6月首个交易日（2025年6月3日），A股低开高走，大金融、医药医疗"两翼齐飞"，三大指数集体收涨，全市场成交1.16万亿元。 盘面上，银行率领大金融领涨全市场，渝农商行、兴业银行、中信银行等批量新高，A股规模最大银行ETF（512800）场内涨1.73%同样刷新历史新高！场 内顶流券商ETF（512000）、金融科技ETF（159851）均收涨。 "吃药"行情再度活跃，制药与医疗联袂拉涨，中证制药指数"五连涨"，医疗ETF（512170）场内涨1.22%站上半年线！值得关注的是，国内首只跟踪制药指 数的药ETF（认购代码：562053/上市代码：562050）正在发售中。 自主可控方向局部活跃，信创主题热度攀升，信创ETF基金（562030）量价齐升，单日成交额创近1年新高。消息面，近期板块频发重磅事件，如两大算力 龙头海光信息&中科曙光合并、EDA断供、稳定币草案通过等，值得持续跟踪关注。 | 图片来源：Wind | | --- | 6月伊始，A股喜提"开门红"，后市能否延续升势？综合机构分析来看，我国5月PMI制造业整体景气回暖，出口订单反弹，验证基本面韧性，这将为市场提 供底部支撑，因此6月市场调整或 ...

Market Performance - Major stock indices in Shanghai and Shenzhen opened lower on June 3 but experienced upward fluctuations during the morning session, with the Shanghai Composite Index and ChiNext Index consolidating at relatively high levels in the afternoon [1] - By the close, the Shanghai Composite Index was at 3361.98 points, up 0.43%, with a trading volume of approximately 468.3 billion; the Shenzhen Component Index closed at 10057.17 points, up 0.16%, with a trading volume of about 673.1 billion; the ChiNext Index ended at 2002.70 points, up 0.48%, with a trading volume of around 307.1 billion [1] Sector Performance - The beauty care and immunotherapy sectors saw significant gains, while other sectors such as precious metals, innovative drugs, CRO concepts, cultivated diamonds, COVID-19 drug concepts, pet economy, weight loss drugs, gaming, dairy, and small banks also experienced notable increases [1] - Conversely, sectors like steel, home appliances, and coal faced declines, although the overall drop was not substantial [1] Institutional Insights - Jifeng Investment Advisory noted that the market is gradually finding a bottom, with medium to long-term investment opportunities emerging, particularly in sectors benefiting from policy support such as consumer goods, semiconductors, and robotics [2] - Guojin Securities highlighted opportunities in gold and innovative drugs, emphasizing the potential for margin improvement and revenue growth in the pharmaceutical sector due to policy guidance [2] - Dongwu Securities recommended focusing on technology growth sectors, thematic catalysts, and areas with improving fundamentals, such as innovative drugs and military electronics [3] Industry Developments - The National Federation of Automobile Dealers Association called for a resistance against "involution-style" competition primarily driven by price wars, advocating for high-quality development in the automotive industry [4] - The National Energy Administration announced measures to optimize the electricity market access environment and enhance the effectiveness of qualification management, including exemptions for new business models in distributed energy [5]

Core Insights - The integration of artificial intelligence (AI) in healthcare is transforming the industry by enhancing service quality and efficiency across the entire medical service chain, from early screening to precision treatment and drug development [1] Group 1: AI in Healthcare - AI technology is being utilized to address pain points in primary healthcare, particularly in managing chronic diseases and elderly care, with Shanghai leading the implementation of AI-driven family doctor systems [2][3] - The launch of the "AI Family Doctor" by YaoYing Medical, in collaboration with the Shanghai Artificial Intelligence Laboratory, aims to provide comprehensive healthcare services tailored to individual family members' health profiles [2][3] - Shanghai Telecom and its partners have developed a clinical decision support system for family doctors, integrating AI with authoritative medical knowledge to enhance healthcare delivery [3] Group 2: AI Applications and Innovations - The AI Family Doctor has shown effectiveness in chronic disease management by monitoring key health indicators and providing timely alerts for patient intervention [4][5] - New features such as "shared health records" allow family members to manage health data collectively, promoting intergenerational health management [5] - The introduction of specialized AI models, such as the "CardioMind" for cardiac care, demonstrates the ongoing innovation in AI applications within the healthcare sector [5][6] Group 3: Future of AI in Healthcare - The rapid iteration of multimodal AI models is paving the way for smart hospital construction and clinical decision-making innovations, making AI integration a necessity in healthcare [6] - Future developments in AI healthcare applications are expected to focus on "digital therapeutics," utilizing AI-driven interventions to directly influence patient behavior and health outcomes [6] - The convergence of AI and the health industry is anticipated to create new business models and collaborative innovations across the healthcare ecosystem [6]

21世纪经济报道记者张伟泽香港报道 全球资本市场波动加剧，国际险资如何应对挑战？中国资产对国际长线资金的吸引力几何？在利率下行 环境下，保险资金又该如何配置才能获取稳健收益？5月20日，21世纪经济报道记者专访了永明金融亚 洲资产管理总裁邓斌。 随着中国经济复苏，政策利好不断释放，中国资产也随之上涨。截至5月底，MSCI中国指数在今年以来 已经上涨近13%。国际资金对中国市场的态度正在微妙变化，来自全球的资金正在参与本轮中国资产重 估，一部分在积极寻找买入机会。 邓斌指出，虽然过去几年中国资产价格存在波动，但对于真正的大长线资金而言，它们着眼于10年乃至 20年的发展前景，追求长期确定性。这些资金看好中国资产的长期发展，因此无论市场短期如何波动， 它们都未曾离开。而对于部分中期资金而言，他们正积极观察地缘政治变化以及中国科技发展进程，一 旦出现更明确的信号，他们将进入市场。 而对于险资在中国市场二级市场的配置，他认为，国际长线资金在中国市场倾向于"哑铃型配置"——一 端是大型国有企业的高分红股票，另一端是新兴科技领域，包括算力、芯片、人工智能等，以及与之相 关的产业链。 在科技行业投资标的筛选方面，邓斌认为， ...

Core Viewpoint - Urban renewal is a key initiative for improving urban quality and enhancing residents' living environments, with Taiyuan City in Shanxi Province focusing on modern transformation while preserving historical memories [1] Group 1: Urban Renewal Initiatives - Taiyuan has launched a comprehensive urban renewal plan, aiming to upgrade 3,497 old residential communities and install 1,022 elevators by 2025, benefiting 233,000 households [2] - The city emphasizes a holistic approach to urban renewal, integrating "health checks" of urban areas to identify and address real issues [2][3] - The renovation of narrow streets, such as the transformation of Caoshi Street from 0.7 meters to 15 meters wide, showcases the city's commitment to improving infrastructure while preserving historical elements [3] Group 2: Historical Preservation and Modernization - The renovation of Zhonglou Street aims to balance modernization with historical preservation, focusing on protecting old brand shops while introducing modern commercial concepts [4][5] - The revitalization of Zhonglou Street has led to a blend of traditional architecture and modern business, enhancing the area's appeal and economic vitality [5][6] Group 3: Smart City Developments - Taiyuan is implementing smart traffic solutions, such as real-time traffic signal adjustments, which have improved traffic efficiency by 30% [6][7] - The introduction of an electronic health card system and AI-assisted diagnosis in healthcare facilities enhances service efficiency and patient care [7] - Smart monitoring systems are being deployed for urban management, ensuring safety and rapid response to potential hazards [7][8]

"我们明明只给了她CRM的查看权限，怎么客户数据被删了？" "新员工入职三天了，HR系统权限还没开通，流程完全卡住！" "上个月刚给项目经理配了财务权限，怎么又出乱子了？" 这些对话是否在你的企业中反复上演？在当今数字化运营的快节奏环境中，权限管理早已不是"是否存在问题"的讨论，而是"何时爆发、影响多大"的严峻挑 战。无论是新员工入职、组织架构调整、系统扩展接入，还是跨部门协作与项目制管理，权限分配不合理都会直接导致业务受阻、数据泄露、安全事故频 发，甚至让企业在合规审计中失分，面临罚款或声誉危机。 权限管理的混乱已不再是单纯的"技术问题"，而是关乎运营效率、信息安全、业务连续性乃至企业声誉的"系统性风险"。本文将深入剖析权限分配不合理对 企业运营的深远影响，并探讨如何通过科学的管理方法和工具，如KPaaS业务集成扩展平台，助力企业构建统一、安全、可控的权限管理体系。 在多系统并行的企业环境中，权限分配不合理通常表现为以下几种问题： 权限分散与孤岛化 不同业务系统（如ERP、CRM、HR系统）各自管理用户权限，缺乏统一的中枢控制，导致用户需要在多个系统中重复注册账号，权限设置也互不关联。这 种"权限孤岛"增加 ...

Group 1 - The second GCC-ASEAN summit and the first ASEAN-China-GCC summit commenced in Kuala Lumpur, Malaysia, highlighting Qatar's commitment to strengthening partnerships with Gulf and ASEAN countries [2] - Qatar's relationship with Asian countries has been solidifying, driven by extensive cooperation with Asian and international organizations, focusing on sustainable development and improving the quality of life [2] - Qatar officially joined the Treaty of Amity and Cooperation in Southeast Asia in August 2022, accelerating its relations with ASEAN countries and laying the groundwork for multi-faceted cooperation [2] Group 2 - Qatar's Emir attended the GCC-ASEAN summit in Riyadh, meeting with leaders from ASEAN countries, indicating a deepening of economic and investment cooperation [3] - Qatar is a major investor in ASEAN, with investments spanning energy, finance, real estate, telecommunications, agriculture, hospitality, and healthcare [3] - The 2024-2028 GCC-ASEAN cooperation framework provides a pathway for Qatar to enhance regional collaboration in various sectors, including renewable energy, climate change, and sustainable development [3] Group 3 - China supports Southeast Asian infrastructure projects through the Belt and Road Initiative and is making significant investments in renewable energy in the Gulf region, creating a sustainable development cooperation framework among ASEAN, China, and the GCC [4] - ASEAN countries are increasingly investing in Qatar across sectors such as oil and gas, hospitality, ICT, construction, and retail, contributing to Qatar's food security goals as part of its 2030 National Vision [4]

Core Insights - The China Council for the Promotion of International Trade (CCPIT) has successfully facilitated over $3 billion in cooperation agreements between China and Latin American countries this year [1] Group 1: Economic Cooperation - CCPIT has organized domestic business delegations to visit Brazil, Chile, Cuba, and other Latin American countries, resulting in the signing of cooperation agreements [1] - A total of 117 exhibition projects have been approved for Chinese enterprises to participate in Latin America and the Caribbean, covering eight countries including Brazil, Mexico, Peru, Colombia, and Argentina [1] Group 2: Exhibition and Participation - The planned exhibition area for these projects exceeds 50,000 square meters, with nearly 20,000 square meters already exhibited [1] - A total of 1,588 enterprises have participated in these exhibitions, spanning various sectors such as machinery, auto parts, and medical equipment [1]

Group 1 - Guangdong is actively implementing strong employment measures to support consumption-driven economic growth, recognizing that employment is fundamental to people's livelihoods and a source of consumption [1] - In the past year, Guangdong has achieved a "steady employment" report, with various local initiatives expanding public employment services and increasing job opportunities for residents [1] - In the first quarter of this year, Guangdong's urban survey unemployment rate was below the national average, with a total of 348,600 new urban jobs created, representing a year-on-year increase of 9.3% [1] Group 2 - Guangdong aims to attract 1 million college graduates to work and start businesses in the province, offering competitive salaries and job positions [2] - A large-scale recruitment event, "Million Talents Gather in South Guangdong," was held, featuring over 1,000 employers offering more than 50,000 job positions, focusing on emerging fields such as artificial intelligence and healthcare [2] - The recruitment initiative is part of a broader strategy to enhance employment and stimulate consumption, with follow-up events planned in major cities to attract talent [2] Group 3 - The "Million Talents Gather in South Guangdong" action plan offers various benefits for college graduates, including subsidies for employment, support for entrepreneurship, and assistance with housing and residency [3] - This initiative aims to inject fresh talent into Guangdong's economy, leveraging the innovative capabilities of new graduates to enhance corporate performance and create a robust consumer base [3] Group 4 - Guangdong plans to train over 780,000 individuals by 2025 to enhance skills and promote employment, with a focus on practical training in high-demand areas [4][5] - In the first quarter, Guangdong conducted subsidized vocational training for 161,000 individuals, providing financial support ranging from 800 to 3,600 yuan based on different job categories and skill levels [5] - The province is also addressing the needs of disadvantaged groups by organizing public employment services and reducing unemployment insurance rates to alleviate burdens on businesses [5] Group 5 - Guangdong's employment strategies are designed to create a virtuous cycle: increasing job opportunities leads to higher incomes for workers, which in turn boosts consumption and drives economic growth [6] - The province is building a multi-layered employment ecosystem to enhance consumer market vitality through talent aggregation and skill development initiatives [6]

新华财经纽约5月29日电（记者刘亚南） 美国国际贸易法院关于关税措施的裁决提振市场信心，加之英 伟达股价上涨，纽约股市三大股指29日整体高开，盘中震荡走低，但尾盘仍小幅收涨。 截至当天收盘，道琼斯工业平均指数比前一交易日上涨117.03点，收于42215.73点，涨幅为0.28%；标 准普尔500种股票指数上涨23.62点，收于5912.17点，涨幅为0.40%；纳斯达克综合指数上涨74.93点，收 于19175.87点，涨幅为0.39%。 板块方面，标普500指数十一大板块十涨一跌。房地产板块和医疗板块分别以0.95%和0.74%涨幅领涨， 通信服务板块下跌0.35%。 位于纽约的美国国际贸易法院28日晚些时候裁定现政府一揽子关税政策违法，下令撤销其依据《国际紧 急经济权力法》推动的关税措施。 特朗普政府早些时候向该上诉法院表示，如果禁止关税执行的裁决不能被迅速暂停，政府将最早于30日 向最高法院寻求紧急帮助。 市场研究机构蓝筹每日趋势报告创始人拉里·坦塔雷利（Larry Tentarelli）表示，整体上，市场不喜欢不 确定性，后者让企业难以做出预测。预计关税消息周期将是一个较长的过程，可能带来更多的短期 ...