黄金价格跌至七个月低点，现货金报3981.69美元/盎司；白银、铂金、钯金同步下跌。主因美伊和平谈判前景黯淡，加剧通胀担忧并推升美联储9月加息概率至67%。克利夫兰联储主席哈马克表态若通胀不退将支持加息。市场正等待ADP就业数据及非农报告以确认政策路径。

Oil prices climbed after Iran said it would not hold direct talks with U.S. envoys, weighing on prospects for an interim ceasefire in the Middle East and prompting a fresh repricing of geopolitical risk. Brent futures rose 0.69% to $73.45 a barrel and WTI gained 0.91% to $70.13. U.S. inventory figures from the API showed crude stocks fell 6.1 million barrels last week and gasoline inventories also declined, adding support to prices. Tanker traffic through the Strait of Hormuz has also recovered to prewar levels, easing fears of supply disruption.

美国商务部已解除对Anthropic最先进AI模型Claude Fable 5和Mythos 5的出口管制，允许其向外国用户恢复访问。此前因亚马逊发现Fable模型存在可绕过安全防护的漏洞（jailbreak），商务部曾紧急暂停其境外使用。Anthropic与政府协同加固后获解禁，但未披露具体技术调整细节。该事件属AI监管执行层面动态，不涉及上市公司财务、订单或收入变化，与传统交易资产无直接价格传导机制。

特朗普政府对Anthropic最新AI模型Claude Fable 5实施紧急出口管制并要求其下线，理由是存在‘越狱’风险；此前Mythos模型亦受控。Anthropic虽获准向可信机构提供Mythos 5，但公众版Fable 5被限制为‘无攻击能力’版本。该事件属美国AI监管政策突发收紧，直接影响AI模型部署节奏，间接压制高端芯片与先进制程代工的短期需求预期。

Cotton futures ended June higher, with contracts up 22 to 43 points even after the USDA put spring cotton plantings at 9.85 million acres, above trade ideas of 9.6 million and the March figure of 9.64 million. The July contract settled at 72.22 cents per pound. Crop Progress data showed 9% of fields setting bolls and conditions at 48% good/excellent, down 5 percentage points on the week, with Texas ratings falling 14 points. Crude oil slipped $0.82/bbl to $69.83 and the U.S. dollar index rose $0.118 to $100.995.

President Donald Trump warned gasoline retailers they could face “big problems” if they do not quickly lower pump prices, arguing crude oil has fallen to $68 a barrel. He urged stations to aim for around $2.50 a gallon and accused some operators of price gouging. The national average price for regular gasoline is $3.91 per gallon, down for a fifth straight week. Forecasts for 2026 average oil prices were lowered to $84.50 a barrel for Brent and $79.49 for WTI after a U.S.-Iran ceasefire agreement and the reopening of the Strait of Hormuz.

Dish DBS（Dish Network母公司）正式申请Chapter 11破产，同步关停Dish Wireless业务。主因是FCC监管施压导致其5G网络建设受阻，被迫低价出售无线频谱给AT&T和SpaceX；但交易未如期交割，致其无法偿还7月1日到期的20亿美元优先担保票据。破产不涉及Dish Network、Sling TV、Hughes等业务。文中将YouTube TV列为直接竞争对手，并确认SpaceX为频谱买家之一。

近1700名英国投资者在伦敦高等法院起诉币安及其创始人赵长鹏，索赔至少1.5亿英镑（约2亿美元），指控其自2019年底起向零售用户非法销售高风险杠杆加密衍生品。原告称因产品设计缺陷及缺乏适当风险披露而蒙受重大损失。本案为英国首起针对全球头部加密交易所的集体诉讼，直指其本地化合规缺口，可能影响Binance在英业务存续及用户资金安全预期。