尽管美国最高法院裁决美国《国际紧急经济权力法》没有授权总统征收大规模关税，但美国贸易代表杰 米森·格里尔22日仍维护其强硬的贸易政策。格里尔在接受电视节目采访时称，特朗普政府将继续推行 其关税政策，美国不会退出和英国、欧盟、日本、瑞士等已经达成的贸易协议。 ...

英国外交、联邦及发展事务部在一份声明中表示，建议除必要出行外，不要前往墨西哥部分地区。该旅 行警示涵盖以下州：下加利福尼亚州、奇瓦瓦州、锡那罗亚州、塔毛利帕斯州、萨卡特卡斯州、瓜纳华 托州、米却肯州、哈利斯科州、科利马州、格雷罗州及恰帕斯州。英国提到，哈利斯科州全境均发生过 安全事件。 ...

Economies.com的分析师今日最新观点：布伦特原油 期货价格回落，试图寻找一个更高的回调低点，以 此作为基础，助力其获得所需的多头动能，从而实现反弹并再次上涨。在短期内，主要多头趋势依然占 据主导地位，且价格持续运行在EMA50均线之上，进一步增强了其短期内反弹的可能性。与此同时， 相对强弱指标在消化超买状态后，已出现积极的重叠信号，这为布伦特原油期货实现新的涨幅提供了有 力支撑。 ...

Core Viewpoint - Fitch Ratings indicates that the recent reduction in political and policy uncertainty in Bangladesh may contribute to improvements in macroeconomic stability, emphasizing that the implementation of reforms is crucial [1] Group 1 - The political and policy uncertainty in Bangladesh has decreased recently [1] - This reduction in uncertainty is expected to aid in stabilizing the macroeconomic environment [1] - The successful implementation of reforms is identified as a key factor for achieving economic stability [1]

电子产品的出口以及原材料和 机械设备进口需求的增强，推动泰国进出口达到四年来的最高水平，与 此同时，泰国也在寻求与美国达成贸易协议。泰国商务部周一公布的数据显示，1月份泰国出口额同比 增长24.4%，进口额同比增长29.4%。这两个数字均远超经济学家预期。这是自2021年底以来最快的增 长速度。泰国贸易政策与战略办公室主任表示，出口激增反映出与 人工智能和 数据中心相关的电子产 品需求处于"上行周期"。 ...

Core Insights - Singapore's consumer inflation accelerated in January, but the increase was below expectations and not alarming for price growth [1] Inflation Data - The Consumer Price Index (CPI) in January rose by 1.4% year-on-year, compared to a 1.2% increase in December, while the media forecast was for a 1.6% rise [1] - The core CPI, which excludes private road transport and accommodation costs, increased by 1.0% year-on-year in January, down from an initial 1.2% in December, with a media forecast of 1.5% [1] - Month-on-month, the CPI decreased by 0.5% and the core CPI fell by 0.3% in January [1] Monetary Policy Outlook - The Monetary Authority of Singapore (MAS) maintained its monetary policy settings unchanged during its first meeting of 2026 and projected an upward trend in inflation with relatively robust economic growth [1] - The MAS indicated that the current growth and inflation outlooks face upward risks [1]

Group 1 - Morgan Stanley has lowered Airbus's target price from €240 to €225 [1]

Group 1 - The Hong Kong stock market showed strong performance driven by technology and resource sectors, with the Hang Seng Index closing at 27,019.21 points and a half-day trading volume of 1,064.5 million HKD [1] - The internet technology sector saw significant gains, with major stocks like Meituan, JD Group, Alibaba, Tencent, and Kuaishou all rising. Semiconductor stocks such as SMIC and Hua Hong Semiconductor also recorded substantial increases [3] - The precious metals sector performed well, with companies like China Gold International and Zijin Mining seeing collective gains. Industrial metals also showed strong performance, with firms like Jiangxi Copper and China Nonferrous Mining leading the increases [3] Group 2 - The AI large model sector experienced a downturn, with companies like Zhipu and MINIMAX-WP showing notable declines due to specific events affecting their performance [4] - The pharmaceutical and traditional real estate sectors also showed slight weakness, indicating a structural differentiation in market performance [4] - Since the beginning of 2026, the total repurchase amount in the Hong Kong market has exceeded 25.4 billion HKD, with leading companies like Tencent and Xiaomi continuing to implement buybacks, injecting confidence into the market [4]

Market Overview - The Hong Kong stock market indices collectively rose on February 23, with the Hang Seng Index increasing by 2.29% to 27,019.21 points, the Hang Seng Tech Index rising by 3.32% to 5,384.52 points, and the Hang Seng China Enterprises Index up by 2.5% to 9,183.9 points [1][2]. Sector Performance - Major technology stocks experienced significant gains, including Alibaba (up 3.6%), Tencent (up 3.35%), JD.com (up 4.24%), Xiaomi (up 2.77%), NetEase (up 2.51%), Meituan (up 6.93%), Kuaishou (up 3.23%), and Bilibili (up 2.79%) [2][4]. - Gold stocks surged, with Tongguan Gold rising over 11%, driven by increased gold prices amid geopolitical uncertainties [4]. - The automotive sector was active, with NIO rising over 3%, supported by strong export data indicating that mainland China's automobile exports reached 8.32 million units last year [5]. - The optical communication sector strengthened, with Yangtze Optical Fibre and Cable rising over 15%, as production capacity remained high during the holiday period [5]. Investment Insights - Analysts from Galaxy Securities suggest that the technology sector remains a long-term investment focus, with reduced valuation pressure and potential for rebound due to accelerated AI model updates and applications [6]. - Huatai Securities highlights three investment directions: semiconductor hardware, consumer sectors like dining and innovative pharmaceuticals, and electrical equipment benefiting from power system upgrades [6]. - The stock buyback activity among industry leaders has instilled confidence in the Hong Kong market, with significant buybacks reported from Tencent, ZTO Express, and Xiaomi, among others [6].

富时新加坡海峡时报指数最新报5037.37点，上涨0.4%，此前曾触及5041.13点的历史新高。 ...