哈莫尼黃金(HMY.N)：預計CSA銅礦2026財年的業績將接近此前產量指引區間的上限。

Goldman Sachs analysts Timothy Moe and John Kwon say a 1 percentage-point increase in the combined weight of Samsung and SK Hynix in Korea’s benchmark equity index could prompt roughly $2 billion of foreign selling, citing US Investment Company Act diversification thresholds. GS warns that heavy inflows into leveraged ETFs, rising options activity and increased retail margin usage have created structural liquidity fragility that can produce daily price moves well beyond corporate fundamentals. Korea’s asset-management growth since last year has been driven mainly by investment returns rather than new inflows, increasing mechanical institutional exposures often tied to hedges; even a modest market pullback could therefore trigger cascades of forced selling.

China’s foreign ministry said on June 30 that Foreign Minister Wang Yi will visit Denmark, Sweden, Finland and Norway. He will hold talks with each foreign minister on bilateral ties and shared international and regional issues; the ministry highlighted cooperation on green transition, trade and investment, technology innovation, multilateralism, free trade and climate change.