博彙股份：公司變壓器油應用領域可延伸到儲能電池冷卻、大型算力中心浸沒式冷卻等領域。

The conditional two-week U.S.-Iran cease-fire should stabilize near-term market sentiment, says Anthony Kettle, managing director at RBC BlueBay Asset Management. He expects temporarily lower oil prices should ease inflationary pressures in vulnerable Asian economies and improve fiscal dynamics for importers. However, Kettle recommends avoiding structural bets until the cease-fire proves durable, and cautions that Middle Eastern energy exports will take time to normalize even if peace holds. Expecting energy prices to remain meaningfully elevated this year, RBC BlueBay advises investors to target sovereigns and corporations that are resilient to or benefit from higher energy costs.

A股星閃概念板塊盤初拉昇，欣旺達漲超7%，恆玄科技漲超6%，星寰科技、樂鑫科技、華測檢測等均漲4%。