本报记者 张芗逸 "敏捷集团深耕广州，对当地各板块的市场需求比较了解，具有一定的竞争优势。"镜鉴咨询创始人张宏伟向《证券日报》 记者表示，从目前民营房企参与土拍的情况来看，多数民营房企均选择继续深耕自身熟悉的板块，并围绕有销量支撑的一线城 市、强二线城市的优质地块布局，而非大规模拿地扩张。 聚焦自身深耕城市 今年以来，土地市场热度持续回升，房地产企业聚焦核心城市积极拿地，部分民营房地产企业（以下简称"民营房企"）也 频频现身土地拍卖市场（以下简称"土拍市场"）。 多家民企拿地金额靠前 据悉，5月份以来，广州、成都、长沙、福州等城市的多宗地块已由民营房企竞得。 中指研究院发布的《2025年1—5月全国房地产企业拿地TOP100排行榜》显示，2025年1月份至5月份，TOP100企业拿地总 额4051.9亿元，同比增长28.8%，增幅较上月扩大2.2个百分点。 值得注意的是，有多家民营房企进入上述榜单。其中，杭州滨江房产集团股份有限公司（以下简称"滨江集团"）拿地金额 位居前十；四川邦泰投资集团有限责任公司（以下简称"邦泰集团"）、杭州兴耀房地产开发集团有限公司（以下简称"兴耀房 产集团"）、重庆海成实业（集团） ...

今年5月，权益市场呈现出局部的投资机遇，特别是生物制药、金融等板块表现出色。这也带动许多重仓这些行业的FOF基金净值明显提升。总体来看，股 票型FOF月内平均收益率领跑FOF行业，除了一些行业估值较低吸引资金外，产业的投资信心也在逐渐恢复。 股票型FOF业绩均值领先，生物制药板块贡献多 进入5月，国内股、债市场持续呈现震荡格局，仅有少数行业吸引资金关注，难以形成趋势性的主线行情，但至少从盈利的角度来看，许多FOF基金因此受 益。 Wind统计显示，今年5月，股票型FOF平均业绩录得0.91%，在所有类型FOF中单月表现较好，其中富国智鑫行业精选A单月业绩录得1.59%，在股票型FOF 当中排第一（统计初始基金）。 另外，从所有FOF基金单月业绩表现来看，创金合信荣和积极养老目标五年的业绩最好，录得3.86%，此外，还有富国智诚精选3个月持有A、华夏聚盈优选 三个月A、交银智选星光A等业绩靠前。 尽管这些基金在一季度报告中呈现的基金配置方向有所不同，但总体来看，生物医药板块贡献颇多，此外，金融板块的行业主题基金也贡献了不错的收益。 在申万一级行业中，今年5月内的表现差异很大，环保行业单月涨幅达到6.83%，医药 ...

最近外围对中国的看法大幅转向！ 汇丰最新调查报告访问逾5700家国际企业，当中74%的香港企业对未来两年继续拓展国际贸易仍抱有信心，最 根据晨间咨询公司（Morning Consult）独家提供给Axios的支持率数据，截至5月底，中国的净支持率为8.8， 而美国为-1.5。2024年1月，美国评级超过20，中国评级为负值。 与此同时，"世界大型企业联合会"日前发布数据显示，美国2025年第二季度首席执行官信心指数从此前的60点 跌至34点，为2022年第四季度以来的最低水平，这也是该调查自1976年启动以来的最大环比降幅。外界普遍认 为，该指数低于50表明首席执行官对经济前景持悲观态度。 超预期的信心 汇丰最新调查报告访问逾5700家国际企业，当中74%的香港企业对未来两年继续拓展国际贸易仍抱有信心，最 多受访企业准备与中国内地、南亚和欧洲三大市场深化贸易关系。同时，逾七成企业正采取行动或计划将供应 链和生产迁移至靠近主要客户的地区，首选地点同样为中国内地、南亚和欧洲。 面对环球贸易受阻，76%的香港受访企业已经或计划调整定价策略，以应对成本上升和市场变化。此外，73% 的企业选择拓展至受影响较轻微的新市场 ...

但投资者的真正考验将是48小时后的30年期国债拍卖——这将决定市场是否已做好迎接央行退出超宽松政策后"正常化"阵 痛的准备。该债券收益率近期触及首次发行以来的最高水平。 全球对长期债券的信心不振，投资者担心巨额预算赤字，这可能导致全球一些最大经济体的债务负担加重。此外，日本央 行缩减大规模债券购买，导致该国债券收益率曲线急剧陡化，加剧了人们对政府借贷的担忧。SMBC日兴证券高级利率策 略师Miki Den表示： "在1.5%的水平上买入相对容易，这是一个不错的结果，虽然这将支撑债券市场，但考虑到30年期拍卖在即，收 益率不太可能快速下跌。" 全球长债信心危机下，"正常化"进程的阵痛显现 在全球长期收益率不断攀升的大背景下，日本10年期国债拍卖意外获得强劲需求，为债券市场带来短暂喘息。 周二的拍卖结果显示，本次2.6万亿日元的10年期国债拍卖中，投标倍数从上月的2.54大幅跃升至3.66，远超过去一年的平 均水平。拍卖需求关键指标升至2024年4月以来最高水平。标售结果出炉后，日本国债期货上涨0.20至139.22。 前央行委员Makoto Sakurai周一在东京接受媒体采访时表示，央行减少国债购买的进程可能 ...

澳大利亚4月零售销售额环比意外下降0.1%，远低于市场预期的增长0.3%，结束连续三个月增长态势。 数据显示，当月零售总额达372亿澳元（239.1亿美元），同比增速放缓至3.8%。澳大利亚统计局指出， 异常温暖天气延缓冬装采购，服装零售下降明显。百货商店因缺乏促销活动表现疲软，仅食品杂货和餐 饮消费因昆士兰洪水后补偿性支出有所回升。尽管通胀降温且利率下调，消费疲软态势持续。零售销售 约占家庭消费35%，其低迷预示二季度经济开局乏力。去年消费对经济增长几无贡献，创近衰退水平纪 录。这促使澳洲联储5月降息25个基点至3.85%，市场预计年内还将至少降息三次至3.10%。但2月首次 降息效果有限，一季度零售量基本持平。联储已下调今年消费预期，但仍寄望于减税、通胀放缓及借贷 成本下降的组合效应。近期特朗普关税政策引发的市场动荡进一步抑制消费者信心，4月信心指数骤 跌。 周二（6月3日）亚市早盘，澳元/美元下跌，目前交投于0.64附近，截止北京时间11:31分，澳元/美元报 价0.6465，下跌0.38%，上一交易日澳元/美元收盘报0.6489。澳大利亚4月零售意外下滑消费者紧缩开支 强化降息预期。 在0.6365- ...

日本央行行长植田和男：如果美国关税损害出口商的利润，可能会对家庭和企业产生更广泛的影响，例 如削弱消费者信心。 ...

Group 1 - The silver price is currently trading below $34.12, with a recent opening at $34.73 per ounce and a current price of $34.20, reflecting a decline of 1.58% [1] - The highest price reached was $34.75 per ounce, while the lowest was $34.11 per ounce, indicating a bearish short-term trend in the silver market [1] - The silver price surged over 5% on Monday due to risk-averse investors, with the market sentiment improving and pushing the price close to the year-to-date high of $34.65 [4] Group 2 - The CEO Confidence Index in the U.S. dropped from 60 points to 34 points, marking the lowest level since Q4 2022 and the largest quarter-on-quarter decline since the survey began in 1976 [3] - The increase in import tariffs on aluminum and steel by the U.S. government has led to a significant rise in aluminum and steel futures prices, with aluminum futures soaring 54% to the highest level since 2013 [3] - The cost of aluminum for U.S. buyers is expected to be approximately 50% higher than that of international competitors due to the elevated prices, which could impact various industries relying on aluminum [3]

Group 1 - The trade conflict has led to a pervasive pessimism among American businesses regarding the economic outlook, creating significant uncertainty for the U.S. economy [1] - The CEO Confidence Index for the second quarter of 2025 has dropped from 60 points to 34 points, marking the lowest level since Q4 2022 and the largest month-over-month decline since the survey began in 1976 [1] - The U.S. manufacturing Purchasing Managers' Index (PMI) for May is reported at 48.5%, slightly down from April's 48.7% [1] Group 2 - The unpredictable tariff policies of the U.S. have impacted the overall European economy, particularly affecting German manufacturing, despite the limited direct steel business of the German company in the U.S. market [2] - The European Commission is urged to expedite the previously decided trade countermeasures in response to the U.S. tariffs [2]

Core Insights - The CEO confidence index in the U.S. has experienced its largest decline in nearly 50 years, dropping from 60 points to 34 points, marking the lowest level since Q4 2022 [1] Economic Impact - The decline in CEO confidence is attributed to the U.S. government's aggressive tariff policies, which have led to widespread skepticism about the economic outlook among business leaders [1] - A reading below 50 on the CEO confidence index indicates a pessimistic view of the economic future, reflecting significant uncertainty in the U.S. economy [1]

Core Insights - The auction of a federal-style house in Sydney's inner west saw a dramatic increase in bidding, with a rise of 1 million AUD in just 17 seconds, indicating improved buyer sentiment post-Easter and federal elections [1][3] - The preliminary clearance rate for major cities reached 70%, reflecting heightened activity in the auction market [1] - The property, located at 105 Macaulay Rd, sold for 5.5 million AUD, significantly above its starting price of 3.5 million AUD, amidst a surge in listings following recent holidays and elections [3] Market Activity - A total of 2,962 properties were auctioned this week, marking the second-highest auction volume of the year [3] - Auctioneer Damien Cooley reported a strong market atmosphere, with an average of 8.3 registered bidders per auction, more than double the average [3] - Despite a slight decrease in the overall clearance rate to 71.3%, experts suggest this is due to an influx of properties ahead of the upcoming King's Birthday long weekend, rather than a market slowdown [5] Economic Factors - Interest rate cuts and expectations for further reductions are contributing to renewed market momentum, with increased buyer confidence [5] - The clarity of election results has also bolstered buyer sentiment, alleviating previous political and economic uncertainties [7] - Preliminary clearance rates were reported at 69.9% in Sydney, 72.4% in Melbourne, and 64.9% in Brisbane, with Adelaide seeing 55.4% of auctioned properties sold [7]