在全球经济格局复杂多变、贸易政策风云变幻的背景下，投资市场的不确定性无疑又增添了几分。近 期，汇丰、渣打以及华侨银行等多家外资机构纷纷发布了对三季度投资的展望。 整体来看，三季度的投资市场仍然充满挑战与机遇。多家外资机构在投资策略中提示，需密切关注贸易 政策、地缘政治等因素的变化，采用多元资产和主动策略管理风险，加强投资组合的韧性，在波动中寻 找合适的投资机会。 渣打： 汇丰： 把握亚洲市场结构性机遇 近日，汇丰环球私人银行及财富管理中国首席投资总监匡正认为，从全球市场来看，过去几个月，美国 贸易关税引发全球多个资产类别波动加剧，但亚洲市场凭借稳健的结构性增长及多元化的本地机遇，整 体表现较好，有望抵销关税带来的部分影响。 在地域配置上，汇丰仍维持地域多元化的投资策略。在亚洲，汇丰看好中国、印度及新加坡等展现出经 济韧性的市场。"中国及亚洲其他地区的专业制造业技术能力集中，不易被取代，中国经济的韧性及结 构性增长机遇依然明显。"匡正表示，与此同时，印度股市虽可能因地缘政治冲突而加剧短期波动，但 或仍将受益于数字化进程及政府对制造业的关注；在不确定的贸易局势中，新加坡所受的影响程度则相 对轻微。 亚洲市场之外， ...

Group 1: Economic Cooperation and Trade - Malaysia is committed to promoting a "second take-off" of its economy, with China being its largest trading partner and a significant source of investment [1][2] - The annual corporate summit hosted by Standard Chartered Bank focuses on extensive cooperation between China and ASEAN, highlighting the potential for collaboration in high-tech sectors [1][2] - There is a strong demand for the use of the Renminbi in Malaysia, driven by foreign direct investment, deepening bilateral trade, and local financial institutions purchasing Renminbi bonds [7][8] Group 2: Industry and Technology - Malaysia aims to enhance cooperation with Chinese high-tech companies, particularly in sectors like semiconductors and artificial intelligence, leveraging China's experience [3][4] - The semiconductor industry in Malaysia is well-established but lacks a complete autonomous system and brand, which is a focus for future development [3] - Malaysia's geographical layout supports industry clustering, with Penang as a semiconductor hub and Kuala Lumpur attracting major Chinese companies [4][5] Group 3: Electric Vehicles and Infrastructure - Approximately 10 Chinese electric vehicle brands have entered the Malaysian market, with companies like BYD and Geely making significant investments [5][6] - Malaysia is accelerating the construction of charging infrastructure, aiming to establish 10,000 charging stations by the end of 2025, with 3,500 already completed [11] - The transition to electric vehicles is seen as essential for reducing energy dependence, with the automotive market projected to reach 816,000 units in 2024 [11] Group 4: Future Outlook and Strategic Partnerships - The cooperation opportunities between China and Malaysia are extensive, with both countries prioritizing renewable energy and climate change [8][9] - China's direct investment in Malaysia is significant, with a stock of $13.48 billion, indicating substantial room for growth [8] - Malaysia is positioned as a regional hub for Chinese companies to expand into Southeast Asia and beyond, benefiting from its cultural and economic ties [2][6]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 渣打集團有限公司 呈交日期： 2025年6月6日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02888 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前 ...

Core Viewpoint - The global trade landscape and the internationalization of currencies are critical factors influencing world economic development, especially amid the complexities of the current international trade environment [1]. Group 1: Trade Outlook - HSBC's recent trade outlook survey indicates that global companies are facing rising costs and declining revenues due to ongoing uncertainties in tariffs and trade policies, prompting them to adjust their trade strategies [2][3]. - China remains the primary market for global companies looking to increase trade relations, with 44% of surveyed companies planning to enhance trade with China, followed closely by Europe (43%) and the United States (39%) [3]. - In terms of manufacturing, 40% of global companies plan to increase production in China over the next two years, second only to Europe at 45% [3]. Group 2: Regional Insights - Asian companies show a higher inclination to increase trade with China (54%) and manufacturing in China (52%) compared to the global average [3]. - HSBC's CEO in China noted that global trade disruptions caused by tariffs have significantly impacted business activities, leading companies to explore new markets and improve supply chain management [3][4]. Group 3: Innovation and Growth - Despite facing trade headwinds, 89% of global companies remain optimistic about achieving international business growth in the next two years, including 90% of Chinese companies [5]. - Over 84% of Chinese companies view current pressures as catalysts for innovation, prompting them to seek new opportunities, such as expanding into overseas markets (85%) and increasing domestic sales (81%) [5]. Group 4: Cost and Revenue Impact - Approximately two-thirds of global companies report being affected by rising costs, with 73% expecting short-term cost increases and 72% anticipating long-term increases [6]. - To cope with cost pressures, 85% of surveyed companies have already raised or plan to raise their prices, with an average expected revenue decline of 18% over the next two years [6]. Group 5: Renminbi Internationalization - Standard Chartered's Renminbi Global Index (RGI) has shown a continuous upward trend, reaching a high of 5167, with an 8.3% increase since the beginning of the year [7]. - The stability of Renminbi in trade settlements, maintaining a 30.2% share in China's total goods trade, reflects its resilience in global trade despite tariff disruptions [7][8]. - Key positive factors for the internationalization of the Renminbi include the absence of significant depreciation and the lack of a substantial decline in global trade flows [8].

表格類別： 股票 狀態： 新提交 公司名稱： 渣打集團有限公司 呈交日期： 2025年6月5日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02888 | 說明 | | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百 ...

Group 1: Bitcoin ETFs and Market Developments - BlackRock's Bitcoin spot ETF (IBIT) has reached an asset size of $72.4 billion, making it one of the top 25 ETFs in the U.S. just 1.4 years after its launch [1] - Trump Media & Technology Group's social platform Truth Social has submitted an application for a Bitcoin spot ETF, potentially becoming the first social media platform to do so [1] Group 2: Corporate Holdings and Risks - Standard Chartered Bank warns that the current trend of corporate Bitcoin holdings, totaling 673,800 BTC (3.2% of total supply), may lead to forced selling if prices drop below the average purchase price by 22% [3] - Meitu's CEO revealed that the company made a profit of 570 million yuan from liquidating its cryptocurrency holdings, with 80% of the profits distributed to shareholders [4] Group 3: Binance and Market Position - Binance holds the largest share of stablecoin reserves, accounting for 59% of the total with $31 billion in USDT and USDC [6] - Binance has attracted $180 billion in stablecoin inflows since 2025, leading the market in this regard [6] Group 4: Regulatory Perspectives - SEC Commissioner Hester Peirce emphasizes the importance of Bitcoin technology for maintaining freedom and advocates for citizens' rights to use cryptocurrency mixers [8] Group 5: Market Trends and Analysis - Bitcoin's price has recently fluctuated, with a low of $103,700, and analysts suggest that breaking key support and resistance levels will determine the next market trend [10]

FF305 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02888 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | | 已發行股份總數 | | 於下列日期開始時的 ...

Group 1 - The concept stocks related to stablecoins in the Hong Kong market have shown significant growth, with notable increases in share prices [1] - Lianyi Rong Technology (09959.HK) surged by 16%, indicating strong investor interest [1] - China Everbright Holdings (00165.HK) experienced a rise of over 14%, reflecting positive market sentiment [1] Group 2 - Lianlian Digital (02598.HK) saw an increase of over 5%, contributing to the overall trend in the stablecoin sector [1] - Standard Chartered Group (02888.HK) also rose by over 2%, further highlighting the momentum in this market segment [1]

跟踪中华港股通精选100的公募基金包括：华安CES港股通精选100ETF联接A、华安CES港股通精选 100ETF联接C、华安CES港股通精选100ETF。 本文源自：金融界 从指数持仓来看，中华交易服务港股通精选100指数十大权重分别为：阿里巴巴-W（11.33%）、汇丰控 股（10.71%）、腾讯控股（10.43%）、小米集团-W（7.45%）、美团-W（6.66%）、友邦保险 （5.82%）、香港交易所（4.02%）、渣打集团（2.33%）、保诚（1.91%）、泡泡玛特（1.51%）。 从中华交易服务港股通精选100指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中华交易服务港股通精选100指数持仓样本的行业来看，可选消费占比29.28%、金融占比28.47%、通 信服务占比13.88%、信息技术占比9.30%、房地产占比4.66%、公用事业占比4.17%、医药卫生占比 3.71%、主要消费占比3.20%、工业占比2.87%、原材料占比0.47%。 金融界6月3日消息，上证指数低开高走，中华交易服务港股通精选100指数 (中华港股通精选100， CES100)上涨1.05%，报5066.3 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 渣打集團有限公司 呈交日期： 2025年6月3日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02888 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前 ...