美联储理事沃勒：通胀无需进一步加息也能回落至2%，这一观点仍具有可信性。

SK Hynix shares fell as much as 8.2% in early trade in Seoul on Monday as investors took profits after the company's Nasdaq ADR jumped 12.8% on its first trading day last Friday. NH Investment Securities senior analyst Ryu Young-ho said profit-taking after the US listing and a cautious Q2 earnings outlook dented sentiment: expected HBM4 shipment growth from Q2 has not materialized at scale. Ryu added investors have trimmed earnings expectations because SK Hynix's greater HBM exposure versus Samsung reduces its benefit from recent DRAM price gains.

7月10日，DR007收盘升至1.3825%，近期虽有企稳迹象，但仍未打破6月24日以来下降趋势，继续围绕政策利率1.4%波动。 注：短期货币市场利率如DR007，反映的是市场资金充裕程度。除了实体经济贷款利率，股市、债市等金融市场很多交易本质上是靠“贷款”加杠杆，贷款成本就取决于短期资金利率。DR007通常被视为中国短端利率锚。DR007与央行7天逆回购利率（政策利率）之间的差距就可以看出市场是否缺钱，DR007利率高于政策利率很多，说明市场缺钱，央行可能会出手投放流动性；反之说明市场资金非常宽松。