AMP chief economist Shane Oliver says a key risk over the next year is that after the upcoming midterm elections US President Trump may be less constrained and could use the window before the 2028 election to step up overseas military actions, including renewed moves against Iran and potential actions involving Greenland and Cuba. Oliver added the risk is particularly acute if Trump loses control of both chambers of Congress in November.

有報道稱英偉達Kyber NVL144機架延遲，這引發PCB和AI硬件供應鏈股票大跌。分析師認爲這個消息出現的時間點很關鍵，AI股票經歷連續大漲後，投資者情緒已經很緊張。上週全球科技股因爲 AI 過度建設、潛在產能過剩、競爭加劇等消息劇烈波動。因此，即使只是供應鏈或製造進度上的一個負面信號，也會被市場放大。受衝擊最明顯的是亞洲 PCB 和相關材料供應商。日本Ibiden一度跌10%，這家公司是英偉達重要PCB供應商，並且英偉達是其最大客戶。韓國三星電機跌11%。這些跌幅說明市場把英偉達下一代機架系統延遲，直接映射到了上游PCB、基板和材料需求預期上。 不過，Allspring的Gary Tan表示，Kyber機架延遲並不一定意味着AI capex變弱，更可能只是說明英偉達最激進的下一代系統架構需要更長時間才能部署，這並不完全意外。當天相關股票走弱更多來自獲利了結、行業輪動、美國7月4日假期後重新開盤前的謹慎情緒，以及SK海力士本週美國IPO可能帶來的資金擾動。 接下來的重要觀察點是三星電子週二即將公佈的業績。市場會通過三星業績觀察內存、AI供應鏈和半導體景氣是否仍能支撐當前估值。

Hong Kong chief executive Lee Ka-chiu met PBOC's Pan Gongsheng on July 6 to discuss economic and financial issues; Financial Secretary Paul Chan and Secretary for Financial Services and the Treasury Christopher Hui attended. Lee said China’s 15th Five-Year Plan supports measures to strengthen Hong Kong’s role as an international financial centre, explicitly citing development of a global offshore RMB hub, international asset and wealth management centre, international risk management centre and a commodities trading ecosystem. The HKSAR is drafting its first five‑year plan to align with those national priorities and said it will push greater mainland-market connectivity, promote two-way capital flows and enhance Hong Kong’s competitiveness as an international financial centre.