China A-share copper-foil sector rebounded after volatility; Nuode Co. hit the daily trading limit, while Defu Technology, Fangbang Co., Shengyi Technology, Honghe Technology, Baoding Technology and Haixing Co. rallied.

South Korea's Lee will attend the NATO summit in Ankara on July 7-8.

CITIC Securities says Meituan on June 30, 2026 completed end-to-end training and inference of a trillion-parameter model on a 50,000-card China domestic compute cluster, marking a capability shift from inference to training. DeepSeekV4 final, due mid‑July, will introduce peak‑valley pricing with peak API call prices doubling, and domestic compute supply constraints are intensifying. CITIC says order visibility for domestic compute has materially improved; chip design firms with confirmed customer orders and priority capacity allocation should be first beneficiaries. The broker remains constructive on the China domestic compute supply chain, citing scale-up opportunities from scarce advanced process capacity to diverse design companies and super‑node operators, and expects strong growth momentum for advanced process, advanced packaging, advanced memory and supporting suppliers.