Kremlin spokesman Peskov said the Russian Federation had fully liberated Konstantinovka in central Donetsk Oblast, eastern Ukraine.

SemiAnalysis says memory (DRAM, NAND and HBM) share of hyperscale data-center capex in NVIDIA systems could exceed 30% by end-2026 and top 40% in 2027. The note follows debate after Micron results; some market participants pointed out memory is typically only low‑teens pct of a server BOM and questioned such high capex share. SemiAnalysis responded in May after prices rose faster than expected and expects the market to better appreciate the trend in coming months.

中國地震臺網自動測定：07月04日17時00分在雲南大理州賓川縣附近（北緯25.95度，東經100.57度）發生3.4級左右地震，最終結果以正式速報爲準。