摩根士丹利：将迈威尔科技集团(MRVL.O)目标价从268美元上调至300美元。

BofA head of US equities and quant strategy Savita Subramanian said bonds are, for the first time in decades, a genuinely competitive alternative to equities. With the US 10-year yield above 5%, BofA’s valuation model indicates the S&P 500’s annualized return over the next 10 years may be lower than current Treasury yields. She warned high investor sentiment raises equity downside risk and limits further upside. Policymakers, including the Fed and the US Treasury, are monitoring the long end to avoid too-large increases in long-term rates; demographics and potential AI-driven disinflation imply a lower long-term ceiling for US rates than in the 1970s–80s, making sustained Treasury yields above 6–7% unlikely and improving the case for bond allocations.

Canada's Fraser Institute said in its Economic Freedom of the World 2026 report, released June 6, that Hong Kong remains the world's freest economy. The Hong Kong government said the ranking reaffirmed its free-market strengths and open, efficient and fair business environment. Hong Kong ranked first in international trade freedom and second globally on regulation among the report's five assessment categories. The government said that amid rising global economic uncertainty and protectionism, Hong Kong maintains free-port status, a zero-tariff policy and a simple low-tax regime to provide a stable, predictable environment for domestic and foreign investors.