【今日重点关注的财经数据与事件：2026年7月6日 周一】 ① 15:00 瑞士6月季调后失业率 ② 16:30 欧元区7月Sentix投资者信心指数 ③ 17:00 欧元区5月PPI月率 ④ 17:00 欧元区5月零售销售月率 ⑤ 21:45 美国6月标普全球服务业PMI终值 ⑥ 22:00 美国6月ISM非制造业PMI ⑦ 22:00 美国6月全球供应链压力指数 ⑧ 23:00 美联储理事沃勒等发表讲话

Semiconductor and broader tech-sector volatility has picked up since July. Harvest Fund head of large-tech research Wang Guizhong told a company media briefing he remains positive on China tech assets and is optimistic about an accelerated domestic AI catch-up, saying AI-related tech currently shows no systemic risk and does not warrant a bearish conclusion. He favors optical communications tied to high-rate upgrades, parts of the chain seeing price recovery, and semiconductor equipment, citing AI-cluster interconnect demand, optical-module upgrades from 800G to 1.6T and trends such as co‑packaged optics (CPO) and non‑packaged optics (NPO) as durable demand drivers and higher-certainty growth within compute infrastructure.

Malaysia requires imported complete EVs to have a CIF of at least 200,000 Ringgit and motor output of no less than 180 kW, disqualifying many entry‑ and mid‑range models from BYD, Chery, Zeekr and other Chinese brands and forcing strategic adjustments in the market. Malaysia’s Road Transport Department (JPJ) data show Chinese‑made NEVs (excluding Geely‑owned Proton) are projected to account for about 60% of the country’s NEV market by 2025, with BYD the leading foreign brand. Local assembly is the main workaround, but new investment conditions — notably a requirement that 80% of production be exported — have raised barriers and stalled BYD’s factory plans; Leapmotor and Xpeng are pursuing local assembly via partnerships with existing Malaysian manufacturers to sidestep the export rule.