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中国5月CPI、社融等数据公布;美国5月CPI出炉丨一周前瞻
2 1 Shi Ji Jing Ji Bao Dao·2025-06-09 00:09

Group 1 - Multiple important domestic data will be released this week, including May CPI, PPI, M2 money supply, social financing, and import-export data [1][2] - The U.S. will release May CPI and PPI data, which are critical for assessing inflation trends [1][2] - Significant events include He Lifeng's visit to the UK and the opening of Apple's Worldwide Developers Conference [1][2] Group 2 - A total of 41 stocks will face lock-up expiration this week, with a total unlock volume of 2.054 billion shares, amounting to a market value of 44.123 billion yuan [3][4] - The top three companies by unlock market value are: Dameng Data (10.752 billion yuan), Huahai Qingke (10.4 billion yuan), and YN Technology (3.059 billion yuan) [3][4] Group 3 - He Lifeng will visit the UK and hold the first meeting of the China-U.S. economic and trade consultation mechanism [5] - The Ministry of Commerce addressed concerns regarding China's export control measures on rare earths, emphasizing compliance and communication with other countries [5] - The People's Bank of China has increased its gold reserves for the seventh consecutive month, reaching 73.83 million ounces by the end of May [5] Group 4 - As of the end of May, China's foreign exchange reserves stood at 328.53 billion USD, reflecting a slight increase of 36 million USD from the previous month [6][7] - The Shanghai Stock Exchange is promoting increased dividend payouts by listed companies to enhance investment value [7] - Central Huijin has become the actual controller of multiple securities and fund management companies [7] Group 5 - The Ministry of Industry and Information Technology is implementing an "AI + Manufacturing" initiative to deepen the application of AI in the industrial sector [7] - The U.S. State Department has resumed processing student visas for international students planning to attend Harvard University [8] Group 6 - Two new stocks will be issued this week: Huazhi Jie on the Shanghai main board and Xinhenghui on the ChiNext [9][10] - The subscription limits and prices for these new stocks have been set, with Huazhi Jie priced at 19.88 yuan [10] Group 7 - Various securities firms are optimistic about sectors such as new consumption, banking, and insurance, indicating strong short-term demand and long-term investment value [11][12] - The focus on technology and high-end manufacturing sectors is expected to continue, particularly in defense and semiconductor industries [12][13] - The market is anticipated to experience a rotation of themes, with potential opportunities in new consumption, innovative pharmaceuticals, and AI technologies [13]