上周在美国，市场大幅收盘，并以令人失望的方式结束了这一周。主要股指周一和周二走高，但周三至周五全线走低。最终，标准普尔下跌 5%，纳斯达克下跌 5.5%，道琼斯指数下跌 4.6%。市场波动主要来自CPI。股市在开盘时录得近一半的跌幅，这是对 5 月份 CPI 报告的回应，该报告并未显示出预期的价格压力缓解。相反，年/年 CPI 率加速超过 3 月的高点，达到 1982 年初以来的最高水平，而年/年核心读数从 4 月的 6.2% 和 3 月的 6.5% 回落至 6.0%。行业板块方面，标普11大板块均大幅下跌。高科技和金融板块跌幅超过6%；原材料板块下跌6%；通讯、非必需消费品和工业板块下跌约5%；公用事业板块下跌 4%，医疗板块下跌 3%。较短期限的美国国债因通胀报告而面临直接压力，而较长期限的美国国债在提出一些早期阻力后加入了回落。 2 年期收益率上涨 22 个基点至 3.04%，10 年期收益率上涨 11 个基点至 3.16%，创下年内新高。
A股方面，上周在国内稳增长政策、疫情好转后产业链复工复产持续推进的背景下，市场延续上行趋势。上证综合指数本周上涨 2.8%。市场情绪回暖，带动市场成交量大幅回升，日均成交量升至万亿元以上。北向资金净流入368亿元，周流入创年内新高。从风格上看，成长风格表现相对较好，但有所差异。创业板指数全周上涨4.0%，相对强势的科创50指数全周上涨2.1%。产业方面，新能源及新能源汽车产业链受到广泛关注。上周锂电池、新能源汽车、光伏领涨市场。大宗商品供给侧压力依然存在。加之复工复产带来的需求侧预期，煤炭、石油石化、化工等板块也表现强劲。
港股方面，上周政策利好继续叠加经济数据好转，上周海外中资股市继续走强。受监管环境轻微改善的推动，恒生科技指数飙升 9.75%。 MSCI 中国指数、恒生中国企业指数和恒生指数分别上涨 6.3%、4.7% 和 3.4%。分板块看，增长板块领涨，非必需消费品、媒体和娱乐、医疗保健分别上涨12.5%、9.7%和8.2%，而交通、房地产和公用事业则落后，分别下跌3.0%、2.7%、和 8.2%，分别。 1.1%。
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