Core Viewpoint - The market experienced a rebound with the ChiNext Index leading the gains, reflecting a mixed performance across various sectors and stocks [1] Group 1: Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion, an increase of 137.4 billion compared to the previous trading day [1] - The ChiNext Index rose by 1.17%, while the Shanghai Composite Index increased by 0.23% and the Shenzhen Component Index rose by 0.58% [1] Group 2: Sector Performance - The computing power concept stocks saw a collective rebound, with CPO and other related sectors leading the gains, and Shenghong Technology reaching a historical high [1] - Stablecoin concept stocks showed strong performance, with Cuiwei Co., Ltd. hitting the daily limit [1] - Virtual power plant concept stocks were active, with Zhongdian Xinlong and others reaching the daily limit [1] - Consumer stocks experienced a collective adjustment, with Chao Hong Ji hitting the daily limit down [1] Group 3: Sector Gains and Losses - The sectors with the highest gains included CPO, football concept, power IoT, and stablecoin concepts [1] - The sectors with the largest declines included beauty care, food processing, beverage manufacturing, and CRO [1]

（原标题：个股普涨，市场如期反弹！） 今日市场多方发力，盘中创3368点新高，收阳线，建议持股待涨。市场上涨4000多家、下跌1100家，但 早盘情绪一度紧张，高位人气股情绪崩坏，市场进入高低切换节点，高位品种勿追高，创新药低位补涨 表现佳，未跌破五日均线可持有。热点题材轮动快，军工无人机、稳定币概念等分化回调，可控核聚变 回调到位低吸有性价比。新消费活跃，啤酒、旅游酒店表现好，稀土永磁受稀土管制利好，电池、 CPO、半导体元件等科技股短线修复。操作上持股待涨不追高，不做差价。今年稀土管制致全球供应紧 缺，印、日、欧及企业高管寻求会面推动出口，美国军工复合体因缺稀土不满。 个股普涨，市场如期反弹！ 和讯自选股写手 风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投 资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨 询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保 证和承诺。 板块名称 "创新药","军工无人机","稳定币概念","可控核聚变/核电","新消费","稀土永磁","电 池", ...

Market Overview - A-shares experienced slight adjustments with the three major indices showing minor increases, while the stablecoin sector rebounded [1] - The Hang Seng Index and Hang Seng Tech Index opened higher and maintained their upward trend [2][3] - The A-share market saw the Shanghai Composite Index down 0.04%, Shenzhen Component Index down 0.01%, and ChiNext Index down 0.08% at the time of reporting [1] Sector Performance - In the stablecoin sector, stocks like Zhongjia Bochuang and Yuxin Technology surged over 5%, with Zhongjia Bochuang rising by 10.10% [8][9] - New consumption stocks, including Pop Mart and Mixue Group, collectively declined, with Pop Mart dropping over 1% after reaching a new high [5][6] - Commodity markets saw coking coal prices increase by over 1% [1] Bond Market - The bond market showed mixed results, with the 10-year treasury futures contract rising by 0.02% and the 30-year contract falling by 0.01% [4][13] Economic Indicators - The Caixin Services PMI for May rose to 51.1 from the previous value of 50.7, indicating an acceleration in service sector expansion [4]

地址：北京市朝阳区朝阳门外大街甲6号万通中心D座20层（100020） 总机：010-8535 6666 资讯早间报 制作日期： 2025/06/04 隔夜夜盘市场走势 1. 国际贵金属期货普遍收跌，COMEX 黄金期货跌 0.60%报 3376.90 美元/盎司， COMEX 白银期货跌 0.05%报 34.68 美元/盎司。美国关税政策调整带来的不确定 性使市场对未来经济增长的预期更加复杂，推动避险资产需求。全球重要经济 体如欧盟对美国关税政策表示担忧，进一步加剧了国际贸易的不确定性。 2. 国际油价全线上涨，美油主力合约合约涨 1.31%，报 63.34 美元/桶。布油主 力合约涨 1.47%，报 65.58 美元/桶。分析认为，由于地缘紧张局势，以及强劲 的劳动力市场信号，推动原油价格上涨。 重要资讯 【宏观资讯】 1. 据财新，6 月 3 日公布的 5 月财新中国制造业采购经理指数（PMI）录得 48.3， 较 4 月下降 2.1 个百分点，2024 年 10 月来首次跌至临界点以下。 投资有风险，入市需谨慎。 本公司具备期货交易咨询业务资格，请务必阅读最后一页免责声明。 3. 伦敦基本金属收盘多数 ...

Group 1 - The Hang Seng Index increased by 0.72%, while the Hang Seng Tech Index rose by 1.01% [1] - The total trading volume reached 1190.3 million HKD by midday [1] - Technology stocks led the market, with Meituan rising over 4%, Horizon Robotics increasing over 3%, Xiaopeng Motors up nearly 3%, and Xiaomi Group gaining over 1% [1] Group 2 - Stablecoin concept stocks experienced significant gains, with Lianyi Rong Technology surging by 17% and China Everbright Holdings increasing by over 15% [1] - Pharmaceutical stocks, Chinese brokerage stocks, and military industry stocks showed strong performance, while Alibaba concept stocks, insurance stocks, and home appliance stocks faced declines [1] - Innovent Biologics rose by over 15%, and Hongye Futures increased by over 9%, while China Pacific Insurance fell by over 3% [1]

信达生物(01801)涨逾15%，IBI363治疗晚期非小细胞肺癌临床PoC研究数据公布。 九方智投控股(09636)涨超6%，市场活跃提振公司业绩及股价，机构看好其今年利润继续高增。 古茗(01364)涨7%破顶，公司下周有望获纳入港股通，高盛看好即制饮品受益外卖平台补贴。 港股恒生指数涨0.72%，涨168点，报23680点；恒生科技指数涨1.01%。港股早盘成交1190亿港元。 稳定币概念股普涨，香港《稳定币条例》正式成为法例，渣打预计未来三年全球市场规模将达万亿。 OSL集团(00863)涨4%；渣打集团(02888)涨2.60%；连连数字(02598)涨6.2%。 中国光大控股(00165)再涨超15%，美国稳定币巨头Circle上市在即，公司早年曾参与投资。 中广核矿业签新协议，销售天然铀年限三年。年度销售上限分别为39.44亿港元、43.96亿港元和45.61亿 港元。核电股走势强劲，中广核矿业(01164)涨24%；中核国际(02302.HK)涨10%。 金力永磁（300748）(06680)飙升10%，公司全年有望实现量价双增，稀土出口管制影响可控。 龙蟠科技（603906）(02465)再 ...

转自：新华财经 新华财经北京6月4日电（胡晨曦）沪深两市三大股指6月4日早盘高开高走，创业板指领涨。盘面上，算 力概念股展开反弹，华脉科技、得润电子涨停，太辰光等涨超10%；食品饮料等消费股再度走强，香飘 飘、嘉美包装、乐惠国际等涨停；稀土永磁板块再度走高，科恒股份、广晟有色涨停。下跌方面，稳定 币概念迎来调整，霍普股份跌超10%。 至午间收盘时，上证指数报3376.58点，涨幅0.43%，成交额约2764亿元；深证成指报10148.98点，涨幅 0.91%，成交额约4506亿元；创业板指报2027.16点，涨幅1.22%，成交额约2049亿元。 消息面上 深圳：探索建立深圳证券交易所与香港联合交易所会员互联互通机制 近日，深圳市商务局、市发展改革委联合印发《深圳市推动服务贸易和数字贸易高质量发展实施方 案》。其中提出，大力发展跨境金融保险服务。探索建立深圳证券交易所与香港联合交易所会员互联互 通机制。支持港澳银行内地分行开办外币银行卡业务以及对除中国境内公民以外客户的人民币银行卡业 务。支持符合条件的香港保险公司在深设立子公司。探索在前海开展私募股权和创业投资份额转让试 点。支持符合条件的银行和非银行支付机 ...

港股稳定币概念股持续爆发，联易融科技(09959.HK)大涨16%，中国光大控股(00165.HK)涨超14%，连 连数字(02598.HK)涨超5%，渣打集团(02888.HK)涨超2%。 ...

智通财经6月4日电，港股稳定币概念股持续飙升，联易融科技大涨超15%，中国光大控股涨超12%， OSL集团涨超5%，渣打集团涨超2%。 ...

Market Overview - The Hong Kong stock market rebounded on June 3, with the Hang Seng Index rising by 1.5% to close at 23,512 and the Hang Seng Tech Index increasing by 1.1% to 5,189, indicating a significant recovery in market sentiment [1] - The trading volume reached HKD 203.7 billion, showing a notable increase compared to previous days, although the net inflow from the Stock Connect was only HKD 3.9 billion [1] - Major financial stocks, including CITIC Bank, Industrial and Commercial Bank of China, and Agricultural Bank of China, hit historical highs, reflecting continued investment in high-dividend defensive assets [1] Industry Dynamics - The automotive sector saw a rebound, with Xiaomi's automotive business losses decreasing and expectations for profitability in Q3 or Q4 of this year, driven by the upcoming launch of the YU7 model [3] - The healthcare sector also performed well, with the Hang Seng Healthcare Index rising by 2.5%. Notable gains were seen in companies reporting positive clinical data at the American Society of Clinical Oncology (ASCO) [3] - The renewable energy and utilities sectors experienced widespread gains, with Goldwind Technology rising by 13.3% due to share buyback plans and the establishment of an AI-related subsidiary [4] Company-Specific Insights - The report on CSPC Pharmaceutical Group indicated a 21.9% year-on-year decline in total revenue for Q1 2025, amounting to RMB 7.01 billion, primarily due to a slowdown in the sales of its core products [5] - The company expects a gradual recovery in product sales starting from Q2 2025, as the impact of centralized procurement has already been reflected in Q1 results [6] - CSPC has secured multiple overseas licensing agreements, with expected upfront payments totaling approximately RMB 1 billion and potential milestone payments exceeding RMB 25.6 billion, indicating strong future revenue prospects [7][8] Real Estate Sector Analysis - The report on the Chinese real estate market highlighted a 12.0% year-on-year decline in new home transaction volume across 30 major cities, with first-tier cities showing resilience [9] - First-tier cities like Shanghai and Shenzhen reported increases in cumulative transaction volumes, with Shanghai up by 9.5% and Shenzhen by 45.8% year-on-year [10] - The land transaction volume in 100 major cities fell by 46.9% year-on-year, indicating ongoing challenges in the real estate sector [12]