Core Insights - The event hosted by the World Association of Major Cities in Guangzhou focused on urban sustainability, digital transformation, and inclusive development, with participation from 19 cities and 5 international organizations [1] - Moscow's economy is projected to grow nearly 8% in 2023 and at least 5% in 2024, driven by a diversified economic structure and significant infrastructure investments [2] - The city is addressing labor shortages through education and training initiatives, emphasizing lifelong learning and productivity improvements [3][4] Economic Growth and Investment - Moscow's economic resilience is attributed to its diverse industries, including finance, IT, construction, and services, which help maintain growth amid global uncertainties [2] - Continuous investment in major infrastructure projects, particularly in transportation, is creating new economic hubs and attracting private investment [2] - The city has established a supportive environment for high-potential industries, including technology parks and infrastructure to foster innovation [2] Labor Market and Education - The demand for workers in Moscow has surged due to rapid economic growth, leading to a historically low unemployment rate [3] - The city is focusing on enhancing educational programs to ensure that graduates possess relevant skills and a mindset for continuous learning [3][4] - Initiatives are in place to improve labor productivity by helping businesses optimize operations and better utilize technology [3][4] Sports Events and Economic Impact - Hosting large sports events is viewed as a strategic move for cities, providing long-term infrastructure benefits and economic opportunities [6] - Major events attract tourists, boosting sectors such as hospitality, retail, and dining, while creating opportunities for small and medium enterprises [6][7] - Tourism currently accounts for approximately 4% of Moscow's economy, driven by a vibrant calendar of events and cultural activities [7]

光大期货金融期货日报 光大期货金融期货日报（2025 年 06 月 10 日） 一、研究观点 | 品种 | 点评 近期，各股指期货的贴水幅度较大，我们认为，股指期货的贴水幅度主要反 | 观点 | | --- | --- | --- | | 股指 | | 震荡 | | | 映市场对冲需求，而对冲需求主要取决于市场中是否存在明显的 Alpha 收益。 | | | | 上周板块轮动迅速，市场关注重点仍在消费和科技板块。中国高科技制造业 | | | | 出海仍处于资本开支扩张周期，在海外影响因素弱化的背景下，科技制造业 | | | | 仍是当下的优势行业。消费板块则主要得益于政策拉动，根据 5 月最新数据， | | | | 三大白色家电零售仍维持较高增速（同比均超 60%），乘用车零售维持景气 | | | | （同比 16%），此外，在"抢出口"背景下，纺织服饰、电子等产品海外需求 | | | | 可能存在脉冲。6 月，在其他板块没有明显亮点的背景下，预计消费和科技 | | | | 板块仍是市场关注的主要方向。 | | | | 国债期货收盘，30 年期主力合约涨 0.35%，10 年期主力合约涨 0.09%，5 年 ...

写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 | 排名 | 代码 | 基金简称 | 2025-05-26 | | 2025-05-23 | | Fill = C | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 車位净值8 | 累计净值3 | 車位净值8 | 累计净值3 | | | 1 | 002345 | 华夏高端制造混合A | 1.1810 | 1.1810 | 1.1470 | 1.1470 | 0.03 | | 2 | 015058 | 华夏高端制造混合C | 1.1590 | 1.1590 | 1.1260 | 1.1260 | 0.03 | | 3 | 159869 | 华夏中证动漫游戏ETF | 1.1171 | 1.1171 | 1.0859 | 1.0859 | 0.03 | | ব | 516010 | 国泰中证动漫游戏ETF | 1.1110 | 1.1110 | 1.0800 | 1.0800 | 0.03 | | ...

认知差异、大国竞争，美国的国运正在被小丑特朗普削弱。 特朗普为什么要发动关税战？ 按照特朗普的认知，其实就两个原因；第一是世界上大部分国家都在薅美国的羊毛。特朗普把贸易逆差简单理解为吃亏。 这本身就是一个非常滑稽的逻辑。 这就好比我们去超市买东西，但超市老板却没有来买我们的东西是一样的；一个给钱，一个给货物，这本质上就是等价交换。 如果美国真的觉得亏了，那当然可以选择不买。 特朗普的第二个原因，就是想要重建美国制造业。希望通过高关税来迫使美国企业回流，也迫使外国企业去美国建厂，从而带动美国的制造业。 让美国制造业再次伟大。 为什么说特朗普是小丑？ 同样质量的东西，因为美国生产成本非常高，也就会导致进口反而更便宜，这也是美国最近几十年来贸易逆差不断增长的一个原因。 第二个原因则是因为美元主导的全球产业链分工。美国通过自己的大型公司去全球进行投资建厂扩产，由美国来主导设计和品牌，再由发展中国家组装生产 出来的产品卖向全世界，也包括美国。 在这个过程中，大公司们占据了最大的利润；一件义乌生产的睫毛膏成本可能只要0.5美元，但卖到了美国，售价就会高达几十美元。 而大利润，都被进口商、经销商赚走了，这也导致制造业商家们 ...