納斯達克100指數期貨跌幅達1%，納指抹去此前漲幅，現跌0.2%，標普500指數漲幅收窄至0.2%，道指現漲0.7%。

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.

美元兌日元USD/JPY延續跌勢，觸及日內低點161.05，跌幅0.87%。