今日15:30 HKT 全球要聞及香港市場快報

要點總結

1. 全球政治：美國總統特朗普宣布對進口銅徵收50%關稅，並警告半導體與藥品關稅將於未來一年內生效，此舉再度升高全球貿易緊張局勢12.
2. 全球經濟：聯合國貿易與發展會議報告指出，2025年上半年全球貿易價值增長約3000億美元，增長1.5%，但因政策不確定和地緣政治風險，後市展望仍偏謹慎3.
3. 全球文化：成都舉辦「Re:Think 2025創新週」，聚焦創意驅動可持續城市發展，並首次設立世界糧食論壇成都辦公室，推動青年參與綠色農食系統4.

香港經濟重點

• 香港IPO熱潮持續：7月9日共五家公司及兩檔ETF掛牌，完成募資超過數百億港元，再次居全球首位56.
• 內地資金流入增長：彭博報導，上半年內地資本流入香港累計5060億美元，創2000年以來新高7.
• 物價及通縮壓力：內地6月生產者物價指數（PPI）年降3.6%，創近兩年最大跌幅，顯示對香港出口製造業形成挑戰8.

15:30 HKT 恒指走勢

指數	收報	漲跌	漲跌幅
恒生指數	23,932.43	–216.64	–0.90%9
恒生科技指數	8,596.00	–113.00	–1.30%1

15:30 HKT 香港掛牌ETF報價

代號	名稱	收報 (HKD)	漲跌	漲跌幅
7200.HK	CSOP 恒生指數日倍數杠杆ETF	5.23	–0.01	–0.19%10
7500.HK	CSOP 恒生指數日兩倍逆向ETF	2.24	+0.05	+2.28%11

突發新聞

• 多國就特朗普關稅威脅反應不一，日本、韓國與美密集談判力求豁免212.

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Global trade tensions intensify after US announces steep new tariffs, while Hong Kong market sees continued IPO momentum and significant capital inflows, offset by deflationary pressures in mainland producer prices. Mansfield global political and economic developments remain highly uncertain under unfolding US trade policy.

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