Group 1 - The US government is pressuring countries to submit their best trade negotiation proposals by June 4, including tariffs and quotas for purchasing US agricultural products, or face punitive measures [1] - The Chinese government is tightening controls to prevent illegal outflow of strategic minerals, with various provinces enhancing regulatory measures [2] - The weakening of the US dollar is becoming a consensus among Wall Street banks, with the ICE dollar index down 8.9% year-to-date, leading to a rise in gold prices [3] Group 2 - Circle, a major stablecoin company, is set to go public on June 5, marking the first IPO in the stablecoin sector, which has positively impacted related stocks [4] - The Chinese government has issued new policies to improve the electricity service environment, which is expected to lower costs for small private enterprises and benefit power equipment companies [7] - Pharmaron, a leading CRO, is expanding its reach into overseas markets by investing in a healthcare fund, with a significant increase in revenue and new orders reported [8][10]

Market Overview - The Asia-Pacific markets collectively declined, with the Nikkei 225 and the Korea Composite Index dropping nearly 1%, and the Hang Seng Index falling by 1.5% during intraday trading [1] - The A-share market also saw all three major indices decline, with several high-priced stocks like Wangzi New Materials and Yong'an Pharmaceutical hitting the daily limit down [2] High-priced Stocks Plummet - High-priced stocks experienced significant drops, with Wangzi New Materials hitting the daily limit down at a price of 19.67 CNY per share, reflecting a decline of 9.98% [4][5] - Yong'an Pharmaceutical also faced a daily limit down, citing a significant deviation from its fundamentals and warning of high speculation risks [7] - Other high-priced stocks such as Shangwa Co., Guofang Group, and others also reported substantial declines [13] Innovation Drug Sector Strengthens - The pharmaceutical sector, particularly innovative drugs, saw a strong performance, with companies like Ruizhi Pharmaceutical and Nuo Si Lan De rising over 15% [15] - The National Medical Products Administration recently approved 11 new drug listings, covering various therapeutic areas, which has contributed to the positive sentiment in the sector [19] - Analysts believe that the pharmaceutical sector is supported by four key factors: ongoing demand for healthcare, increasing global competitiveness of domestic innovative drugs, signs of profit reversal, and low valuations in the innovative drug sector [20][21] Livestock Sector Leads Gains - The livestock sector led the market gains, with pig and chicken farming concepts showing the highest increases, including stocks like Juxing Agriculture and Xiangjia Co. hitting the daily limit up [23] - Recent legislative efforts in Shanghai and Sichuan aim to support the development of the livestock industry, which may further bolster the sector [26]

A股CRO概念股午后走强，昭衍新药涨停，睿智医药、联化科技此前封板，美迪西涨超10%，凯莱英、 康龙化成、诺思格、药明康德等跟涨。 ...

A股CRO概念持续拉升，睿智医药涨停，美迪西涨超8%，成都先导涨近7%，联化科技、凯莱英等跟 涨。 ...

A股午评：三大股指早盘窄幅震荡 可控核聚变板块表现强势 金十数据5月28日讯，A股三大指数早盘区间窄幅震荡盘整，收盘涨跌不一，截止午盘收盘，沪指涨 0.07%，深成指跌0.04%，创业板指涨0.02%，北证50指数跌0.14%。板块题材上，可控核聚变持续活 跃，乳业、饮料制造板块冲高回落，互联网电商、CRO概念跌幅居前。两市近3300只个股下跌，半日 成交额超6500亿元。 ...

Market Performance - On Tuesday, A-shares experienced a slight decline, with the Shanghai Composite Index falling by 0.18% to 3340.69 points, the Shenzhen Composite Index down by 0.29%, the ChiNext Index down by 0.35%, and the STAR 50 Index down by 0.95%. In contrast, the Northern Stock Exchange 50 Index rose by 0.08% [1] Monetary Policy - The central bank has been actively injecting liquidity into the market, conducting a 7-day reverse repurchase operation of 382 billion yuan on Monday, resulting in a net injection of 247 billion yuan after 135 billion yuan of reverse repos matured. On Tuesday, another operation of 448 billion yuan was conducted, leading to a net injection of 91 billion yuan after 357 billion yuan matured [2] Economic Indicators - The National Bureau of Statistics reported a 1.4% increase in profits for industrial enterprises above designated size from January to April, which is an improvement of 0.6 percentage points compared to the 0.8% growth from January to March. Specifically, profits in April rose by 3.0% year-on-year, surpassing the 2.6% increase in March. However, the profit data may be distorted due to significant export and import activities during the period of heightened US-China tariff discussions, leading to a muted market reaction [3] Market Outlook - Despite the generally favorable news, the impact on the market is expected to be limited. The market is likely to maintain a balanced and fluctuating pattern, with investors advised to hold their positions and observe [4]

Core Viewpoint - A-shares experienced a slight increase followed by a decline, with the gaming and controllable nuclear fusion sectors showing strength [1] Market Performance - The three major A-share indices opened slightly lower, with the Shanghai Composite Index rising nearly 0.5% at one point before retreating [1] - As of the midday session, the Shanghai Composite Index fell by 0.30%, the Shenzhen Component Index decreased by 0.71%, and the ChiNext Index dropped by 1.28% [1] - The North Star 50 Index saw a slight increase of 0.11% [1] Sector Performance - Leading sectors included gaming, controllable nuclear fusion, and airport shipping [1] - Underperforming sectors included chemical pharmaceuticals, CRO concepts, and complete automobiles [1] Trading Volume - Nearly 2,500 stocks declined across the two markets, with a total trading volume exceeding 640 billion yuan during the half-day session [1]

今天，A股三大指数午后集体回调。全市场成交额11826亿元，较上日增加429亿元。医药板块逆势走 强，CRO、减肥药、化学制药等方向领涨。 14:00左右， 多只沪深300ETF量能显著放大 。截至收盘，华泰柏瑞沪深300ETF成交额近34亿元，易方 达沪深300ETF、嘉实沪深300ETF成交额显著放量。 截至收盘，沪指跌0.94%，深证成指跌0.85%，创业板指跌1.18%。板块方面，可控核聚变、贵金属、创 新药、维生素等板块涨幅居前，港口、游戏、算力、电力等板块跌幅居前。 赛力斯全天成交额超100亿元 赛力斯涨停，全天成交额超100亿元。 关注" 新华网财经 "视频号 更多财经资讯等你来看 渤海证券称，长期来看，美国居高不下的债务和赤字率、潜在的再通胀风险、全球复杂的地缘局势以及 多国央行购金等因素均对金价形成支撑。当前宏观情绪缓和背景下需关注短期波动，而长期基本面利好 因素仍存，黄金具备战略配置价值。 知名黄金分析师Jordan Roy-Byrne认为，黄金价格在年底有可能达到3700美元/盎司。金价将在未来12个 月内达到4400美元至4500美元/盎司。此外，白银价格也将突破100美元/盎司。 （ ...

金十数据5月22日讯，三大指数今日低开，早盘震荡，午后加速下跌。截至收盘，沪指收跌0.94%，深 证成指收跌0.85%，创业板指收跌1.18%。盘面上，港口航运板块领跌，兵装重组概念、游戏股走低； 可控核聚变板块走强，贵金属板块午后冲高，CRO概念、医疗服务板块涨幅居前。赛力斯涨停，成交 额超106亿元。沪深两市成交额1.18万亿元，全市场超4200只个股下跌。 A股收评：创业板指收跌1.18% 全市场超4200只个股下跌 ...

Group 1: Market Overview - The Hang Seng Index rose by 0.58%, gaining 135 points to close at 23,679 points, while the Hang Seng Tech Index increased by 0.61% [1] - The early trading volume in Hong Kong stocks reached HKD 1,094 million [1] Group 2: CRO Sector Performance - CRO concept stocks led the gains, with Trump's drug pricing policy potentially benefiting the domestic CXO industry, as institutions noted a fundamental turning point has emerged [1] - Zhaoyan New Drug (603127) surged over 10%, while Tigermed (300347) rose by 13%, and Kanglong Chemical (300759) increased by 7% [1] - WuXi AppTec (603259) saw a rise of 2.76% [1] Group 3: Semiconductor and Technology Stocks - InnoCare (02577) increased by over 4%, following a significant rise of over 14% the previous day, driven by the collaboration between NVIDIA and Navitas, igniting a gallium nitride (GaN) trend [2] - Fourth Paradigm (06682) rose by 2.63%, with enterprise-level agent demand beginning to explode, indicating sustained high revenue growth for the company [5] Group 4: Biopharmaceuticals - Rongchang Biopharmaceutical (09995) increased by over 4%, with a cumulative rise of 2.5 times this year, as institutions noted that H-share placements have bolstered cash reserves [3] - Gilead Sciences-B (01672) rose by over 4% after its psoriasis treatment drug ASC50 received approval for Phase I clinical trials in the U.S. [8] Group 5: Music Streaming - NetEase Cloud Music (09899) rose by over 6%, reaching a new high, driven by operational leverage that improved gross margins, with institutions optimistic about the valuation increase in music streaming [4] Group 6: Lithium Industry - Tianqi Lithium (002466) saw an intraday increase of over 3%, while Ganfeng Lithium (002460) rose by 1.4%, as falling lithium prices may trigger localized supply contractions [5] Group 7: Gold Sector - Gold stocks generally declined, with Chifeng Jilong Gold Mining (600988) dropping over 2%, as gold prices fell below USD 3,300 [6] Group 8: Retail Sector - Tmall (06110) fell by over 9%, as institutions indicated that deepening discounts amid inventory reduction negatively impacted the company's gross margin performance [7]