美光科技(MU.O)：下一代DRAM与NAND节点的研发进展良好，预计将在2027年下半年开始进入量产阶段。

Germany's June Ifo business climate rose to 85.6, matching market forecasts. After plunging in April to its lowest since Oct 2022, business sentiment has continued a modest rebound from May into June, but the recovery remains limited and the index sits in its weakest range since early 2025. The worst impact of the Middle East shock appears to have eased as energy-price pressures abate, providing short-term support to sentiment. Both the current assessment and expectations components improved, offering some hope for an H2 pickup in the German economy. However, stagflation risks persist: if the Strait of Hormuz situation remains unchanged, the global economy will need to adapt to a new normal, and that adjustment could keep euro-area activity under further pressure before any sustained improvement.

President Trump said on Venezuela he has instructed all US government agencies to be prepared to act swiftly.