US-listed storage stocks fell broadly; Kioxia's U.S. ADR dropped more than 14%.

NEA director Wang Hongzhi said China’s AI surge is creating sharp electricity demand growth — generating 5 seconds of HD video uses roughly the same power as charging 10 phones. The NEA will implement an electricity-driven compute approach to align energy-resource allocation with data-center construction, advancing compute-power coordination across planning, policy and operations. In planning, western regions will link national compute hubs with large new-energy bases and co-develop compute facilities and power systems; eastern regions will push distributed compute paired with distributed generation, microgrids and virtual power plants for local response. Policy measures will encourage direct green-power connections for qualifying compute facilities and allow participation in green-power certificate trading; operational measures will optimize compute-load scheduling by task-specific demand profiles and flexibility potential.

泰國央行行長：未發現股票和債券出現異常資金流出的情況。