上海黃金交易所黃金T+D 7月1日（週三）晚盤收盤上漲1.76%報886.5元/克； 上海黃金交易所白銀T+D 7月1日（週三）晚盤收盤上漲2.96%報14552.0元/千克。

UBS cuts Nike (NKE.N) PT to $48 from $50.

June ISM manufacturing index fell 0.7 points to 53.3, marking a sixth consecutive month of expansion and remaining near a four‑year high; readings above 50 indicate expansion. The sector is in its longest expansion run since 2022. The ISM prices‑paid subindex dropped 9.1 points to 73 — the largest monthly decline since July 2022 — as war-driven input‑cost pressures eased after a temporary US‑Iran agreement pushed oil prices sharply lower.