baghaei said the Strait of Hormuz does not need external intervention, saying such intervention would only complicate matters.

CLSA initiated coverage of the Chinese AI PCB/CCL sector and assigned OUTPERFORM to five names. It set a PT of HK$251.4 on Guanghe Technology (01989.HK), citing the company as a leading domestic supplier of high-performance server PCBs with strong technology and customer recognition. CLSA expects Guanghe to benefit from rising high-performance computing and AI server demand and from PCB specification upgrades that increase per-board value; capacity ramps at Guangzhou and Thailand sites should materially accelerate its AI-related business. CLSA forecasts Guanghe net profit of RMB 2.004 bln, 2.953 bln and 4.198 bln for fiscal 2026-28, implying revenue CAGR of 48% and net-profit CAGR of 60% over the period.