美國6月ISM非製造業PMI 54，預期54，前值54.5。

Bank of Israel cut its policy rate to 3.50% from 3.75%, in line with expectations.

Dongshan Precision (market cap ¥400bn) jumped more than 7% intraday Tuesday afternoon as some PCB-related names moved, after supply-chain researcher SemiAnalysis reported NVIDIA’s next‑generation Kyber AI server system could be delayed by a year due to specialized circuit‑board manufacturing issues. The claim triggered a global selloff in PCB plays the previous day. NVIDIA responded on the 6th: “Our product roadmap remains unchanged.” Mizuho analyst Jordan Klein said similar NVIDIA delay rumours have recurred and are largely “attention‑seeking noise.”