2026-07-29

港股恆生科技指數盤中漲超3%，恆生指數漲1.66%，MiniMax(00100.HK)漲超12%，理想汽車(02015.HK)漲超10.5%，小米集團(01810.HK)、零跑汽車(09863.HK)均漲超8%，騰訊控股(00700.HK)漲超4.5%。

港股恆生科技指數盤中漲超3%，恆生指數漲1.66%，MiniMax(00100.HK)漲超12%，理想汽車(02015.HK)漲超10.5%，小米集團(01810.HK)、零跑汽車(09863.HK)均漲超8%，騰訊控股(00700.HK)漲超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

據伊朗媒體Fars News：也門武裝部隊發言人稱，擊落了一架沙特的“卡里亞爾”偵察機。

據伊朗媒體Fars News：也門武裝部隊發言人稱，擊落了一架沙特的“卡里亞爾”偵察機。

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%.