美、布两油短线下挫0.5美元，现分别报73.46美元/桶和78.08美元/桶。

ECB accounts: while projections already include almost three 25bp rate hikes, overall inflation is expected to rise further this summer and remain well above target in 1H 2027.

A-share semiconductor materials stocks rallied; Shanghai Hejing hit its daily trading limit after its Zhengzhou subsidiary brought its Phase II 12-inch large-silicon wafer R&D and industrialization line into full production. With the line online, 12-inch epitaxial wafer capacity will gradually increase to 1.2 mln wafers/year. The company said the phased capacity release will align with domestic leading foundries' incremental demand and speed substitution of imported products, and that a planned SOI joint venture could weaken overseas vendor dominance and capture domestic substitution and emerging-application demand, amid structurally expanding high-end silicon wafer market prospects.