以下是2025年6月6日财经热点的综合分析，结合政策、市场、国际事件及行业动态： --- 1. 央行超预期流动性投放 中国人民银行宣布开展 1万亿元3个月期买断式逆回购操作，为历史单日最高规模，旨在维持市场流动性充裕，对冲6月到期的 1.2万亿元逆回购资金。这是央行首次在月初预告大规模逆回购操作，释放宽松信号，利好股市资金面。 2. 欧洲央行降息与政策转向 欧洲央行将三大关键利率下调25个基点，为连续第八次降息，但暗示宽松周期可能暂停。行长拉加德表示，通胀已接近目标 （1.6%），未来政策将依赖经济数据。市场预期7月或暂停降息。 3. 美联储政策预期 美联储6月维持利率不变概率达97.5%，但7月降息预期升温至32%。非农数据（今晚公布）将影响降息节奏，若超预期可能压制 成长股估值。 --- 1. A股表现 - 指数震荡收涨：上证指数涨0.23%报3378.82点，深成指涨0.58%，创业板指涨1.17%，成交额1.3万亿元，量能显著提升。 - 板块分化： - 科技成长：AI算力（生益电子20%涨停）、光模块（太辰光涨14%）受英伟达市值登顶及政策催化；机器人板块（绿的谐波） 受政策预期提振。 - 港股新消费 ...

先给大伙儿拆解外围市场对A股的影响。美联储最新表态说关税问题让降息没戏，美元指数又冲到104以上，全球资金避险情绪升温。不过中概股的强势表 现说明，外资对咱A股科技板块的兴趣还在。欧洲市场的分化也值得注意，德国制造业数据向好支撑DAX指数创新高，但法英经济疲软拖累股市，这种分化 可能让外资在配置A股时更谨慎。 再看看技术面，上证指数最近在3300点到3400点之间反复震荡，今天早盘的关键支撑位在3380点。日线MACD绿柱持续缩短，空方动能衰竭明显，但3400点 上方套牢盘压力不小。创业板指今天可能继续领涨，但2050点附近有强压力位，要突破得看科技成长股能不能持续发力。成交量是关键，早盘半小时要是有 效放大，今天冲击3400点的概率就大；要是缩量到1.1万亿以下，可能得回踩3350点支撑位。 消息面上今天有三大看点。第一，央行开展1000亿买断式逆回购，银行、券商这些高负债板块今天可能表现不错。第二，国家数据局在10个地方搞数据要素 试验区，数据交易、云计算板块可能迎来炒作机会。第三，印尼宣布购买咱们的歼-10战斗机，军工板块今天可能闻风而动。不过也要注意利空因素，美国 钢铝关税涨到50%，钢铁、汽车出口企 ...

•周四（2025年6月5日），A股三大指数集体收涨，截至收盘，上证综指涨0.23%，报3384.1点；科创50 指数涨1.04%，报996.41点；深证成指涨0.58%，报10203.5点；创业板指涨1.17%，报2048.61点。沪深两 市成交总额12904亿元，较前一交易日的11530亿元增加1374亿元。 【商务部回应汽车行业"内卷式"竞争：加强综合整治与合规引导】6月5日，商务部5日举行例行新闻发 布会，商务部发言人介绍近期商务领域重点工作有关情况。有记者就汽车行业相关问题提问。商务部发 言人何咏前表示，近期，商务部有关司局组织行业协会、研究机构和相关企业座谈，听取意见建议，研 究进一步做好汽车流通消费工作。下一步，商务部将会同有关部门，继续加强对汽车消费市场跟踪、研 究和政策引导，推动破除制约汽车流通消费堵点、卡点，更好满足居民多样化、个性化的消费需求。针 对当前汽车行业存在的"内卷式"竞争现象，商务部将积极配合相关部门，加强综合整治与合规引导，维 护公平竞争市场秩序，促进行业健康发展。 【我国部署建设10个国家数据要素综合试验区】6月5日，今天从国家数据局了解到，我国将在北京、浙 江、安徽等地部署 ...

昨日A股 6月5日，A股三大指数震荡反弹，截至收盘，上证指数涨0.23%，深证成指涨0.58%，创业板指涨 1.17%。 盘面上，CPO概念大涨，算力租赁概念午后走强，虚拟电厂概念走强，数字货币概念持续活跃。医药板 块回调，多股跌逾5%。铜缆高速连接、PCB概念、芯片等板块也涨幅居前，农林牧渔、食品饮料、黄 金概念等板块跌幅居前。全市场个股涨多跌少，超2600股上涨，成交金额约1.3万亿元。 | 名称 | 最新点位 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 3384.1 | +7.9(0.23%) | | 深证指数 | 10203.5 | +58.92(0.58%) | | 创业板指 | 2048.62 | +23.69(1.17%) | | | 日期:6月5日 制图:21投资通 | | 隔夜外盘 纽约股市三大股指6月5日下跌。截至当天收盘，道琼斯工业平均指数比前一交易日下跌108.00点，收于 42319.74点，跌幅为0.25%；标准普尔500种股票指数下跌31.51点，收于5939.30点，跌幅为0.53%；纳斯 达克综合指数下跌162.04点，收于19298.45点，跌 ...

Company Insights - The conflict between Trump and Musk has escalated into a public feud, leading to a significant drop in Tesla's stock price by over 14%, resulting in a market value loss exceeding $150 billion [2] - Tesla's stock decline is attributed to Trump's threats to cut government subsidies and contracts related to Musk's enterprises, following the passage of a tax reform bill by the U.S. House of Representatives [2] - Circle, a stablecoin company, has officially listed its stock, experiencing a dramatic intraday price surge of 234%, indicating a growing market for stablecoins and related digital technologies [12] Industry Insights - The Chinese government has stated that it will approve compliant applications for rare earth export licenses, emphasizing the dual-use nature of these materials and the importance of facilitating legitimate trade [4] - The military industry is seeing renewed interest due to the ongoing India-Pakistan conflict, with Indonesia evaluating the procurement of China's J-10 fighter jets, which may lead to a revaluation of military trade and sustainable long-term revenue [11] - The establishment of 10 national data factor comprehensive experimental zones in China is expected to unlock the value of public data resources, suggesting investment opportunities in data infrastructure and companies with unique high-quality data sets [10]

Group 1: Market Overview - US stock markets collectively declined, with the Dow Jones down 0.25%, Nasdaq down 0.83%, and S&P 500 down 0.53% [1] - Tesla shares fell by 14.27%, while Nvidia dropped 1.36%, Apple decreased by 1.08%, and Meta Platforms fell by 0.48% [1] - Circle's IPO in the US saw a significant increase of 168% on its first day [1] - Broadcom's Q2 revenue exceeded expectations with a 20% increase, but AI revenue guidance was underwhelming, leading to a post-market drop of over 5% [1] - The Baltic Dry Index rose by 9.2%, marking its seventh consecutive day of increase [1] Group 2: Economic Indicators - The US trade deficit narrowed significantly, with imports dropping by 16.3% [1] - First-time unemployment claims in the US reached 247,000, the highest level since October 2024 [1] Group 3: Domestic Developments - China's Ministry of Commerce announced that it will approve export license applications for rare earths that meet regulations [2] - The Chinese government plans to establish 10 national data factor comprehensive pilot zones to enhance the integration of the digital economy with the real economy [6] Group 4: Industry Insights - The data factor market is projected to grow significantly, with the scale of data assets entering balance sheets expected to increase from 48.7 billion yuan in 2024 to 827.8 billion yuan by 2030, a growth of over 16 times [7] - The Chinese automotive industry is facing increased regulatory scrutiny to maintain fair competition and promote healthy development [8] - The pharmaceutical sector is seeing a shift in the perception of Metformin, which is now being recognized for its potential anti-aging properties, with studies indicating a 30% higher chance of living to 90 for women taking it compared to those on sulfonylureas [8] Group 5: Corporate Announcements - Guokai Microelectronics plans to acquire 94.37% of the shares of Zhongxin Integrated Circuit (Ningbo) [10] - Maipu Medical intends to purchase 100% of Yijie Medical, which will enhance its capabilities in the field of interventional biomaterials [10] - HT Development is planning to acquire a controlling stake in Zhixueyun, which is expected to constitute a major asset restructuring [11]

每经记者｜杨建 每经编辑｜彭水萍 点评：实现数据资源共享共用的一种数据流通利用基础设施，是数据要素价值共创的应用生态，是支撑 构建全国一体化数据市场的重要载体。随着政务数据共享的推进，数据治理服务商、隐私计算技术企业 将迎来发展机遇。同时，数据要素市场化将激活金融风控、城市治理、产业规划等领域的商业模式创 新。未来，数据分级分类管理、隐私计算技术将成为关键。政策强调"构建全国一体化政务大数据体 系"，直接利好云计算、大数据平台及数据安全技术企业。概念股包括易华录、同有科技、奥飞数据 等。 2、国际油价全线上涨，布油主力合约涨0.66%，报65.29美元/桶。国际贵金属期货收盘涨跌不一， COMEX黄金期货跌0.68%，报3376.1美元/盎司；COMEX白银期货涨3.31%，报35.795美元/盎司。欧洲 三大股指收盘涨跌不一，德国DAX指数涨0.19%，报24323.58点；法国CAC40指数跌0.18%，报7790.27 点；英国富时100指数涨0.11%，报8811.04点。 3、6月5日，央行公告，为保持银行体系流动性充裕，2025年6月6日，央行将以固定数量、利率招标、 多重价位中标方式开展1000 ...

责编：汪云鹏 记者今天从国家数据局了解到，我国将在北京、浙江、安徽等地部署建设10个国家数据要素综合试验区，支持 各地在培育经营主体、繁荣壮大数据市场等方面开展先行先试，全面释放实体经济和数字经济融合效能。 来源：央视财经 校对： 廖胜超 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 百万用户都在看 50%关税！刚刚，特朗普宣布！ 重大转变！突然，爆买！ 突然，暴涨超18%！万亿赛道，集体沸腾！ 利空突袭！这家A股突发：实控人被刑事立案！ 深夜！中国资产，全线爆发！ ...

据央视新闻6月5日从国家数据局了解到，我国将在北京、浙江、安徽等地部署建设10个国家数据要素综 合试验区，支持各地在培育经营主体、繁荣壮大数据市场等方面开展先行先试，全面释放实体经济和数 字经济融合效能。 5月底，国家数据局曾举办"数据要素×"首场新闻发布会，介绍"数据要素×"行动实施情况及2025年"数据 要素×"大赛总体考虑。国家数据局政策和规划司副司长栾婕表示，根据有关方面的研究测算显示，中 央企业成立数字科技类公司近500家，约66%的行业龙头企业购买过数据，同时还有一批以数据为主营 业务的企业成功上市。 另外，国家数据局综合司日前还印发了《数字中国建设2025年行动方案》，方案提出，到2025年底，数 字中国建设取得重要进展，数字领域新质生产力不断壮大，数字经济发展质量和效益大幅提升，数字经 济核心产业增加值占国内生产总值比重超过10%，数据要素市场建设稳步推进。 中邮证券指出，随着政策体系加速完善的大框架下，数据要素的资本化潜力加速释放。据数据要素社不 完全统计，2024年已有55家上市公司、228家非上市公司实现数据资产入表。《2024年中国数据交易市 场研究分析报告》预测，数据资产入表规模将从 ...

Domestic News - Xi Jinping held a phone call with US President Trump, indicating ongoing diplomatic engagement between the two nations [1] - The US plans to tighten regulations on foreign companies listed in the US, prompting a response from China's Foreign Ministry urging adherence to fair competition principles and cessation of politicizing economic issues [1] International News - The conflict between Trump and Musk escalated, resulting in Tesla's market value dropping by $150 billion [1] - The European Central Bank lowered three key interest rates by 25 basis points, with Lagarde suggesting the end of the rate-cutting cycle, leading the market to no longer fully price in another 25 basis point cut within the year [2] - Initial jobless claims in the US surged to an eight-month high, while the trade deficit decreased sharply by 55.5% to $61.6 billion due to a significant drop in imports caused by Trump's tariffs [2] - The US is showing flexibility in reducing additional tariffs on Japan, and negotiations with India may lead to a temporary agreement on tariff reductions and market access [2] - The US Treasury's semi-annual report did not label any country as a currency manipulator, indicating a potential easing of trade tensions [3]