2026-07-13

1. 美军开始对伊朗发起新一轮打击，旨在“继续削弱其攻击霍尔木兹海峡商船的能力”。 2. 多元化突破，液化天然气制甲烷首次应用于长征系列火箭。 3. 沐曦天使轮5000万5年浮盈74亿，投资机构：中国或将诞生多家万亿市值上市企业。 4. 机构：存储面临长达数年的结构性短缺，CPO大规模落地推迟至2028年底。 5. 国务院原则同意《中医药振兴发展“十五五”规划》。 6. 全球芯片LOF溢价超27%，基金将于7月13日开市起停牌至10:30。 7. 中韩半导体ETF溢价风险升温，基金将于7月13日开市起停牌至10:30。 8. 日经225ETF溢价走高，华安基金提示风险并称或临时停牌。 9. 纳指科技ETF景顺溢价超15%，基金将于7月13日开市起停牌至10:30。 10. 纳指ETF嘉实溢价超8%，基金公司提示交易风险。 11. 纳指ETF易方达溢价超7%，基金公司提示交易风险。 12. 纳斯达克ETF华安溢价超5%，提示二级市场价格偏离风险。 13. 国投白银LOF溢价近16%，基金公司提示交易风险。

1. 美军开始对伊朗发起新一轮打击，旨在“继续削弱其攻击霍尔木兹海峡商船的能力”。 2. 多元化突破，液化天然气制甲烷首次应用于长征系列火箭。 3. 沐曦天使轮5000万5年浮盈74亿，投资机构：中国或将诞生多家万亿市值上市企业。 4. 机构：存储面临长达数年的结构性短缺，CPO大规模落地推迟至2028年底。 5. 国务院原则同意《中医药振兴发展“十五五”规划》。 6. 全球芯片LOF溢价超27%，基金将于7月13日开市起停牌至10:30。 7. 中韩半导体ETF溢价风险升温，基金将于7月13日开市起停牌至10:30。 8. 日经225ETF溢价走高，华安基金提示风险并称或临时停牌。 9. 纳指科技ETF景顺溢价超15%，基金将于7月13日开市起停牌至10:30。 10. 纳指ETF嘉实溢价超8%，基金公司提示交易风险。 11. 纳指ETF易方达溢价超7%，基金公司提示交易风险。 12. 纳斯达克ETF华安溢价超5%，提示二级市场价格偏离风险。 13. 国投白银LOF溢价近16%，基金公司提示交易风险。

2026-07-13

Barclays says oil prices have retreated sharply from peaks during the Iran conflict, but its inflation outlook has worsened. In a client note the bank said the odds of the Fed holding rates this year rather than hiking have narrowed noticeably in recent months, though that remains its base case. Barclays cited strong US economic momentum, saying the oil decline alone is unlikely to relieve US inflationary pressures or materially change Fed policy expectations.

Barclays says oil prices have retreated sharply from peaks during the Iran conflict, but its inflation outlook has worsened. In a client note the bank said the odds of the Fed holding rates this year rather than hiking have narrowed noticeably in recent months, though that remains its base case. Barclays cited strong US economic momentum, saying the oil decline alone is unlikely to relieve US inflationary pressures or materially change Fed policy expectations.

2026-07-13

Midland Realty branch data show about 5 transactions across Hong Kong's top-10 second‑hand housing estates last weekend, a 25% week-on-week increase. It was the sixth consecutive weekend with single-digit trades, though the low appears to be stabilizing. Using a top-15 estate sample, Midland recorded about 6 deals, up 50% WoW. Midland said the summer rental season and family travel have curbed viewings and transactions, but strong new-home sales could rekindle sentiment and release pent-up buyin

Midland Realty branch data show about 5 transactions across Hong Kong's top-10 second‑hand housing estates last weekend, a 25% week-on-week increase. It was the sixth consecutive weekend with single-digit trades, though the low appears to be stabilizing. Using a top-15 estate sample, Midland recorded about 6 deals, up 50% WoW. Midland said the summer rental season and family travel have curbed viewings and transactions, but strong new-home sales could rekindle sentiment and release pent-up buying power, benefiting the secondary market.

2026-07-13

Keli Sensing said it completed a strategic investment of several tens of millions of yuan in Jiangsu Yunmu Zhizao Technology Co., boosting exposure to the embodied intelligence sector and widening its "sensor forest" strategic footprint. The companies said they will deepen cooperation to advance large-scale commercial deployment of humanoid robots and embodied-intelligence technologies.

Keli Sensing said it completed a strategic investment of several tens of millions of yuan in Jiangsu Yunmu Zhizao Technology Co., boosting exposure to the embodied intelligence sector and widening its "sensor forest" strategic footprint. The companies said they will deepen cooperation to advance large-scale commercial deployment of humanoid robots and embodied-intelligence technologies.

2026-07-13

TSMC has begun mass production of its 2nm process. Google is the launch customer for TSMC’s 2nm mobile chip and will roll out a new handset in mid‑August, about one month earlier than Apple.

TSMC has begun mass production of its 2nm process. Google is the launch customer for TSMC’s 2nm mobile chip and will roll out a new handset in mid‑August, about one month earlier than Apple.

2026-07-13

【2026年7月13日银行间外汇市场人民币汇率中间价】 美元/人民币报6.7972，下调（人民币升值）17点； 欧元/人民币报7.7400，下调312点； 港元/人民币报0.86693，下调6.1点； 英镑/人民币报9.0850，下调307点； 澳元/人民币报4.7128，下调45点； 加元/人民币报4.7934，下调36点； 100日元/人民币报4.1922，上调46点； 人民币/俄罗斯卢布报11.3220，上调1174点； 新西兰元/人民币报3.9057，下调93点； 人民币/林吉特报0.59976，上调5.3点； 瑞士法郎/人民币报8.3892，下调386点； 新加坡元/人民币报5.2496，下调110点。

【2026年7月13日银行间外汇市场人民币汇率中间价】 美元/人民币报6.7972，下调（人民币升值）17点； 欧元/人民币报7.7400，下调312点； 港元/人民币报0.86693，下调6.1点； 英镑/人民币报9.0850，下调307点； 澳元/人民币报4.7128，下调45点； 加元/人民币报4.7934，下调36点； 100日元/人民币报4.1922，上调46点； 人民币/俄罗斯卢布报11.3220，上调1174点； 新西兰元/人民币报3.9057，下调93点； 人民币/林吉特报0.59976，上调5.3点； 瑞士法郎/人民币报8.3892，下调386点； 新加坡元/人民币报5.2496，下调110点。