美光科技(MU.O)：與通用汽車(GM.N)簽署戰略客戶協議，以確保長期內存與存儲供應。該協議旨在爲通用汽車的車輛生產提供長期、可靠的內存與存儲平臺供應保障，並支持其規模化交付。

Midea says demand for its PortaSplit portable-split air conditioners in Europe has outstripped supply amid recent heatwaves. With several ocean containers already en route, the company expects more than 100 containers to arrive in early July to replenish European inventories and address the peak in cooling demand. Midea’s Europe home AC R&D head Dong Yunjun noted Western European markets — including Germany, France and the UK — have long faced barriers to broader cooling adoption (installation limits, high installation costs, labour shortages, outdoor-unit noise and high rental housing rates), and repeated heatwaves are shifting consumers from short-term coping to seeking permanent cooling solutions.

US Treasury yields eased during Federal Reserve Chair Kevin Warsh’s remarks; the 10-year Treasury yield is currently 4.481%, up 5.91 bps.