美國4月S&P/CS20座大城市未季調房價指數年率 1.1%，預期0.9%，前值由0.83%修正爲0.9%。

上海黃金交易所黃金T+D 6月30日（週二）收盤下跌1.09%報878.31元/克； 上海黃金交易所白銀T+D 6月30日（週二）收盤上漲1.01%報14342.0元/千克。

As Q2-end approaches, market chatter has risen that public mutual fund quarter‑end rebalancing could trigger a market rotation. Industry checks show most public fund firms have tightened risk controls on sector/theme funds this year, with stricter limits on style drift — making deliberate style drift a low risk‑reward choice for managers. A Shanghai‑based public‑fund quant said recent flows suggest style rebalancing has occurred; tech growth saw some buybacks today. He said some all‑market stock‑picking funds appear to have preemptively rebalanced to avoid showing extreme holdings in quarterly reports, though over‑balancing can leave tech growth underweight and prompt subsequent covering trades.