美国4月JOLTS职位空缺意外增加至739.1万人，预期会从修正之后的720万个下降至710万人。美国4月 份职位空缺数量意外增加，且涨幅较大，招聘活动也出现回暖，表明尽管经济不确定性加剧，但对劳动 力的需求依然强劲。职位空缺数量的增加主要由私营部门行业推动，例如专业和商业服务以及医疗保健 和社会援助。尽管州和地方教育导致政府部门职位空缺总体减少，但联邦政府部门的职位空缺有所增 加。职位空缺数量的增加，加上稳定的招聘和低失业率，支持了美联储关于就业市场良好的说法。 ...

Group 1 - The National Enterprise Win ETF (159719) has seen a slight increase of 0.07%, with a latest price of 1.52 yuan as of June 3, 2025, and a cumulative increase of 0.66% over the past week as of May 30, 2025 [1] - The liquidity of the National Enterprise Win ETF shows a turnover of 2.19% with a transaction volume of 2.4277 million yuan, and an average daily transaction volume of 17.576 million yuan over the past year [1] - The CSI Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index (931000) has increased by 0.24%, with notable increases in constituent stocks such as Steady Medical (10.23%) and Zhongke Feimeng (6.42%) as of June 3, 2025 [3] Group 2 - A recent notice emphasizes the need to optimize the salary distribution for skilled positions in state-owned enterprises, linking salary to job value and skill level, and establishing a special allowance for skilled talents [4] - The notice also proposes a mechanism for salary growth for skilled talents, encouraging companies to adopt diversified incentive methods and establish a talent evaluation system based on innovation and contribution [4] - The central enterprises are accelerating their development in strategic emerging industries, with state-owned capital investment companies focusing on key areas and increasing their investment in new industries [5] Group 3 - The National Enterprise Win ETF closely tracks the FTSE China National Enterprise Open Win Index, which consists of 100 constituent stocks, including major "China National" stocks like China Petroleum and China Mobile [5] - The Greater Bay Area ETF tracks the CSI Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index, with the top ten weighted stocks accounting for 53.21% of the index, including companies like BYD and Ping An Insurance [5]

Group 1 - The Hong Kong stock market is experiencing a surge in technology company listings, with a focus on core technology firms in sectors such as renewable energy and AI, transforming Hong Kong into a global technology capital hub [1] - As of May 29, 2025, 27 companies have listed on the Hong Kong stock market this year, raising a total of 77.123 billion HKD, with 5 technology companies having passed the hearing process and 155 currently under review [1] - The Hong Kong Stock Exchange has optimized its listing regulations, including the introduction of rules 18A, 18C, and the "Tech Company Special Line," to attract more high-quality technology firms to list [1][2] Group 2 - CITIC Securities notes that the Hong Kong stock market has developed a complete financial system, with significant weight in sectors such as finance, real estate, technology, and consumer goods, benefiting from global re-evaluation of Chinese assets and national policy support [2] - The introduction of the "Tech Company Special Line" in May 2025 facilitates the listing of specialized technology and biotech companies, allowing for confidential application submissions and reinforcing Hong Kong's position as a platform for emerging tech company listings [2] - Continuous inflow of southbound funds has been observed, with the proportion of actively managed equity funds allocated to Hong Kong stocks reaching a five-year high in the first quarter of 2025, indicating improved market liquidity [2]

《财富》指出，今年上榜的 500 家公司共创造了创纪录的 19.9 万亿美元（IT之家注：现汇率约合 143.29 万亿元人民币）营收和 1.87 万亿美元（现汇率约合 13.47 万亿元人民币）利润，2024 财年的入 榜门槛提升到 74 亿美元（现汇率约合 532.85 亿元人民币），相较 2023 年同比增长了 4%。 值得关注的是，今年榜单显示出医疗保健行业的强劲势头：医疗保健行业共创造了 3 万亿美元营收，在 前 25 名中占据了 8 席。相比之下，30 年前的 1995 年，前 25 名中还没有一家医疗保健公司。 IT之家 6 月 3 日消息，2025 年《财富》500 强榜单现已正式公布，沃尔玛和亚马逊连续第六年稳居榜单 前两名，而苹果则再次名列前茅，谷歌母公司 Alphabet 则成为前十名榜单中最赚钱的公司，IT之家附 相应榜单前十名如下： 参考相应榜单，苹果今年位列榜单第 4 名，整体表现保持了过去十年的稳定状态。自 2016 年以来，苹 果一直在第 3 名和第 4 名之间交替，与联合健康集团（UnitedHealth Group）、埃克森美孚（Exxon Mobil）、伯克希尔・哈撒韦（ ...

5月份，格力电器和江苏银行均获得6家券商推荐，当月股价分别上涨4.11%、8.07%；海大集团获得5家 券商推荐，当月股价上涨9.25%。 券商金股组合指数的表现也能反映出券商研究所的业务实力。5月份，有26只券商金股组合指数实现上 涨，其中14只券商金股组合指数当月涨超3%。"国元证券金股指数"当月上涨11.91%，涨幅居首；"国盛 证券金股指数""华创证券金股指数""浙商证券金股指数"当月分别上涨5.29%、4.8%、4.63%。 本报记者 周尚伃 见习记者 于宏 近日，券商密集发布6月份金股名单。截至6月2日，券商已合计推荐132只金股，其中，亚钾国际被推荐 次数暂居第一，已获得4家券商推荐。从行业分布来看，上述132只金股中，来自工业和信息技术行业 （Wind一级行业，下同）的金股数量较多。展望6月份市场行情，多位券商分析师预计，科技、消费板 块仍为投资主线。 5月份最强金股涨超45% 回顾5月份，券商5月份合计推荐的272只金股中，132只金股当月股价实现上涨，占比48.53%。32只金 股当月股价涨幅超10%，占比11.76%。 具体来看，5月份涨幅最高的金股为天风证券推荐的潮宏基，当月涨幅为45 ...

Group 1 - The core viewpoint is that the Hong Kong stock market is transforming into a global technology capital hub, driven by a surge in technology company listings and significant capital inflows [1] - The Hong Kong Technology ETF (513020) has seen a nearly 1.8% increase, with net capital inflows for four consecutive trading days [1] - CITIC Securities indicates that the Hong Kong market has developed a complete financial system, with a significant increase in the weight of the technology sector [1] Group 2 - The total market capitalization of the Hong Kong technology sector has reached 6.29 trillion HKD, with over 600 billion HKD of net inflows from southbound funds this year [1] - The Hong Kong Technology ETF tracks the Hong Kong Stock Connect Technology Index (931573), which covers high-tech sectors such as information technology and healthcare [1] - The market is expected to enter a technology bull market over the next three years, benefiting from global re-evaluation of Chinese assets and policy support [1]

Market Performance in Hong Kong - ZhongAn Online (06060) surged over 8%, with a cumulative increase of over 50% this month, benefiting from stablecoin legislation that positively impacts its virtual asset business [1] - Education stocks collectively rose, with China Education Group (0839) up over 5% and New Oriental (9901) up over 2% [1] - Kingsoft (03888) fell over 6% as Q1 revenue missed expectations [1] - Export stocks strengthened, with Shenzhou International (02313) rising nearly 5% amid a U.S. federal court blocking Trump's tariff policy [1] - Gold stocks collectively declined as international gold prices fell to $3,250 [1] - Apple-related stocks rose collectively, with AAC Technologies (02018), Q Technology (01478), and Sunny Optical (02382) each up over 2% [1] - Junshi Biosciences (01877) increased over 6% after receiving approval for two new indications, accelerating clinical progress of its pipeline [1] - XPeng Motors-W (09868) rose over 6% as the new MONA M03 version saw over 12,000 pre-orders within an hour [1] - Pop Mart (09992) increased over 4% as Labubu 3.0 sparked a global phenomenon, with its brand POPOP set to open its first official store [1] - CRO concept stocks strengthened, with WuXi Biologics rising over 8% and WuXi AppTec and Zai Lab each up over 4% following the U.S. International Trade Court's decision to halt Trump's tariffs [1] - Hongteng Precision (06088) rose over 6% as NVIDIA's data center revenue surged over 70%, resolving previous overheating issues [1] - Tongcheng Travel (00780) increased over 4% with accelerated net profit growth in Q1, as institutions remain optimistic about OTA platform performance [1] - WuXi AppTec-B (02126) surged over 20% after the acceptance of a new indication application for Regorafenib [1] Market Performance in U.S. - NVIDIA (NVDA.US) rose nearly 6% after reporting strong Q1 results and projecting shipments of Blackwell Ultra for Q2 of fiscal 2026 [2] - AI software provider C3.ai (AI.US) soared over 12% with Q4 revenue growth of 26% year-over-year, reaching $109 million [2] - Software giant Salesforce (CRM.US) rose nearly 6% after reporting Q1 revenue of $9.8 billion, an 8% year-over-year increase, and raising its full-year revenue guidance [2] - HP Inc. (HPQ.US) fell nearly 15% after lowering its full-year earnings forecast due to increased costs from tariffs, reporting Q2 net revenue of $13.22 billion [2] - Spero Therapeutics (SPRO.US) surged 245% after successful Phase 3 trial results for a urinary tract infection drug [2] - JZXN (JZXN.US) jumped nearly 25% as the company plans to acquire 1,000 bitcoins within the next year [2] - Joby Aviation (JOBY.US) soared over 28% after receiving a $250 million investment from Toyota, which had previously committed a total of $500 million [2] Additional U.S. Market Highlights - Abercrombie & Fitch (ANF.US) rose nearly 15% as its fiscal outlook indicated that tariffs would not impact sales [3] - ZTO Express (ZTO.US) rose over 4.5% with a Q1 net profit growth of 40.9% [5] - Manbang Group (YMM.US) initially rose over 4%, closing up 1.7%, with Q1 operating profit increasing 1.7 times [5] - Tempus AI (TEM.US) fell nearly 20% after a short-seller report questioned its AI capabilities [5]

CVS Health (CVS) and The Cigna Group (CI) stand as two dominant forces in the U.S. diversified healthcare sector, commanding market capitalizations of approximately $77 billion and $84 billion, respectively. Both companies have strategically integrated pharmacy benefit management, insurance coverage and care delivery into comprehensive, consumer-focused platforms designed to address the complexities of modern healthcare.As the industry faces intensifying policy challenges, rapid growth in GLP-1 therapies an ...

Group 1 - Credit bond ETFs will soon implement a general pledge-style repurchase business, with multiple public fund institutions' credit bond ETFs meeting the criteria to be included in the repurchase pledge library [1] - The average dividend yield of over 70% of A-share listed banks exceeds 4%, with some banks surpassing 8%, making bank stocks more attractive compared to traditional savings [1] - The banking sector has seen a year-to-date increase of 7.66%, driven by a high dividend strategy, while regional banks have shown stronger performance [1] Group 2 - AI demand is expected to stimulate significant growth in enterprise SSDs, with prices of NAND Flash likely to rise by 10% in Q3 2025 due to tight supply [2] - A new 3D printing device developed by a research team at the University of Washington allows for more precise modeling of human tissues [2] - The popularity of traditional cultural experiences during the Dragon Boat Festival has surged by 105% compared to last year, with significant increases in family travel and car rentals [2] Group 3 - Meituan reported a revenue of 86.55 billion yuan for Q1 2025, marking an 18.1% year-on-year increase, with a profit of 10 billion yuan, up 87.3% [3] - The merger between Zhongke Shuguang and Haiguang Information aims to enhance competitiveness in the high-end chip market, responding to industry trends and national strategic needs [4] - Shanghai Suhe Bay Group is offering a 51% stake in its real estate development company for a minimum price of 850 million yuan [5] Group 4 - Lide Health Technology completed nearly 100 million yuan in angel financing to accelerate technology development and market expansion [6] - Three squirrels have submitted their H-share issuance application to the Hong Kong Stock Exchange, pending approval from relevant regulatory bodies [6] - Country Garden's liquidation hearing has been postponed to August 11, as the company seeks more time for its overseas debt restructuring involving 14.074 billion USD [7] Group 5 - Pingzhi Information signed a framework agreement worth approximately 246 million yuan with China Telecom for AI computing power services [11] - Hemai Co. signed a 1 billion yuan cooperation agreement for household photovoltaic systems, which is expected to positively impact its future performance [12] - The Shanghai Composite Index experienced a slight decline of 0.05%, with nuclear power stocks showing significant gains [13]

山东第一医科大学(山东省医学科学院)党委书记刘思金表示，近年来，学校统筹推进教育、科技、人才 一体发展，构建起"大学+科研机构+附属医院"一体化育人模式，各项工作取得长足进步。"我们将以本 次交流会为新起点，进一步推动中韩两国在疾病防控、老龄健康管理、生物医药研发、传统医学现代化 等重点领域的深度合作。" 第八届(2025)中韩保健医疗产业合作交流会22日举行。赵晓 摄 白承洙现 场介绍全球大健康产业现状和中韩企业合作方向。赵晓 摄 当天，韩国保健产业振兴院中国代表处首席代表白承洙现场介绍全球大健康产业现状和中韩企业合作方 向，济南国际医学中心管理委员会主任张济推介发布济南国际医学中心韩国大健康产业机会清单。同期 举行中韩智慧口腔诊疗应用场景发布仪式。 中新网济南5月22日电 (记者 赵晓)第八届(2025)中韩保健医疗产业合作交流会5月22日在山东第一医科大 学举办。中韩两国医疗企业通过路演推介、对接洽谈等形式，挖掘合作新机遇。 济南市副市长任广锋在会上指出，济南作为山东省的省会，在生物医药等领域与韩国合作密切。目前， 济南生物医药产业规模已超2000亿元人民币，韩国DDH、NTL、美格真等知名企业在济南国 ...