美国6月ISM产出指数 52.2，前值54.3。

Sources say SK Hynix's recent long-term supply agreements (LTAs) with customers use a no-price-cap structure, differing from rivals. The approach breaks the traditional pricing model for semiconductor memory LTAs and could allow SK Hynix to capture upside during supply tightness that capped contracts would miss.

ADP reported U.S. private-sector payrolls rose 98,000 in June, following a 122,000 gain in May; Bloomberg economists had expected a 120,000 increase. The print supports a view that, after months of uneven hiring, the labor market is firming — job openings are rising and layoffs remain low. If official government payrolls confirm the trend, it could lift market expectations for additional Fed rate hikes this year to curb inflation. Education and health services accounted for roughly half of the June gain, with trade, transportation and utilities and financial activities comprising much of the remainder; nearly all industries added staff and gains were broad across company sizes and regions.