韓國7月出口年率 62.8%，預期59.00%，前值由70.90%修正爲70.70%。

South Korean retail margin loans have fallen more than 10% since end-June, data show. Assets under management in Korea-listed leveraged ETFs tied to Samsung Electronics and SK Hynix slid from over $11.0bn on June 25 to $4.1bn as of Thursday, driven mainly by declines in the underlying shares. Flows into these funds turned negative over the past two weeks. Tigress Financial Partners’ CIO said large-scale de‑leveraging is often a healthy, sometimes necessary market adjustment when forced positions rather than fundamentals drive moves, removing speculative excess and reducing the risk of further forced liquidations.

CPCA data show China passenger-car intelligence index at 39.6 in June 2026. Smart cockpit index 41.6; intelligent driving index 42.9; out-of-cabin intelligence index 24.8.