纳指期货涨超1%。

South Korea's June exports rose 70.9% YoY, imports rose 30.1% YoY, and the trade surplus hit a record $36.15bn. Semiconductors led the gains: chip shipments increased 199.5% YoY to $44.8bn, supported by strong AI and data-center investment. Computer-related exports rose 308.8% and petroleum product exports rose 49.8%. Strong semiconductor demand is sustaining export-led growth and partly offsetting weakness in traditional sectors.

路透调查：41位外汇策略师中有29位表示，美元持仓到7月底将保持稳定或出现净多头增加，12位表示将下降。欧元兑美元EUR/USD预计在三个月内达到1.16，六个月内达到1.17，一年内达到1.18（六月调查分别为1.18、1.19和1.20）。