纽约联储银行在9日发布的调查数据显示，美国消费者预计12个月后美国物价涨幅为3.2%，低于前一个 月预计的3.6%。同时，美国消费者对3年后物价涨幅预期从前一个月的3.2%回落至3%，对5年后物价涨 幅预测则从2.7%降至2.6%。 英国研究机构万神殿宏观经济学（Pantheon Macroeconomics）经济学家塞缪尔·图姆斯（Samuel Tombs）和奥利弗·艾伦（Oliver Allen）表示，美国总统特朗普的说法是对的，美国劳动力市场将很快需 要美联储实施显著的宽松政策。初步新增就业数据被下调的模式已经报复性重现。 新华财经纽约6月9日电（记者刘亚南）由于投资者聚焦于中美在伦敦举行新一轮经贸谈判，纽约股市三 大股指9日高开，早盘出现分化，午后整体走高，尾盘走低，收盘时纽约股市三大股指涨跌不一。 截至当天收盘，道琼斯工业平均指数比前一交易日下跌1.11点，收于42761.76点，跌幅接近于零；标准 普尔500种股票指数上涨5.52点，收于6005.88点，涨幅为0.09%；纳斯达克综合指数上涨61.28点，收于 19591.24点，涨幅为0.31%。 板块方面，标普500指数十一大板块六跌五涨。公 ...

金十数据整理：昨日今晨重要新闻汇总（6月10日） 国内新闻： 1. 消息人士称日本将考虑回购部分超长期国债。 2. 日本首席谈判代表赤泽亮正计划本周访问美国。 3. 特朗普公布新生儿储蓄计划，每生一孩存1000美元。 4. 美国参议院本周拟推出特朗普税改法案重大调整方案。 5. 美国国会预算办公室：预估将在8月中旬至9月底之间耗尽避免达到债务上限的措施。 6. 加拿大总理：加拿大不应再将75%的国防资金投入美国，将多元化加拿大的国防伙伴。 3. 中办、国办：支持引导有条件的地方将生育保险生育津贴按程序直接发放给参保人、合理提高最低工 资标准。 4. 李强主持国务院第十四次专题学习：要进一步强化企业创新主体地位，支持有条件的企业牵头或参与 国家科技创新项目。 5. 海关总署：今年前5个月货物贸易进出口同比增长2.5%。美国为我第三大贸易伙伴，前5个月我与美 国贸易总值下降8.1%。 国际新闻： 7. 伊朗外交部：美国有关伊核协议的方案"不可接受"。下一轮与美国的核谈判预计将于周日在阿曼举 行。 8. 洛杉矶抗议-加州起诉特朗普政府调兵进入洛杉矶，后者威胁逮捕加州州长、马斯克公开支持特朗普 派兵、特朗普表示不希望 ...

Group 1 - The core viewpoint of the article highlights the significance of the first round of Sino-U.S. economic and trade consultations held in London, which aims to strengthen economic relations and deepen mutual understanding between the two countries [1][8] - China's foreign trade demonstrated resilience and adaptability, with a total import and export value of 17.94 trillion yuan in the first five months of the year, reflecting a year-on-year growth of 2.5% [2][4] - Exports reached 10.67 trillion yuan, growing by 7.2%, while imports fell by 3.8% to 7.27 trillion yuan [2][4] Group 2 - In May, China's trade surplus increased by 25% year-on-year, reaching 103.2 billion USD, indicating strong export performance despite external pressures [2][4] - The export growth rates to ASEAN, EU, Africa, and Central Asia were 16.9%, 13.7%, 35.3%, and 8.8% respectively, showcasing the diversification of China's export markets [4][5] - The structure of China's foreign trade continues to optimize, with exports of equipment manufacturing products amounting to 6.22 trillion yuan, a year-on-year increase of 9.2%, accounting for 58.3% of total exports [4][5] Group 3 - Following the Geneva economic talks, financial institutions have raised their growth forecasts for China's economy, with Goldman Sachs, UBS, and JPMorgan increasing their predictions by 0.6% to 0.7% [6] - Morgan Stanley also adjusted its quarterly GDP growth forecast for China, anticipating that companies may accelerate exports to take advantage of temporarily lower tariffs [6] - The OECD has downgraded growth forecasts for the global economy, indicating potential risks from trade fragmentation and supply chain disruptions [6][8] Group 4 - The ongoing Sino-U.S. trade negotiations are seen as crucial for addressing fundamental issues, with the U.S. seeking to restore exports of key rare earth minerals to pre-trade war levels [8][9] - The global investment community is hopeful that these negotiations will ease trade tensions, as indicated by comments from various financial analysts and government representatives [9]

Group 1 - The core viewpoint emphasizes the importance of the first meeting of the China-U.S. economic and trade consultation mechanism in London, highlighting it as a significant opportunity for both parties to resolve differences through equal dialogue [1] - The article discusses the balanced benefits of China-U.S. trade relations, noting that the U.S. trade deficit with China is a result of structural issues in the U.S. economy and the comparative advantages of both countries [1][2] - It is mentioned that the U.S. service trade surplus with China is projected to reach $27.3 billion in 2024, indicating a significant advantage for the U.S. in the service sector [1] Group 2 - The article points out that the U.S. trade deficit with China, when calculated based on trade value added, would be significantly reduced, suggesting that China does not actively pursue a trade surplus [2] - It highlights that the U.S. trade deficit with China has decreased as a percentage of its total trade deficit, from 47.5% in 2018 to 24.6% in 2024, indicating a shift in the U.S. trade dynamics [2] - The article criticizes the U.S. for politicizing economic issues and implementing discriminatory measures against China, which hinder U.S. companies from capitalizing on market opportunities in China [2] Group 3 - China is actively promoting high-level openness and expanding imports, providing more opportunities for countries, including the U.S., through various trade exhibitions and initiatives [3] - The article asserts that the true nature of China-U.S. economic relations is one of complementary advantages and mutual benefits, advocating for the removal of artificial barriers to enhance cooperation [3] - It expresses optimism that through equal consultation and pragmatic cooperation, both countries can find mutually beneficial solutions that will contribute to global economic recovery and growth [3]

此次中美元首通话，是继两国日内瓦经贸会谈后，双方从最高层级为弥合分歧、解决问题所做的又一次 重要努力。根据美方提议，两国经贸牵头人此前在日内瓦举行会谈，迈出了通过对话协商解决经贸问题 的重要一步，其成果受到两国各界和国际社会普遍欢迎，并为全球市场带来显著积极预期，再次证明对 话和合作是唯一正确的选择。 之后，中方始终秉持言必行、行必果的负责任态度，严肃认真执行了日内瓦会谈达成的协议。然而，美 方后续行为却与对话合作精神背道而驰，接连出台针对中国的歧视性政策，包括发布人工智能（AI） 芯片出口管制指南、停止对华芯片设计软件销售等举措。这些行径不仅违背日内瓦共识，损害中方正当 权益，更构成对双边关系发展的干扰甚至破坏。 中方通过对话协商解决经贸分歧的诚意是坚定的，同时坚守维护国家核心利益的原则立场也是明确的。 既然双方达成共识，就应当共同遵守。美方不能片面强调中方承诺而忽视自身义务，应当实事求是看待 取得的进展，撤销对中国实施的消极举措，与中方相向而行，为中美关系重返正轨创造必要条件。 中美关系稳定发展既关乎两国人民，也关乎人类前途命运。在当前重要关键节点，中美元首举行通话， 有助于双方增进共识、减少误解、加强合 ...

Core Viewpoint - China's goods trade showed resilience in the first five months of the year, with a total import and export value of 17.94 trillion yuan, a year-on-year increase of 2.5% [1] Trade Performance - Exports increased by 7.2% while imports decreased by 3.8% in the first five months [1] - In May, the total trade value was 3.81 trillion yuan, up 2.7% year-on-year, with exports growing by 6.3% and imports declining by 2.1% [1] - The general trade method accounted for 64.2% of total foreign trade, with a year-on-year increase of 0.8% [1] Key Export and Import Products - Mechanical and electrical products remained the main export category, with a value of 6.4 trillion yuan, a 9.3% increase, making up 60% of total exports [1] - Notable growth in specific products included industrial robots (55.4%), electric vehicles (19%), integrated circuits (18.9%), and construction machinery (10.7%) [1] - Major commodities like iron ore, crude oil, and coal saw a decline in import prices, while the import value of mechanical and electrical products increased [1] Trade Partners and Market Dynamics - Private enterprises were the largest trading entities, with a total import and export value of 10.25 trillion yuan, a 7% increase, accounting for 57.1% of total foreign trade [2] - The top three trading partners were ASEAN, the EU, and the US, with trade values of 3.02 trillion yuan (up 9.1%), while trade with the US decreased by 8.1% [2] - Trade with Belt and Road countries reached 9.24 trillion yuan, a 4.2% increase, and trade with African countries hit a record high of 963.21 billion yuan, up 12.4% [2] Future Outlook - The export growth in May indicates ongoing external demand resilience, while the narrowing decline in imports suggests marginal improvement in domestic demand [3] - The activity of foreign-funded enterprises reached a near five-year high, with over 73,000 companies engaged in import and export activities, reflecting China's long-term attractiveness to foreign investment [3] - Expectations for June include continued export growth due to the "export rush" effect and proactive market expansion by foreign trade companies [3]

Market Overview - US stock indices opened mixed, with the Dow Jones slightly down by 0.05%, while the Nasdaq rose by 0.14% and the S&P 500 increased by 0.02% [1][2] Technology Sector - Major US tech stocks mostly rose, with Warner Bros. Discovery up over 8% due to plans to split into two media companies. VinFast surged nearly 10% as it aims to double global vehicle deliveries this year. Tesla fell over 4% after multiple investment banks downgraded its rating [3][4] - Notable movements in tech stocks include Nvidia up 1.47%, Google up 1%, Facebook and Apple up 0.14% and 0.13% respectively, while Microsoft and Amazon saw slight declines of 0.03% and 0.06% [4][5] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 1.89%, with notable gains in Chinese stocks such as Kingsoft Cloud up over 11% and Xunlei up over 7%. Other companies like GDS Holdings and Century Internet also saw increases, while Huazhu Group and Atour Hotel experienced slight declines [6][7] Commodity Prices - International gold prices showed volatility, with London gold up 0.23% at $3317 per ounce, while COMEX gold futures fell by 0.33% to $3335.7 per ounce [8][9] - International oil prices increased, with NYMEX WTI crude oil rising by 0.2% to $64.71 per barrel and ICE Brent crude oil up by 0.29% to $66.66 per barrel [11]

行中美经贸磋商机制首次会议。 据新华社，当地时间6月9日，中共中央政治局委员、国务院副总理何立峰与美方在英国伦敦开始举 ...

英国政府发言人8日表示，英国倡导自由贸易，贸易战对任何国家都没有好处，英国欢迎中美举行贸易会谈。 路透社、天空新闻台网站等英国媒体指出，中美在伦敦举行的新一轮会谈引起各界高度关注，中美展开面对面 对话将有助于加强双方经贸关系，深化相互理解信任。 当地时间6月9日下午，中美经贸磋商机制首次会议在英国伦敦开始举行。中共中央政治局委员、国务院副总理 何立峰与美国有关方面举行会谈。 此次会谈旨在落实两国元首战略沟通。6月5日晚，中国国家主席习近平应约同美国总统特朗普通电话。两国元 首同意双方团队继续落实好日内瓦共识，尽快举行新一轮会谈。 两国各界和国际社会高度关注此次会谈，认为中美经贸关系既对两国意义重大，也对世界经济稳定和发展有着 重要影响，期待中美此次会谈在日内瓦会谈的基础上，进一步妥处分歧、加强合作，推动两国经贸关系健康发 展。 作为发展阶段、经济制度不同的两个大国，中美双方在经贸合作中出现分歧和摩擦是正常的，中美经贸磋商机 制的建立为两国弥合经贸领域分歧和深化合作打下了基础、创造了条件，也为此次会谈奠定了以务实态度，坦 诚对话、平等协商的基调。 中美经贸磋商机制首次会议举办地——兰卡斯特宫 当地时间6月9日下 ...

股指或震荡偏强，国债观 望为主 2025-06-09 长江期货股份有限公司交易咨询业务资格：鄂证监期货字[2014]1号 长江期货股份有限公司研究咨询部 研究员：彭 博 执业编号：F3090600 投资咨询号：Z0021839 研究员：张志恒 执业编号：F03102085 投资咨询号：Z0021210 金融期货策略建议 重点数据跟踪 目 录 0102 01 金融期货策略建议 01 股指策略建议 资料来源：iFinD、华尔街见闻、长江期货 p 股指走势回顾：周五沪深300股指主力合约期货跌0.02%，上证50股指主力合约期货跌0.09%，中证 500股指主力合约期货跌0.02%，中证1000股指主力合约期货跌0.01%。 p 核心观点：美国5月非农好于预期，特朗普仍呼吁降息1个百分点，指责鲍威尔让美国"损失惨重" ，并 称将很快公布下一任美联储主席人选。国务院副总理何立峰于6月8-13日访问英国，其间，与美方举行 中美经贸磋商机制首次会议。中国商务部就中重稀土出口管制措施答记者问：实施出口管制符合国际通 行做法，已依法批准一定数量的合规申请。中美经贸磋商机制首次会议将举行，股指或震荡偏强运行。 p 技术分析：K ...