市場消息：白俄羅斯總統盧卡申科將對緬甸進行工作訪問。

Lenovo Group vice‑president and Lenovo China chief strategy officer Abulikemu Abulimiti said on July 2 that both China and overseas markets still have substantial room for AI compute capacity and there is no compute oversupply. He said mature leading consumer AI products remain limited and enterprise (B‑side) commercialization has yet to be fully realized, noting past productivity revolutions were industry‑driven and imply large long‑term compute demand. He warned the AI industry chain shows excessive supply‑side leverage and a supply‑demand imbalance. The remarks follow market concern about oversupply after Meta recently opened compute capacity.

Analyst Davison Santana said the dollar weakened after US nonfarm payrolls surprised, lowering the likelihood that Japanese authorities will intervene as the yen has moved further from multi-year lows. Earlier the yen briefly spiked, prompting market speculation about intervention by Japan’s Ministry of Finance and causing yen short positions to adopt a more defensive stance.