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博时市场点评6月10日:沪深两市调整,创业板跌超1%
Xin Lang Ji Jin· 2025-06-10 08:06
【博时市场点评6月10日】沪深两市调整,创业板跌超1% 简评:《意见》旨在通过一系列有针对性的措施,解决群众在教育、医疗、住房、养老、育儿等方面的 急难愁盼问题。这些措施不仅关注短期纾困,也注重长效机制的建立,以提升公共服务质量和覆盖面。 《意见》的出台标志着在人口结构变化与消费升级的双重背景下,政策红利将加速释放,为教育、医 疗、养老、社区服务等产业打开增长空间。长期而言,民生保障升级将通过"收入提升-消费扩容-产业 升级"的传导链,为经济注入新动能。 每日观点 今日沪深两市调整,创业板跌幅超1%,两市成交较昨日继续放量至1.45万亿。昨日公布5月价格和出口 数据,5月CPI同比-0.1%,PPI同比-3.3%。CPI同比连续4个月为负,从结构上看,其中能源和食品项是 主要拖累;而PPI则受到原材料价格下行和国内建筑业开工偏弱的影响,同比降幅扩大。出口方面,5月 出口增速较前值下降3.3个百分点至4.8%,整体上看,出口小幅放缓但仍有韧性。结构上主要受到对美 出口放缓的拖累,5月对美出口降幅进一步扩大,中美关税下调在5月中旬生效,反映到数据尚需时间, 但由于总体关税水平仍高,关税和贸易环境仍对外需产生较大影 ...
博时市场点评6月4日:两市继续上涨,创业板涨超1%
Xin Lang Ji Jin· 2025-06-04 08:39
Market Overview - The three major indices in the A-share market continued to rise, with the ChiNext Index increasing by over 1% and total trading volume slightly expanding to over 1.17 trillion [1] - The recent PMI data from the National Bureau of Statistics and Caixin indicates that both are in the contraction zone, highlighting insufficient demand as a primary issue [1][2] Economic Policy and Trade - U.S. President Trump announced an increase in tariffs on imported steel and aluminum from 25% to 50%, effective June 4, 2025, which may create uncertainty for companies in formulating long-term strategies [2] - The domestic steel industry faces short-term cost pressures, but policies like "old for new" may partially offset these challenges [2] Manufacturing Sector Insights - The Caixin manufacturing PMI for May recorded 48.3, a decrease of 2.1 percentage points from April, marking the first drop below the critical point since October 2024 [2] - Both official and Caixin PMI data are in the contraction zone, with the Caixin data reflecting a more significant decline, likely due to its focus on small and medium-sized enterprises [2] Market Performance - On June 4, the A-share market saw the Shanghai Composite Index close at 3376.20 points, up 0.42%, and the Shenzhen Component Index at 10144.58 points, up 0.87% [3] - Among the sectors, beauty care, comprehensive, and textile apparel led the gains, while transportation, defense, and public utilities experienced declines [3] Capital Flow - The market turnover reached 11,776.08 billion, an increase from the previous trading day, with the margin financing balance reported at 18,044.88 billion, also up from the prior day [4]