美联储巴尔金：不确定自己是否会支持三位反对者的加息提议。

The CSI‑Hang Seng Shanghai‑HK Connect AH Smart Index has added GigaDevice Semiconductor and Montage Technology and removed China Southern Airlines and China Railway Construction. The change signals the index’s representation shifting from traditional cyclicals, infrastructure and airlines toward semiconductors and hard tech, increasing the semiconductor sector’s weighting and strengthening Hong Kong pricing as an anchor for AH chip names. GigaDevice and Montage sit at the intersection of AI hardware, the memory cycle and the domestic compute narrative linked to ChangXin, so inclusion will amplify their role as AH technology proxies and expose them to index-driven flows tied to AH spreads, liquidity and cross‑border capital allocation.

日本央行行长植田和男：密切关注通胀预期，因为它们与潜在通胀密切相关。