美聯儲主席沃什：在7月FOMC會議上將會有激烈的內部爭論。

Huatai Securities said South Korea's $1.3 trillion semiconductor strategy equals roughly 7.8x TSMC's $165 billion Arizona investment and could materially alter global industry competition and supply-demand dynamics. Under strong AI-driven demand, expansion of advanced nodes, HBM and advanced packaging capacity should sustain incremental equipment demand; semiconductor equipment vendors may receive long-term structural tailwinds from this decade-spanning investment cycle. Relevant overseas beneficiaries include leaders in lithography, deposition and etch, and coat/develop equipment, plus firms with high memory revenue exposure. Chinese beneficiaries noted include cleaning-equipment and thermal-processing suppliers with operations in South Korea.

巴西石油公司首席執行官：柴油價格下調反映了布倫特原油價格的下降。石油市場尚未恢復正常，但價格似乎已穩定在每桶72至75美元區間。