A股券商股異動拉昇，華安證券漲超7%，華創雲信漲超4%，長江證券漲超3%，國元證券、財達證券、招商證券跟漲。

Phase I of a large single-site AI compute cluster in Huailai County, Zhangjiakou has entered full operation, deploying more than 200,000 servers, many used by domestic internet firms for large-model training and inference. The cluster reportedly consumes over 1,000,000 kWh per hour (≈1,000 MW) at run-rate. Zhangjiakou’s developable wind capacity exceeds 40 GW, supplying abundant green power to the compute site. A nearby compute center also commissioned a new machine-hall in May. Data show China’s compute centers are estimated to consume 170 billion kWh in 2025, about 1.6% of national power use, while green power trading volume is estimated at 328.5 billion kWh in 2025. Industry participants expect coordinated national deployment of green power and compute during the 15th Five-Year Plan period to expand upstream and downstream industrial-chain opportunities.

WTI原油日內跌幅達2.00%，現報72.17美元/桶。