现货黄金短线走低25美元，现报4010.9美元/盎司。

Week to June 28 — China transport ministry logistics data: highway truck passages 54.793 mln vehicles, +8.91% w/w. Rail freight 80.026 mln tonnes, -0.89% w/w. Monitored ports handled 270.279 mln tonnes of cargo, +3.09% w/w; container throughput 7.215 mln TEU, +5.27% w/w. Civil aviation supported 122,000 flights, +4.90% w/w; cargo flights 5,118 (3,378 international, 1,740 domestic). Postal and express pick-ups ~3.892 bln items (-4.70% w/w); deliveries ~3.909 bln (-4.98% w/w).

After last week's >1,200-point drop, the Hang Seng opened slightly higher and climbed through the day, closing up 1.57% at 23,026.68, staying above 23,000 with an intraday gain of over 500 points; Hang Seng TECH rose 3.23% to 4,393.01. Market turnover was HKD 315.38 bln (previous session HKD 342.10 bln). Sector drivers: innovative drugs and biotech led gains, robotics and internet names outperformed, semiconductors strengthened in the afternoon; electronic components and liquid-cooling equipment underperformed. Notable movers: new listing 02672.HK +367.95%, 02617.HK +39.78%, Jiangsu Hengrui Medicine (01276.HK) +9.82%, SMIC (00981.HK) +6.00%, Baidu (09888.HK) +5.62%; Lenovo Group (00992.HK) -9.22%, 02476.HK -4.79%, Yangtze Optical Fibre & Cable (06869.HK) -4.47%.