China's June official manufacturing PMI due in 10 minutes; Reserve Bank of Australia to publish minutes of its June monetary policy meeting in 10 minutes.

Daiwa Capital analyst SK Kim said Samsung Electronics and SK Hynix’s announced investment plans are unlikely to materially affect global memory-chip supply-demand over the next 3–5 years because project rollouts will take time. Kim expects much of the planned capex — including roughly 800 trillion won tied to a new fab in southwest Korea — will be spent after 2030. He added both firms may adjust investments flexibly to market conditions while pressing ahead with US fabrication projects already under construction.

A股豬肉股多股低開，京基智農跌停，神農集團跌超2%，牧原股份、新希望等跟跌。