根据美国自动数据处理公司（ADP）2日盘前发布的就业报告显示，2025年6月美国私人部门就业人数首 次出现下降，减少了33,000人，远低于预期的增加10万人。这一数据表明美国劳动力市场可能正在放 缓，引发市场关注，并可能影响美联储的货币政策决议。 CFRA Research的首席投资策略师萨姆·斯托瓦尔表示，如果6月份官方就业数据也未能如预期增长，美 联储可能会考虑在7月会议上进一步降息。此外，股市在报告发布后出现压力，投资者情绪更显谨慎。 受市场对美国就业市场恶化担忧和美国宣布与越南达成贸易协议影响，纽约股市三大股指2日低开，早 盘震荡，随后走势出现分化，收盘时纽约股市三大股指涨跌互现。 截至当天收盘，道琼斯工业平均指数比前一交易日下跌10.52点，收于44484.42点，跌幅为0.02%；标准 普尔500种股票指数上涨29.41点，收于6227.42点，涨幅为0.47%；纳斯达克综合指数上涨190.24点，收 于20393.13点，涨幅为0.94%。 板块方面，标普500指数十一大板块七涨四跌。能源板块和材料板块分别以1.70%和1.33%涨幅领涨，医 疗板块和公用事业板块分别以0.97%和0.87%跌 ...

Group 1 - The U.S. private sector employment market has shown its first negative growth signal in over two years, primarily concentrated in the services sector, raising concerns about the pace of labor market slowdown [1] - The ADP report indicates that private sector employment increased by only 29,000 in May, followed by a decrease of 33,000 in June, which was unexpected by economists [1] - The services sector experienced a significant job loss of 66,000 in June, particularly in professional and business services, healthcare, and education [4] Group 2 - Following the ADP data release, U.S. Treasury yields fell, stock index futures declined, and the dollar's gains narrowed, leading traders to increase bets on at least two rate cuts by the Federal Reserve by the end of 2025 [2] - The probability of a 25 basis point rate cut in July rose from 20.7% to 24.3% after the ADP data was published [2] - The average employment growth rate over the three months ending in May has slowed to 18,700, the lowest level since the onset of the pandemic [4] Group 3 - Employment numbers decreased by 24,000 in the Midwest and 20,000 in the West, while only the South saw a net increase [4] - Large enterprises with over 500 employees added 30,000 jobs, while small businesses with fewer than 20 employees saw a net loss of 29,000 jobs [4] - The proportion of consumers who believe "job opportunities are plentiful" fell to its lowest point in over four years in June [4]

美洲交易时段，美国6月ADP就业人数大幅减少3.3万，远低于预期的增长9.5万，且前值从增长3.7万下修至2.9万，创下自2020年4月以来的最大单 月跌幅。数据公布后，美国2年期国债收益率与美元指数两者同步下跌。 欧元兑美元汇率从1.1747快速反弹至1.1780。美元/离岸人民币走弱，美元抛售压力增加。 与此同时，美国挑战者企业裁员报告显示6月裁员人数为4.8万，月率下降48.84%，年率微降1.6%，较前值9.38万明显回落，显示裁员压力有所缓 解。ADP数据公布后，美元指数短线急跌后回升。 报告指出，面对特朗普政府贸易政策可能带来的影响，美国雇主们变得越来越谨慎，并正加倍努力削减成本。企业目前正专注于调整员工数量， 使其与今年放缓的经济活动更加匹配。 具体来看，在5月小幅减少2000个就业岗位后，商品生产企业在6月增加了3.2万个就业岗位。然而，服务业就业在6月份减少了6.6万个就业岗位， 主要归因于专业和商业服务以及医疗保健和教育领域的下降。 鲍威尔强调将密切评估关税措施对物价与经济增长的长期影响，表明政策调整将高度依赖后续数据与经济表现。 在接受调查的52位策略师中，有42位（占比81%）预计美元 ...

美国私营部门就业人数在6月份意外大幅下降3.3万人，创下自2023年3月以来的首次负增长，其中服务业就业遭遇自疫情以来的最大降幅。市场对 劳动力市场走弱的担忧加剧。 周三，ADP Research公布的数据显示，美国6月ADP就业人数减少3.3万人，预期9.8万人，而5月份的数据在向下修正后仅增加了2.9万人。此前没 有任何一位经济学家预计会出现下降。 6月私营就业意外萎缩，服务业承压显著 报告指出，面对特朗普政府贸易政策可能带来的影响，美国雇主们变得越来越谨慎，并正加倍努力削减成本。企业目前正专注于调整员工数量， 使其与今年放缓的经济活动更加匹配。 具体来看，在5月小幅减少2000个就业岗位后，商品生产企业在6月增加了3.2万个就业岗位。然而，服务业就业在6月份减少了6.6万个就业岗位， 主要归因于专业和商业服务以及医疗保健和教育领域的下降。 此次就业损失主要集中在小型企业。 ADP首席经济学家Nela Richardson在一份声明中表示： "尽管裁员依然罕见，但上个月的就业损失反映出企业在招聘方面的犹豫不决，以及不愿填补离职员工空缺的现象。" 尽管招聘放缓导致就业岗位减少，但薪资增长的势头尚未完全中断。 ...

来源 | 华尔街见闻 下半年的首个交易日，美股风格大变脸，投资者从上半年表现强劲的科技股向医疗保健等防御性 板块轮换。 市场正在期待美国与其贸易伙伴之间达成协议，因为特朗普对最高关税的90天暂缓期将于下周到 期。特朗普周二晚些时候表示"不考虑延长7月9日后的关税暂停期"，这一消息拖累所有主要指数 走低。 此外据高盛交易部门的观察，市场轮动主要受第三季度开始后资金重新布局、鲍威尔最新讲话以 及投资者在就业数据发布前获利了结等因素驱动。 科 技 巨 头 遭 抛 售 A I 交 易 遇 冷 在过去两个月，投资者热衷于追逐具有强劲增长动力的人工智能和科技股。 周二，道琼斯工业平均指数上涨400点，而纳斯达克综合指数重挫0.82%，年内涨幅领先的科技巨 头跌幅领先。美国科技股七巨头指数跌1.15%，Sea Limited、Spotify、Roblox、英伟达、博通、 AMD、Netflix和Meta等上半年"大赢家们"均出现显著下跌。 交易数据显示， 这是自今年1月DeepSeek冲击以来最大规模的动量股平仓，AI相关交易遭遇大幅 抛售，而此前表现落后的关税受损股和房地产股则大幅上涨。 美联储主席鲍威尔在葡萄牙欧洲央行 ...

Group 1 - The core business of the company focuses on high-margin medical consumables and equipment, specifically medical imaging products and in vitro diagnostic products [2] - The company has established a strong sales network in China and has gained the trust of international manufacturers such as Fujifilm, Roche Diagnostics, Becton Dickinson, and Thermo Fisher Scientific [2] - The company is the exclusive manufacturer of medical film for Fujifilm in China and one of the largest distributors of Roche's in vitro diagnostic products in the country [2] Group 2 - As of July 2, the company's stock price increased by 11.5% to HKD 0.126 per share, with a trading volume of 16.97 million shares and a turnover of HKD 2.21 million [1] - The company has achieved a cumulative increase of 26.97% in the past month and 82.26% year-to-date, outperforming the Hang Seng Index's 20% increase [1] - Financial data shows that for the year ending December 31, 2024, the company reported total revenue of CNY 2.41 billion, a year-on-year decrease of 17.26%, while net profit attributable to shareholders was CNY 922 million, a year-on-year increase of 6736.05% [1]

7月2日，截至港股收盘，恒生指数上涨0.62%，报24221.41点。天安卓健（00383.HK）收报1.14港元/ 股，上涨40.74%，成交量16.5万股，成交额15.68万港元，振幅33.33%。 最近一个月来，天安卓健累计涨幅8%，今年来累计涨幅14%，跑输恒生指数20%的涨幅。 财务数据显示，截至2024年12月31日，天安卓健实现营业总收入14.89亿元，同比增长0.32%；归母净利 润2664.49万元，同比增长96.03%；资产负债率46.46%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 来源：金融界 在新的发展战略的指导下,天安卓健有限公司正从一家投资控股集团转型成为医疗和养老整合服务平台 提供商。未来主要业务将集中在投资、管理及经营医疗产业和养老产业,以及关联地产投资和发展等相 关领域,致力于在中国和亚太地区打造区域医疗和养老服务网络平台,向区域内客户提供覆盖从基础社区 医疗到高级医疗和养老的方便、便捷、高性价比的整合服务。此外,集团亦从事证券交易、投资,以及金 融相关业务。 目前天安卓健有限公司全资拥有同仁医疗产业集团公司,中国爱维天地控股有限公司,并拥有南京同仁医 院、昆明 ...

联合健康服务活 动在三江县久元 养老院温情开 粤桂同心护桑 榆，医疗协作暖 侗乡_南方+_南 方plus 为持续深化粤桂 医疗协作成果， 积极响应广西壮 族自治区关于开 展2025年老年健 康宣传周活动的 号召，切实将东 部优质医疗资源 送到三江群 众"家门口"，在 吴川驻三江粤桂 协作工作组的大 力指导与支持 下，2025年6月 26日，一场主题 为"粤桂协作送 关爱，健康科普 暖桑榆"暨"老年 健康宣传周"的 四位资深专家， 与三江侗族自治 县妇幼保健医护 骨干共同组 成"银发健康护 卫队"，为80余 位养老院老人提 供了专业的血压 测量、慢性病咨 询与个性化诊疗 建议，专家们一 对一耐心解答， 将东部先进的诊 疗理念和防治知 识送到长者身 边，有效缓解了 老人"看病难"的 问题。活动特别 安排了中医养生 科普讲座，在三 江县当地医疗机 构健康教育科周 月梅主任的主持 下，将中医"节 气与十二时辰养 生"的博大智慧 融入日常生活， 从春分食芽、夏 展。 此次活动由粤桂 协作机制统筹协 调，吴川市妇幼 保健院与三江侗 族自治县妇幼保 健院携手实施， 聚焦老年人健康 需求，精心打 造"义诊+科普 +心理关怀" ...

Group 1 - The core viewpoint indicates that the US manufacturing sector remains sluggish in June, with new orders weak and input prices rising, suggesting that tariffs imposed by the Trump administration continue to hinder businesses' planning capabilities [2] - The latest data shows that the ISM manufacturing PMI for June increased slightly from May's six-month low of 48.5 to 49.0, marking the fourth consecutive month below 50, indicating contraction in the manufacturing sector, which accounts for 10.2% of the economy [2] - Despite economic uncertainties, the labor market remains stable, as evidenced by an unexpected rise in job vacancies in May to the highest level since November of the previous year, with job openings increasing from a revised 7.4 million in April to 7.77 million in May, surpassing economists' expectations [2] Group 2 - COMEX gold prices are currently trading at $3342.10 per ounce, down 0.23%, with a daily high of $3354.80 and a low of $3340.70 [3] - The short-term outlook for COMEX gold indicates resistance levels at $3380-$3390 and support levels at $3230-$3240 [3]

Core Viewpoint - The article discusses a significant shift in market dynamics on the first trading day of the second half of the year, with investors rotating from strong-performing tech stocks to defensive sectors like healthcare, driven by various factors including profit-taking and macroeconomic commentary from the Federal Reserve [1][2][4]. Market Dynamics - On the first trading day of the second half, the Dow Jones Industrial Average rose by 400 points, while the Nasdaq Composite Index fell by 0.82%, indicating a rotation away from tech stocks that had performed well in the first half of the year [1]. - The technology sector's seven giants index dropped by 1.15%, with notable declines in stocks like Sea Limited, Spotify, and Nvidia, which had been significant winners earlier [1][3]. - This marked the largest scale of momentum stock liquidation since January, with AI-related trades experiencing substantial sell-offs [1]. Factors Driving Market Rotation - The market rotation was influenced by the start of the third quarter, comments from Federal Reserve Chairman Jerome Powell, and profit-taking ahead of the non-farm payroll data release [2][4][5]. - Investors were cautious and opted to lock in profits before the key employment report, contributing to the market's volatility [5]. Sector Performance - The healthcare sector showed resilience, with managed care, pharmaceuticals, and medical devices recording gains of 2-3%, as it had underperformed relative to the S&P 500 at the end of the second quarter [8]. - The consumer discretionary sector also benefited from the rotation, with non-essential consumer goods being net sold the most among major brokerage accounts [8]. Comments from Federal Reserve - Powell's remarks indicated a cautious stance on inflation due to tariffs, suggesting that without tariffs, the Fed might have already cut rates again [6][7]. - His comments led to a significant rise in U.S. Treasury yields, particularly affecting long-term rates [7].