A股商業航天板塊震盪下挫，神劍股份午後觸及跌停，天力複合、電科藍天、上海瀚訊跌超10%，斯瑞新材、中材科技、鉑力特、乾照光電跟跌。

ETF margin financing accelerated in June as A-share turnover picked up. Wind data show ETF margin balances on the Shanghai and Shenzhen markets reached 116.09 bln yuan as of June 30, up 5.26 bln yuan from end‑May. Semiconductor and telecom thematic ETFs were the main recipients of new leverage, while gold ETF financing remains the largest single exposure, suggesting leveraged investors are adding growth bets while keeping hedge positions.

卡塔爾能源：將在梅賽義德工業城開發一個新的中型工業區。與卡塔爾工業部將合作評估並分配碳氫化合物衍生資源，以支持符合條件的工業投資機會。