港股光通信板塊震盪拉昇，長飛光纖光纜(06869.HK)漲超12%，劍橋科技(06166.HK)漲超9%，華虹宏力(01347.HK)漲超7%，海光芯正(01191.HK)漲超4%。

Japan 10-year government bond yield fell 6 bps to 2.815%.

The National Energy Administration issued the Energy Sector Energy‑saving and Decarbonization Action Plan (2026–2028), promoting coordinated development of green power and emerging industries. The plan urges joint planning and construction of new‑energy bases with compute facilities and supports measures for compute facilities to raise green‑power consumption, explicitly calling for tapping the spatiotemporal adjustability of computing loads to enable coordinated operation with the power system. It mandates uptake of energy‑saving technologies — efficient cooling, high‑performance power delivery and advanced waste‑heat recovery — to boost compute facility energy efficiency, and directs construction of self‑consumption renewable bases and basin‑scale hydro‑wind‑solar integration to align power supply with advanced manufacturing and industrial demand.