Germany's foreign ministry said it is now important to reach a viable solution to ensure secure, unimpeded passage through the Strait of Hormuz and to address Iran's nuclear program.
新闻速递 小金 06月30日 13:40 10
A股银行板块午后持续走弱，渝农商行跌超4%，浙商银行、厦门银行、中国银行等股跌幅靠前。
China A-share banking sector extended losses in the afternoon session; Chongqing Rural Commercial Bank fell over 4%, with Zheshang Bank, Xiamen Bank and Bank of China among the leading decliners.
【东方汇理：日本债券久期被视为“极具吸引力”】金十数据6月30日讯，东方汇理投资研究所在其年中展望中指出，日本债券久期的估值正变得“极具吸引力”，但扩张性财政政策继续令投资者望而却步。该机构表示，若日本央行采取更强硬的鹰派立场，可能会改善通胀预期并引发市场反弹。日本通胀虽然得益于政策措施而大幅缓解，但东方汇理认为，这不太可能让投资者相信日本央行已摆脱“滞后于形势”的局面。该机构预计，日本央行将在10月再次加息，以遏制日元疲软走势。
Credit Agricole CIB says valuations on Japanese bond duration are becoming 'very attractive', but continued expansionary fiscal policy is keeping investors sidelined. The firm says a more hawkish Bank of Japan could lift inflation expectations and trigger a market rebound. While inflation has eased materially from policy measures, Credit Agricole CIB views this as unlikely to convince investors the BOJ is no longer perceived as behind the curve. The firm expects the Bank of Japan to raise rates again in October to counter yen weakness.
新闻速递 小金 06月30日 13:40 11
科创50指数午后持续走强，涨超4%，成分股中格科微、翱捷科技20CM涨停，中科飞测涨超10%。
STAR Market 50 Index extended gains in the afternoon, up more than 4%. Component stocks Geke Micro and Aojie Technology hit the 20% daily limit; Zhongke Feice rose over 10%.
A股铜高速连接器概念震荡走强，神宇股份20cm涨停，华丰科技、胜蓝股份涨超10%，创历史新高，长盈精密、金信诺、航天电器等涨幅靠前。
China A-share copper high-speed connector theme traded higher with volatility; Shenyu Co hit the daily limit, Huafeng Technology and Shenglan Co rose over 10% and made record highs, while Changying Precision, Jinxin Nuo and Aerospace Electric were among the top gainers.
Taiwan Stock Exchange Weighted Index closed June 30 up 1,126.01 points (+2.5%) at 46,125.91, taking the benchmark to a year-to-date gain of more than 60%. Strong semiconductor and AI-related exports drove the market to an intraday record high of 48,218. TSMC is up 58% YTD; MediaTek up about 200% YTD.
沪深两市成交额连续第46个交易日突破2.5万亿元。
On June 28, 2026 Longi Green Energy signed a strategic memorandum of understanding with the Saudi Water Authority (SWA) during Saudi Water Week to advance integration of renewable energy and digitalization across Saudi Arabia's water production, treatment and distribution infrastructure under Saudi Vision 2030.
摩根士丹利：将2027年布伦特原油价格预期从每桶80美元下调至上半年的75美元以及下半年的70美元。
Morgan Stanley cut its 2027 Brent crude price forecast from $80/bbl to $75/bbl in H1 and $70/bbl in H2.
摩根士丹利：目前预计2027年全球石油市场隐含供应过剩480万桶/日。
新闻速递 小金 06月30日 13:40 12
【环联连讯：已获得大量销售合约 主要涉及200Gb/s磷化铟光电二极管】金十数据6月30日讯，环联连讯(01473.HK)公告，集团近期已获得大量销售合约，使得集团手头所有销售合约总值于本公告日期已超过10亿美元。该等销售订单大部分来自全球制造商。该等销售合约主要涉及200Gb/s磷化铟（InP）光电二极管。其应用范围包括用于AI数据中心与下一代AI基建的800G/1.6T收发器。
新闻速递 小金 06月30日 13:30 10
日本40年期国债收益率上升6个基点至3.765%。日本30年期国债收益率上升7个基点至3.9%。
Japan 40-year government bond yield rose 6bps to 3.765%. Japan 30-year government bond yield rose 7bps to 3.9%.
A股京东方A午后封板涨停，成交额超330亿元。
BOE Technology (A-share) locked at the daily limit-up in the afternoon; turnover exceeded CNY33.0 billion.
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