截至23:00收盘，国内期货主力合约跌多涨少，焦煤跌超2%，焦炭跌近2%，低硫燃料油（LU）、纯碱、液化石油气（LPG）、铁矿石、纸浆、纯苯跌超1%。涨幅方面，瓶片涨超1%，20号胶、对二甲苯涨近1%。

Galaxy Securities says July domestic fresh milk prices rose 0.3% YoY, the first positive reading in nearly five years, indicating a gradual supply–demand rebalancing. Raw milk prices began rising in March, reinforcing signs of a cyclical trough and recovery. Given current milk-source structure and downstream demand rebound, Galaxy expects the post-turn growth path may mirror 2016 — a modest, gradual uptrend — which should ease downstream competition, reduce impairment losses and support earnings recovery at related listed companies.

MIZUHO raised its PT on Microsoft (MSFT.O) to $510 from $490.