美国商品期货交易委员会（CFTC）：截至7月7日当周，COMEX黄金投机者将净多头头寸减少1,964手至114,854手。COMEX白银投机者将净多头头寸减少616手至12,131手。COMEX铜投机者将净多头头寸减少970手至60,397手。

Tickmill Group analyst Patrick Munnelly said SK Hynix's $26.5 bln US depositary receipt sale should help fund its AI compute infrastructure investments. He said investors want concrete drivers in earnings season — financing, capacity expansion, data-centre demand and hardware bottlenecks — rather than abstract AI hype. Renewed buying of Hynix and other Korean chip names suggests the market treats the AI upswing as structural, not just momentum. Korea remains a key barometer of AI-hardware risk appetite, and the recent pullback has provided a clearer entry for investors who expect earnings to validate a capex cycle.

Hong Kong-listed pharmaceutical outsourcing/CRO names rallied: 06127.HK rose over 6%, 03759.HK rose over 5%, WuXi AppTec (02359.HK) and Tigermed (03347.HK) rose over 4%, and WuXi Biologics (02269.HK) rose over 3%.