上期所：本週銅庫存減少22406噸，鋁庫存減少24229噸，鋅庫存增加952噸，鉛庫存增加858噸，鎳庫存減少2525噸，錫庫存減少351噸，天然橡膠庫存增加1317噸。

Iran’s foreign ministry said Foreign Minister Araghchi told Pakistan’s army chief on Thursday that US strikes on Iran violated an Islamabad memorandum of understanding and warned Washington against any further military "adventurism." Earlier the Islamic Revolutionary Guard Corps navy said US strikes and interference with shipping-route adjustments in the Strait of Hormuz are disrupting the waterway’s phased reopening, threatening the interests of beneficiary states, and warned any further US intervention would invite "destructive retaliation."

Samsung Electronics’ System LSI division is developing a generative-AI accelerator for PCs codenamed GAIA and has supplied prototype samples to major OEMs including Lenovo and HP for performance validation, industry sources said. GAIA is built on a 4nm process and positioned as a storage‑centric AI accelerator that places compute close to memory; Samsung is also advancing integration with next‑generation DRAM processor-in-memory (PIM) technology that can execute operations on stored data. Unlike GPU-based accelerators used mainly for training and inference, GAIA is optimized for NPU architectures and targeted at generative AI tasks on the PC; mass production could begin as early as next year, the sources added.