BofA says Macklem’s backdrop differs from peers: Canada’s core inflation is roughly 2% and energy-rich provinces have seen short-term gains from the oil-price surge, leaving little sign of overheating. After a small Q1 contraction, Q2 annualized growth is expected above 2%; traders have pulled back wagers on a year-end BOC hike. BofA now expects the Bank of Canada to keep policy rates unchanged until 2027 even if the Fed resumes tightening.

早盤收盤，國內期貨主力合約跌多漲少，集運歐線跌超9%，焦炭、甲醇、焦煤跌超2%，鉑、鐵礦石跌近2%，SC原油、乙二醇（EG）跌超1%。漲幅方面，碳酸鋰漲超5%，多晶硅漲超3%，液化石油氣（LPG）、滬鋅漲超1%，20號膠、滬錫、棉花、豆粕漲近1%。

Samsung Electronics' chief technology officer and head of its Semiconductor Research Institute said at an internal Device Solutions division briefing on June 30 that HBM4E reliability-test yields have risen above 70%. While the industry typically treats roughly 80% as a mature-process yield threshold, Samsung said HBM4E remains in reliability testing and the >70% level marks entry into a stable development phase. He also said Samsung's next‑generation 10nm‑class seventh‑generation DRAM process (D1d) has gained a technical edge over competitors and is scheduled to complete production readiness assessment (PRA) in November.