德國DAX30指數7月10日（週五）開盤上漲31.36點，漲幅0.12%，報25135.48點； 英國富時100指數7月10日（週五）開盤上漲30.01點，漲幅0.29%，報10502.46點； 法國CAC40指數7月10日（週五）開盤上漲8.56點，漲幅0.10%，報8335.18點； 歐洲斯托克50指數7月10日（週五）開盤下跌5.11點，跌幅0.08%，報6279.16點； 意大利富時MIB指數7月10日（週五）開盤上漲215.58點，漲幅0.41%，報52597.50點； 西班牙IBEX35指數7月10日（週五）開盤上漲10.90點，漲幅0.06%，報19333.7點。

Huatai Securities research: the recent deep selloff in A‑share nonferrous metals leaders primarily reflects valuation compression, not earnings damage. As of July 6, iFind consensus 2026E EPS for related companies has been revised up over the past ~180 days, indicating intact earnings outlooks. As of July 3, China Securities gold, aluminum and copper subindex PE‑TTM sit at the 11.7%/5.1%/42.1% percentiles since 2020; relative to All‑A PE‑TTM they are at the 0.2%/0.0%/0.1% percentiles. With easing US‑Iran tensions and marginally firmer risk appetite, Huatai says commodity fundamentals remain strong while valuations are at historic lows; downside for A‑share metals leaders may be limited and upside optionality notable — a high‑reward trade window relative to offshore pricing.

Reported on the 10th: South Korea's Supreme Court will issue a ruling on the case involving former president Yoon Suk-yeol's wife, Kim Keon-hee, on the 16th.