Southbound Stock Connect flows net bought 497 mln yuan today. Via Hong Kong Stock Connect (Shanghai), Tencent was net bought HKD 983 mln and SMIC HKD 901 mln; Kingboard Laminates was the largest net sell at HKD 966 mln. Via Hong Kong Stock Connect (Shenzhen), Tencent and Meituan‑W were net bought HKD 1.341 bln and HKD 1.241 bln respectively; SMIC was the top net sell at HKD 1.979 bln.

2026-07-07

Southbound Stock Connect flows net bought 497 mln yuan today. Via Hong Kong Stock Connect (Shanghai), Tencent was net bought HKD 983 mln and SMIC HKD 901 mln; Kingboard Laminates was the largest net sell at HKD 966 mln. Via Hong Kong Stock Connect (Shenzhen), Tencent and Meituan‑W were net bought HKD 1.341 bln and HKD 1.241 bln respectively; SMIC was the top net sell at HKD 1.979 bln.

其他消息
2026-07-06

據FT報道,德國2027-2030年預計借款約8380億歐元,防務預算可能從2027年的約1090億歐元升至2030年的1836億歐元。Welt也提到,2027年核心預算防務支出約1097億歐元,總新增債務將超過2000億歐元。 德國過去在歐元區扮演的是財政紀律錨,債務剎車和“黑零”傳統讓德國國債供給相對剋制。現在變化在於,防務支出被賦予更高優先級,俄羅斯威脅、北約目標和美國安全承諾不確定性,正在把德國從低軍費、強約束的財政模式推向高軍費、高融資需求的模式。 這會同時影響三條鏈:一是德國國債供給和利息負擔,二是歐洲防務產業的訂單能見度,三是歐元區內部對財政紀律的理解。預算仍要經過議會和執行環節,不能把規劃直接寫成落地訂單;但德國財政敘事已經從“能不能借”轉向“爲了安全借多少”。

2026-07-07

Kremlin says Ukraine made confrontational remarks about Russia ahead of the summit, calling them unfortunate.