午盤收盤，國內期貨主力合約跌多漲少，低硫燃料油（LU）、原油跌超6%，乙二醇、甲醇、苯乙烯、對二甲苯跌超5%，BR橡膠、塑料、純苯、PTA跌超4%，丙烯、瓶片、短纖、燃料油、聚丙烯、液化氣、瀝青跌超3%。漲幅方面，滬銀、滬錫漲超4%，多晶硅、鉑漲超3%，燒鹼、鈀、工業硅漲超2%。

Microsoft may reconsider its ambitious 2030 goal to match 100% of hourly electricity use with renewables as it scales energy-intensive AI data centers. The company is debating whether to delay or abandon the target, though no final decision has been made. A spokesperson said annual renewable matching remains a focus, but the stricter hourly goal is under review. Rising AI energy demands have made natural gas more attractive, highlighting tension between rapid data center expansion and pre-AI climate commitments. Big Tech’s clean-energy pledges now face feasibility challenges.

A股存儲芯片板塊直線拉昇，朗科科技漲超13%，續創歷史新高，怡亞通封板漲停，德明利漲超9%，江波龍、香農芯創、開普雲、時空科技跟漲。