环球市场动态

Group 1 - The report highlights that the Asia-Pacific stock markets generally rose, with Australia's stock market leading the gains, as the S&P ASX 200 index increased by 1.36% to 7,838 points [28] - The report notes that the Hang Seng Index rose by 0.25%, while the Hang Seng Technology Index fell by 0.60%, indicating a mixed performance in the Hong Kong market [9] - The report mentions that the U.S. stock market showed mixed results, with the Nasdaq rebounding significantly by 1.25%, driven by gains in technology stocks such as Nvidia, which rose by 6.8% [18] Group 2 - The report indicates that the consumer confidence index in the U.S. declined in June, and the Federal Reserve's official Bowman stated that there would be no interest rate cuts within the year [15] - The report discusses the potential evolution of fiscal and tax policies in the Chinese real estate market, emphasizing the need for significant tax relief to stimulate recovery [41] - The report recommends focusing on high-dividend assets in the current market environment, suggesting that companies with strong dividend policies may benefit from the new "National Nine Articles" aimed at enhancing investor returns [35]