A股算力租賃概念快速拉昇，宏景科技漲超10%，潤建股份逼近漲停，大位科技、銅牛信息、首都在線、網宿科技、利通電子、優刻得跟漲。

Chinese shares opened flat and traded choppily; the Shanghai Composite dipped below 4,000 intraday and ChiNext fell over 2% early before all three major indexes rallied into the close. At settlement, Shanghai Composite +1.16%, Shenzhen Composite Index +0.19%, ChiNext +0.54%. Turnover on Shanghai and Shenzhen exceeded 3.5 trillion yuan. Innovative-drug names led gains, with multiple small-cap drug stocks hitting the 20% daily limit. Liquor, animal-husbandry, medical-service and precious-metal sectors outperformed; semiconductors were intermittently active and industrial-gas stocks strengthened in the afternoon with several limit-ups. Compute-hardware concepts plunged; glass/fiberglass, energy-equipment, shipping and copper-clad-laminate sectors were among the heaviest decliners. Market breadth was positive with over 2,400 stocks rising.

英偉達(NVDA.O)：Anthropic的Claude系列模型已上線微軟Azure的NVIDIA GB300 Blackwell Ultra平臺。