央行将开展10000亿元买断式逆回购操作 ；苏超火到多个城市需要换场地丨盘前情报

Market Overview - On June 5, A-shares experienced a rebound with the Shanghai Composite Index rising by 0.23% to 3384.1 points, the Shenzhen Component Index increasing by 0.58% to 10203.5 points, and the ChiNext Index gaining 1.17% to 2048.62 points [2][3] - The market saw over 2600 stocks rise, with a total trading volume of approximately 1.3 trillion yuan [2] Sector Performance - The CPO concept saw significant gains, while the computing power leasing concept strengthened in the afternoon. The virtual power plant concept also showed strength, and the digital currency concept remained active [2] - The pharmaceutical sector experienced a pullback, with multiple stocks declining over 5%. Other sectors such as copper cable high-speed connections, PCB concepts, and chips saw notable increases, while agriculture, food and beverage, and gold concepts faced declines [2] International Market - The U.S. stock market indices fell on June 5, with the Dow Jones Industrial Average down 0.25% to 42319.74 points, the S&P 500 down 0.53% to 5939.30 points, and the Nasdaq Composite down 0.83% to 19298.45 points [4][6] - Popular tech stocks mostly declined, with Tesla dropping over 14% and AMD down over 7%. However, the Nasdaq Golden Dragon China Index rose by 0.54% [4] Commodity Prices - International oil prices increased on June 5, with light crude oil futures for July rising by $0.52 to $63.37 per barrel, and Brent crude oil for August increasing by $0.48 to $65.34 per barrel [5] Key Policies and Developments - The People's Bank of China announced a 10 billion yuan reverse repurchase operation to maintain liquidity in the banking system [7] - China plans to establish 10 national data factor comprehensive pilot zones to enhance the integration of the real economy and digital economy [8] - The Ministry of Commerce stated that China will approve compliant rare earth export license applications, which may lead to price increases in the domestic rare earth market [9] - The Financial Regulatory Bureau emphasized increased financial support for technological innovation and is developing policies related to technology insurance [10][11] Industry Insights - The popularity of the Jiangsu Super League has led to a significant increase in tourism and cultural consumption, with a 305% year-on-year increase in scenic area bookings during the event [14] - The coal industry is expected to see a price rebound in June due to stable domestic supply and recovering demand [16] Institutional Perspectives - Shenyin Wanguo Securities highlighted the stable profitability and cash flow improvement in the municipal environmental protection sector, suggesting opportunities in high-dividend stocks [15] - Donghai Securities noted that despite a lackluster tourism performance during the recent holiday, new consumption trends and favorable policies may boost demand in the tourism sector [15]