南非蘭特兌美元上漲1%。

Lenovo Group vice‑president and Lenovo China chief strategy officer Abulikemu Abulimiti said on July 2 that both China and overseas markets still have substantial room for AI compute capacity and there is no compute oversupply. He said mature leading consumer AI products remain limited and enterprise (B‑side) commercialization has yet to be fully realized, noting past productivity revolutions were industry‑driven and imply large long‑term compute demand. He warned the AI industry chain shows excessive supply‑side leverage and a supply‑demand imbalance. The remarks follow market concern about oversupply after Meta recently opened compute capacity.

Japan's finance minister Katayama said the government is prepared to take appropriate measures against yen volatility but would not comment on specific exchange-rate levels. She said Tokyo remains in close contact with US authorities on FX. On rising JGB yields, Katayama said the government will seek to implement fiscal measures to shore up market confidence. Monetary policy is for the Bank of Japan to decide; she expects the BoJ to maintain close communication with the government and take appropriate policy to stabilize progress toward its price target. There are no new details on the BoJ's economic blueprint.