2026-07-29

港股恒生科技指数盘中涨超3%，恒生指数涨1.66%，MiniMax(00100.HK)涨超12%，理想汽车(02015.HK)涨超10.5%，小米集团(01810.HK)、零跑汽车(09863.HK)均涨超8%，腾讯控股(00700.HK)涨超4.5%。

港股恒生科技指数盘中涨超3%，恒生指数涨1.66%，MiniMax(00100.HK)涨超12%，理想汽车(02015.HK)涨超10.5%，小米集团(01810.HK)、零跑汽车(09863.HK)均涨超8%，腾讯控股(00700.HK)涨超4.5%。

2026-07-29

Paul Christopher, head of global investment strategy at Wells Fargo Investment Institute, expects the Fed to hold rates steady, saying June's moderation in inflation gives policymakers cover to extend the pause and wait for more data. Luis Alvarado, co-head of global fixed income strategy, said Waller has made clear restoring inflation to 2% remains the Fed's top priority and that policymakers have near-zero tolerance for a rebound; Alvarado added Waller appears to believe the Fed can deliver. H

Paul Christopher, head of global investment strategy at Wells Fargo Investment Institute, expects the Fed to hold rates steady, saying June's moderation in inflation gives policymakers cover to extend the pause and wait for more data. Luis Alvarado, co-head of global fixed income strategy, said Waller has made clear restoring inflation to 2% remains the Fed's top priority and that policymakers have near-zero tolerance for a rebound; Alvarado added Waller appears to believe the Fed can deliver. He warned the main market impact will be in communication—particularly forward guidance—so investors should expect greater policy flexibility and larger market moves between meetings, with the ability to act flexibly on incoming data remaining critical for Waller.

2026-07-29

China's Ministry of Ecology and Environment and the NDRC, with 18 other ministries, issued the National Climate Change Fifteenth Five-Year Plan on the 29th, setting policy and market measures through 2030. By 2030, CO2 emissions per unit of GDP are targeted to fall 17% versus 2025. The national carbon emissions trading market is expected to cut covered industries' CO2 emissions per unit product by about 3% versus 2025. Authorities will build a voluntary nationwide greenhouse gas reduction tradin

China's Ministry of Ecology and Environment and the NDRC, with 18 other ministries, issued the National Climate Change Fifteenth Five-Year Plan on the 29th, setting policy and market measures through 2030. By 2030, CO2 emissions per unit of GDP are targeted to fall 17% versus 2025. The national carbon emissions trading market is expected to cut covered industries' CO2 emissions per unit product by about 3% versus 2025. Authorities will build a voluntary nationwide greenhouse gas reduction trading market with unified methodologies, broad participation and international linkage, and establish a basic product carbon footprint management system. Non‑CO2 greenhouse‑gas monitoring and control will be strengthened to create roughly 30 mln tCO2e abatement capacity. Climate adaptation systems and climate‑resilient social infrastructure will be further developed.

2026-07-29

Iranian Fars News Agency quoted a Yemen armed forces spokesman saying they shot down a Saudi "Karayar" reconnaissance aircraft.

Iranian Fars News Agency quoted a Yemen armed forces spokesman saying they shot down a Saudi "Karayar" reconnaissance aircraft.

2026-07-29

据伊朗媒体Fars News：也门武装部队发言人称，击落了一架沙特的“卡里亚尔”侦察机。

据伊朗媒体Fars News：也门武装部队发言人称，击落了一架沙特的“卡里亚尔”侦察机。

2026-07-29

Hong Kong gaming stocks continued to strengthen intraday: Bilibili (09626.HK) rose over 5.5%, Tencent Holdings (00700.HK) gained over 4%, and XD Inc. (02400.HK) and NetEase (09999.HK) each climbed around 3%.

Hong Kong gaming stocks continued to strengthen intraday: Bilibili (09626.HK) rose over 5.5%, Tencent Holdings (00700.HK) gained over 4%, and XD Inc. (02400.HK) and NetEase (09999.HK) each climbed around 3%.