美光科技(MU.O)、西部數據(WDC.O)和SK海力士(SKHY.O)美股盤後均跌超2%。

U.S. Treasury auctioned $69.0 bln 2-year notes; stop-out yield 4.315%, bid-cover ratio 2.66 (prior 2.64).

MOFCOM said on July 28 China does not deliberately pursue a trade surplus. Export growth reflects scale economies and rising innovation plus external demand from global green transition and industrialization. Exports to the EU are concentrated in photovoltaics, new-energy vehicles, lithium batteries and chemicals—largely reflecting decarbonization-driven demand for energy-related products and higher European production costs after the energy shock. China is not targeting a larger share of labor‑intensive exports; that share fell from 20.7% in 2012 to 15.1% in 2025. In 2025 foreign firms accounted for 27% of Chinese exports and 16% of the trade surplus, with surplus and profit growth outpacing domestic firms. While goods trade posts a sizable surplus, deficits in services and investment income leave the current account surplus at about 3.7% of GDP, within internationally accepted ranges.