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频道帖子
| 2 | SK Hynix Eyes Landmark US Listing; Hon Hai Sales Surge on AI Demand
6 July 2026
Market Snapshot (Previous Close)
📈 S&P 500 Index [Market Closed on Friday]
📈 Straits Times Index 5,244.29 (+0.52%)↑
📈 Nikkei 225 Index 69,744.07 (+1.47%)↑
📈 Gold Spot 4,176.94 (+1.32%)↑
Global markets begin the week with investors focused on AI-related earnings momentum and easing supply concerns in the Middle East. Oil traded slightly higher as shipping through the Strait of Hormuz continued to recover, while markets also assessed expectations for higher US interest rates.
🚢 Oil and gas shipments through the Strait of Hormuz continued to recover along a US-protected shipping corridor after recent disruptions. Separately, OPEC+ approved a 188,000 barrels per day production increase for August as Gulf oil flows normalized.
💻 SK Hynix is reportedly preparing for a blockbuster Nasdaq listing on 10 July, with banks expected to receive underwriting fees of around 0.5% of the offering proceeds. The listing is expected to broaden US investor access to one of the AI memory sector's biggest beneficiaries.
🤖 Hon Hai (Foxconn) reported a 40% YoY jump in quarterly revenue, beating market expectations on continued AI server demand. The company expects both quarterly and annual growth to continue.
💾 AI-driven memory demand remained in focus as Micron broke ground on a ¥1.5 trillion (US$9.3 billion) expansion in Japan to manufacture advanced memory chips, while Samsung is reportedly planning to raise average 3Q DRAM prices by around 20%.
💵 Expectations for higher US interest rates continued to support the US dollar, prompting investors to fund emerging market carry trades using currencies such as the euro and Australian dollar.
✈️ EasyJet agreed in principle to a takeover offer from Castlelake valuing the airline at approximately £5.2 billion.
🇰🇷 South Korea officially launched 24-hour won trading, marking another step towards improving foreign investor access to its financial markets.
🇮🇳 India's CG Semi commenced chip production with an annual capacity of 200 million semiconductors, with plans to expand capacity to 5 billion chips over time as the country strengthens its domestic semiconductor industry.
🛢️ US motorists are increasingly switching from premium to regular gasoline as fuel prices remain elevated, while premium fuel sales have fallen nearly 5% since February.
👀 Market Focus: Investors will watch Singapore retail sales, Thailand inflation and regional PMI data this week, while AI infrastructure, semiconductor investment and developments in global energy markets remain key themes. | 47 |
| 3 | Curated Headlines for 6 July 2026
Barron’s
Stock Futures Open Mixed, Kicking Off Week that Includes Fed Minutes
https://www.barrons.com/articles/stock-futures-fed-minutes-pepsi-delta-earnings-47dbcac0?mod=hp_minor_pos22&_gl=1
Fed Minutes, Home Sales, Pepsi, Delta, and More to Watch This Week
https://www.barrons.com/articles/fed-minutes-home-sales-pepsi-delta-f7191594?mod=hp_minor_pos24&_gl=1
South China Morning Post
China’s BYD surpasses Tesla to regain lead in global EV race
https://www.scmp.com/business/china-business/article/3359287/chinas-byd-surpasses-tesla-regain-lead-global-ev-race?module=top_story&pgtype=subsection
After hooking China on coffee, Starbucks ramps up consumer strategy
https://www.scmp.com/business/china-business/article/3359294/after-hooking-china-coffee-starbucks-ramps-consumer-strategy?module=top_story&pgtype=subsection
The Business Times
Oil drops as flows in Hormuz persist and Opec+ flags more supply
Wall Street banks have forecast that prices have scope to slump further this half
https://www.businesstimes.com.sg/international/global/oil-drops-flows-hormuz-persist-and-opec-flags-more-supply?ref=home-top-stories-6
El Nino may pile pressure on Asean food prices as dry weather meets fuel and fertiliser shock
Rice and palm oil prices could spike in a ‘Godzilla’ El Nino, with poultry and livestock prices also at risk
https://www.businesstimes.com.sg/international/asean/el-nino-may-pile-pressure-asean-food-prices-dry-weather-meets-fuel-and-fertiliser-shock?ref=home-skybox-1
The Wall Street Journal
EV Batteries Are Defying Expectations After Hundreds of Thousands of Miles
https://www.wsj.com/business/autos/ev-batteries-are-defying-expectations-after-hundreds-of-thousands-of-miles-8579de13?mod=hp_lead_pos2
A Sudden Glut of Oil Threatens to Weaken Iran’s Hand in Talks
Cheaper, more plentiful crude offers countries a chance to restock more quickly and counter Tehran’s Hormuz leverage
https://www.wsj.com/finance/commodities-futures/a-sudden-glut-of-oil-threatens-to-weaken-irans-hand-in-talks-adfcf7c0?mod=hp_lead_pos4 | 69 |
| 4 |  没有文字... | 180 |
| 5 |  Daily Market Updates 02072026 | 182 |
| 6 | Baker Hughes U.S. Rig Count (United States) {US} OBSERVATION PERIOD: Jul 3 (Weekly)
ACTUAL : 580
PRIOR : 573
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --) | 174 |
| 7 | Net Export Sales Corn-Total (United States) {US} OBSERVATION PERIOD: Jun 25 (Weekly) ACTUAL : 1499.8k
PRIOR : 1479.0k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --)
Net Export Sales Soy Oil-Total (United States) {US} OBSERVATION PERIOD: Jun 25 (Weekly) ACTUAL : -1.5k
PRIOR : 0.9k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --)
Net Export Sales Soybeans-Old (United States) {US} OBSERVATION PERIOD: Jun 25 (Weekly) ACTUAL : 41.8k
PRIOR : 455.4k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --)
Net Export Sales Wheat-Old (United States) {US} OBSERVATION PERIOD: Jun 25 (Weekly) ACTUAL : 300.1k
PRIOR : 504.5k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --)
Net Export Sales Wheat-Total (United States) {US} OBSERVATION PERIOD: Jun 25 (Weekly) ACTUAL : 300.1k
PRIOR : 504.5k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --)
Net Export Sales Soybeans-Total (United States) {US} OBSERVATION PERIOD: Jun 25 (Weekly) ACTUAL : 224.3k
PRIOR : 1357.6k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --)
Net Export Sales Corn-Old Crop (United States) {US} OBSERVATION PERIOD: Jun 25 (Weekly) ACTUAL : 732.1k
PRIOR : 743.1k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --)
Net Export Sales Soy Meal-Total (United States) {US} OBSERVATION PERIOD: Jun 25 (Weekly) ACTUAL : 413.6k
PRIOR : 182.3k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --) | 231 |
| 8 | Initial Jobless Claims (United States) {US}
OBSERVATION PERIOD: Jun 27 (Weekly)
ACTUAL : 215k
PRIOR : 215k
REVISED : --
SURVEY : 218k (Mean: 219k, High: 230k, Low: 215k)
Unemployment Rate (United States) {US}
OBSERVATION PERIOD: Jun (Monthly)
ACTUAL : 4.2%
PRIOR : 4.3%
REVISED : --
SURVEY : 4.3% (Mean: 4.3%, High: 4.4%, Low: 4.2%)
Change in Nonfarm Payrolls (United States) {US}
OBSERVATION PERIOD: Jun (Monthly)
ACTUAL : 57k
PRIOR : 172k
REVISED : --
SURVEY : 113k (Mean: 113k, High: 200k, Low: 25k) | 120 |
| 9 |  Dear Investors,
Volatility contains valuable market insights.
Learn how to interpret the VIX, identify volatility extremes, and understand what market sentiment and expectations may be signaling. Discover how volatility analysis can help you make more informed trading decisions.
👉 Register now: https://bit.ly/VIXWEBTEL | 138 |
| 10 | Retail Sales Value YoY (Hong Kong) {HK}
OBSERVATION PERIOD: May (Monthly)
ACTUAL : 7.9%
PRIOR : 8.6%
REVISED : --
SURVEY : 6.7% (Mean: 7.4%, High: 10.1%, Low: 5.5%) | 133 |
| 11 |  没有文字... | 155 |
| 12 | Meta to Launch AI Cloud Business; BYD Set to Overtake Tesla in EV Sales
2 July 2026
Market Snapshot (Previous Close)
📉 S&P 500 Index 7,483.23 (-0.22%)↓
📉 Straits Times Index 5,161.50 (-0.18%)↓
📉 Nikkei 225 Index 70,474.96 (+0.59 %)↑
📉 Gold Spot 4,030.65 (+0.56%)↑
The S&P 500 slipped despite stronger-than-expected US economic data, while investors continued to assess the outlook for Fed policy. US futures were mixed as markets looked ahead to today's closely watched US jobs report. Oil fell even as crude shipments through the Strait of Hormuz recovered sharply.
🤖 Meta is planning to launch a cloud infrastructure business that will sell excess AI computing capacity to external customers, expanding beyond its internal AI operations and stepping up competition with Amazon Web Services and Google Cloud. Shares rallied on the news.
🚗 BYD is poised to overtake Tesla as the world's largest seller of fully electric vehicles after delivering more than 550,000 EVs in the second quarter. Separately, Nissan is cutting production costs on its Mexico-made vehicles to offset the impact of US tariffs.
🏛️ The US opted against renewing the USMCA trade agreement, choosing instead to conduct annual reviews while leaving the pact in force unless one of the three member countries withdraws.
🛢️ Oil shipments through the Strait of Hormuz climbed to 10 million barrels per day in recent weeks, signalling a recovery in regional energy flows. Iran also concluded talks with Qatar and Pakistan on its memorandum of understanding with the US.
🍎 Apple is reportedly negotiating to source memory chips from Chinese firms CXMT and YMTC to ease the global memory shortage. The company is also preparing an upgraded iPad Pro lineup and a redesigned entry-level MacBook Pro for next year.
🏦 Fed Chair Kevin Warsh said inflation risks have eased in recent weeks, while Citadel Securities warned markets are underestimating the likelihood of a July rate hike. Investors now turn their focus to today's US nonfarm payrolls report.
💰 Starwood Capital raised a record US$10.2 billion for its largest-ever fund and plans to allocate up to 35% of the capital towards data centre investments, underscoring continued demand for AI infrastructure.
👀 Market Focus: Investors will watch the US June jobs report for clues on the Fed's next move, alongside South Korea's inflation data, Australia's trade figures and Singapore's PMI. | 142 |
| 13 | Curated Headlines for 2 July 2026
South China Morning Post
Oil prices fall to 4-month lows as progress in US-Iran talks cools supply concerns
Trump says the US was getting along very well with Iran and that recent meetings in Qatar went well
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-prices-fall-4-month-lows-progress-us-iran-talks-cools-supply-concerns
US Treasury picks BlackRock, Vanguard ETFs for Trump Accounts
US kids born 2025–2028 will get a US$1,000 seed deposit into an investment account under the scheme
https://www.businesstimes.com.sg/international/us-treasury-picks-blackrock-vanguard-etfs-trump-accounts
The Wall Street Journal
Trump Made $1 Billion on Crypto Deals While His Fans Lost a Fortune
Roughly two-thirds of investors in the president’s memecoin are currently in the red
https://www.wsj.com/finance/currencies/trump-made-1-billion-on-crypto-deals-while-his-fans-lost-a-fortune-408754c9?mod=hp_lead_pos1
Warsh Says Inflation Outlook Has Improved but Won’t Say if Fed Should Hike Rates
Fed chairman declined to say how the Fed will approach an upcoming debate over whether to raise rates, calling the coming meeting a ‘good family fight’
https://www.wsj.com/economy/central-banking/interest-rates-kevin-warsh-de137876?mod=hp_listb_pos2
The South China Morning Post
Will Budweiser Brewing’s China sales improve on back of AB InBev’s World Cup sponsorship?
https://www.scmp.com/business/article/3359053/will-budweiser-brewings-china-sales-improve-back-ab-inbevs-world-cup-sponsorship?module=top_story&pgtype=section
Will slowing car sales in China reignite brutal price war in crowded market?
https://www.scmp.com/business/china-evs/article/3358970/will-slowing-car-sales-china-reignite-brutal-price-war-crowded-market?module=top_story&pgtype=section | 119 |
| 14 |  Daily Market Updates 01072026 | 132 |
| 15 | ISM Manufacturing (United States) {US}
OBSERVATION PERIOD: Jun (Monthly)
ACTUAL : 53.3
PRIOR : 54.0
REVISED : --
SURVEY : 53.9 (Mean: 53.9, High: 55.0, Low: 53.0) | 147 |
| 16 | S&P Global US Manufacturing PMI (United States) {US}
OBSERVATION PERIOD: Jun F (Monthly)
ACTUAL : 53.9
PRIOR : 55.7
REVISED : --
SURVEY : 55.7 (Mean: 55.7, High: 56.0, Low: 55.2) | 143 |
| 17 | CPI Estimate YoY (Eurozone) {EC}
OBSERVATION PERIOD: Jun P (Monthly)
ACTUAL : 2.8%
PRIOR : 3.2%
REVISED : --
SURVEY : 3.0% (Mean: 3.0%, High: 3.5%, Low: 2.8%) | 149 |
| 18 |  +1没有文字... | 152 |
| 19 | S&P Global Eurozone Manufacturing PMI (Eurozone) {EC}
OBSERVATION PERIOD: Jun F (Monthly)
ACTUAL : 51.4
PRIOR : 51.3
REVISED : --
SURVEY : 51.3 (Mean: 51.3, High: 51.6, Low: 51.2) | 150 |
| 20 | Nationwide House Px NSA YoY (United Kingdom) {GB} OBSERVATION PERIOD: Jun (Monthly) ACTUAL : 2.2%
PRIOR : 1.7%
REVISED : --
SURVEY : 2.5% (Mean: 2.4%, High: 2.6%, Low: 2.2%)
Nationwide House PX MoM (United Kingdom) {GB} OBSERVATION PERIOD: Jun (Monthly) ACTUAL : 0.0%
PRIOR : -0.6%
REVISED : --
SURVEY : 0.1% (Mean: 0.1%, High: 0.5%, Low: -0.2%) | 155 |
