英国6月BRC同店零售销售年率 1.7%，预期2.7%，前值3.40%。

United Microelectronics (UMC), Taiwan’s No.2 foundry, said its Singapore fab has begun volume production of silicon photonics wafers to meet rising hyperscaler and AI data-center demand for high-speed optical interconnects. UMC said it completed platform transfer from R&D to production readiness in 18 months with Singapore fabless SILITH Technology and plans to open a self-developed 12-inch silicon photonics platform to customers for product development by 2027. Citigroup analysts are constructive on UMC’s H2 outlook, forecasting Q2 2026 revenue to rise 13% QoQ and gross margin to recover. UMC reported June revenue up 22.85% YoY at NT$23.12 bln (about US$719 mln); H1 revenue rose 11.28% YoY.

Iran's top joint military command said Iran will resolutely respond to any interference with commercial vessels and oil tankers by US forces operating outside Iran-designated shipping routes and without permission from Iran's armed forces.