A股光刻機概念持續衝高，海立股份直線漲停，此前新萊應材20cm漲停，藍英裝備、佳先股份漲超10%，張江高科、波長光電跟漲。

A Citi/YouGov survey showed UK households' one‑year inflation expectations fell to 3.8% in June from 4.7% in May, returning to January levels before the Iran conflict. Longer‑term expectations eased 0.1 percentage point to 3.9%, matching the six‑month pre‑conflict average. The pullback, which followed a drop in oil prices, reduces risks of a wage‑price spiral and is easing pressure on the Bank of England; markets have trimmed bets on an imminent BoE rate hike in recent weeks.

上期所：本週銅庫存減少8143噸，鋁庫存減少14459噸，鋅庫存減少141噸，鉛庫存增加2827噸，鎳庫存增加3260噸，錫庫存減少1728噸，天然橡膠庫存增加480噸。