野村资产管理：与台股相比，我们认为韩国股市过于集中于芯片产业，且韩元汇率过于疲弱。

Portugal's government on July 2 said the country will enter a state of alert from July 3 through July 6 to address expected extreme heat. Emergency restrictions on the use of agricultural machinery, intended to reduce wildfire risk, have taken effect. Interior Minister Luis Neves said after a firefighting meeting that conditions will "deteriorate markedly" and the government will deploy special measures for major emergencies. Civil protection raised the fire warning level to 3, a higher-level alert.

According to CNBC, tech analyst Dan Ives will leave Wedbush Securities to launch a "modern merchant bank" focused on artificial intelligence. The new firm intends to combine research, investment-banking advisory, capital raising and investment activities to offer integrated financial and research services to companies and investors amid AI-driven structural change.