A股存储芯片板块震荡走低，朗科科技跌超13%，普冉股份、托伦斯、圣邦股份、北京君正、佰维存储跟跌。

Economists and traders expect the Reserve Bank of Australia to keep the cash rate at 4.35% at Tuesday’s meeting — a second consecutive hold — while reiterating readiness to tighten further to combat persistent inflation. Markets will focus on the policy statement and updated quarterly forecasts for signals on whether the RBA has finished hiking after 75bp of moves this year or intends further tightening. Carl Ang, fixed income research at MFS Investment Management, says a hawkish pause is the base case but slow disinflation means additional tightening cannot be ruled out. Economists broadly expect an extended pause through the remainder of this year and most of next; Commonwealth Bank’s Belinda Allen expects the RBA to bring forward the forecast for inflation falling below 3% and to lift its unemployment projection.

据Axios：一位美国高级官员称，白宫“并不在意”内塔尼亚胡关于加沙计划的声明，并认为这是以色列选举季期间的一部分政治操作。白宫理解内塔尼亚胡的政治需求，他继续按照美国的要求去做——尤其是在限制对加沙的袭击方面——美国就不会有意见。