分析師Henry Hu表示，AI主題爆發後，科技巨頭通過股權和債務融資大規模募資，這部分資金先推動科技股估值上漲和股價大漲。但錢不會一直留在金融市場，而是會轉化爲實物資本開支。資金開始從金融投機資產向實物資產再配置。科技股在前期享受流動性紅利後，可能面臨估值壓力或獲利了結；有色礦股則因需求爆發和盈利改善，成爲下一階段的接力品種。本月下旬有色礦股開始發佈財報，可關注這一趨勢。

Turkish President Erdogan said Turkey thanked the United States, Spain, Germany and Italy for providing additional air-defence support during the Iran war.

Capital Economics analyst Ariana Curtis said Canada's goods trade surplus widened to a four-year high in May, but the increase was entirely price-driven as export volumes were essentially unchanged. She said the only positive was a rise in May import volumes, signalling gradual improvement in domestic demand. Curtis added the trade data is consistent with the preliminary 0.1% MoM GDP estimate for May.