美银数据显示，美国科技基金在截至7月1日的一周录得143亿美元净流入，为历史第二高单周水平，延续了此前两周大幅波动的资金节奏：前一周出现93亿美元流出，两周前则创下192亿美元单周流入纪录，显示资金在科技板块内部快速切换但整体方向仍在回流。 从结构上看，四周平均流入已升至历史新高的90亿美元，意味着科技板块正在从“阶段性交易驱动”转向“持续性资金配置”。与此同时，美国整体股票基金同期录得172亿美元流出，为3月以来最大单周撤资，说明资金并非撤离权益市场，而是从广谱指数向科技集中。

RUSSIAN DEFENCE MINISTRY said on July 5 that over the past day Russian forces struck Ukrainian military airfields, fuel, energy and transport infrastructure, logistics hubs, and production/storage sites for long-range drones and components across 149 locations, and targeted Ukrainian units and temporary positions of foreign mercenaries. In Lyman, Donetsk region, Russian forces continued mine clearance and urban sweeps, destroying one bridge and 11 drone-control points.

HSBC upgraded Gilead Sciences (GILD.O) to Buy from Hold and raised its PT to $155 from $133.