中国台湾6月未季调CPI年率 2.6%，预期2.3%，前值2.20%。

BHP said Chile’s Antofagasta Environmental Assessment Commission approved the first major environmental permit for the Escondida expansion, enabling the roughly $14.7bn project to move forward. The permit covers early-stage sulfide leaching and power upgrades costing about $1.3bn; further major upgrades to the mine and processing facilities remain subject to later approvals. Escondida is the world’s largest copper mine; BHP holds 57.5%, Rio Tinto 30% and the remainder is held by a Japanese consortium. BHP aims to double annual copper production to over 2.0mt by the mid-2030s, a target heavily dependent on its Chile operations. The company expects to invest $10.7–14.7bn in Chile over coming years and has applied for permits for a $1.5bn restart of Cerro Colorado and a $5.9bn new concentrator.

港股收盘，恒指收跌0.51%，科指收跌0.75%；遭腾讯减持，快手(01024.HK)跌超12%；存储概念下跌，兆易创新(03986.HK)跌超12%，澜起科技(06809.HK)跌超10%。