港股半導體板塊午後震盪走強，兆易創新(03986.HK)漲超14%，華虹宏力(01347.HK)漲超8%，中芯國際(00981.HK)漲超5%，上海復旦(01385.HK)、瀾起科技(06809.HK)等跟漲。

韓國總統李在明：韓國需要在現有的龍仁和平澤半導體產業集羣之外開闢新的投資基地，因爲當地的電力和供水等基礎設施已接近承載極限。呼籲在全國範圍內擴大AI數據中心建設，並通過完善工業數據的採集和利用，構建更加完善的物理AI產業生態系統。

Shanghai released the 2026 revision of its Comprehensive Plan for Regulating Pig Production Capacity, designating breeding-sow inventory as the core indicator. It sets a normal stock level of 80,000 breeding sows and limits the number of large-scale pig farms to 90. Monthly inventory changes will be classified into green, yellow and red bands: green relies on market adjustment, yellow triggers warnings and guidance, and red prompts strengthened regulatory measures. Districts and Guangming Food Group’s out-of-region farms must keep production capacity relatively stable. The Shanghai Municipal Agriculture and Rural Affairs Commission will publish production monitoring data promptly and guide farms on production pacing.