美股低开低走，纳斯达克100指数跌超2%，费城半导体指数跌超6%，闪迪(SNDK.O)、西部数据(WDC.O)现均跌超10%。

CNN reports a U.S. official said Iran on Tuesday fired on three merchant vessels in Omani waters near the Strait of Hormuz. The official called the attack a "serious violation" of Iran's memorandum of understanding. A third strike had not been previously reported.

WBG said in a China economic brief released July 7 that despite strong supply, weak demand and a global energy-supply shock, China’s growth has remained resilient. Year-to-date through May, high-tech industry investment rose 4.5% YoY, driven by strong domestic and external AI-related demand. Robust external demand for tech‑intensive goods sustained export momentum, while tech-related imports expanded materially, reflecting accelerated AI capex and higher demand for components for tech‑intensive export production. WBG said China has largely mitigated the energy shock via diversified energy import sources, a relatively high share of renewables and temporary retail fuel price controls.