China A-share Hainan sector rallied intraday; Hainan Haiyao posted a fourth consecutive daily limit-up, Haima Automobile hit the daily limit, and Shennong Seed, Xinlong Holdings, Kangzhi Pharmaceutical and Haixia Co. also advanced.

Do-Fluoride New Materials' A-share trading turnover hit CNY 10 bln; shares down 0.14%.

Ming‑Chi Kuo says Amazon will develop in‑house processors for consumer electronics to lower chip costs and free capital for AI infrastructure. Amazon's free cash flow was about $1.2bn in 2026 Q1. From 2027 it will gradually adopt a COT (customer‑owned tooling) model similar to Trainium for these chips, with Shixin handling backend design and testing; full conversion could reach roughly 40m units shipped annually.