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Hong Kong-listed computing hardware stocks rose, with GigaDevice (03986.HK) up nearly 12%, Montage Technology (06809.HK) up 8.6%, Han's CNC (03200.HK) up over 7%, Lenovo Group (00992.HK) up over 5%, and Yangtze Optical Fibre and Cable (06869.HK) up 4

2026-07-09

Hong Kong-listed computing hardware stocks rose, with GigaDevice (03986.HK) up nearly 12%, Montage Technology (06809.HK) up 8.6%, Han's CNC (03200.HK) up over 7%, Lenovo Group (00992.HK) up over 5%, and Yangtze Optical Fibre and Cable (06869.HK) up 4.8%.

Other News
2026-07-09

Goldman Sachs expects that if 60-day negotiations continue and Iran oil waivers are restored, Persian Gulf crude supply will be back by end-July; this would require roughly a 6.6 mln bpd increase in crude flows through the Strait of Hormuz.

Goldman Sachs expects that if 60-day negotiations continue and Iran oil waivers are restored, Persian Gulf crude supply will be back by end-July; this would require roughly a 6.6 mln bpd increase in crude flows through the Strait of Hormuz.
2026-07-08

The Fed will release minutes from its June policy meeting in the early hours of July 9 Beijing time. The June meeting left rates unchanged but the dot plot showed a pronounced 9-8-1 split: nine participants see at least one more hike this year, eight

The Fed will release minutes from its June policy meeting in the early hours of July 9 Beijing time. The June meeting left rates unchanged but the dot plot showed a pronounced 9-8-1 split: nine participants see at least one more hike this year, eight expect unchanged policy and one favors cuts; new chair Kevin Walsh did not submit a dot-plot. June’s statement was marked shorter with limited forward guidance, so markets see the minutes as the primary window into internal leanings — notably whether the nine hawks are driven by sticky inf and what conditions would prompt renewed tightening. Recent oil-driven rises in energy-input inf have strengthened those concerns. If the minutes show C.BANK remains highly focused on inf risks, expectations that higher rates will be maintained longer could resurface, boosting USD and U.S. Treasury yields, pressing high-valuation tech and weighing on non-USD assets.
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