【期货热点追踪】甲醇主力盘中反弹超2%，机构指出虽然部分伊朗装置再度停车，但7月到港量有所回升，下月进口量可能回升....点击阅读。

Spot gold touched $4,150/oz, up 0.63% intraday.

The volatility gap between the Nasdaq‑100 and the S&P 500 has widened to its largest level since 2008 as investors ramp up purchases of Nasdaq puts, signaling heightened concern about a pullback in tech, particularly the AI sector. Semiconductor ETF SMH plunged more than 5% on Thursday, underscoring weakening momentum in recent tech leaders. Call demand has cooled but remains elevated. Analysts note summers are typically quieter, though tech volatility is expected to stay above the broad market.