Five wildfires in Colorado have burned nearly 506 sq km as of the morning of July 2, state officials said. The largest, the Aspen X fire, ignited on the morning of June 29 in southern Colorado and had expanded to about 194 sq km by the evening of July 1. The Pueblo County sheriff's office said Aspen X has destroyed more than 180 structures and injured one firefighter.

重要新聞 1. 因存在植入後門風險，阿里內部全面禁用Claude Code。 2. 國家菸草專賣局：引導電子煙產業向具有產業基礎和條件的地區適度集中。 3. 國家發展改革委印發《循環經濟發展“十五五”規劃》。 4. 國家發展改革委：擴大再生材料應用規模，促進高水平再製造。 5. 今年2000億元“兩新”設備更新資金已全部下達。 個股新聞 1. 主力資金流向數據顯示，三花智控主力資金淨流入23.96億元居首位，東山精密、立訊精密、中國巨石、新易盛獲主力資金淨流入居前；京東方A主力資金淨流出47.09億元居首位，兆易創新、中際旭創、亨通光電、南大光電主力資金淨流出居前。 2. 藍思科技：玻璃基板相關業務還未產生收入，未來存在不確定性。 3. 芯碁微裝板級封裝直寫光刻設備獲得先進封裝客戶訂單。 4. 兆易創新與德賽西威達成戰略合作。 5. 奧普特：與SIS-TA正式達成戰略合作，成爲首家機器視覺入駐品牌。 6. 四會富仕：MSAP產線已經成高密度PCB的標配，期待今年底投產。 7. 帝奧微：原材料價格大幅上漲，公司已根據實際情況調整了產品價格。 8. 日科化學：籌劃發行股份及支付現金購買資產事項，股票繼續停牌。 9. 兆龍互連：公司上半年訂單穩步上升，各下游板塊需求景氣度持續向好。

CITIGROUP says Brent crude could slide to $60/bbl by year-end as disruptions in the Strait of Hormuz abate. Analyst Francesco Martoccia notes fundamentals are rapidly normalizing: shipping flows are restoring, the spot crude market has weakened sharply and inventory draws have been far smaller than expected. The bank warns of initial volatility as shipping routes normalize, insurance markets reprice and residual logistics bottlenecks clear, but a return to orderly navigation and rising traffic suggests commercial operators increasingly view the risk as manageable.