普京拒绝“乌方至少30天停火协议”，与特朗普通话超1小时！中国资产爆发，大金融板块大涨，期货股表现亮眼

Group 1: Employment Data - The ADP Research reported an increase of 37,000 jobs in the US for May, marking the lowest level since March 2023 and significantly below the expected 114,000 [1] - The sharp decline in employment data reflects a notable decrease in employer demand for new employees, indicating a loss of momentum in the US job market [2] Group 2: Market Reactions - Following the release of the employment data, the market is reassessing the Federal Reserve's monetary policy direction, with calls for interest rate cuts from figures like President Trump and FHFA Director William Pulte [2] - The upcoming non-farm payroll report is anticipated to show a slowdown in job growth compared to April, with the unemployment rate expected to remain stable [2] Group 3: Financial Sector Performance - The financial sector in A-shares experienced a significant surge, with companies like Everbright Securities seeing a rise of over 9% and Nanhua Futures hitting the daily limit for two consecutive days [8] - The surge is attributed to positive events, including the anticipated IPO of stablecoin giant Circle and recent legislative developments regarding stablecoins in the US and Hong Kong [8][9] Group 4: Futures Market Insights - The strong performance of futures concept stocks is driven by macro-level policy benefits, enhanced service efficiency from leading futures companies, and a significant increase in demand for risk management from the real economy [9] - Companies like Yong'an Futures announced share buybacks, reflecting confidence in future stable development and a commitment to enhancing investor trust [9] Group 5: Non-Bank Financial Sector Outlook - The non-bank financial sector is viewed as a "bull market flag bearer," with expectations of policy reforms and market sentiment driving investments in this area [10] - Anticipation of upcoming financial market reforms and the influx of medium to long-term capital into A-shares are expected to benefit the financial sector significantly [10] Group 6: Consumer and Technology Sector Trends - The consumer and technology sectors are projected to remain focal points for market attention, with significant growth observed in both areas [11] - The technology sector is benefiting from advancements in high-tech manufacturing and favorable policies, while the consumer sector is supported by strong retail data and increased overseas demand [11][12]