A股商业航天板块震荡下挫，神剑股份午后触及跌停，天力复合、电科蓝天、上海瀚讯跌超10%，斯瑞新材、中材科技、铂力特、乾照光电跟跌。

ETF margin financing accelerated in June as A-share turnover picked up. Wind data show ETF margin balances on the Shanghai and Shenzhen markets reached 116.09 bln yuan as of June 30, up 5.26 bln yuan from end‑May. Semiconductor and telecom thematic ETFs were the main recipients of new leverage, while gold ETF financing remains the largest single exposure, suggesting leveraged investors are adding growth bets while keeping hedge positions.

At 12:01 on July 6, a People's Liberation Army Navy strategic nuclear submarine launched one submarine-launched strategic missile (SLBM) carrying a training simulated warhead into the Pacific high seas; the missile landed in the designated sea area. The launch was a routine element of China’s annual military training, was pre-notified to relevant countries, complied with international law and practice, and was not directed at any specific country or target.