全球最大黄金ETF--SPDR Gold Trust持仓较上日增加1.427吨，当前持仓量为1002.793吨。

US stocks closed higher on Monday: the Dow Jones Industrial Average rose 0.3%, the S&P 500 gained 0.7% and the Nasdaq Composite climbed 1.1%. Semiconductor-linked names led the advance: Western Digital (WDC.O) +7%, Broadcom (AVGO.O) +3.7%, ASML (ASML.O) +3%; Micron Technology (MU.O) and Intel (INTC.O) around +1%. The Nasdaq Golden Dragon China Index rose 1.7%; NIO (NIO.N) advanced 4.7%.

Daiwa said channel checks show sporting-goods retail sales value (RSV) slowed QoQ in Q2 and monthly volatility rose, reducing Xtep’s (1368.HK) near-term predictability. The bank flagged that a core-brand transformation will disrupt wholesale channels and require upfront investment, likely diluting near-term revenue and margins; Saucony can sustain high growth but Xtep’s core brand faces slowing growth and intensifying competition. Daiwa trims EPS forecasts by about 12%, lowers its PT to HKD3.9 from HKD5.2 and downgrades the stock to Hold from Outperform.