陆家嘴财经早餐2025年6月12日星期四

Group 1 - The first meeting of the China-US economic and trade consultation mechanism was held in London, where both sides reached a consensus on key economic issues and agreed to enhance cooperation [2] - The latest US inflation data showed a moderate increase, with the May CPI rising 2.4% year-on-year, leading to increased expectations for interest rate cuts by the Federal Reserve [2] Group 2 - NVIDIA's CEO announced plans to invest in 20 AI factories in Europe, aiming to increase AI computing power tenfold within two years, which will support industrial applications across various sectors [3] - China expressed willingness to sign a partnership agreement with African countries, implementing zero-tariff measures for 100% of products and enhancing cooperation in key areas such as green industry and technology [4] Group 3 - As of the end of May, over 1.6 trillion yuan of replacement bonds have been issued in China, achieving over 80% of the annual target for replacing hidden debts [5] - The Shanghai Stock Exchange is accelerating the inclusion of a Science and Technology Innovation Board ETF into the fund transfer platform, aiming to attract more social capital into key supported sectors [6] Group 4 - The A-share market saw a collective rise, with the Shanghai Composite Index increasing by 0.52% to 3402.32 points, driven by active trading in sectors like rare earths and automotive [7] - Hong Kong's Hang Seng Index rose by 0.84%, with significant gains in sectors such as materials and automotive [7] Group 5 - The stock buyback and increase loan tool has shown effectiveness in stabilizing the capital market, with 622 companies announcing buybacks totaling 130.625 billion yuan [8] - Several companies announced significant investments and contracts, including a 4.5 billion yuan green hydrogen system sales contract and a 2.5 billion yuan investment in ARM server processors [10] Group 6 - The Chinese automotive market continued its growth in May, with production and sales reaching 2.649 million and 2.686 million vehicles, respectively, marking year-on-year increases of 11.6% and 11.2% [11] - The Ministry of Industry and Information Technology is promoting the establishment of pilot platforms for biomanufacturing, focusing on food additives and biopharmaceuticals [11] Group 7 - The People's Bank of China conducted a 164 billion yuan reverse repurchase operation, indicating a stable liquidity environment in the interbank market [20] - US Treasury yields fell collectively, with the 2-year yield dropping by 5.39 basis points, reflecting eased inflation concerns following the May CPI data [20][21]