A股存储芯片板块持续走强，天山电子、深科达此前20CM涨停，正帆科技、中科飞测、聚合材料、伟测科技涨超10%，深科技、恒烁股份、康强电子跟涨。

CITIC Securities research says market attention is on commercial deployment of humanoid robots after Figure03 entered a BMW factory; leading vendors are accelerating industrial use cases. As robot generalization rises, deployment scenarios should broaden and 2026 could be a peak year for vertical humanoid applications. The report calls physical AI the next wave of AI and says robots are among the best physical carriers. Tesla’s Optimus mass production is approaching; recent supply‑chain guidance on production scale has become clearer and the ramp is being externally validated—upcoming V3 product launches and further production progress warrant close monitoring. Ongoing IPO activity among domestic robot firms may prompt a hardware valuation re‑rating; CITIC expects sustained sector catalysts over the next quarter and recommends concentrating on high‑quality segments.

Ukraine's prime minister said the EU's second €3.8bn tranche has been transferred into Ukraine's state budget special fund. Total disbursements under the EU Ukraine Support Loan have reached €7.0bn.