市场消息：消息人士称，伊朗和美国的技术团队将在未来几天在多哈会面，讨论谅解备忘录的实施事宜。

Amid the Iran war's hit to European stocks, JP Morgan analyst Mislav Matejka raised his Stoxx Europe 600 year‑end target from 630 to 680, the most bullish call among Bloomberg‑tracked forecasters. The new target implies roughly 7% upside from current levels and exceeds Barclays and HSBC's earlier 670 target. Matejka's team cites accelerating euro‑area corporate EPS after three years of stagnation, forecasting EPS growth of 18% in 2026 and 12% in 2027. They say that, if a H2 rally broadens, European equities could once again become an attractive asset class.

香港恒生指数6月29日（周一）开盘上涨155.79点，涨幅0.69%，报22827.65点； 香港恒生科技指数6月29日（周一）开盘上涨67.97点，涨幅1.6%，报4323.56点； 国企指数6月29日（周一）开盘上涨76.96点，涨幅1.03%，报7537.8点； 红筹指数6月29日（周一）开盘上涨18.37点，涨幅0.49%，报3767.46点。