新西兰至6月23日全球乳制品贸易价格指数 -4.9%，前值-2.8%。

ING strategist Jan Frederik Slijkerman says tech investors are re-evaluating AI exposure despite AI remaining a positive long-term driver. He expects tech companies’ EBITDA to rise but notes persistent investor nervousness. Higher infrastructure spending will lift depreciation and reduce stock buybacks, which could slow EPS growth and compress valuation multiples. Revenue upside from AI may take time to materialize, keeping free cash flow below prior years and narrowing scope for large buybacks as a form of shareholder return.

The State Administration for Market Regulation (SAMR) will launch 2026 spot checks of fair competition reviews, requiring local authorities to review comprehensively and apply strict standards. SAMR said it will conduct special inspections in priority sectors and use spot checks, interviews and public reporting to enforce binding oversight. It will continue to refine rules and institutional support and is advancing amendments to the PRC Price Law to tighten identification of unfair low‑price dumping, broaden price‑enforcement tools and strengthen legal liabilities to curb unrestricted price cutting and price wars.