恒指期货夜盘收跌0.29%，报23914点，低水95点。

Saxo Bank chief investment strategist Charu Chanana said in a note that uncertainty over NVIDIA’s leadership could accelerate shifts to alternative suppliers. AMD, Broadcom, Alphabet and Samsung Electronics may benefit, though meaningful market-share gains will take time. A larger risk is disruption to the broader AI ecosystem: higher debt financing, pressure on hyperscalers’ free cash flow and regulatory uncertainty are already testing the sustainability of AI spending. Chanana described this as a test for AI trades rather than their end and said investors should separate firms benefiting from ongoing infrastructure spend from those that can generate sustainable returns from AI adoption.

据美国财经媒体Semafor：没有迹象显示司法部寻求对黄仁勋提起刑事指控。