布伦特原油日内大跌3.00%，现报71.20美元/桶。

South Korea's June exports rose 70.9% YoY, imports rose 30.1% YoY, and the trade surplus hit a record $36.15bn. Semiconductors led the gains: chip shipments increased 199.5% YoY to $44.8bn, supported by strong AI and data-center investment. Computer-related exports rose 308.8% and petroleum product exports rose 49.8%. Strong semiconductor demand is sustaining export-led growth and partly offsetting weakness in traditional sectors.

英国央行行长贝利：关于人工智能是创造就业还是消灭就业，尚无定论。