环球市场动态：“去美元”趋势下非美资产偏好上升

Market Overview - The trend of "de-dollarization" is strengthening, leading to a preference for non-USD assets, with Asian equities being steadily revalued[6] - The A-share market is heating up, with the Shanghai Composite Index rising by 0.21% to 3,519 points, while the Shenzhen Component and ChiNext Index fell by 0.11% and 0.45% respectively[17] - The Hang Seng Index and the Hang Seng China Enterprises Index increased by 0.26% and 0.52% respectively, although market sentiment remains cautious[11] Commodity and Forex Insights - International oil prices fell by 2%, with NYMEX crude down 2.15% to $66.98 per barrel, and Brent crude down 1.63% to $69.21 per barrel[28] - The US dollar index slightly increased by 0.2%, while gold prices experienced a minor decline[28] - The Chinese yuan appreciated by 1.8% year-to-date against the US dollar, closing at 7.172[27] Fixed Income Market - US Treasury yields rose slightly, with the 30-year yield approaching 5%[5] - Asian bond markets showed cautious sentiment initially but improved later, with Chinese investment-grade bond spreads narrowing by 1-2 basis points[31] - The yield on Japan's 10-year government bonds reached its highest level since 2008, reflecting market concerns ahead of upcoming elections[31] Sector Performance - In the A-share market, sectors such as energy and utilities saw gains of 1.5% and 0.8% respectively, while real estate declined by 0.9%[17] - The healthcare sector in Hong Kong rose by 2.4%, while the financial sector remained flat[12] Key Economic Indicators - The US Consumer Price Index (CPI) for June is set to be released, which may influence market expectations regarding interest rates[5] - China's foreign currency deposits exceeded $1 trillion for the first time in over three years, indicating a strong capital inflow[6]