Express News | Adviser to Iran’s Supreme Leader: U.S.-Iran Talks Deadlocked Over Frozen Assets; Denies Meeting Between Supreme Leader and Trump
Internal UK government report warns that international oil prices could remain at $100 through 2028.
① The UK government forecasts that international crude oil prices could remain around $100 per barrel until 2028, as the restoration of energy shipping in the Gulf region may take longer than expected; ② The report notes that, in the worst-case scenario, oil prices could surge to $210 per barrel, significantly impacting global inflation and economic growth.
Southbound Capital Tracker | Net purchases totaled approximately HK$22.8 billion this week, with significant increases in holdings of SMIC and Pop Mart
① Southbound funds recorded a net inflow of approximately HK$22.8 billion this week—into which stocks did investors increase their positions? ② SMIC has seen cumulative fund inflows of nearly HK$4.8 billion over the past seven days—how has its share price performed in the short term?
Express News | According to Saudi Arabia's Al Arabiya TV: Iran has informed Pakistan that it accepts transferring part of its uranium stockpile to a third country approved by Iran.
Guosen Securities: Continue to recommend CCL and upstream optical fiber materials sectors; monitor oversold segments in petrochemicals and chemicals.
We particularly recommend the crude oil, potash fertilizer, electronic resins, high-purity silicon tetrachloride, and fluorine chemical sectors.
Zhitoong HK Connect Holdings Analysis | June 5
Stock Connect Holdings Analysis | June 4, 2026