法國6月綜合PMI終值 47.2，預期47.6，前值47.6。

DALY said strong US investment growth is unlikely to slow.

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.