Group 1 - The core viewpoint of the articles indicates that while there is some expansion in UK business activity in June, the overall growth remains weak and the economic recovery faces multiple challenges [1][2] - The June manufacturing PMI in the UK is reported at 47.7, exceeding expectations of 46.6 and the previous value of 46.4, while the services PMI stands at 51.3, matching expectations and showing an increase from 50.9 [1] - The composite PMI for June is at 50.7, slightly above the expected 50.5 and up from 50.3 in the previous month, indicating a marginal improvement in business conditions [1] Group 2 - Employment, new export business, and future output indices in the UK composite PMI have deteriorated, influenced by increased global economic and political uncertainties [2] - The new orders index has surpassed the growth threshold of 50 for the first time since November of the previous year, yet layoffs are accelerating due to rising employer social security contributions introduced by the UK Chancellor [2] - Business confidence remains low compared to the same period last year, with companies facing higher labor costs and lower demand, leading to continued job losses [2]

宏观研究 证 券 研 究 报 告 【每周经济观察】 未来一周关注美欧日 6 月制造业 PMI ——海外周报第 95 期 主要观点 ❖ 下周即将公布的海外重点经济数据 美国：6 月标普 PMI 初值（6/23），5 月成屋销量（6/23），6 月咨商局消费者 信心指数（6/24），5 月新屋销量（6/25），5 月耐用品订单初值（6/26），6 月密 歇根大学消费者信心指数和通胀预期终值（6/27）、5 月个人收入和支出（6/27）。 欧元区：6 月 PMI 初值（6/23），6 月消费者信心指数终值（6/27）。 日本：6 月 PMI 初值（6/23），6 月东京 CPI 数据（6/27），5 月失业率和求人 倍率（6/27），5 月零售销售（6/27）。 ❖ 本周海外重要经济数据和事件回顾 美国：1）美联储 6 月 FOMC 会议维持利率不变，符合预期。2）5 月零售销 售低于预期，环比-0.9%，预期-0.6%，前值从 0.1%下修至-0.1%，除汽车外的 零售销售环比-0.3%，预期 0.2%，前值从 0.1%下修至 0%。3）5 月工业产值低 于预期，环比-0.2%，预期 0%，前值从 0 上修至 0 ...

过去24小时内，数字货币市场巨震！多空双方都有大量投资者爆仓。 6月21日晚比特币坐上"过山车"，单价跌至104000美元附近后直拉超2000美元，之后又快速下 跌近4000美元。截至22：05，最新报价在103500美元附近。 以太坊直线跳水，短线跌超200美元。 截至22：05， 最新报2440美元/枚，日内跌幅超过 4.5%。 除此之外，狗狗币、SOL、SUI等数字货币均大跌超4%。 在巨大波动中，多空均有人爆仓。据Coinglass统计，过去24小时内，全球超过13万人爆仓， 爆仓总金额超过4.6亿美元。 整体上看，多单最为惨烈，爆单金额超过5亿美元。 其中，最大 单笔爆仓单出现在比特币，爆仓金额约800万美元。 | 1小时爆仓 | $1785.85万 | 4小时爆仓 | $2570.15万 | | --- | --- | --- | --- | | 多車 | $1663.74万 | 多車 | $2146.05万 | | 空車 | $122.11万 | 空单 | $424.10万 | | 12小时爆仓 | $4419.98万 | 24小时爆仓 | $4.65亿 | | 多車 | $2864.90万 | ...

欧元区6月消费者信心指数初值为-15.3，预期为-14.5，前值为-15.2。 ...

欧元区6月消费者信心指数初值 -15.3，预期-14.5，前值-15.2。 ...

欧元区6月消费者信心指数初值、美国5月谘商会领先指标月率将于十分钟后公布。 ...

Group 1 - A significant trend is the unprecedented reallocation of capital, with a notable increase in investment funds in the U.S. reaching $62 trillion, up approximately $30 trillion over the past decade, indicating a growing desire for diversification among investors [1] - External risks, such as fluctuating U.S. tariff policies and high equity valuations, have led to a global rebalancing of capital, prompting investors to sell off dollar assets and seek opportunities elsewhere, particularly in China [2][3] - China's financial market is seen as a major opportunity for foreign capital due to its policy stability, complete industrial structure, and technological advancements, marking a shift in foreign investment from marginal participation to core allocation [4] Group 2 - To capitalize on the influx of foreign capital, China needs to implement institutional reforms, including improving market access, removing foreign ownership limits, and optimizing cross-border investment policies [4][5] - Strengthening monetary policy is essential, with the central bank having introduced various structural monetary tools to support key sectors and stabilize the economy [5] - Enhancing connectivity with international financial markets and improving financial infrastructure is crucial for risk management and financial stability [5][6] Group 3 - There is a need to deepen the two-way opening of capital markets to facilitate foreign investment, including expanding the coverage of mutual market access mechanisms and increasing the range of investment products available to foreign investors [5][6] - Specific areas for improvement include the inclusion of small-cap stocks and illiquid stocks in mutual access programs, as well as expanding the types of bonds and futures available for foreign investment [6]

法国6月INSEE商业信心指数 96，预期96，前值96。 ...

法国6月INSEE制造业信心指数 96，预期97，前值97。 ...

英国6月GfK消费者信心指数从-20上升至-18，符合市场预期，创2024年12月以来新高。但GfK消费者洞 察总监尼尔·贝拉米（Neil Bellamy,）警告称，消费者信心仍然"脆弱"，家庭正面临不断上涨的消费价 格、更高的税收以及劳动力市场恶化的迹象。以色列和伊朗之间的冲突推高了石油成本，美国总统特朗 普的贸易战正在颠覆国际贸易。 ...