德国能源公司Uniper中东区首席执行官：由于中东局势紧张导致液化天然气（LNG）供应中断时间延长，加上亚洲高温天气和欧盟储气要求的影响，天然气价格可能升至前所未有的高位。

Israel's prime minister Netanyahu said Iran has not agreed to withdraw nuclear material.

First-time entrants to the $1tn market-cap club in H1: Walmart hit $1tn on Feb. 3 on e‑commerce growth, customer expansion and digitalisation; Samsung Electronics reached $1tn on May 6, driven by AI-chip demand; Micron’s market cap crossed $1tn on May 26 after UBS raised its PT from $535 to $1,625; SK Hynix surpassed $1tn on May 27, becoming Korea’s second $1tn company after Samsung. Notable near‑term candidates: MARVELL — Jensen Huang flagged it at Computex and its stock jumped more than 30% in one day; AMD — one step from $1tn, Street consensus expects H2 AI‑chip shipments could push it over this year; ASML — Europe’s most likely $1tn candidate, market cap >$650bn and a core equipment supplier for the AI cycle.