【期貨熱點追蹤】宏觀情緒轉弱疊加降雨改善，橡膠系期貨全線下跌！庫存持續去化、厄爾尼諾預期未證僞，價格回落是短期偏弱還是中期佈局機會？點擊瞭解。

WTI and Brent crude briefly fell nearly $1/bbl after Trump said he was open to contact with Iran.

Elon Musk’s Terafab is accelerating semiconductor equipment procurement. In Q2 it moved large front-end orders forward with ASML, Applied Materials, Lam Research and Tokyo Electron; procurement in H2 will progressively shift to packaging and other back-end equipment. South Korea’s Hanmi Semiconductor has won an order from Terafab for AI-system semiconductor packaging equipment, becoming the first Korean supplier in Terafab’s back-end supply chain; contract value, quantities and delivery timing were not disclosed. Terafab now targets first production in 2029, later than prior reports of trial runs end-2027 and mass production in 2028.