美联储威廉姆斯：货币政策的走向取决于数据和风险。

德国DAX30指数7月7日（周二）开盘下跌42.58点，跌幅0.16%，报25789.94点； 英国富时100指数7月7日（周二）开盘上涨7.56点，涨幅0.07%，报10659.33点； 法国CAC40指数7月7日（周二）开盘上涨28.26点，涨幅0.33%，报8508.13点； 欧洲斯托克50指数7月7日（周二）开盘下跌18.06点，跌幅0.28%，报6379.95点； 西班牙IBEX35指数7月7日（周二）开盘上涨25.79点，涨幅0.13%，报19709.59点； 意大利富时MIB指数7月7日（周二）开盘上涨38.36点，涨幅0.07%，报52997.50点。

Samsung Electronics reported preliminary Q2 operating profit of 89.4 tln won (YoY +1,810.2%), topping estimates of 87.3 tln won and exceeding the prior three years’ combined profit. Despite the beat, Samsung shares fell as much as 8% in early trading; SK Hynix slid 7.3%, sending the KOSPI down about 6%. Analysts said the muted reaction reflects elevated expectations — after provisioning for employee bonuses, profit driven by record storage-chip prices could have exceeded 90 tln won — and renewed concerns that AI-driven data-center buildouts and US tech AI infrastructure spending may slow. Albert Yong, managing partner at Petra Capital Management, said the strong result was largely priced in and investors remain worried about the sustainability of the AI boom.