6月4日A股市场延续近期反弹趋势，三大指数低开高走，市场呈现普涨格局。结构上，继续延续科技 +新消费双轮驱动特征，"结构牛"特征明显。 驱动因素上看，外部科技巨头动态成为重要导火索，隔夜英伟达股价大涨近 3%，市值超越微软，其在 AI 芯片领域的统治力强化了市场对算力产业链的信心，直接催化CPO、铜连接等方向集体反弹，太辰 光、中际旭创等核心标的涨幅居前。与此同时，Meta与星座能源签署 20 年核电购买协议，叠加高盛关 于全球铀矿缺口将达 1.3 亿磅的预判，推动核电板块资金关注度升温，百利电气7 天 5 板的连涨表现， 折射出市场对能源安全与技术革新的双重期待。 政策与事件性催化形成内部支撑。商务部启动 "服务消费季" 培育融合消费场景，叠加端午假期 "苏超" 赛事的现象级热度（前两轮场均观众超8798人次），文旅消费与体育经济的共振效应在资本市场具象化 为足球概念股的活跃，共创草坪、金陵体育等标的的涨停反映出政策导向与市场热点的深度契合。此 外，第二届 "一带一路" 科技交流大会即将召开的消息，激发了市场对跨境技术合作与产业升级的预 期，为科技板块注入长期想象空间。 行业层面，综合（2.32%）、通信（ ...

饰品板块指数日K线图 郭晨凯 制图 ◎记者 徐蔚 A股6月迎来"开门红"。6月3日，三大指数集体反弹，截至收盘，沪指涨0.43%，深证成指涨0.16%，创 业板指涨0.48%，北证50指数涨1.03%。全市场成交额为11638亿元，较上个交易日缩量4亿元。全市场 近3400只个股上涨。板块题材上，贵金属、足球概念、游戏、银行、创新药等板块领涨。 新消费概念走强 盘面上，新消费概念集体大涨，其中黄金、美容、宠物经济等方向纷纷拉升。个股方面，若羽臣涨停， 万辰集团涨超14%，股价双双创历史新高，乐惠国际、有友食品、顺灏股份等涨停。港股"新消费三姐 妹"集体走高，泡泡玛特总市值重回3100亿港元，蜜雪集团、老铺黄金股价续创历史新高。 "苏超"（江苏省城市足球联赛）情绪也传递至A股，金陵体育以20%幅度涨停，共创草坪2连板，双象股 份、康力源、棕榈股份等跟涨。 此外，创新药概念股持续活跃。人气股舒泰神收获20%幅度涨停，5月20日以来累计涨幅达188.04%；千 红制药、联化科技、九芝堂涨停，哈三联、海南海药走出2连板。 6月3日，舒泰神发布公告称，子公司江苏贝捷泰生物科技有限公司近日收到国家药品监督管理局下发的 关 ...

见习记者 梁傲男 近期，一场来自江苏的足球联赛——首届江苏省城市足球联赛（以下简称"苏超"）正以超预期的人气迅速"出圈"。在南 京、徐州、常州等地，球迷们涌入城市地标球场，掌声、呐喊声此起彼伏，不少球迷组团打卡主客场，为家乡球队加油助威。 "苏超"联赛并非传统职业联赛，而是一项由江苏省体育局与13个设区市政府联合主办的业余赛事。尽管球员大多非职业出 身，但南京、镇江等地赛事甚至出现一票难求的火爆场面。 体育赛事撬动文旅消费 "苏超"火爆的背后，是近年来各地推动"体育+文旅"融合发展的缩影。据江苏省体育局统计，"苏超"目前已吸引了超过18万 名球迷涌入各个主场城市现场观赛，上座率堪比职业足球联赛。 本报记者 陈潇 去哪儿旅行大数据研究院相关负责人对《证券日报》记者表示，"体育+文旅"的融合是近年来比较明显的一个趋势。"苏 超"客源主要以省内为主，对拉动区域商圈的住宿、餐饮、旅游等综合消费作用明显，成为带动当地文旅消费新引擎。 向多维度产业融合转型 "苏超"的火爆出圈并非偶然，其背后，地方政府积极推动赛事直播、传播，使得热度实现"破圈"，同时也实现体育从单一 赛事向多维度产业融合转型。 中国信息协会常务理事、国研 ...

1、行情 指数小幅上涨，题材大乱斗的普涨行情。 题材方面，数字货币高开，整体冲高回落，御银股份4板，翠微股份、恒宝股份、海联金汇集体3连板，保税科技、中科金财（炸）、亚世光电 （炸）开盘纷纷涨停，四方精创、华峰超纤、雄帝科技、楚天龙等开盘大涨； 足球概念高开高走，共创草坪2板，金陵体育、创源股份双双20CM涨停，康力源涨超10%，粤传媒、双象股份、棕榈股份、中体产业等盘中纷 纷大涨； 无人机板块冲高回落，永悦科技2连板，莱赛激光（30CM）、新大正、山东矿机、星网宇达、龙蟠科技、中天火箭、航天彩虹（炸）涨停，新 劲刚、恒宇信通、天和防务、成飞集成、六九一二等大涨；同时纵横股份、绿能慧充、海格通信等吹票股大幅高开低走； 创新药概念单边大涨，联化科技4连板，万邦德、海南海药、哈三联2连板，昂利康、千红制药、九芝堂、华纳药厂（20CM）、北陆药业 （20CM）、舒泰神（20CM）等先后涨停，科兴制药、海特生物、睿智医药、微芯生物、广生堂、佐力药业等均涨超10%； 此外，脑机接口、稀土、EDA、珠宝饰品、宠物经济、消费、黄金白银等均有强势异动表现，地产、钢铁、新能源车等跌幅居前。 截至收盘，沪指、深成指、创业板指分别 ...

Core Insights - The "Su Super" football league in Jiangsu has gained popularity, emphasizing a model of "mass participation + city honor" to engage the public with football [1] Group 1: Current Football-Related Enterprises - There are currently 17,600 football-related enterprises in China [2] - The majority of these enterprises are lightweight, with 65.76% having registered capital of less than 1 million [2] - In 2024, a total of 962 football-related enterprises are expected to be registered, with 371 registered in the first five months, maintaining levels similar to the previous year [2] Group 2: Regional Distribution of Enterprises - Nearly 29.3% of football-related enterprises are located in the East China region, making it the area with the highest concentration [3] - The South China and North China regions account for 18.13% and 16.67% of these enterprises, respectively [3] Group 3: Age of Enterprises - Approximately 70% of football-related enterprises have been established for more than five years [4] - Among these, 50.42% have been in operation for 5 to 10 years, while 18.47% have been established for over 10 years [4]

6 月 3 日 A 股市场低开高走，宽基指数普涨，6月录得开门红。市场运行逻辑方面，"避险+消费"双轮驱 动的主线依然清晰，银行、新消费、创新药等板块持续获得资金青睐。 银行股的强势不仅源于其低估值和高股息属性对中长期资金的吸引力，部分个股入选重要指数样本也带 来增量资金预期。 消息面上，近期美国关税问题再生波澜，市场避险情绪升温，6月2日黄金大涨，港股全线收跌。就3日 表现看，港股收复昨日失地，A股也是低开高走，表明市场对关税不确定性已对贸易摩擦的边际影响逐 步脱敏 。 逻辑上，证监会此前明确表示，A 股上市公司近九成收入来自国内，且对美出口占比不足 10% 的企业 达 91%，叠加 "东升西落" 叙事下全球资本再平衡，美国金融市场波动反而凸显中国资产的稳定性。 题材热点方面呈现快速轮动态势。稳定币概念持续发酵，特别是数字货币与跨境支付方向表现强势，主 要受市场对相关领域潜在政策进展预期的推动。军工板块中无人机方向异军突起，多股涨停，行业前景 向好及潜在需求复苏预期成为重要驱动因素。受地方性足球赛事带动文旅消费等消息刺激，足球概念股 也出现明显拉升。此外，黄金概念股表现也较为抢眼。 这种分化折射出市场在不确 ...

Market Overview - The A-share market opened lower on June 3 but turned positive, with the Shanghai Composite Index up 0.18%, the Shenzhen Component Index up 0.22%, and the ChiNext Index up 0.64% [1] - The Hong Kong stock market indices also rose, with Li Auto increasing over 5% and other stocks like Horizon Robotics, Tencent Music, and NetEase following suit [1][2] Digital Currency Sector - Digital currency concept stocks surged, with companies like Cuiwei Co., Hengbao Co., Hailian Jinhui, and Yuyin Co. hitting the daily limit, while Sifang Jingchuang rose nearly 13% [3][4] - The Hong Kong government has officially enacted the "Stablecoin Ordinance," which establishes a licensing system for issuers of fiat-backed stablecoins, marking a significant step in the digital asset sector [5] Online Gaming Sector - Online gaming stocks experienced a notable rise, with companies like Zhangqu Technology increasing over 16%, and both Dihun Network and Giant Network hitting the daily limit [6] - In May, 130 domestic online games received approval, breaking the previous record, with a total of 144 licenses issued, indicating a healthy growth trend in the gaming industry [8] - The gaming market is projected to grow by 21.93% year-on-year to 27.351 billion yuan by April 2025, driven by long-term product revenue growth and new seasonal activities [8] Football Concept Stocks - The football concept sector saw a significant rise, with Jinling Sports hitting the daily limit and other stocks like Gongchuang Turf, Kangliyuan, and Shuangxiang Co. also increasing in value [9] - The recent popularity of the Jiangsu Province's first city football league, dubbed "Su Super," has contributed to the surge in football-related stocks [9]

Core Insights - The Jiangsu Urban Football League ("Su Super") has successfully engaged the public, with average attendance exceeding 10,000 and over 180,000 fans attending matches during the recent Dragon Boat Festival [1][2][8] - The league serves as a platform for cultural expression and regional identity, fostering a sense of community and pride among residents [2][4][5] - The league's success is attributed to Jiangsu's strong football foundation, including professional clubs and youth training programs, supported by government initiatives [3][9] Group 1: Event Popularity and Engagement - The third round of the league saw nearly 16,000 fans braving rain to attend matches, with average attendance reaching 8,798 in the first two rounds, surpassing China's second-tier league [2] - The league has sparked a renewed interest in sports among the public, with many citizens expressing their emotional connection to their local teams [2][5] - The league's slogan, "Fight for City Honor," resonates deeply with Jiangsu residents, enhancing participation from both seasoned fans and casual spectators [2][3] Group 2: Cultural and Economic Impact - The league has become a vibrant showcase of Jiangsu's cultural confidence, allowing cities to present their unique identities to a national audience [4][6] - The event has generated significant economic activity, with a 14.63% increase in tourism spending across host cities during the festival [1][8] - Local governments have leveraged the league to promote tourism, offering discounts and incentives that have led to a substantial influx of visitors [7][9] Group 3: Long-term Development and Strategy - Jiangsu's football infrastructure, including five professional clubs and a focus on youth training, has laid the groundwork for the league's success [3] - The provincial government has set ambitious goals for football development, aiming for a significant increase in schools and clubs by 2025 [3] - The league exemplifies a shift in urban marketing and tourism strategies, transforming sports events into powerful tools for community engagement and economic growth [9]

Group 1: Low-altitude Economy Development - The low-altitude economy in Jiande has been thriving, leveraging airports, airspace, and unique natural scenery to create various "low-altitude+" tourism and new scenarios [4] - Jiande plans to accelerate the development of low-altitude "new infrastructure," establishing a comprehensive aviation system including 1 general airport, 1 unmanned system testing base, 2 flight camps, 20 rotorcraft and eVTOL landing points, and 20 drone landing points [4] Group 2: Agricultural Standard Land Construction - Jiande aims to enhance agricultural standard land by integrating the development of standard mountain, water, forest, field, and greenhouse areas, with an addition of over 20,000 acres of agricultural standard land [5] - The "131" project focuses on grain as the foundation, with strawberries, tea, and rural housing as core elements, promoting a coordinated development model of "above ground + on the mountain" [5] Group 3: Outdoor Sports and Campus Football - Jiande is working on a plan to develop a "light extreme sports city," incorporating various activities such as low-altitude parachuting, mountain sports, swimming, and skiing, with 45 light extreme sports projects planned [6] - The city will increase investment in campus football, with a special budget of 1.5 million annually, hiring professional coaches, organizing leagues, and hosting football culture festivals [6] Group 4: Rural Gas Supply and Elderly Care Initiatives - The rural natural gas pipeline has been extended to over 10,000 households, with significant progress in providing clean and efficient gas to 16 towns [7] - Jiande's "Happiness Table" initiative aims to enhance elderly meal services by upgrading 30 underperforming senior dining facilities, ensuring sustainable support through a diversified funding mechanism [7]

Core Viewpoint - Wuhan Chegu Jiangda Women's Football Team won the inaugural AFC Women's Club Championship, providing hope for the future of Chinese women's football after a period of decline following the team's failure to qualify for the Paris Olympics [1][4]. Group 1: Team Development and Achievements - The AFC Women's Club Championship is the highest level of club competition in Asian women's football, and Wuhan Women's Football Team's victory marks a significant achievement after 26 years of development since its establishment in 1999 [1][3]. - The team has transitioned from a campus-based model to a professional structure, achieving five consecutive league titles and multiple domestic championships since entering the top league in 2018 [3][4]. - Key players like Wang Shuang and Yao Wei have been instrumental in the team's success, with Wang Shuang being a notable figure since her youth [3][4]. Group 2: Challenges and Future Prospects - The team faced significant challenges during the AFC tournament, including a difficult path to the finals with a third-place group finish and a narrow victory over Japan's Urawa Red Diamonds in the quarter-finals [4][5]. - Despite recent successes, the team has experienced player turnover and currently has only three active national team players, prompting a focus on developing younger talent [4][5]. - The victory in the AFC Championship grants Wuhan Women's Football Team a spot in the inaugural FIFA Women's Club World Cup in 2026, highlighting the importance of this achievement for the club and Chinese women's football [5][6]. Group 3: Broader Context of Women's Football - The development of women's football in Asia is still lagging behind Europe, as highlighted by the recent competitive match between Arsenal Women and Barcelona Women, showcasing the disparity in professionalization and club-level development [5][6]. - The upcoming FIFA Women's Club World Cup in 2028 aims to enhance the global structure of women's club competitions, indicating a shift towards a dual-driven model of national teams and clubs [6].