韩国央行：一季度外汇市场干预交易净额为-136.28亿美元，2025年第四季度为-224.67亿美元。

Standard Chartered's H2 2026 global markets outlook shifts to a risk-on stance for China, recommending overweight positions in technology and communication services on rising domestic chip self-sufficiency and continued AI commercialization. Healthcare is downgraded to neutral due to limited earnings visibility; consumer staples cut to underweight for similar reasons. Utilities are raised to neutral on improving power demand and policy support. Globally, the bank says investors in H2 2026 will face volatility from energy prices, equity issuance, investor positioning and central bank policy, and expects risk assets to remain supported under a macro soft landing.

欧洲央行消息人士：若6月通胀数据意外大幅走高，7月加息可能重新成为讨论焦点。