图 一周摘要 图 市场概况： 上周（6月2日至6月6日）A股市场整体呈现上涨态势，中小盘及成长类指数涨幅较为明显。 万得微盘领涨全部主流宽基指数，全周涨幅达3.78%，中证1000上涨2.10，中证500上涨1.60%，整体中 小盘股表现较为活跃。全周上证指数上涨1.13%，深证指数上涨1.42%，创业板指上涨2.32%。 基金表现 ： 上周万得中国基金总指数上涨 0.97% 。其中，万得普通股票型基金指数上涨 1.90% ，万得偏股混合型基金指数上涨 1.94% ，万得债券型基金指数上涨 0.16% 。 图 一周市场 图 行业板块： 上周Wind一级平均涨幅1.20%，Wind百大概念指数几乎全数上涨。板块方面，81%板块获 得正收益，通信、有色金属、电子相对表现良好，分别上涨5.27%、3.74%、3.60%，而交通运输、食品 饮料、家用电器则明显走弱，分别下跌0.54%、1.06%、1.79%。 基金发行： 上周 合计发行 40 只，其中股票型基金发行 22 只，混合型基金发行 8 只，债券 型基金发行 7 只， FOF 型基金发行 3 只，总发行份额 310.13 亿份。 01 全球大类资产回顾 大类 ...

Domestic Economic Recovery - During the May Day holiday, inter-regional personnel flow increased significantly, with approximately 630 million trips made, representing a growth of 37.1% compared to 2019 and 5% compared to 2024 [1][4][6] - Various modes of transportation saw growth, with road travel accounting for 570 million trips, a 37.2% increase from 2019, and rail and air travel also showing significant increases [6][9][11] - The subway passenger volume reached a historical high, with major cities reporting an average of 63.21 million trips per day, a 2% increase from 2024 and 18.8% from 2019 [11][10] - Domestic tourism was robust, with ticket bookings for scenic spots increasing nearly 20% year-on-year, and rural tourism orders growing over 40% [14][15] - The film market underperformed, with box office revenue dropping 51.6% year-on-year during the first three days of the holiday [17] Real Estate Sales - New home sales were at a historical low for the same period, with a cumulative sales area of approximately 325.8 million square meters, a decrease of 15.4% year-on-year [21][23] - In contrast, second-hand home sales reached a historical high, with a cumulative sales area of 259.1 million square meters, a 3.7% increase year-on-year [23] Global Asset Performance - Global stock indices mostly rose during the May Day holiday, with the MSCI global index increasing by 2.7% [2][24] - The U.S. stock market saw gains across major indices, with the industrial sector performing the best [26] - The bond market experienced mixed results, with U.S. Treasury yields rising while most other countries' bond yields fell [30][31] - The dollar index showed a slight increase, while the Chinese yuan strengthened against the dollar [36] Overseas Economic Developments - The U.S. job market remained stable, with expectations of three interest rate cuts this year, while trade tensions with Europe continued to influence monetary policy [3][38][40] - U.S. GDP for Q1 2025 showed a contraction of -0.3% due to increased imports, which were driven by tariff expectations [41] - The U.S. and China are expected to ease trade tensions, with ongoing negotiations regarding tariffs [48]