Final June services PMIs for France, Germany and the euro area to be released sequentially in about 10 minutes; ECB President Lagarde will attend an economic forum.

费城半导体指数跌幅扩大至4%。

KB Securities analysts led by Jeff Kim say SK Hynix will benefit in H2 from accelerating AI infrastructure investment and from a storage-chip supply shortage expected to persist through end-2028. "Under continued expansion of AI-related investment, SK Hynix's earnings and share-price uptrend is far from over," they said. KB forecasts global AI investment at $800 bln in 2026, $1.1 tln in 2027 and $1.5 tln in 2028, and raised its 2026 operating profit forecast for SK Hynix by 3.6% to 290 tln won.