智通财经6月18日电，美股短线回落，纳指跌超1%，标普500指数跌0.86%，道指跌0.72%。 美股短线回落 纳指跌超1% ...

美股持续走低， 纳斯达克100指数跌幅扩大至1%。 ...

以Jill Carey Hall为首的策略师团队在研究报告中写道，美国银行的客户六周来首次对美股采取防御性立 场，上周净买入防御性板块，并卖出周期性板块。 非必需消费品股的流出量最大，其次是工业股和公用事业股。 科技、能源、医疗保健和必需消费品股均有流入。 客户总体上是买家，净流入资金达8亿美元。 ...

Group 1 - The article promotes a book titled "Golden Outlook," which provides analysis on various topics including central bank gold accumulation, European and American debt, and the U.S. stock market and silver [1] - The promotion offers a discount of 600 yuan for VIP members, encouraging readers to take advantage of the low price during the 618 shopping festival [1] - The book aims to provide insights into the current economic landscape and investment opportunities related to gold and other assets [1]

Group 1 - Goldman Sachs introduced the concept of "Chinese Prominent 10," identifying ten leading private enterprises in China, including Tencent, Alibaba, Xiaomi, BYD, Meituan, NetEase, Midea, Hansoh Pharmaceutical, Ctrip, and Anta [3][6] - The "Chinese Prominent 10" spans multiple sectors such as interactive media, retail, technology hardware, automotive, dining, entertainment, consumer goods, pharmaceuticals, hospitality, and textiles, contrasting with the tech-focused "Magnificent 7" in the US [6] - Goldman Sachs forecasts a compound annual growth rate (CAGR) of 13% for these companies' earnings over the next two years, with a median of 12%, and notes that their average price-to-earnings (P/E) ratio is 16 times, making them more attractive compared to the US counterparts' P/E of 28.5 times [6] Group 2 - Notable companies such as JD.com, Baidu, CATL, and SMIC were excluded from the "Chinese Prominent 10," despite JD.com ranking first in revenue among private enterprises in 2024 [3][6][8] - JD.com operates primarily on a direct sales model, differing from Alibaba's e-commerce approach, and has recently entered the food delivery market, showing strong growth [6][8] - NetEase's revenue for 2024 is projected at 105.3 billion yuan, with a year-on-year growth of 1.74%, while its music service revenue is significantly lower than Tencent's music revenue [8][9] Group 3 - The report emphasizes that investing in private enterprises does not exclude state-owned enterprises, as Goldman Sachs still favors "high-quality" state-owned enterprises and shareholder return combinations [10]

2025 年 6 月 17 日 星期二 每日大市点评 6 月 16 日，尽管中东局势升级，但港股韧性凸显，三大指数午后加速上涨，恒生指数重上 24,000 点关口，全日上涨 0.7%，收报 24,060 点。恒生科指盘中涨逾 1.7%，最终收涨 1.2%，收报 5,299 点。昨日大市成交额达 2,292 亿港元，较上 周日均成交额有所放缓，但仍保持相对活跃。港股通净流入 57 亿港元。盘面上，科网股多数走强，小米（1810 HK）上涨 4.2%，快手（1024 HK）涨超 3%，京东（9618 HK）、阿里巴巴（9988 HK）和美团（3690 HK）均飘红，前期领先的网易 （9999 HK）和腾讯（700 HK）则小幅回调。内房股、中资券商股全天强势，内银股继续表现活跃，建设银行（939 HK）、交通银行（3328 HK）和农业银行（1288 HK）再创历史新高。避险板块则出现退潮，黄金股高开低走，灵宝黄金 (3330 HK)下跌 12%。 5 月国内经济呈现温和修复与结构分化态势，社零消费环比改善但内部分化延续，金融数据喜忧参半，降息降准等一揽子 金融政策有效拉动部分短期资金需求，但持续性仍待观察。外部 ...

Group 1 - U.S. stock index futures have expanded their decline, with the S&P 500 index futures down by 0.5% [1]

Group 1 - Goldman Sachs is optimistic about the investment prospects of China's "Ten Private Giants," which include Tencent and Alibaba, with a total market value of $1.6 trillion and an expected compound annual growth rate of 13% in profits over the next two years [2] - The A-share market is undergoing sample adjustments, with analysts suggesting that the recent geopolitical tensions may provide investment opportunities despite a generally volatile market outlook [2] - The digital currency sector is experiencing a resurgence, with significant gains in related stocks following the announcement of a new stablecoin regulation in Hong Kong, indicating a positive outlook for the future of stablecoins [2] Group 2 - The ongoing conflict between Israel and Iran has led to a decline in oil prices, with WTI and Brent crude both dropping over 3%, as investors remain cautious [3] - The three major stock indices have shown a rebound, but market activity is characterized by low trading volumes and rapid rotation of hot sectors, suggesting a cautious investment environment [3] - The renewable energy sector, particularly Longi Green Energy, is facing challenges due to overcapacity and price wars, leading to significant losses for major investors like Hillhouse Capital [3] Group 3 - The real estate sector in A-shares and Hong Kong has seen a sudden surge, driven by favorable government policies aimed at stabilizing the market, although fundamental improvements may take time [4] - A proposed bill by Senator Tim Kaine aims to prevent President Trump from engaging in military action against Iran without congressional approval, reflecting the heightened geopolitical tensions in the region [5] - Notable investor Duan Yongping has sold over $1.44 million in Apple put options, indicating confidence in Apple's investment value at $195, while still holding a significant number of shares [5]

美股收盘：三大股指齐涨 金龙指数涨2% 金十数据6月17日讯，美股周一收盘，道指初步收涨0.77%、标普500指数涨0.9%，纳指涨1.5%。英伟达 (NVDA.O)涨1.9%，加密货币概念股普涨，Circle(CRCL.K)涨13%，Coinbase(COIN.O)涨近8%。纳斯达 克中国金龙指数涨2%，阿里巴巴(BABA.N)涨2.76%，哔哩哔哩(BILI.O)涨超5%。 ...

美股三大指数集体收涨，纳指涨1.52%，标普500指数涨0.94%，道指涨0.75%。费城半导体指数涨超 3%，创2月下旬以来收盘新高。 ...