中國6月以美元計算貿易帳 1256.2億美元，預期1206億美元，前值1054.3億美元。

HSBC analysts said in a research note it is too early to assume the storage cycle has peaked. Agentic AI-driven productivity gains and workflow changes could extend a storage supercycle, while improving AI service margins continue to support robust cloud spending; hyperscale cloud providers are unlikely to slow compute-capacity expansion. The phased introduction of next-generation high-bandwidth memory HBM4 should sustain upward pressure on HBM prices. Given SK Hynix’s large HBM exposure, HSBC prefers the stock among Korean techs and expects SK Hynix to hold roughly 50-55% of the HBM market once HBM4 reaches mass deployment around 2027.

【國債期貨早盤開盤】2年期國債期貨（TS）主力合約跌0.01%，5年期國債期貨（TF）主力合約跌0.02%，10年期國債期貨（T）主力合約跌0.04%，30年期國債期貨（TL）主力合約跌0.16%。