Iran's Mehr news agency reported explosions were heard near Konarak and Chabahar in Iran.

重要新闻 1. 工信部发布关于防范AI编程工具Claude Code安全后门隐患的风险提示。 2. 中荷经贸混委会第18次会议在京举行。 3. 2026年全国暑期文化和旅游消费季启动，将发放超4.5亿元消费券等消费补贴。 个股新闻 1. 主力资金流向数据显示，紫光股份主力资金净流入22.23亿元居首位，浪潮信息、网宿科技、中芯国际、工业富联获主力资金净流入居前；长电科技主力资金净流出22.03亿元居首位，北京君正、兆易创新、佰维存储、华天科技主力资金净流出居前。 2. 孚能科技SPS电池包获ECE R100与R10双认证。 3. 欧菲光创始人蔡荣军企业新菲光满产扩产，计划三年左右实现年产值400亿元。 4. 赣锋锂业：公司研发高比能高功率eVTOL电池已搭载于沃飞长空AE200-100机型。 5. 宝通科技、光轮智能成立物理人工智能科技公司。 6. 上海合晶经营范围新增电子专用材料、新材料技术研发等。 7. 太龙股份：公司不直接开展物理AI相关产品研发与技术储备。

CITIC Securities says rising compute demand is the primary structural growth driver for the PCB sector, forcing AI-use PCBs into high-multilayer, high-density, high-speed, low-loss and higher-reliability platform designs. The move in AI server architectures from CPU to GPU/ASIC clusters raises requirements for board volume, layer count, materials, via structures, trace precision and reliability, accelerating demand for high-multilayer boards and advanced HDI; iteration to M7–M9 low-loss substrates and faster adoption of precision processes such as mSAP is prompting full-process equipment upgrades and creating near-term opportunities for PCB equipment and upstream materials suppliers.