美國6月ISM庫存指數 51.4，前值49.9。

美股開盤，道指跌0.2%，標普500指數跌0.3%，納指跌0.6%。Meta Platforms(META.O)上漲6%，據悉正在構建一項雲業務以出售過剩的AI算力。存儲概念股下跌，閃迪(SNDK.O)跌7.5%，西部數據(WDC.O)跌超4%，美光科技(MU.O)跌6%。

A REUTERS survey found most FX strategists expect the dollar’s recent rebound to fade over coming months as falling oil eases inflation and Fed-hike expectations, though a sizable minority sees the dollar remaining strong. CFTC data show the dollar has rallied about 4% from May lows as US/Israel–Iran tensions eased and oil returned to pre-conflict levels; long-dollar positions are the largest since Jan 2025. The currency is supported by inflation well above target, a resilient US economy, elevated Treasury yields and June reports that nearly half of Fed policymakers expected further hikes this year. Interest-rate futures price in almost two hikes by year-end. In the June 26–July 1 survey, strategists largely rejected that market pricing and kept a dollar-weak median view, projecting EUR/USD about 2% higher at 1.16 by end-September, 1.17 at year-end and 1.18 in 12 months.