1. 上海航運交易所數據顯示，截至7月3日，上海出口集裝箱運價指數（綜合指數）SCFI報3326.87點，與上期相比上漲87.23點。 2. 據焦聯網，河北、山西等多地主流焦企對焦炭採購價格上調50-55元/噸，7月6日0時起執行，焦炭第十輪提漲正式開啓。 3. 據Mysteel調研，截止7月3日，長治沁源縣煤礦在產煤礦仍僅一座（產能150萬噸），另外一座（產能210萬噸）已重新驗收結束，正等待驗收結果通知。 4. 據中鋼協，6月下旬，21個城市5大品種鋼材社會庫存935萬噸，環比增加1萬噸，上升0.1%，庫存小幅波動。 5. 據中國棉花協會，預計7月，全國大部棉區氣溫偏高，高溫日數較常年同期偏多，出現階段性高溫熱害風險較高。 6. 聯合國糧農組織食品價格指數2026年6月平均爲130.3點，較5月下降0.4點（0.3%）。 7. 截至7月3日當週，自繁自養生豬養殖利潤爲虧損305.1元/頭，6月26日爲虧損346.04元/頭；外購仔豬養殖利潤爲虧損297.7元/頭，6月26日爲虧損339.44元/頭。 8. 世界氣象組織發佈報告指出，熱帶太平洋已出現厄爾尼諾現象，預計未來幾個月將快速

A shooting during July 4 Independence Day celebrations at Coney Island in Brooklyn injured eight people, the New York Police Department said. The incident occurred at about 10:35 p.m. local time as crowds watched fireworks. Four of the wounded are minors; a 21-year-old woman is in critical condition with a chest gunshot wound. All victims were taken to local hospitals. Police recovered a firearm at the scene; no suspect has been arrested.

Craig Shapiro, senior macro strategist and cross-asset trader at Ninja Trader Live, says Fed chair Kevin Warsh sounded optimistic on growth—largely citing AI—while falling oil has pushed down inflation breakevens. Shapiro adds that although the bar for further hikes may be higher than markets expect, the bar for cuts is even higher; with Warsh hinting that balance-sheet reduction may take longer, meaningful labor-market deterioration would likely be required to trigger easing. He cautions that if evidence of a labor slowdown mounts while the Fed delays policy easing amid still-elevated inflation, risk assets would likely come under pressure, making rotations from AI into higher-beta cyclical names or small caps harder and favoring defensive sectors and possibly gold.