沪指本周上涨1.13%，深成指上涨1.42%，创业板指上涨2.32%，沪深300指数上涨0.88%。可交易A股 中，上涨的有4066只，占比75.37%，下跌的1252只。 | 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | --- | --- | --- | | 电子 | 3.60 | 47.26 | 纺织服饰 | 1.89 | -6.22 | | 通信 | 5.27 | 38.86 | 公用事业 | -0.13 | -6.56 | | 有色金属 | 3.74 | 18.73 | 银行 | 1.56 | -7.21 | | 非银金融 | 2.00 | 12.07 | 基础化工 | 2.61 | -10.16 | | 电力设备 | 1.38 | 6.71 | 商贸零售 | 1.29 | -12.81 | | 社会服务 | 2.09 | 3.86 | 环保 | 0.46 | -13.80 | | 钢铁 | -0.23 | 1.89 | 轻工制造 | 2.18 | -14.58 | | 家用电器 | -1.79 | 0 ...

好上好今日上涨5.80%，全天换手率36.10%，成交额11.75亿元，振幅10.65%。龙虎榜数据显示，机构净 买入4478.55万元，深股通净买入2948.25万元，营业部席位合计净卖出1126.93万元。 深交所公开信息显示，当日该股因日换手率达36.10%上榜，机构专用席位净买入4478.55万元，深股通 净买入2948.25万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.35亿元，其中，买入成交额为1.49亿 元，卖出成交额为8616.62万元，合计净买入6299.87万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买二、买四，合计买入金额4633.59万 元，卖出金额155.03万元，合计净买入4478.55万元，深股通为第一大买入营业部及第二大卖出营业部， 买入金额为4751.25万元，卖出金额为1803.00万元，合计净买入2948.25万元。 资金流向方面，今日该股主力资金净流入2.68亿元，其中，特大单净流入2.67亿元，大单资金净流入 40.49万元。近5日主力资金净流入2.36亿元。（数据宝） 好上好6月6日交易公开信息 | 买/ 卖 | 会员营业 ...

Investment Rating - The report gives a "green light" for the short-term outlook of US equities, indicating a positive investment sentiment [2]. Core Insights - The market is experiencing upward momentum until summer technicals and economic data come into play, with investors likely to be halted before any significant drawdown occurs [3]. - Retail investors are actively buying dips in US equities, while institutional activity remains muted [2]. - Robust liquidity is noted, with top of book liquidity at $11.08 million, above the one-year average of $10.65 million, supporting healthy trading in the near term [7][8]. Summary by Sections Market Setup - The report highlights a preference for specific trades, including SPX call spreads and hedging strategies for long positions [5]. - The liquidity environment is described as supportive for trading, although it may lose momentum as summer approaches [8]. Trading Activity - US equities have seen net buying for six consecutive sessions, with a notable increase in long buys, indicating strong market interest [27]. - The overall gross leverage has increased to 289.2%, placing it in the 95th percentile for the past year, driven by short leverage [28][29]. Seasonal Trends - The report notes that early to mid-June typically sees moderate market increases, providing a favorable trading environment, especially for bearish long-term views [64]. ETF Flows - Significant inflows into factor ETFs were observed, with May being the best month for inflows since the election, indicating strong investor interest in momentum strategies [43][50]. - The report also mentions a growing interest from global investors in emerging market equities due to USD weakness and US growth uncertainty [54].

摩根大通策略师：欧洲央行进一步降息将支持资金从美国流向欧洲 金十数据6月5日讯，摩根大通私人银行的全球投资策略师法勒说，欧洲央行可能继续降息，欧洲资产预 计将从美国资产减持中受益。法勒说，摩根大通私人银行认为终端存款利率有可能下调至1.5%。她表 示："这支持了我们的信念，即欧洲可以为寻求从美国资产中分散投资的全球投资者提供一个有价值的 着陆点。"她补充称，欧洲实际收益率仍具有支撑作用，企业收益显示出未来的前景，而德国的财政方 案预示着未来的增长。 ...

通信行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300308 | 中际旭创 | 5.73 | 6.14 | 66658.45 | | 002115 | 三维通信 | 10.01 | 27.26 | 49433.93 | | 603083 | 剑桥科技 | 9.99 | 18.23 | 38988.56 | | 002104 | 恒宝股份 | 10.00 | 50.02 | 32210.69 | | 600050 | 中国联通 | 0.75 | 0.74 | 18368.35 | | 300570 | 太辰光 | 5.84 | 17.28 | 14633.46 | | 300738 | 奥飞数据 | 5.20 | 8.08 | 14188.06 | | 002491 | 通鼎互联 | 10.06 | 7.93 | 13798.14 | | 002281 | 光迅科技 | 4.58 | 3.62 | 11517.86 | | 300548 | 博创科技 | 9.17 | 17.69 ...

Group 1 - The core viewpoint of the article highlights that Sanbo Brain Science's stock closed at 44.79 yuan, down 1.10%, with a rolling PE ratio of 83.95 times and a total market value of 9.226 billion yuan [1] - In terms of industry comparison, the average PE ratio for the medical services sector is 40.82 times, with a median of 45.93 times, placing Sanbo Brain Science at the 38th position in the industry ranking [1] - On June 5, the net outflow of main funds for Sanbo Brain Science was 23.9984 million yuan, although there was an overall inflow of 7.3365 million yuan over the past five days [1] Group 2 - Sanbo Brain Science Hospital Management Group Co., Ltd. primarily engages in clinical medical services, with its main products including medical services, pharmaceuticals, supply chain, and other businesses [1] - The latest quarterly performance report for Q1 2025 shows that the company achieved an operating income of 393 million yuan, a year-on-year increase of 16.78%, and a net profit of 38.3136 million yuan, a year-on-year increase of 14.56%, with a sales gross margin of 26.44% [1]

资金流向方面，今日该股主力资金净流入6498.99万元，其中，特大单净流入5238.26万元，大单资金净 流入1260.72万元。近5日主力资金净流入2.55亿元。 4月28日公司发布的一季报数据显示，一季度公司共实现营业收入15.41亿元，同比增长10.57%，实现净 利润1.92亿元，同比增长9.55%。（数据宝） 中力股份(603194)今日上涨4.42%，全天换手率45.16%，成交额9.50亿元，振幅8.96%。龙虎榜数据显 示，机构净买入344.30万元，营业部席位合计净买入712.83万元。 上交所公开信息显示，当日该股因日换手率达45.16%上榜，机构专用席位净买入344.30万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.53亿元，其中，买入成交额为1.32亿 元，卖出成交额为1.21亿元，合计净买入1057.13万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买三、卖五，合计买入金额2084.31万 元，卖出金额1740.01万元，合计净买入344.30万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均跌4.58%，上榜后5日平均跌6.46%。 中 ...

Market Overview - On June 4, the Shanghai Composite Index rose by 0.42%, the Shenzhen Component Index increased by 0.87%, and the ChiNext Index gained 1.11% [2] - A total of 44 stocks appeared on the daily trading list, with the highest net inflow of funds into Jieli Sockets (002342.SZ), amounting to 147 million yuan [2][4] Stock Performance - Jieli Sockets saw a net purchase of 147.18 million yuan, accounting for 16.37% of its total trading volume, and closed up by 10.02% with a turnover rate of 15.45% [4] - Other notable stocks included Keheng Co., which increased by 20.02% with a net purchase of 85.86 million yuan, and Huijin Co., which rose by 20.03% with a net purchase of 83.08 million yuan [4] Institutional Activity - Institutions were involved in 29 stocks on the trading list, with a total net sell of 79.63 million yuan, net buying 14 stocks and net selling 15 stocks [6] - The stock with the highest institutional net purchase was Huasen Pharmaceutical (002907.SZ), which closed down by 8.23% [7] Northbound Capital - Northbound funds participated in 11 stocks on the trading list, with a total net purchase of 3.1684 million yuan [10] - The highest net purchase by northbound funds was in Cuiwei Co. (603123.SH), amounting to 51.56 million yuan, while the highest net sell was in Snowman Co. (002639.SZ), totaling 66.83 million yuan [10] Joint Activity of Institutions and Northbound Funds - Institutions and northbound funds jointly net bought Hengbao Co. and Huabao Co., while they jointly net sold Baili Electric [12] - Discrepancies were noted in several stocks, such as Lepu Medical, where institutions net sold 68.21 million yuan while northbound funds net bought 35.92 million yuan [12][14]

Group 1 - The panic in the Hong Kong stock market has subsided, but the potential for further upward movement remains uncertain [3] - The market experienced a significant drop recently, attributed to an overreaction to certain news, but has since shown signs of recovery with support from southbound capital [3][4] - The overall trend of the Hong Kong market has been one of fluctuation since mid-May, with a lack of strong support from capital inflows [3][4] Group 2 - The Hong Kong dollar has been hovering around the 7.85 to 1 USD exchange rate, indicating potential selling pressure and capital outflows [4] - The pegged exchange rate system requires the Hong Kong dollar to maintain this boundary, and failure to do so could negatively impact the stock market's performance [4] - A potential future appreciation of the Hong Kong dollar could signal increased market demand and stronger capital support, which may lead to upward momentum in the stock market [4]

主力资金净流出的行业有19个，计算机行业主力资金净流出规模居首，全天净流出资金24.79亿元，其 次是汽车行业，净流出资金为19.59亿元，净流出资金较多的还有电子、机械设备、国防军工等行业。 纺织服饰行业今日上涨2.53%，全天主力资金净流入5.25亿元，该行业所属的个股共105只，今日上涨的 有88只，涨停的有6只；下跌的有14只。以资金流向数据进行统计，该行业资金净流入的个股有56只， 其中，净流入资金超5000万元的有6只，净流入资金居首的是朗姿股份，今日净流入资金1.09亿元，紧 随其后的是曼卡龙、潮宏基，净流入资金分别为7505.80万元、5858.77万元。纺织服饰行业资金净流出 个股中，净流出资金居前的有酷特智能、ST金一、华孚时尚，净流出资金分别为1917.99万元、1713.59 万元、1559.23万元。（数据宝） 纺织服饰行业资金流入榜 沪指6月3日上涨0.43%，申万所属行业中，今日上涨的有20个，涨幅居前的行业为美容护理、纺织服 饰，涨幅分别为3.86%、2.53%。纺织服饰行业位居今日涨幅榜第二。跌幅居前的行业为家用电器、钢 铁，跌幅分别为2.10%、1.37%。 资金面上看，两 ...