大涨！人民币创近6个月新高，A50也拉升！

Group 1 - The offshore RMB has strengthened significantly, surpassing the 7.20 mark against the USD for the first time since November of the previous year, with an intraday increase of over 100 points [2] - The FTSE China A50 index futures surged, reporting a rise of 0.84% [2] - The US dollar index fell below the 100 mark, reaching a low of 99.673 [2] Group 2 - The US Treasury bonds faced significant selling pressure due to the "reciprocal tariff" policy, which raised concerns about stagflation and increased financing costs, leading investors to seek refuge in gold and non-USD currencies [2] - The recent historical sell-off of US Treasuries was attributed to multiple factors, including fears stemming from the US government's tariff policies and the collapse of high-leverage trading strategies among hedge funds [2] - The Hong Kong Hang Seng Index rebounded by 1.74% to 22,504.68 points during the holiday period, reflecting the strength of the offshore RMB [2] Group 3 - The Central Political Bureau's meeting indicated a positive overall tone, stabilizing market sentiment and emphasizing the need for more proactive macro policies, which are expected to be implemented by the end of June [3] - In the short term, the Hang Seng Index is expected to fluctuate around 22,000 points, with a recommendation for investors to adopt a range trading strategy [3] - Investors are advised to focus on defensive dividend sectors while closely monitoring developments in US-China tariff negotiations and changes in non-tariff barriers [3]