【伊朗官員：沒有商品短缺問題 主要問題是價格上漲】據半島電視臺引述伊通社（IRNA），伊朗行業協會商會負責人法拉哈尼表示，儘管美國實施海上封鎖，伊朗國內並不存在商品短缺。法拉哈尼稱：“我們沒有商品短缺，但確實存在價格高企的問題。部分漲價是由物流問題以及運輸路線變化造成的，因爲通過鐵路和公路運輸商品，比此前的運輸路線耗時更長、成本也更高。”這場戰爭給伊朗經濟帶來了巨大壓力。美國華盛頓方面週一宣佈的新一輪制裁，導致伊朗貨幣里亞爾兌美元匯率跌至歷史新低。

市場消息：鎧俠和閃迪計劃在日本投資310億美元擴建存儲器工廠。

China's daily AI token calls exceeded 500 trillion as of June, and global intelligent-compute capacity is already showing signs of tight supply. Multiple Chinese regions are accelerating build-out of domestic token factories and smart-compute complexes, shifting the domestic compute supply chain from product validation toward mass delivery. A 9.5 billion yuan smart-compute complex in Guangzhou Huangpu Comprehensive Bonded Zone has been approved; the project will serve AI workloads including text-to-video generation and code writing, and facilitate Chinese token exports. Liu Miao, founder of Guangzhou Turing New Intelligence, said demand could be more than ten times current supply and that firms are decisively turning to domestic ecosystems this year. Zhang Chen, deputy general manager of market development at China Power Engineering Consulting Group, said orders for domestic chips have surged and lead times may stretch out to around a year.