万联晨会-20250702

Core Insights - The A-share market showed mixed performance on Tuesday, with the Shanghai Composite Index rising by 0.39% and the Shenzhen Component Index increasing by 0.11%, while the ChiNext Index fell by 0.24% [2][6] - The total trading volume in the Shanghai and Shenzhen markets reached 14,658.05 billion [2][6] - In terms of industry performance, sectors such as comprehensive, pharmaceutical biology, and banking led the gains, while computer, retail, and telecommunications sectors lagged [2][6] - Concept sectors like China Shipbuilding, cell immunotherapy, and innovative drugs saw significant increases, whereas electronic ID, digital currency, and cross-border payment experienced declines [2][6] - The U.S. stock market showed mixed results, with the Dow Jones rising by 0.91%, while the S&P 500 and Nasdaq fell by 0.11% and 0.82%, respectively [2][6] Important News - The Central Financial Committee held its sixth meeting to discuss the deepening of the national unified market construction and the high-quality development of the marine economy, emphasizing the need for legal governance of low-price disorderly competition among enterprises and the promotion of integrated development of domestic and foreign trade [3][7] - The U.S. Senate passed the "Big and Beautiful" tax and spending bill, which will be sent to the House of Representatives, with President Trump expressing confidence in its passage [3][7]