USD strength and market bets on a more hawkish Fed to curb inflation have pushed spot gold toward a fourth straight weekly decline, the longest run since Aug 2023. On Friday Asian tech stocks fell again and persistent volatility prompted some investors to liquidate gold holdings to offset losses elsewhere in their portfolios.

1. 极兔速递(01519.HK)：拟以不超过20亿港元回购公司股份。 2. 兆易创新(03986.HK)：由于供给短缺带来价格较大幅度上涨，公司经营业绩得以提振。 3. 牧原股份(02714.HK)：拟回购总金额不低于3亿港元且不超过5亿港元（均含本数）的H股。 4. 优越集团控股(018841.HK)：预期本集团截至2026年3月31日止年度将录得本公司拥有人应占溢利于本年度约3百万港元，同比扭亏。 5. 滔搏(06110.HK)：公司并未接到耐克就终止与本集团线上经销安排而发出的任何通知。 6. 庄臣控股(01955.HK)：2026财年净利润204.4万港元，同比下降87.2%。 7. 安保工程控股(01627.HK)：截至2026年3月31日止年度收入91.77亿港元，同比增长15.16%；净利润2.88亿港元，同比增长25.83%。

BARCLAYS research team in its quarterly emerging-market economic and strategy outlook said geopolitics and energy prices dominated market moves in Q2, yet EM economies and assets outperformed expectations. The firm warned the Fed policy cycle could pose new challenges for EM local-currency assets, while an easing of Middle East tensions could create room for upside. Investors should target market-specific, fundamentals-driven excess-return opportunities. BARCLAYS raised its 2026 growth forecast for Asia to 5.2% and identified the region as the most upwardly biased among EMs. Previously feared supply-chain shocks did not trigger a regional growth slowdown; exports — especially tech exports — remained resilient, and corporations and governments largely could reallocate energy supplies. Most economies performed better than expected; the Philippines was an exception.