美聯儲威廉姆斯：若人工智能熱潮持續且需求增速超過供給，這將成爲推升通脹的又一因素。

China A-share advanced packaging stocks rallied again: Huatian Technology, Zhongjing Electronics, Langdi Group, Guide Infrared, Tongxingda and Xuguang Electronics hit limit-up; Shanghai Sinyang jumped over 10%; Huicheng Co., Shenkeda, Shenke Technology, Taiji Industrial and Yongxi Electronics also gained.

June Fed minutes show officials considered KEVIN WARSH’s proposal to end forward guidance and trim references to future rate moves. A majority backed shortening the policy statement and supported deleting language that suggested the next move would likely be a cut. The June alternative approved by the Fed removed rate guidance entirely, consistent with Warsh’s aim to avoid committing on future rates. At the June meeting the Fed held the policy rate at 3.50%-3.75%; the dot plot showed nine of 18 officials expect rates to be slightly higher by end-2026, and markets widely saw the possibility of hikes this year.