【期货热点追踪】油价企稳带动生物燃料需求，连续两天反弹后，棕榈油的上行驱动力还能持续多久？点击阅读。

Micron on July 4 began expansion work at its Hiroshima fab with total investment of 1.5 trillion yen (≈$9.3bn). Equipment delivery and installation are slated to start in H2 2028; METI has pledged up to 500 billion yen in subsidies. XenoSpectrum says the project exceeds routine capacity growth: Hiroshima is a key site for Micron's 1β DRAM and will be the first to deploy EUV lithography for a 1γ process node. PC Watch reports Micron’s HBM4, developed for NVIDIA’s Vera Rubin platform, is in mass production and Micron plans to migrate HBM4 production from 1β to 1γ nodes.

A Russian diplomat said they expect high-level dialogue between Russia and the United States to continue.