【期货热点追踪】双焦期货下挫，焦炭跌超3%，复产进度略超预期与成材需求疲软，机构分析表示，在基本面逻辑未发生根本性反转前，双焦价格大概率将维持低位震荡格局。

澳大利亚6月标普全球综合PMI初值 49.8，前值48.7。

Dingyang Technology shares fell 11.87% to 68.75 yuan at the close. Market participants said the prior rally was driven by NVIDIA photonics-chain thematic speculation, leaving the stock exposed to concentrated profit-taking. The company said the share move reflected multiple factors and that its ties to NVIDIA are limited; it does not see pronounced business cyclicality, though some products have seasonal demand around university term starts. Q1 2026 revenue was about 162.0 mln yuan, up 22.85% YoY; net profit was about 38.34 mln yuan, down 5.77% YoY. Management pointed to high accounts receivable and a YoY rise in financial expenses of 10.06 mln yuan—mainly foreign-exchange losses and lower interest income—plus higher R&D spending and reduced government subsidies as the main drivers of the profit decline.