Group 1 - The Hong Kong stock market has entered a technical bull market, with the Hang Seng Technology Index rising over 20% since the low in April [1] - Southbound funds have aggressively taken control of Hong Kong stock pricing, with net purchases exceeding 630 billion HKD by the end of May, reaching 80% of last year's total inflow in just five months [1] - The A-share market experienced fluctuations, with the index attempting to push higher, and a rebound leading to new highs, suggesting a continued upward trend [1] Group 2 - The market has seen a divergence, with over 1,700 stocks rising and around 3,400 declining, indicating a shift towards large-cap value and blue-chip stocks for risk aversion [1] - Stocks in innovative pharmaceuticals and solid-state batteries are recommended for holding as long as they do not fall below the 10-day moving average, while new consumption and rare earth permanent magnets show mixed performance [1] - The technology sector is testing support at the 5-day moving average, with a recommendation to hold stocks in anticipation of further gains [1]

今天CPI、PPI数据出来之后，我觉得东大经济真是没希望了。 但是转头看美国那边，又感觉希望很大！ 马上又要在伦敦贸易磋商了，盘中传出一个非常离谱的小作文！ 还是等官方或者 特朗普的动态吧！ 摩根士丹利在每周策略会上指出，中美谈判之间目标错配意味着两国在谈判中的 立场和期待存在较大差异。 美国特朗普团队更倾向于达成战术层面的贸易协议以 提升其政治地位，而中国则寻求一揽子涵盖贸易、科技、地缘政治在内的整体框 架来稳定双方关系。 这种错配可能导致当前恢复贸易谈判可能是战术性的缓解， 而非结构性共识的达成。 A股复盘 | 原来是港股牛市啊 / 2025.06.09 再说下今天的宏观数据吧！ 今早我先看到了高盛的报告，它基于航运数据的即时预测模型显示，5月出口量 增长依旧强劲， 预计5月出口同比增长7%。该报告还指出，通缩压力持续存 在，预计5月CPI同比下降至-0.2%，PPI同比下降至-3.2%。 结果数出来之后，PPI和出口都低于预期！ 之前炒航运物流的时候，说好的抢出口火爆呢？怎么5月出口同比增长4.8%呢。 民生证券分析了贸易放缓的原因，前期美国"抢进口"导致部分需求前置，其进口 动能自5月以来明显下滑。随 ...