香港外汇基金上半年投资收入1944亿港元

Group 1 - The Hong Kong Monetary Authority reported an investment income of 194.4 billion HKD for the first half of 2025 [1] - As of June 30, 2025, the total assets of the Hong Kong foreign exchange fund reached 4,297.1 billion HKD, an increase of 137.7 billion HKD from the previous month [3] - The cumulative surplus of the foreign exchange fund stands at 877.9 billion HKD [1] Group 2 - The HKMA's CEO noted that progress in tariff negotiations between the US and major economies has stabilized investor confidence and led to a recovery in global stock markets [3] - The bond market benefited from the Federal Reserve maintaining its monetary policy targets, resulting in high yields for dollar-denominated bonds held by the foreign exchange fund [3] - The depreciation of the US dollar against major currencies in the first half of the year contributed to significant foreign exchange valuation adjustments for the fund's assets [3] Group 3 - The HKMA acknowledged a 0.9% month-on-month increase in total deposits from recognized institutions in June, with a 0.9% decrease in HKD deposits and a 2.4% increase in foreign currency deposits [3] - The investment environment for the second half of the year remains uncertain due to unpredictable US government trade policies and potential geopolitical tensions [3] - The HKMA will continue to adhere to a "capital preservation first, long-term value enhancement" principle and make appropriate defensive arrangements [3]