何立峰将访问英国并举行中美经贸磋商机制首次会议;央行5月继续增持黄金丨盘前情报
2 1 Shi Ji Jing Ji Bao Dao·2025-06-09 00:41

Market Performance - The A-share market saw collective gains across the three major indices from June 3 to June 6, with the Shanghai Composite Index rising by 1.13% to close at 3385.36 points, the Shenzhen Component Index increasing by 1.42% to 10183.70 points, and the ChiNext Index up by 2.32% to 2039.44 points [2][3] - Approximately 75% of stocks experienced gains during the week, with 103 stocks rising over 15% and 13 stocks declining over 15% [2] Sector Performance - The leading sectors in terms of growth included components, non-metallic materials, communication equipment, entertainment products, and new metal materials, while sectors such as commercial vehicles, white goods, beverages, seasoning and fermentation products, and animal health saw declines [2] International Market Overview - The US stock market indices also experienced gains on June 6, with the Dow Jones Industrial Average rising by 1.05% to 42762.87 points, the S&P 500 increasing by 1.03% to 6000.36 points, and the Nasdaq Composite up by 1.20% to 19529.95 points [4][5] - In Europe, the FTSE 100 index rose by 0.30% to 8837.91 points, while the CAC 40 index increased by 0.19% to 7804.87 points, and the DAX index fell by 0.08% to 24304.46 points [4] Commodity Prices - International oil prices rose on June 6, with light crude oil futures for July delivery increasing by $1.21 to $64.58 per barrel, a rise of 1.91%, and Brent crude oil for August delivery up by $1.13 to $66.47 per barrel, a rise of 1.73% [4] Economic Indicators - As of the end of May, China's foreign exchange reserves increased by $3.6 billion to $32853 billion, reflecting a 0.11% rise, supported by the recovery of the economy [7] - The People's Bank of China has been increasing its gold reserves for seven consecutive months, with the gold reserves reaching 7383 million ounces, an increase of 6 million ounces [7] Industry Insights - The Chinese Ministry of Industry and Information Technology is focusing on deepening the application of artificial intelligence in the industrial sector, emphasizing the development of industrial data sets and large models [10] - The development index for China's marine economy reached 125.2 in 2024, indicating a 2.3% increase from the previous year, showcasing strong growth and high-quality development in the sector [11] Investment Trends - Citic Securities noted that the Hong Kong stock market remains active, with core internet companies still within a normal valuation range, and the asset quality showing systematic improvement [12] - Investment strategies should focus on sectors experiencing traditional capacity clearance and the rise of new consumption, with recommendations for industries such as automotive, non-ferrous metals, defense, retail, and pharmaceuticals [13]