纽约期金向下触及4050美元/盎司，日内跌1.13%。

The Bank for International Settlements said in a report on June 28 that a "historic closure" of the Strait of Hormuz triggered an energy and broader commodity supply crisis, posing a fresh threat to the global outlook. While geopolitical tensions have eased and oil prices have fallen sharply, the BIS warned the shock's effects may persist. The report said early-year resilience was supported by AI-driven optimism and stronger-than-expected global trade, but cautioned that AI-related optimism may not be durable. If supply bottlenecks continue to constrain production, the recent surge in capital expenditure may be difficult to sustain.

U.S. Homeland Security Secretary Mulin said immigrants holding Temporary Protected Status (TPS) should seek lawful permanent residency or return to their countries of origin.