韩国7月出口物价指数年率 49.1%，前值由48.90%修正为48.7%。

Goldman Sachs says SMIC reported Q2 revenue of $3.0bn, up 36% YoY and 20% QoQ, above Goldman and market forecasts and exceeding management's QoQ guide of 14–16%. Gross margin was 25.3% versus Goldman/market expectations of 21%/21.4% and management guidance of 20–22%. Goldman attributes the QoQ revenue lift to higher wafer shipments and average selling prices; management links margin improvement to better product mix and higher ASPs. Q3 guidance: revenue +2–4% QoQ, in line with Goldman and the market; gross margin guide 26–28%, above Goldman/market expectations. Goldman maintains a buy rating on SMIC, cites long‑term growth from domestic fabless demand and AI‑related opportunities, and sets a HK$135 target price.

Brent crude futures settled at $87.07/bbl, down $1.91, or 2.15%.