【今日重点关注的财经数据与事件：2026年6月29日 周一】 ① 16:30 英国5月央行抵押贷款许可 ② 17:00 欧元区6月工业景气指数 ③ 17:00 欧元区6月经济景气指数 ④ 22:30 美国6月达拉斯联储商业活动指数 ⑤ 次日00:30 欧洲央行行长拉加德发表讲话

Australia AI infrastructure firm Firmus Technologies Pty Ltd will partner with NVIDIA to build its first data center in Indonesia. A revenue-share and credit-support agreement allows Firmus to procure NVIDIA infrastructure for customers and covers up to 170,000 NVIDIA AI accelerator chips in 2027-28; the deal could generate up to $30bn of offtake (committed purchase) revenue over the project's first six years.

China A-share fluorochemicals sector opened broadly higher. Kaimeteqi and Do‑Fluoride New Materials were locked at the daily limit in the opening auction. Nanda Optoelectronics rose more than 6%; Zhongxin Fluoromaterials and Huate Gas also climbed.