Bernstein analysts say European beverage stocks are showing a solid rebound. Beer names Carlsberg and Heineken have risen as volumes show signs of recovery; Rémy Cointreau advanced after a well-received recovery plan. Spirits majors Diageo and Pernod Ricard are lagging. Bernstein prefers beer over spirits given continued weakness in the key US spirits market. Analysts add that valuations across the group look attractive at current levels.

Sungrow unveiled the EnerNeo solid-state transformer for AI data centers with input 10–13.8 kV AC (compatible with major Asian and North American grids) and 800 V DC output. Sungrow signed strategic cooperation and framework procurement agreements with Dongyangguang and Zhonglian Data. Planned volumes: 30 MW with Dongyangguang to be delivered in batches 2026–2027, with parties to explore industrial applications beyond data centers; 100 MW with Zhonglian Data, with a demo project due end‑2026 and phased deliveries in 2027–2028 based on end‑customer demand. Sungrow said it is also in active talks with multiple other customers.

美國總統特朗普：對伊朗採取了47年來本應採取的行動。我們摧毀了伊朗的軍事能力。