港股算力硬件股走高，兆易創新(03986.HK)漲近12%，瀾起科技(06809.HK)漲8.6%，大族數控(03200.HK)漲超7%，聯想集團(00992.HK)漲超5%，長飛光纖光纜(06869.HK)漲4.8%。

臺積電(TSM.N)：受颱風影響，原定於週五公佈的6月營收數據將推遲至下週一發布。

Trump's push to let Ukraine indigenously produce Patriot air-defense systems and Tomahawk cruise missiles signals a shift in US support from direct fiscal aid to a tech-transfer plus supply-chain-export/outsourcing model. The change forces a re-evaluation of defense contractors' commercial logic: licensing of systems, supply of key components and long-term maintenance contracts can expand overseas revenue and convert one-off government orders into steadier global ecosystem income. It also signals US preparation for a more protracted security commitment, supporting a sustained lift in European defense spending and defense-sector investment. For markets, geopolitical risk is moving from episodic shocks toward structural industry and fiscal shifts; investors may reprice European security assets, the defense sector and energy/resource-linked defensive exposures accordingly.