【股指期貨早盤開盤】滬深300股指期貨（IF）主力合約跌0.14%，上證50股指期貨（IH）主力合約跌0.35%，中證500股指期貨（IC）主力合約漲0.14%，中證1000股指期貨（IM）主力合約漲0.14%。

Utkarsh Ahuja, founder and managing partner of Moon Pursuit Capital, said persistently high inf could constrain the Fed's ability to provide policy support, even if tech stocks weaken. He pointed to recent remarks by San Francisco Fed President Mary Daly about possible further rate hikes as a reminder investors should not assume a near‑term Fed market backstop. Ahuja said: "For capital‑intensive AI projects, even if market demand meets expectations, higher financing costs and longer approval cycles can reduce project returns." He added firms with projects that are not yet cash‑flow positive and require new funding face execution risk and uncertainty over future financing conditions.

BYD said a coding-entry error by rim sub-supplier Hubei Boyu Industrial Co., Ltd. caused incorrect rims to be fitted on some Datang vehicles. The company has completed inspections, corrected the coding and implemented visual error-proofing on the supplier's new production line. Special testing found no effect on vehicle handling and no safety risk. BYD will invite affected owners to local service centers for free inspection and professional rim replacement, and will provide loaner vehicles or travel-cost compensation; warranty on misassembled vehicles is being reset from today. BYD said it will conduct a full review and continue supplier remediation.