Reserve Bank of Australia is expected to hold the official cash rate at its policy decision due 12:30 Beijing time; Governor Michele Bullock is likely to signal that further rate increases remain possible. The RBA will welcome recent signs of cooling inflation but say the fight against price pressures is not won and express concern about the pace of house-price declines. Officials are also likely to warn the Middle East conflict could become a source of another supply shock.

A股MLCC概念板塊衝高，雙星新材漲停，昀冢科技、國風新材、風華高科、達利凱普跟漲。

A fresh heatwave will sweep drought-hit Europe this week, raising wildfire risk, threatening crops and further depleting already record-low river levels. France’s weather service expects a high-pressure heat dome to push northern France toward 40°C on Tuesday; southern UK around 35°C; Frankfurt may reach 38°C on Friday. The heat could block moisture-bearing clouds and hinder replenishment of major waterways — the Rhine, Po and Danube — whose low flows have already disrupted navigation and power generation. Higher temperatures and continued dryness are adding stress to grids, cutting hydropower output and suppressing agricultural yields; EU Joint Research Centre models show elevated fire risk this week across the UK, Spain, France, Germany and Italy.