個股新聞 1. 新易盛：籌劃發行H股並在香港聯交所上市。 2. 裕元集團(00551.HK)：5月綜合經營收益淨額6.94億美元，同比減少2.39%。 3. 綠地香港(00337.HK)：首5個月合約銷售約爲33.9億元，同比增加140.94%。 4. 新城發展(01030.HK)：前5個月累計合同銷售金額約54.00億元，同比減少38.89%。 5. 華潤電力(00836.HK)：前5個月附屬電廠累計售電量達到約1.01億兆瓦時，同比增14.4%。 6. 中國高速傳動(00658.HK)發盈喜：預期2025年度將取得年內溢利不少於6.8億元，同比扭虧爲盈。 7. 德永佳集團(00321.HK)發佈年度業績：普通權益所有者應占溢利1.61億港元，同比增加38.44%。 8. 藥明康德(02359.HK)：6月10日在港交所以均價119.53港元回購202.9萬股H股（總價2.43億港元），庫存股升至1469萬股。

All major dealers expect a 25bp ECB hike. Danske says its technical assumptions (c.68bp) underpin two hikes this year. SEB expects a pre-emptive 25bp, will not commit policy beyond June and will focus on forecast revisions and Middle East risks. ING is hawkish, flags rising inflation risk and leaves the door open for further tightening. ANZ sees 25bp in June and a further 25bp in September, not the start of a large tightening cycle but wary of a bigger-than-expected energy shock. Crédit Agricole expects 25bp, judges growth downside rising and second‑round inflation limited, so the hike is dovish with limited euro upside. Nordea expects 25bp and a relatively hawkish signal from Lagarde; it does not expect a clear July hike signal but says updated forecasts will support further tightening. MUFG expects 25bp, leaves option for more, projects +50bp this year with July still possible. TD Securities expects 25bp and little change to the statement, keeping a data‑dependent, meeting‑by‑meeting approach. OCBC expects a precautionary 25bp, sees higher inflation expectations and slower growth; absent new catalysts euro gains will be capped. DBS expects 25bp with a cautious but hawkish tone; further H2 hikes remain possible and outlook depends on Middle East developments. UBS expects 25bp, unlikely to signal July, with updated forecasts showing some economic deterioration but not as severe as March’s adverse scenario. Societe Generale expects 25bp from a neutral start and another 25bp in September; its forecasts may lift 2027 core inflation to ~2.5% while GDP downside remains material. Berenberg warns a 25bp hike could be a mistake given Iran‑driven energy shocks and weak domestic demand. Natixis sees a 25bp move with a moderately dovish tone; assigns 35%/55% odds to a second hike in Jul–Sep depending on Strait of Hormuz developments. Brown Brothers Harriman expects 25bp and says weaker growth and downward revisions could push EUR/USD toward 1.14, though downside is limited.

President Trump said the United States will fully control Iran's oil and gas market.