市场正进入关键阶段。尽管宏观波动性上升，BCA Research认为投资者只要正确布局，仍有机会获得超额收益。 在昨日的策略报告中，BCA外汇和全球固定收益策略师Chester Ntonifor概述了三个他预计将在今夏表现优异的交易理念。

在《大而美法案》中，所有在2027年底前未上线的清洁能源项目的税收抵免将被取消，而2026年6月前破土动工的项目则仍可享受税收抵免。对于清洁能源行业来说，税收抵免是其控制项目成本的关键支持，一旦失去这一财政资源，行业可能面临严重的危机。

[ET Net News Agency, 4 July 2025] Shares of ANJOY FOOD (02648) closed at HK$57 in its first trading day, or 5% lower than its offer price of HK$60 ... View All ...

TOKYO, June 30 (Xinhua) -- Japan's key stock index extended its winning streak for a fifth consecutive session on Monday, its highest in nearly 11 months as market sentiment was boosted by ...

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HONG KONG, July 4 (Xinhua) -- Hong Kong stock market ended lower on Friday with the benchmark Hang Seng Index down 0.64 percent to close at 23,916.06 points. The Hang Seng China Enterprises Index fell ...

HONG KONG, June 30 (Xinhua) -- Hong Kong has beaten all the other capital markets in the world to raise over 105 billion Hong Kong dollars (13.38 billion U.S. dollars) through initial public offerings ...

花旗发表研究报告指，这是两个政府部门首次联合出台支持药物差异化创新的政策，也是国家医疗保障局首次提出与药企共享医疗保险数据以支持研发。花旗预计，2025年下半年，创新药物和生物技术板块将迎来多重催化剂，包括商业合作、加速监管审批及有利的定价环境，且商业保险对医疗体系的增量支付也将推动行业发展。

• 未来数月可能发生的多项重大事件、关键数据集、进展报告及贸易协定将决定美国经济和金融市场的走向。待到秋季，唐纳德·特朗普的关税措施与财政政策的影响将趋于明朗，从而增强美联储调整政策的信心。

然而，微软的AI故事更为复杂，其市值在不到三个月内暴增1万亿美元后，市场对其估值的高倍数容错空间已极为有限。媒体分析指出，以4万亿美元市值计算，微软的预期市盈率将创20多年来新高。

Hong Kong celebrates the 28th anniversary of its return to the motherland, with CE stressing the city to be “reformer”; China’s box office hits 29 billion yuan in first half of 2025, with "Ne Zha 2" ...

近日，Gartner发布2025年《中国特权访问管理市场指南》 (Market Guide for Privileged Access Management in China)。继2024年后， 天融信 （ 002212 ...