金十数据整理：6月27日欧盘美盘重要新闻汇总 国际新闻： 国内新闻： 1. 沪深交易所：拟将主板风险警示股票价格的涨跌幅限制比例调整为10%。 2. 李强主持召开国务院常务会议，听取关于贯彻落实全国科技大会精神，加快建设科技强国情况的汇 报；审议通过《农村公路条例（草案）》。 3. 证监会严肃查处财务造假案件，首次对配合造假方同步追责。 4. 央行第二季度例会于6月23日召开，建议加大货币政策调控强度，提高货币政策调控前瞻性、针对 性、有效性，根据国内外经济金融形势和金融市场运行情况，灵活把握政策实施的力度和节奏。 5. 国家互联网信息办公室发布《数据出境安全评估申报指南（第三版）》，明确数据处理者申请延长数 据出境安全评估结果有效期的条件、流程、材料等内容。 6. 6月23-27日，中韩自贸协定第二阶段第十二轮谈判在韩国举行。双方就跨境服务贸易、投资、金融服 务以及负面清单市场准入等开展深入磋商，取得积极进展。 7. 理想汽车：公司预计将在2025年第二季度交付约108000辆汽车，其此前发布的交付量展望为123000至 128000辆。 1. 俄罗斯总统普京：俄罗斯计划削减军事开支。 2. 标普500指数 ...

市场消息：欧盟和美国有信心在7月最后期限前达成关税协议。 ...

欧元兑美元维持0.2%的涨幅，报1.1720。欧盟和美国相信，他们能赶在7月截止日期之前达成关税协 议。 ...

Group 1 - The potential non-farm employment growth in the U.S. is expected to decline significantly from over 100,000 jobs per month to less than 10,000 by the end of next year, leading to a reduction in the potential economic growth rate from slightly above 2% to 1.4-1.6% [1] - The average monthly job creation in the private sector over the past two years has been approximately 172,000, indicating a stark contrast with the anticipated future potential growth [1] - The Bank of Japan's bond purchase plan lacks long-term guidance, creating ongoing market uncertainty regarding the scale of bond purchases post-April 2027 [1] Group 2 - The Federal Reserve's economic projections reveal the highest level of divergence in interest rate paths for 2025 in the past decade, with a median expectation of two rate cuts (50 basis points) but a range from no cuts to a 75 basis point reduction [2] - The disparity between the most common and second most common predictions for interest rate changes has reached 50 basis points, the largest difference in ten years, indicating fundamental disagreements among policymakers on balancing inflation control and economic growth [2] - Despite downgrades in the U.S. credit rating by major agencies, foreign investment in U.S. Treasury bonds remains strong due to the lack of reliable alternatives and the relatively high yields offered [2] Group 3 - Key factors influencing the global market include the potential for tariff agreements among countries, fluctuations in the dollar's exchange rate, and rising risks associated with the U.S. deficit [3] - There is an expectation that major countries may reach partial consensus on tariff issues and extend grace periods while implementing specific industry tariff measures [3] - The U.S. deficit risk is anticipated to rise, which may keep U.S. Treasury yields between 4% and 5% [3]

韩国产业通商资源部：美国与韩国贸易部长重申致力于早日达成关税协议。 ...

日本首相石破茂：不能为了仓促达成关税协议而损害日本的国家利益。 ...

Group 1 - The meeting between Japanese Prime Minister Shigeru Ishiba and U.S. President Trump is scheduled for June 16 (Japan time June 17) in Canada, focusing on tariff adjustments [1][2] - This will be the first meeting between the two leaders since Ishiba's visit to Washington in February and Trump's proposal for reciprocal tariff measures in April [2] - Japan is seeking a comprehensive adjustment of U.S. tariff measures, including those related to automobiles, steel, aluminum, and reciprocal tariffs [2] Group 2 - Both countries are coordinating efforts to reach an agreement during the G7 summit in Canada, where the two leaders will be present [2] - Japan has proposed expanding investments in the U.S. and enhancing cooperation to address challenges from China, including collaboration on rare earth resource supply security [2]

德国总理默茨：我们也必须在G7会议上讨论经济事务，大多数与会者关注关税方面的协议。 ...

Energy - China's rare earth exports in May reached 5,864.6 tons, an increase from 4,784.8 tons in April, with total exports from January to May amounting to 24,827.0 tons [1] - In May, China imported 36.04 million tons of coal and lignite, down from 37.82 million tons in April [3] Trade Situation - In the first five months of this year, China's goods trade imports and exports grew by 2.5% year-on-year, with trade value with the United States declining by 8.1% [2] - U.S. companies are requesting a reduction in tariffs on imports from Vietnam [2] - Japan is considering reaching a tariff agreement with the U.S. ahead of the G7 summit on June 15 [2] Oil and Gas - The Venezuelan government plans to increase oil prices by 50% [3] - OPEC+ quota increases have not yet led to a surge in production, according to Morgan Stanley [3] - Slovakia's Prime Minister stated that if EU sanctions against Russia harm Slovakia's national interests, the country will not support them [3]

上天天基金APP搜索【777】注册即可 领98元券包 ， 优选基金10元起投！限量发放！先到先 得！ （图片来源：东方财富APP，统计截至2025/6/9，不作投资推荐） 韩国KOSPI指数开盘涨超1.8%，现报2856.6点。 （图片来源：东方财富APP，统计截至2025/6/9，不作投资推荐） 关税最新消息 此前，日美两国政府于美国当地时间6月6日下午（日本时间6月7日上午）在华盛顿举行了第 五轮部长级谈判。 美国和日本的关税谈判峰回路转。 据NHK，日本考虑在6月15日举行的G7峰会前与美国达成关税协议，报道未提及消息来源。 每日新闻报道称，日本贸易谈判代表赤泽亮正安排在本周访问美国时进行更多会谈。 今日早盘，日经225指数开盘后直线拉升，涨超1%。 在会后，日本首席贸易谈判代表、经济再生大臣赤泽亮正对媒体介绍称："我们在达成协议方 面进一步取得进展。"但他也表示，还没有就协议达成一致。 赤泽亮正还提到，日本政府希望"尽快"达成协议，但在G7峰会召开时，日美可能还在继续谈 判。G7峰会定于6月15 日 至17日召开，日美正在协调届时举行首脑会谈，赤泽亮正重申了 力争在会谈时达成协议的想法。 不过，他就今 ...