現貨黃金日內跌超1%，現報3986.02美元/盎司。現貨白銀日內跌超2美元，現報55.83美元/盎司，跌幅3.47%。

On June 26 at the 2026 China (Shenzhen) Integrated Circuit Summit, Wang Junjie, executive secretary-general of the China Semiconductor Industry Association, said China’s integrated-circuit industry in Q1 departed from normal cyclical behavior, with 2026 starting at a peak and shipments nearly flat with Q4 2025. Domestic IC manufacturing unusually led sector growth in Q1. Latest institutional estimates project the global semiconductor market could top $1.5 trillion this year. The industry nonetheless shows structural supply–demand imbalances: memory makers’ profits surged, foundry and packaging/test saw concurrent volume and price gains, while handset OEMs face margin pressure.

美國國務卿魯比奧：如果與伊朗的談判未能取得成果，特朗普還有多種選擇。