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【策略周报】稳中求进,静待成长良机
华宝财富魔方· 2025-06-08 13:18
Key Points Summary Core Viewpoint - The article discusses recent significant events impacting the financial markets, including changes in tariffs, monetary policy actions, and market performance trends. Group 1: Important Events Review - On June 3, President Trump announced an increase in tariffs on imported steel and aluminum from 25% to 50%, effective June 4 [2] - On June 5, the central bank announced a 10 trillion yuan reverse repurchase operation to maintain liquidity in the banking system, with a term of 3 months [2] - On June 5, President Xi Jinping and President Trump had a phone conversation, agreeing to continue discussions to implement the Geneva consensus and hold new talks [2] - On June 5, the European Central Bank decided to lower three key interest rates by 25 basis points during its monetary policy meeting [2] Group 2: Weekly Market Review - From June 2 to June 8, the bond market experienced a slight increase due to the central bank's announcement of a 10 trillion yuan reverse repurchase operation, providing liquidity support [4] - The domestic stock market saw significant recovery, with investors favoring short-term high-volatility stocks, particularly small and mid-cap stocks due to their smaller market capitalization and diverse themes [5]