日本5年期国债收益率下降1.0个基点，至1.930%。

The Shanghai Stock Exchange said secondary‑market trading in the Huatai‑PineBridge China‑Korea Semiconductor ETF (513310) was trading materially above the fund’s reference net asset value, creating a large premium. To protect investors, the ETF will be suspended from market open on July 7 until 10:30 the same day. The exchange warned of premium risk and said uninformed purchases could result in material losses.

Regional officials, diplomats and analysts say the Israel‑US war has amplified Iran’s leverage over the Strait of Hormuz and enabled Tehran to demand any nuclear accord first acknowledge its de facto control over the oil chokepoint. Alex Vatanka of the U.S.-based Middle East Institute said Iran views the strait as a source of political legitimacy rather than an economic asset — charging transit fees could be lucrative but 'why give up a diamond for a lollipop?' Iranian parliament speaker Qalibaf said the strait is Iran’s strongest weapon and Iran will not relinquish its rights there. Multiple regional sources and diplomats say Tehran is deliberately slowing negotiations to lock in wartime gains before returning to nuclear talks. A former U.S. diplomat who studies Iran said Tehran believes time is on its side because the Trump administration wants to disengage; Aaron David Miller added the 60‑day negotiation deadline was always illusory and Iran will not act on the nuclear track until it is confident the new status quo is irreversible.