早盘收盘，国内期货主力合约涨多跌少，纯苯、燃料油、低硫燃料油（LU）、苯乙烯（EB）、SC原油涨超5%，甲醇涨近5%，丙烯、聚丙烯涨超4%。跌幅方面，不锈钢（SS）跌近2%，沪银、碳酸锂、沥青跌近1%。

CHINA STATE PLANNER convened an inter‑ministerial meeting directing faster, stronger implementation of measures to expand and upgrade the service sector. Authorities will set industry- and region-specific development tracks, identify growth drivers for the "15th Five-Year" period, and design incremental policies with quantitative targets to enable classified, targeted support. Policy emphasis is on demand-led reforms, tech enablement and openness, improving supply–demand matching, and stepping up the removal of unreasonable standards and restrictive measures to enlarge service export capacity. Agencies were also tasked to mobilize existing stock while optimizing incremental supply, accelerate major projects, scale up high-quality operators and cultivate more "Chinese service" brands.

7月7日，巴菲特指数（沪深300市值/GDP）降92.11%，在5月高点、同时也是十年波动区间上端附近震荡；股债性价比指标——沪深300指数股权风险溢价（ERP）为5.26%，7月以来基本保持在5.2%附近波动，处于2024年10月以来波动区间下端，暗示目前股市相对国债收益优势不明显。 -------- 注：1、巴菲特指数是通过将股市总市值和GDP来比较，判断目前股市是否高估，通常70-100%为正常估值，低于该区间为低估，高于该区间为高估。 2、沪深300指数风险溢价（ERP）主要对比沪深300收益和国债收益率，统计近10年数据可以发现该指标和股指有明显反向关系，每次股市都处于底部区域时，风险溢价均超过6%，也就是当ERP≥6%，股市有投资性价比，而当ERP≤4%时，则股市往往接近或处于阶段性高点，投资性价比低甚至要小心回调风险。