美光科技(MU.O)：计划投资30亿美元，以强化美国本土半导体供应链。

China A-share advanced-packaging sector rallied again in the afternoon; Changdian Technology and Shen Technology hit the daily upper trading limit, Huatian Technology, Xuguang Electronics and Chongda Technology had earlier hit the limit, while Tongfu Microelectronics and Yongxi Electronics were among the top gainers.

China June CPI +1.0% YoY, down 0.2ppt from May, NBS urban office chief statistician Dong Lijuan said. Industrial consumer-goods prices rose 2.9% YoY, 1.0ppt slower as international imported factors weighed; industrial consumer goods contributed about 0.90ppt to CPI YoY, a reduction of ~0.28ppt versus May. Within industrial goods, gold jewelry and gasoline decelerated to +28.1% and +17.0%, together adding ~0.60ppt to CPI YoY (down ~0.23ppt). Personal-care products and household appliances rose 2.3% and 2.2% YoY, both slower. Services inflation held at +0.8% YoY, contributing roughly 0.40ppt to CPI.