外交官表示，伊朗、海灣合作委員會（GCC）和伊拉克就霍爾木茲海峽問題舉行的會談，與美伊和平談判及該海峽排雷安排無關，而是側重於霍爾木茲海峽未來的運營問題。

CITIC Securities says weakening investment from property and traditional infrastructure contrasts with a long-term uplift in compute demand driven by massive AI workloads and rising capex by Chinese and US firms, leaving scope for higher domestic compute spending. China’s "six networks" rollout could unlock trillion-yuan compute investment, creating large-scale import-substitution opportunities for domestic chips, memory and optical communications. China’s power supply and lower green-power costs, together with accelerated direct renewable connections and source–grid–load–storage integration, bolster a compute–power competitive edge. Data center build-outs will materially lift demand for copper, tin and other industrial metals; semiconductor tightness will transmit to upstream raw materials and downstream electronics; broader funding channels for data-center REITs are supporting capacity expansion. CITIC expects sustained price gains in industrial metals, semiconductors and end-user electronics and views compute- and power-related supply chains as medium- to long-term allocation opportunities.

日本央行6月政策會議摘要：一名成員表示，隨着外匯波動推高進口價格，調整貨幣支持力度成爲更加合適的選項。