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 f

【股指期貨午盤收盤】滬深300股指期貨（IF）主力合約漲1.49%，上證50股指期貨（IH）主力合約漲0.44%，中證500股指期貨（IC）主力合約漲3.13%，中證1000股指期貨（IM）主力合約漲2.63%。

China’s foreign ministry said on June 30 it is willing to strengthen communication with the EU to resolve trade disputes constructively after EU Trade and Economic Security Commissioner Maroš Šefčovič met China’s commerce minister Wang Wentao and the EU warned the current trade situation was “unsustainable”. Beijing said China and the EU are partners, not rivals, bilateral economic ties are mutually beneficial, and the root of the EU’s problems does not lie with China. China pledged talks on the basis of equality, respect and reciprocity and said it will work with the EU to safeguard global supply-chain stability.