Chile's National Copper Commission: Escondida copper mine produced 111,400 tonnes of copper in June, up 45.8% YoY.

Researchers at the University of Science and Technology of China (academician Guo Guangcan and Prof. Han Zhengfu) with the Xi'an Institute of Optics and Precision Mechanics (Zhang Wenfu) published a paper proposing and demonstrating a microcavity-based optical-soliton, large-scale integrated measurement-device-independent (MDI) quantum key distribution (QKD) network scheme, providing a technical path toward scalable, high-security practical deployment of quantum communication networks.

AI hyperscalers的投資級信用利差以及Oracle五年期CDS仍處於高位，說明 債券投資者仍在擔心大型科技公司不斷擴張AI資本開支後，自由現金流、回購能力以及資產負債表的邊際變化。 這裏形成了一個非常清楚的跨資產背離：股票資金仍在追逐AI盈利故事，信用市場卻已經開始給AI資本開支重新定價。 美銀投資策略師Hartnett甚至認爲，只有大型科技股重新恢復強勁，才能壓制「國產算力可能提前削弱AI資本開支週期」的擔憂。所以 後續觀察AI，不應只看納指或芯片股，還應該看科技企業信用利差是否繼續擴大。如果股票上漲、信用仍惡化，說明股債對AI回報率的判斷仍未達成一致。