哈莫尼黃金(HMY.N)：預計2026財年的資本支出將略低於計劃。

Qiangrui Technology said its inner manifold central-distributor is primarily used inside Rubin server compute trays, with one distributor required per tray; the unit has high value and a large addressable market. As Rubin server cabinet shipments increase, the company’s order intake is expanding rapidly, though Rubin cabinets have not yet reached mass-shipment scale; the company expects related orders to rise substantially. Qiangrui is also supplying corrugated-hose modules for Rubin cabinets, advancing validation of additional liquid-cooling components, preparing capacity expansion to meet rapid order growth, and cooperating with customers on R&D, validation and pilot production for the next-generation Rubin Ultra central distributor.

滬指午前轉漲，早盤一度跌近0.5%，深證成指現漲1.74%。