布伦特原油日内涨超1%，现报74.42美元/桶。WTI原油向上触及71美元/桶，日内涨1.07%。

Chinese lithium carbonate 2609 futures strengthened intraday, extending gains to 6.05% at 159,880 yuan/ton. Turnover topped 41.0 billion yuan and open interest rose by about 7,600 contracts, with volume and positions both picking up.

China International Capital Co. says as AI compute shifts to higher density, continuous full-load operation and stronger transient load shocks, high-voltage architectures are the clear development path for data center power systems. Hardware advances should make 2026 the first year of large-scale high-voltage architecture deployment. The firm expects SiC and GaN devices to be primary beneficiaries of power-system upgrades: SiC likely to lead machine-room-side (gray-zone) applications, GaN to penetrate at scale inside racks (white-zone), creating a 'SiC left, GaN right' market split and jointly driving iteration of data center power solutions.