FM95.3股市广播资深财经主播黄进、前券商首席经济学家李大霄每周呈献《霄傲江湖》！ ...

1、 当地时间6月3日，美国白宫发表声明称，美国总统特朗普宣布将进口钢铁和铝及其 衍生制品的关税从25%提高至50%，该关税政策自美国东部时间4日凌晨00时01分起生 效。 2、 6月5日，央行发布公告称，为保持银行体系流动性充裕，将于6月6日以固定数量、 利率招标、多重价位中标方式开展10000亿元买断式逆回购操作，期限为3个月。 3、 6月5日晚，国家主席习近平应约同美国总统特朗普通电话。习近平欢迎特朗普再次 访华，特朗普表示诚挚感谢。两国元首同意双方团队继续落实好日内瓦共识，尽快举行 新一轮会谈。 4、6月5日，欧洲中央银行在德国法兰克福召开货币政策会议，决定将三大关键利率分 别下调25个基点。 02 周度行情回顾 (6.2-6.8) 债市小幅上涨 6月5日央行公告将开展10000亿元买断式逆回购操作。因此本周资金面整体宽松，为债市提 供了流动性支撑。另外市场预期，人民银行国债买卖操作有望适时重启。因此本周债市小幅 上涨。 01 重要事件回顾 国内股市大幅修复 报告正文共计3017字 链接报告 阅读全文（长按上方二维码） 您也可点击下方"阅读原文"查看报告全文，更多高质量研究成果等你发现！ 分析师承诺 ...

Group 1 - Major tech stocks mostly declined, with Amazon and Google dropping over 1%. Travel services and cruise stocks saw significant declines, with Norwegian Cruise Line and Airbnb falling over 3% [1] - Tesla's stock initially rose nearly 4% but closed at $343.82, up 0.51%, with a market capitalization of $1.11 trillion. CEO Elon Musk stated he will remain in his position for the next five years unless he dies, and he noted that Tesla has not faced demand issues, with Europe being the weakest market [1] Group 2 - The precious metals sector saw significant gains, with Vista Gold rising nearly 18%, and other companies like Coeur Mining and Harmony Gold increasing by over 5% and 4% respectively [2] - U.S. solar stocks mostly rose, with Array Technologies up 5.57% and Sunrun up 2.21%. However, some companies like Maxeon Solar and FTC Solar experienced declines of 7.55% and 5.17% respectively [2] Group 3 - The Nasdaq Golden Dragon China Index fell by 0.65%, with Ctrip down over 5% and NIO down nearly 2%. Alibaba saw an increase of over 1%, while Jin Xin Technology surged by 36.96% [4] Group 4 - Spot gold futures rose by 1.84% to $3,289.54 per ounce, driven by a weaker dollar and uncertainties surrounding U.S. tariff policies and the Russia-Ukraine ceasefire situation. Analysts suggest that while gold prices are currently high, they may face short-term corrections but are expected to maintain a long-term upward trend [6] Group 5 - WTI crude oil futures closed at $62.56 per barrel, down 0.21%, while Brent crude oil futures closed at $65.38 per barrel, down 0.24%. Recent data shows that the S&P 500 index has recorded gains on 18 out of the last 22 trading days, indicating strong upward momentum in the stock market [8]

Core Viewpoint - The reduction of tariffs between the US and China is expected to significantly improve market sentiment and economic growth expectations, particularly benefiting export-related industries and sectors that have previously undergone substantial adjustments [1][2][4]. Group 1: Tariff Reduction Impact - The US has reduced tariffs on Chinese goods from 145% to 30%, with specific adjustments made in February, March, and May [4][5]. - China has reciprocated by suspending its 24% tariffs on US goods, lowering the tax rate from 125% to 10% [4][5]. - The tariff reductions exceed market expectations, indicating a potential for improved trade relations [3][4]. Group 2: Industry Beneficiaries - Export-related industries such as new energy, machinery, and home appliances are expected to benefit directly from improved export channels and revised profit expectations [2]. - The TMT sector (telecommunications, media, and technology) is also likely to see a recovery due to improved market sentiment and increased trading activity [2]. Group 3: Market Dynamics - The "see-saw" effect between stocks and bonds may lead some investors to shift funds towards equity markets, increasing pressure on interest rate bonds [2]. - The reduction in tariffs is anticipated to boost China's economic growth expectations, which may result in a phase of adjustment for long-term interest rate bonds [2].