市場消息：黎巴嫩與以色列會談後的聯合聲明表示，各方重申，以色列與黎巴嫩關係的未來必須由兩國主權政府共同決定。各方拒絕任何國家或非國家行爲體試圖將黎巴嫩的未來作爲人質的企圖。

On June 4 total turnover on the Shanghai and Shenzhen exchanges was CNY 2.758 trillion, down CNY 372.6 billion from the prior session. Shanghai turnover was CNY 1.275 trillion (volume 621 million lots) versus CNY 1.430 trillion previously; Shenzhen turnover was CNY 1.483 trillion (volume 719 million lots) versus CNY 1.701 trillion previously. GigaDevice led single-stock turnover at CNY 29.30 billion, followed by InnoLight Technology CNY 27.60 billion, Hengtong Optic‑Electric CNY 25.73 billion, FOXCONN INDUSTRIAL CNY 22.12 billion and BOE Technology Group (BOE A) CNY 19.95 billion.

HSBC’s Q3 2026 Global Investment Outlook says China’s structural equity rally should persist. The bank points to a supportive policy backdrop: the PBOC maintaining an easing bias and ample liquidity, plus fiscal measures backing new productive capacity and ultra-long special sovereign bonds earmarked for hard tech and advanced manufacturing. HSBC expects A-share earnings to achieve a structural recovery this year, with the largest upward revisions to forecasts in materials, energy and information technology. The bank remains constructive on energy and materials and highlights high-dividend, high-quality central and state-owned enterprises as potential sources of relatively stable returns to bolster portfolio resilience.