匈牙利統計局：匈牙利6月名義工資同比增長7.1%，低於5月的8.7% 。

美國國防部長赫格塞思：伊朗唯一的選擇就是坐下來，真正談談他們的核計劃。

A Politico report on possible Trump semiconductor tariffs has refocused markets. NVIDIA told investors AI demand remains strong but warned memory shortages could last to 2028. With tightening supply and firmer demand, proposed tariffs would pressure corporate margins and would disproportionately hit the AI ecosystem on structural and supply grounds. NVIDIA’s largest customers—big tech firms—would face increased scrutiny at a critical time; memory makers and other chip suppliers would also be challenged but generally have stronger pricing power to pass costs downstream.