博时市场点评6月18日：沪深两市反弹，电子涨幅领先

Market Overview - The three major indices in the A-share market rose, with the Shanghai Composite Index closing at 3388.81 points, up 0.04% [4] - The Shenzhen Component Index closed at 10175.59 points, up 0.24%, and the ChiNext Index closed at 2054.73 points, up 0.23% [4] - The market turnover was 12.22 trillion yuan, a decrease from the previous trading day [5] Economic Indicators - In the U.S., economic data showed a divergence, with soft data indicating a potential economic downturn, particularly in core retail and industrial output [1] - The upcoming release of initial jobless claims and the Atlanta Fed's GDP forecast will provide further insights into the U.S. economic situation [1] - Domestic economic data for May showed mixed results, with consumption performing well due to policies like trade-in incentives, but overall internal demand remains weak [1] Financial Policies - The People's Bank of China announced eight significant financial policies at the Lujiazui Forum, focusing on structural reforms and opening up, including the establishment of a digital RMB international operation center and offshore trade finance services [2] - These policies are expected to boost market sentiment in the short term and benefit sectors related to financial technology, innovation, and cross-border trade in the long term [2] Legislative Developments - The U.S. Senate passed the GENIUS Act, which mandates that stablecoins pegged to the dollar must hold equivalent short-term government debt as reserves [3] - This regulatory framework is anticipated to enhance the compliance and growth of stablecoins as a new infrastructure for global payments [3]