欧元区债券收益率上升，德国10年期国债收益率上涨3个基点，至3.0179%，为6月11日以来的最高水平。

China's crude-related futures main contracts rose across the board. SC crude up 5.08% at 461.7 yuan/barrel; low-sulfur fuel oil (LU) up 5.59% at 3,983 yuan/ton; fuel oil up 5.44% at 3,083 yuan/ton. Asphalt's decline narrowed to 1.04% at 3,805 yuan/ton.

Samsung's Q2 operating profit rose 19-fold YoY, driven by AI data-center build-out pushing DRAM/NAND demand; core storage capacity remains effectively tight, supporting concurrent volume and price gains. Markets sold off despite the strong numbers as investors fear a future supply glut and demand peak. Key risks: prior industry-wide capacity expansion could trigger oversupply if US tech firms curb AI infra capex; alternatively, labour shortages and power constraints could stall data-center builds and cut hardware demand. The prospect of looming overcapacity and fading pricing power prompted profit-taking and the stock pullback.