【受伊朗战争影响 英国服务业大幅萎缩】受伊朗战争持续影响，英国占主导地位的服务业活动在6月份连续第二个月萎缩，创下2023年初以来的最大降幅。英国6月服务业PMI终值从5月份的49.3降至48.8，连续第二个月下滑，为2023年1月以来的最低水平。该数据也低于此前公布的48.7的初步估计值。低于50的读数表明服务业处于萎缩状态。整体而言，新业务萎缩速度创下2022年11月以来的最快纪录。企业表示，他们担忧谁将接替英国首相斯塔默及其财政政策，以及全球通胀压力。

Sources say the Hong Kong government will launch a long‑planned gold clearing and settlement system next week and plans to process the first gold settlement via the new system on Tuesday. Market participants report large physical flows out of London, the US and Europe, with large-format bars being air‑freighted to Asia ahead of the start. The move could trigger near‑term volatility in the London gold market as participants rebalance. If the system draws significant international and local bank participation, Hong Kong could shift from a price taker to a price setter in global gold pricing.

US June nonfarm payrolls were weak, easing Fed rate-hike expectations. At the open, Dow +0.6%, S&P 500 +0.3%, Nasdaq +0.1%. Intel (INTC) -0.9%, Micron (MU) -0.3%. Tesla (TSLA) +0.4% after releasing Q2 delivery data. Alphabet (GOOGL) -0.2% after EU court upheld a €4.1 bln antitrust fine. Meta Platforms (META) -1.4% after rallying >8% yesterday.