Onshore renminbi closed at 6.7997 per U.S. dollar at 16:30 on June 26, down 2 pips from the previous trading day.

Zhongtai Securities co-head of research Wang Fang said at a forum that market trading this year has focused on supply-chain shortages within the AI theme, a pattern underpinned by profitability. China’s electronics sector delivered Q1 profit growth that far outpaced revenue, and leading indicators such as inventories remain healthy. Wang said large-model vendors are expanding rapidly; an inference-driven surge and widespread Agent deployment will support sustained high capex in the AI sector, while upstream bottlenecks persist, strengthening the case for durable industry growth.

寶麗迪在互動平臺表示，目前公司COFs產品在吸附除酸領域還處於客戶驗證階段，暫時尚未有批量銷售計劃。