Germany June industrial production (seasonally adjusted) +0.2% MoM vs +0.1% consensus; May +0.9%.

港股收盤，恆指收漲0.54%，科指收漲0.78%。大模型概念股全天活躍，智譜(02513.HK)漲超14%，MINIMAX-W(00100.HK)漲約10%。

LME copper rose 0.6% to $14,193.50/ton, surpassing the mid‑May closing high and heading for a record close. Optimism about data‑centre and grid demand is supporting prices, while supply has tightened after large shipments to the US this year amid expectations of a Trump tariff decision, drawing down LME‑tracked inventories. The spot vs three‑month spread widened above $150/ton on Thursday, the largest since October, producing a pronounced backwardation that signals short‑term buyer pressure.