港股芯片板块午后持续走低，壁仞科技(06082.HK)跌超18%，兆易创新(03986.HK)跌超15%，中芯国际(00981.HK)、英诺赛科(02577.HK)、晶门半导体(02878.HK)等跟跌。

MOFCOM spokesman He Yadong said at a routine July 2 briefing that agricultural trade is an important part of China‑U.S. economic cooperation. After recent consultations both sides set a guiding target to expand two‑way agricultural trade and have in principle agreed to include relevant farm products in a reciprocal tariff‑reduction framework. He said firms will trade on market principles according to demand and market conditions, and China is willing to work with the U.S. to create favourable conditions for two‑way agricultural trade.

US June seasonally adjusted nonfarm payrolls (NFP), unemployment rate, average hourly earnings (MoM and YoY) and weekly initial jobless claims due in 10 minutes.