Fed's Goolsbee said services-sector inflation is somewhat concerning.

On June 26 at the 2026 China (Shenzhen) Integrated Circuit Summit, Wang Junjie, executive secretary-general of the China Semiconductor Industry Association, said China’s integrated-circuit industry in Q1 departed from normal cyclical behavior, with 2026 starting at a peak and shipments nearly flat with Q4 2025. Domestic IC manufacturing unusually led sector growth in Q1. Latest institutional estimates project the global semiconductor market could top $1.5 trillion this year. The industry nonetheless shows structural supply–demand imbalances: memory makers’ profits surged, foundry and packaging/test saw concurrent volume and price gains, while handset OEMs face margin pressure.

早盘收盘，国内期货主力合约涨跌互现，碳酸锂跌超5%，20号胶跌超4%，多晶硅跌超3%，沪银跌近3%，橡胶、纯苯、苯乙烯（EB）、聚氯乙烯（PVC）跌超2%。涨幅方面，液化石油气（LPG）涨超3%，低硫燃料油（LU）涨超2%，苹果涨近2%，豆一、丙烯、生猪、棕榈油、豆二涨超1%。