As of July 1, margin financing balances were 1,519.688 bn yuan on the Shanghai Stock Exchange (SSE), up 2.779 bn yuan from the prior session; 1,477.894 bn on the Shenzhen Stock Exchange (SZSE), up 7.015 bn; combined total 2,997.582 bn, up 9.794 bn yuan.

【今日重點關注的財經數據與事件：2026年7月2日 週四】 ① 14:30 瑞士6月CPI月率 ② 15:00 商務部召開例行新聞發佈會 ③ 17:00 歐元區5月失業率 ④ 19:45 美聯儲戴利出席會議 ⑤ 20:30 美國6月失業率 ⑥ 20:30 美國6月季調後非農就業人口 ⑦ 20:30 美國至6月27日當週初請失業金人數 ⑧ 20:30 美國6月平均每小時工資年率 ⑨ 20:30 美國6月平均每小時工資月率 ⑩ 22:00 美國5月工廠訂單月率 ⑪ 22:30 美國至6月26日當週EIA天然氣庫存 ⑫ 次日01:00 美國至7月3日當週石油鑽井總數

ECB Governing Council member Stournaras said an unexpected fall in energy prices and slowing euro-area inflation may mean the bank does not need to tighten policy further after a June rate increase. Euro-area CPI eased to 2.8% YoY, below forecasts, which he called a clear downside surprise. He said attention should shift to how firms pass through energy-cost changes and how AI-driven investment could alter price dynamics. "I don't expect any change in July unless things deteriorate significantly," he said, and he favors keeping policy unchanged for a period. The ECB has already raised rates to 2.25%. Stournaras cited Gulf central bankers' assessments that recent shocks caused limited damage to energy infrastructure and said Iran may release more crude, countering prior market tightness assumptions. He warned energy-price rises transmit quickly to consumer prices while declines pass through more slowly, reflecting limited competition in parts of Europe, and noted AI investment could weigh on electronics prices, notably imports from Korea and Taiwan.