June 17, Lujiazui Forum — MORGAN STANLEY Asia CEO and global co-head of equities Gokul Laroia said global investor interest in China is strengthening. He called China, after the US, the only market with an independent, end-to-end AI ecosystem, evolving from semiconductor localization to data centers and cloud providers, large language models and downstream applications including digital services and humanoid robots. He said hundreds of companies are already participating and estimated the ecosys

Rabobank energy strategists said even if the Strait of Hormuz reopens, voyage times and tanker redeployment from the Persian Gulf to major Asian importers will be the main constraint on how quickly the oil market can rebalance. A laden tanker typically needs about 28–55 days to reach India, China, Korea or Japan, implying inventories will keep drawing down after supply resumes. Strategists Joe DeLaura and Florence Schmit added that vessels rerouted around the Cape of Good Hope to reach the Atlantic basin would take an estimated 1–2 months to fully restart operations after any pause in hostilities.

美聯儲公佈利率決議後，現貨黃金短線下挫超40美元，美元指數DXY短線拉昇35點。