Group 1: Market Overview - The A-share market opened lower on June 3, with the Shanghai Composite Index down 0.22%, Shenzhen Component Index down 0.34%, and ChiNext Index down 0.33%, but all indices later rebounded into positive territory [1] - The FTSE China A50 Index futures opened lower but rose over 0.7% during the trading session [3] - The Hong Kong Hang Seng Index and Hang Seng Tech Index both increased by over 1% [7] Group 2: Sector Performance - Digital currency concept stocks surged, with companies like Cuiwei Co., Hengbao Co., and Yuyin Co. hitting the daily limit, while Xiongdi Technology rose over 10% and Sifang Jingchuang increased over 9%. This surge followed the Hong Kong government's announcement of the "Stablecoin Regulation" becoming law [6] - The innovative drug sector also saw significant gains, with Huahai Pharmaceutical, Wanbangde, and Hainan Haiyao reaching the daily limit, and companies like Guanhao Biological and Qianhong Pharmaceutical showing notable increases [6] - The online gaming sector strengthened, with companies like Giant Network and Boyuan Media hitting the daily limit, and companies like Zhangqu Technology and Perfect World rising over 5% [9] Group 3: Index Adjustments - The Shenzhen Stock Exchange announced a periodic adjustment of sample stocks for the Shenzhen Component Index, ChiNext Index, and Shenzhen 100 Index, effective June 16, 2025 [10] - A detailed list of stocks being added and removed from these indices was provided, indicating changes in market composition [11][13][15][16] Group 4: Hong Kong Stock Connect Adjustments - The Shenzhen Stock Exchange released an announcement regarding adjustments to the Hong Kong Stock Connect eligible securities list, effective June 3, 2025, including the addition of companies like Fuzhikang Group and Junda Co. [17]

港股数字货币概念股走强，众安在线涨11%，移卡盘中涨35%；连连数字此前一度涨近80%，欧科云链 涨超45%。 ...

Market Overview - The market experienced a decline with all three major indices closing lower, and over 4,100 stocks falling [1] - The total trading volume for the day was 1.1392 trillion, a decrease of 46.2 billion from the previous trading day [1] - The Shanghai Composite Index fell by 0.47%, the Shenzhen Component Index by 0.85%, and the ChiNext Index by 0.96% [1] Sector Performance - **Innovative Drug Sector**: This sector showed resilience with significant gains due to the approval of 11 innovative drugs by the National Medical Products Administration and positive clinical data presented at the ASCO conference, with 71 original research results selected for presentation [2] - **Livestock Sector**: The livestock sector also performed well, driven by improved demand and a limited increase in pig supply due to losses in piglets. The domestic demand for pork remained strong despite the seasonal downturn [2] - **Banking Sector**: Bank stocks became active as predictions indicated a potential asymmetric interest rate cut on deposits, which could lower banks' funding costs and positively impact net interest margins, thereby enhancing profitability [2] Market Sentiment and Outlook - The recent decline in the market is attributed to changes in U.S. tariff policies and significant selling pressure from above, which hindered index rebounds [1] - The uncertainty surrounding U.S. policies continues to create a risk-averse environment in the A-share market, with expectations of further adjustments post-holiday [2]

Market Performance - The A-share market showed strong performance today, with the Shanghai Composite Index closing at 3363.45 points, up 0.7%, the Shenzhen Component Index at 10127.2 points, up 1.24%, and the ChiNext Index at 2012.55 points, up 1.37% [1] Technology Sector Highlights - The EDA concept and automotive sectors were the main drivers of market enthusiasm, with the EDA sector seeing an overall increase of over 6%, and several stocks like Gexun Electronics hitting the daily limit [2] - The autonomous driving concept also performed well, with stocks like Yunnei Power and Tongda Electric achieving consecutive gains [2] Market Drivers 1. **Policy Support and Liquidity** - The central bank conducted a 266 billion yuan reverse repurchase operation, injecting 111.5 billion yuan into the market, which supports liquidity [3] - Recent financial policy measures include a 0.5% reduction in the reserve requirement ratio and a 0.1% cut in policy rates [3] 2. **Easing Trade Tensions** - A U.S. court ruling against Trump's tariff policy has alleviated global trade tensions, positively impacting market risk appetite [4] 3. **Optimized Fund Structure** - Funds are shifting from banking sectors back to small and medium-sized enterprises, with significant inflows into the electronics sector [5] - Domestic capital flow reversed after a period of outflows, providing momentum for market rebound [5] Future Outlook - Regulatory support is expected to stabilize market expectations, with long-term funds from state-owned entities likely to support the A-share market [6] - A potential rebound in thematic concepts is anticipated in June, following a rotation in market sectors [6]

截至5月29日收盘，数字货币概念上涨6.50%，位居概念板块涨幅第1，板块内，85股上涨，拉卡拉、雄 帝科技、四方精创等20%涨停，恒宝股份、神州信息、京北方等涨停，优博讯、新国都、飞天诚信等涨 幅居前，分别上涨14.13%、14.01%、12.84%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 数字货币 | 6.50 | 草甘膦 | -1.65 | | 电子身份证 | 5.62 | 黄金概念 | -0.66 | | 跨境支付(CIPS) | 5.33 | 供销社 | -0.53 | | 移动支付 | 5.30 | 代糖概念 | -0.37 | | EDR概念 | 4.75 | 社区团购 | -0.27 | | 数据确权 | 4.64 | 乳业 | -0.26 | | 财税数字化 | 4.45 | 培育钻石 | -0.19 | | Web3.0 | 4.43 | 超级品牌 | -0.18 | | 华为鲲鹏 | 4.24 | 赛马概念 | 0.22 | | 蚂蚁金服概念 | 4.21 | 可燃冰 | 0. ...

Group 1: Market Performance - Major indices experienced a strong rebound, with the Shanghai Composite Index rising by 0.7%, Shenzhen Component Index by 1.24%, and ChiNext Index by 1.37% [2] - Over 4,200 stocks in the two markets saw gains, with a total trading volume of approximately 1.19 trillion yuan [2] Group 2: Digital Currency and Software Sector - The digital currency and software sectors led the market rally, with notable stocks like Lakala (300773.SZ) and Sifang Jingchuang (300468.SZ) hitting the daily limit with a 20% surge [2] - New Guodu (300130.SZ) rose over 14%, while Feitian Chengxin (300386.SZ) and Shenzhou Information (000555.SZ) also saw significant increases of 12.84% and 10%, respectively [2] Group 3: Autonomous Driving and Intelligent Connected Vehicles - Stocks related to autonomous driving and intelligent connected vehicles surged, with companies like Fulongma (603686.SH) and Jintour Environment (001230.SZ) hitting the daily limit [3] - A strategic cooperation agreement was signed between Xiaoma Zhixing and Guangzhou Public Transport Group, focusing on autonomous vehicle services [3] Group 4: Innovative Pharmaceuticals - The innovative pharmaceutical sector remains active, with companies like Sanofi Guojian (688336.SH) rising over 12% [4][3] - The sector is supported by policy backing, global competitiveness, and improving fundamentals, with a focus on "innovation + internationalization" [4] Group 5: Automotive Sector - The automotive sector showed strong performance, with Jinlong Automobile (600686.SH) and Dongfeng Co. (600006.SH) both increasing by 10% [5] - The launch of new models by XPeng and supportive government policies in Fujian province are contributing factors to the sector's growth [5] Group 6: Weak Sectors - The precious metals and food processing sectors experienced declines, with companies like Western Gold (601069.SH) and Laiyifen (603777.SH) seeing significant drops [5]

Group 1 - Federal Reserve Chairman Powell stated that the Fed is adjusting its overall policy framework, indicating that zero interest rates are no longer a baseline scenario and that there is a need to reconsider the language around labor market slack and average inflation rates, with an expectation that April PCE will drop to 2.2% [8] - Coinbase reported that customer data was compromised, and the company rejected a $20 million ransom from hackers, while the SEC is investigating its alleged misreporting of user numbers [10] - Alibaba's fourth fiscal quarter revenue reached 236.45 billion yuan, and the company plans to distribute $4.6 billion in dividends, while also forecasting that profits may be impacted by investments in instant retail [10] Group 2 - The U.S. stock market saw the Dow Jones Industrial Average rise by 0.65%, while the S&P 500 increased by 0.4%, and the Nasdaq Composite fell by 0.18% [4] - European stock indices experienced gains, with Germany's DAX 30 rising by 0.72% and the UK's FTSE 100 increasing by 0.57% [4] - The Hong Kong stock market faced volatility, with the Hang Seng Index closing down 0.79% at 23,453.16 points, and the Hang Seng Tech Index dropping by 1.56% [4]