三大指数小幅下跌，两市成交额缩量超3000亿。奇正藏药、胜通能源双双实现3连板，一图看懂>> FERS 行业龙头再签大 以简单的最低价 奇正藏药 3天3* 公司是 研产销 南山院 亚太药业 5天3* 公司主 类、心 利同比 昂利康 2天2板 国内最 生产厂 厂家, 公司研 胆酸制 贵州百灵 2天2杜 全国最 咳嗽类 的市场 福元医药 4天2杜 八三1十 4 円] 新天药业 公司拟 是小分 心脑血 大龙药业 河南省 口服制 師 消 维康药业 现代中 丸、益 散片、 华森制药 公司旗 都梁软 酯氨氯 非处方 天目药业 全国第 ш" 人工智能大模型 AI设计公司FIGI 环球印务 2天2杭 氮化傢 英伟达最新800 成中国唯一入选 圣晖集成 公司提 室工程 子公司 化广告 作、直 能 启迪设计 公司自 行研发 计业务 案,并 实现设 郑中设计 公司表 圳市犀 ＬＬ II I R 的 "ID 台"与 落地的 深桑达Ａ 数字基 商;公 头部大 力、商 国电子 光伏 工信部印发《2( 任务清单的通知 捷佳伟创 光伏电 长38.6 双良节能 还原炉 多晶硅 件, 多 资建设 优化生育 (三孩 北京将辅助生殖 倍加洁 2天2 ...

1、行情 此外，PTA、油服、食品、钢铁等均有局部强势表现，RWA、数字货币、有色、锂电池、AI产业链等集体大跌。 截至收盘，沪指收涨0.17%，深成指、创业板指分别收跌0.77%、1.62%，市场超3500股下跌，1700股上涨。 2、军工 市场今天迎来了超出此前力度的调整。 题材方面，商业航天、军工板块开盘集体走强，恒宇信通（20CM）、天沃科技、国瑞科技（20CM炸）、北斗星通（炸）涨停，长城军工、航 发科技、北方长龙、电科院、超捷股份、江航装备、华力创通、亚光科技等集体大幅冲高； 传媒、影视板块此后迎来补涨行情，幸福蓝海20CM三连板，金逸影视、慈文传媒涨停，北京文化、吉视传媒、上海电影、光线传媒、中文在线 等集体大涨； 体育产业受"湘超"消息走强，天府文旅、共创草坪涨停，粤传媒、金陵体育、舒华体育、康力源等集体大涨； 午后，海工装备、水产养殖、水利等概念股均有局部脉冲表现，个股不再赘述； 此后在消息刺激下优化生育再度局部反弹，贝因美直线拉板，爱婴室、孩子王、骑士乳业、西部牧业、熊猫乳品等集体大幅拉升； 军工板块开盘集体大涨。 恒宇信通（20CM）、天沃科技、国瑞科技（20CM炸）、北斗星通（炸）涨停 ...

Market Overview - The indices continued to rise collectively, with a significant drop in the morning followed by a recovery in sentiment in the afternoon [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 0.33%, 0.64%, and 1.86% respectively, with over 3,000 stocks declining and more than 2,200 stocks rising [4] Optimizing Fertility - The "Implementation Plan for Childcare Subsidy System" was officially launched, providing annual subsidies of 3,600 yuan per child for children under three years old starting January 1, 2025 [8] - The fertility optimization sector saw a collective high opening but ended with a "high open low close" trend, with the sector rising by only 0.18% after an initial surge [9][10] - Stocks like Beiyinmei and Aiyingshi opened strongly but fell significantly, while stocks in the dairy sector also experienced a similar pattern [10] Yajiang Hydropower Station - The Yajiang Hydropower Station saw a rebound in the afternoon, with stocks like Xining Special Steel and Tibet Tianlu hitting the daily limit [15] - The Yajiang Hydropower concept stocks rose over 2% by the end of the day, indicating a recovery in investor interest [14] Stablecoin Sector - The stablecoin concept stocks experienced a partial rebound, with companies like Hengbao Co. and Sifang Jichuang showing strong performance [19] - The sector had been quiet for about two weeks but is now looking for a significant catalyst to revive interest [21] Guotou Intelligent - Guotou Intelligent saw a significant rise, closing up over 18.5%, attributed to news regarding a special action by the Internet Information Office [25] - The company is reportedly working on AI fraud prevention services, with a potential market space exceeding 120 billion yuan if it covers 1 billion smartphone users [28]

同时，近日，江西省政府常务会议审议并原则通过了《江西省关于加快完善生育支持政策体系的若干 措施》，强调增加普惠托育服务有效供给，科学完善婚育假期、就业支持、生育补贴等系列激励政 策。 另外，《鄂尔多斯市"十五五"人口发展规划》即将编制，将促进人口高质量发展同人民高品质生活 紧密结合。 值得注意的是，贵州省安顺市紫云自治县7月1日发布消息，十四届县委常委会（扩大）第125次会 议6月27日召开，其中一项重要议程为传达学习中办、国办关于育儿补贴制度有关方案。 据证券时报7月4日消息，全国多地即将出台优化生育、促进人口长期均衡发展具体举措。 其中，湖南省相关部门已起草《关于完善生育支持政策促进人口高质量发展的十条措施》，该文件下 一步将以省政府办公厅名义印发，从婚恋、生育、托育、养育、教育、养老方面提出系列支持措施。 ...

Group 1: Market Overview - The 20-year U.S. Treasury auction results were poor, leading to a surge in long-term U.S. Treasury yields and a decline in U.S. stocks, with increased risk aversion and a rise in gold prices [1] - U.S. stock markets experienced their largest drop in a month, with the Dow Jones down 1.91%, S&P 500 down 1.61%, and Nasdaq down 1.41% [2] - The dollar has declined for three consecutive days, while gold prices increased by over 1% [2] Group 2: Corporate Developments - OpenAI made its largest acquisition ever, acquiring an AI hardware startup for $6.5 billion [3] - Amazon's CEO stated that tariffs have not affected consumer spending [4] Group 3: Domestic Economic Policies - Shanghai issued a plan to boost consumption, including subsidies for new digital products and support for green home appliances [5] - The National Financial Supervision Administration and other departments released measures to support financing for small and micro enterprises, facilitating their listing on the New Third Board [5] Group 4: Industry Insights - The first batch of immediate refund points for tax refunds upon departure has been launched in Beijing, stimulating inbound consumption [6] - In May, 130 domestic online games and 14 imported games were approved by the National Press and Publication Administration [7] - The first AI-generated content liability insurance was launched in Wuxi [8] - TrendForce reported that DDR4 product prices have increased more than DDR5 product prices [9] Group 5: Company Performance - Baidu reported a 42% year-on-year increase in net profit for Q1, with a 42% growth in intelligent cloud services and a 75% increase in orders for its "萝卜快跑" service [10] - Xiaopeng Motors achieved a total delivery volume of over 94,000 units in Q1, a year-on-year increase of 330.8%, setting a new quarterly delivery record [10] Group 6: Market Trends and Predictions - The China Computing Power Platform and Shanghai Computing Power Trading Platform were officially launched, integrating various functionalities to enhance digital economy transformation [14] - The "Beautiful Rivers and Lakes Protection and Construction Action Plan (2025-2027)" was released, focusing on improving water ecological environment quality [15]