日本央行大阪分行行长：企业间价格的成本传导进展迅速，可能从夏季起波及消费价格，因此需密切关注其对消费的影响。

AI chip startup Positron is in talks on a two-stage financing round targeting about $750m. The company, which develops energy-efficient inference chips for AI models and is among firms seeking to challenge NVIDIA’s position, would be valued at roughly $3.5bn after the first tranche and as much as $5bn after the second. If completed, the deal would more than double Positron’s valuation in about five months. Investors include Valor Equity Partners, Atreides Management, DFJ Growth, Arm and Qatar Investment Authority.

STAR 50 index gains widened to 7%. Muxi Co. U-shares rose over 15%. Shanghai Silicon Industry, Montage Technology, Moore Threads, SMIC, Jinghe Integration and Huahai Qingke each climbed more than 10%.