美國商品期貨交易委員會（CFTC）：投機者在截至6月30日的一週內，將芝加哥期貨交易所美國超長期國債期貨淨空頭頭寸削減31,431份合約，至286,669份；將10年期國債期貨淨空頭頭寸削減26,375份合約，至808,891份；將2年期國債期貨淨空頭頭寸削減31,265份合約，至1,287,581份；將美國國債期貨淨空頭頭寸削減85,263份合約，至90,780份；但5年期國債期貨淨空頭頭寸增加19,241份合約，至1,320,510份。

南方兩倍做多海力士(07709)跌近12%，南方兩倍做多三星電子(07747)跌超3%。

At a July 6 foreign ministry briefing, spokesperson Mao Ning responded to recent remarks by EU Commission President Von der Leyen urging continued dialogue with China on trade imbalances and alleging large inflows of Chinese surplus goods. Mao said recent European heat waves have driven strong demand for Chinese-made air conditioners, fans and multi‑purpose sun umbrellas, with reports of shortages and products selling out. She said whether goods constitute a surplus or a shortage is for consumers to judge, and that China‑EU trade is market‑driven and based on complementary advantages, delivering consumer savings and supplier profits. Mao urged EU interlocutors to view bilateral economic relations objectively rather than through a zero‑sum lens.