【股指期貨早盤收盤】滬深300股指期貨（IF）主力合約漲1.14%，上證50股指期貨（IH）主力合約漲0.73%，中證500股指期貨（IC）主力合約漲0.60%，中證1000股指期貨（IM）主力合約漲0.16%。

China's SAMR: In June 2026 seven automakers filed recall plans with the agency, announcing a total recall of 41,800 vehicles.

BofA says investors sold U.S. equities at the fastest pace since March. A Michael Hartnett-led team, citing EPFR Global, reports $17.2bn of outflows in the week to July 1 — the first weekly redemption in three months after strong inflows earlier this year. Flows favored international stocks: Japan saw the largest inflow in seven weeks at $1.9bn. Continued skepticism over AI-driven valuations weighed on chip names; the Philadelphia Semiconductor Index fell about 11% over the past two trading days.