港股半導體股震盪走低，天數智芯(09903.HK)跌超10%，瀾起科技(06809.HK)跌超8%，納芯微(02676.HK)跌超6%，中芯國際(00981.HK)、兆易創新(03986.HK)、華虹宏力(01347.HK)跌超5%。

市場消息：伊朗外長與意大利外長進行了交談。

In July the US proposed copper tariffs, applying 50% duties to semi-processed copper while refined copper was temporarily exempt but slated for phased tariffs beginning in 2027. The US Commerce Department must deliver its Section 232 report by June 30, when a final decision could be made. As the deadline approaches, AI compute-related metals markets face renewed volatility. Goldman Sachs and other banks warn a new tariff could trigger large-scale US buyer stockpiling. COMEX copper inventories have topped 650,000 tonnes, a record high. Supply tightness for small metals closely tied to AI compute — tungsten, tin, tantalum and indium — could worsen if measures are implemented.