A股算力租賃概念午後再度拉昇，潤建股份2連板，直真科技漲停，此前朗源股份、飛利信20cm漲停，光環新網、中富通、潤澤科技均漲超10%。

歐洲央行管委德馬爾科：但目前並未看到上述任何一種情況。

Goldman Sachs global head of equity strategy Peter Oppenheimer said global equities are likely to extend Q2’s strong rally into H2, with technology companies’ earnings growth the main driver. He said that if earnings remain healthy and breadth widens, markets should continue to rise in H2, though gains may be smaller than in H1. Oppenheimer added that tech profit growth should persist, with investor focus shifting from data‑center and cloud operators to semiconductors and equipment makers supporting the AI boom.