China-Korea Semiconductor ETF (513310) trading down over 5%.

香港恒生指数7月6日（周一）开盘上涨54.58点，涨幅0.23%，报23404.61点； 香港恒生科技指数7月6日（周一）开盘上涨24.93点，涨幅0.55%，报4523.93点； 国企指数7月6日（周一）开盘上涨15.98点，涨幅0.21%，报7715.74点； 红筹指数7月6日（周一）开盘下跌1.28点，跌幅0.03%，报3806.14点。

Weakening commodity prices and a surge in imports tied to data-centre construction have narrowed Australia’s goods trade surplus and could produce the first annual trade deficit since 2016. Fuel and equipment imports have jumped while exports have stalled; the government forecasts major commodity export receipts will rise only 3% in the current fiscal year. After years of mining-driven export gains, softer commodity prices are expected to weigh on export income. A return to deficit would likely pressure the AUD and tighten fiscal space.