特朗普大闹北约峰会，一顿痛骂之后，会后签署的文件竟然还另有盘算？当欧洲签下天价账单之后，这会如何改写欧元与金油价格？

Research firm Omdia says PC demand may be weak in H2 after more than half of surveyed channel partners reported customers are postponing hardware upgrades. Rising memory and flash costs have pushed retail prices up 20–40%, and Q2 global PC shipments fell 3.6% YoY to 65.7 million units. Early component-driven cost spikes prompted some buyers to pull forward purchases. Omdia notes recent MacBook price increases as evidence of a broader industry trend of passing sharp component-cost inflation on to customers.

LME stocks: nickel unchanged; tin down 110 tonnes; copper down 2,900 tonnes; aluminium down 1,600 tonnes; zinc down 400 tonnes; lead unchanged.