人民网上海6月16日电(记者董志雯)为进一步打造互联网平台经济集聚效应，助力互联网科技企业出 海，6月16日，浦东新区成立陆家嘴数智港。 记者获悉，陆家嘴数智港将联合全球领先架构师专业组织AEA(全球架构师协会)，公有云服务商华为云 等生态合作伙伴，为互联网科技企业发展提供精准服务，为企业"走出去"布局更加广阔的海外空间赛 道。 为何选择落户陆家嘴数智港？上海智居好房科技有限公司创始人、CEO赵彤阳表示："首先是看重陆家 嘴优越的地理位置。其次，数智港在数智化产业方面的资源整合能力非常强。汇聚了众多前沿的科技企 业、专业的技术人才以及丰富的创新资源。再者，数智港的服务体系十分完善。很大程度上减轻了初创 企业运营管理的负担，能够更加专注于核心业务的发展，将更多的精力投入到产品研发、技术创新以及 市场推广等方面。" 全球架构师协会中国代表处总监高美华表示，希望可以帮助入驻企业引进顶尖架构师人才，完善企业内 部架构师培养体系。 作为上海建设国际金融中心的核心承载区，陆家嘴金融城集聚了8000多家金融机构，12家国家级要素市 场和金融基础设施，948家持牌机构，集聚了全球律所创收排名前10的其中6家、全球四大会计师事 ...

恒生指数开盘跌0.42% 智通财经6月16日电，香港恒生指数开盘跌0.42%。恒生科技指数跌0.61%。山东墨龙涨超14%，美团跌 超2%。 ...

新华财经上海6月15日电本周（6月9日-6月14日），美国通胀数据低于预期，市场对美联储年内降息押注攀升，中东冲突升级，全球资产价格波动加剧，国 际油价飙升，黄金价格因避险需求大幅上行，全球主要股指多数下跌。 美股方面，美股三大股指集体下挫，标普500指数收报5976.97点，本周累计下跌0.39%；道琼斯工业平均指数收报42197.79点，本周累跌1.32%；纳指收报 19406.83点，本周累跌0.63%；罗素2000指数收报2100.51点，本周累跌1.49%。 美国"科技股七巨头"多数下挫，苹果累计下跌3.66%，Meta跌2.13%，亚马逊跌0.69%，英伟达涨0.18%，谷歌A涨0.69%、4月份以来周线间断地持续走高， 微软涨0.97%，特斯拉涨10.22%。 欧洲股市方面，德国DAX 30指数本周累计下跌3.24%，在全球股市中表现垫底；法国CAC 40指数收跌1.04%，本周累跌1.54%；英国富时100指数本周累涨 0.14%。 亚太股市方面，日经225指数本周转跌，全周微涨0.25%；印度SENSEX30指数全周跌1.3%；韩国综合指数本周涨2.94%。 外汇市场方面，美元指数本周整体呈 ...

点击按钮▲立即预约 " 这是共和党人特朗普期待已久的局面：在民主党占绝对优势的加州，围绕一项核心的政治议题，与一位主要的政治对手，就其政治议程中的核心议题，展开一场 正面斗争。 " 文 / 巴九灵（微信公众号：吴晓波频道） 抗议、暴力、冲突、骚乱、宵禁。这就是美国加州洛杉矶，这一周的新闻主题。 导火索是特朗普发起的"史上最大规模的驱逐行动"。6月6日，美国移民与海关执法局（简称ICE）等联邦执法部门，在洛杉矶执行非法移民搜查 抓捕行动。数百名示威者聚集，表达他们对此次逮捕行动的愤怒、不满和抗议。 接下来的数日里，局势陡然升级，民众的抗议活动演变成与执法部门之间的冲突。 身着防暴装备的执法人员展示了他们的执法温度，使用了警棍、橡皮子弹、闪光弹、胡椒球、催泪瓦斯、辣椒水。抗议者们也展示了他们的反抗 力度：辱骂特朗普的涂鸦与标语、鸡蛋、塑料瓶、玻璃瓶、石头砖块、燃烧瓶、烟花炮仗。 全网流传最广的视频，是那几辆正在燃烧的谷歌无人驾驶出租车。抗议者们砸碎车窗、扎破轮胎、喷漆涂鸦、纵火焚烧。高科技产品成为靶子， 也许是因为它搭载的360度无死角的摄像头，会记录违法的证据。 骚乱导致数百人被捕 。6月9日晚，市中心的23家 ...

Market Overview - The Hong Kong stock market continued its weak performance, with the Hang Seng Index down 0.59% to 23892.56 points, the Tech Index down 1.72% to 5239.71 points, and the National Enterprises Index down 0.85% to 8655.33 points [1] Impact of External Events - Airstrikes by the air force on Iranian nuclear and military facilities have led to a decrease in market risk appetite [1] - The U.S. Department of Commerce announced tariffs on various steel household appliances starting June 23, impacting market sentiment [1] Sector Performance - Technology stocks experienced a significant pullback, with Xpeng Motors down over 5% and Horizon Robotics down over 3% [1] - Innovative drug concept stocks also retreated, with Boan Biotechnology down 9.68% and Connaught B down 6.59% [1] Safe-Haven Assets - Gold and shipping sectors showed resilience, with gold stocks rising due to increased risk aversion; for instance, Chifeng Jilong Gold surged over 10% and Shandong Gold rose 5.99% [2] - Oil and gas stocks saw substantial gains, with Shandong Molong up over 70% and Sinopec Oilfield Services up 25% [2] - Shipping stocks also rose, with COSCO Shipping Energy up over 8% and COSCO Shipping Holdings up 5.38% [2] Market Outlook - Analysts remain optimistic about the market, suggesting that Hong Kong will play a crucial role in the restructuring of the global financial order, enhancing the prosperity of quality assets in the region [2] - The A-H premium index has been fluctuating, currently at 128.05, indicating a downward trend [3] - Since last year, the overall performance of Hong Kong stocks has outpaced A-shares, with the A-H premium index moving away from the previous range of 130-150 [3] Investment Opportunities - The focus for investment opportunities in the second half of 2025 will be on broad growth sectors such as internet technology and pharmaceuticals, while new consumer stocks may face short-term challenges [3] - Specific stocks like CATL, BYD, China Merchants Bank, WuXi AppTec, and Yihua Energy are currently at a discount in the A-H market, while stocks like Hengrui Medicine and Chifeng Jilong Gold have an A-H premium rate below 10% [3]

Group 1 - The Hong Kong stock market opened lower on June 13, with the Hang Seng Tech Index down by 0.95%, and the Hang Seng Tech Index ETF (513180) also followed the decline with a slight premium [1] - Key stocks such as Xiaopeng Motors, BYD, NIO, Kingsoft, Tencent Music, BYD Electronics, and Li Auto experienced significant declines [1] - As of June 12, the latest valuation (PETTM) of the Hang Seng Tech Index ETF (513180) was only 20.27 times, placing it in the historical undervaluation range, below 90% of the time since its inception on July 27, 2020 [1] Group 2 - Shenyin Wanguo believes that Hong Kong will play a crucial role in the restructuring of the global financial order, becoming a core capital market under the new global order [1] - The firm anticipates that investment opportunities in Hong Kong stocks will continue to expand by the second half of 2025, focusing on broad growth sectors represented by internet technology and pharmaceuticals [1] - The new consumption sector still holds mid-term alpha advantages, although it faces short-term issues regarding cost-effectiveness [1] Group 3 - The Hong Kong Consumption ETF (513230) combines e-commerce and new consumption, covering relatively scarce new consumption sectors compared to A-shares [2] - The Hang Seng Tech Index ETF (513180) includes core AI assets and encompasses technology leaders that are relatively scarce in A-shares [2]

恒生科技指数跌2.2%。生物医药股涨幅居前，君圣泰医药-B涨约26%，荣昌生物涨约20%。蚂蚁金服概 念股大涨，云峰金融涨约54%。稀土股、汽车股、科技股下跌，中国稀土跌约14%，小鹏汽车跌约7%， 快手跌约6%。 ...

【导读】国际油价飙升超5%！特朗普：美联储应降息整整1%！ 叠加 43115.69 0.58% 42618.05 -0.58% 09:30 16:00 中国基金报记者 郭玟君 大家早上好！昨夜今晨，又有很多大事发生。 美国三大股指小幅收跌。中概股跑赢大盘。国际油价大幅飙升超5%！特朗普在社交媒体喊话美联储：应该降息整整1%！抗议活动持续，美国洛杉矶延长 宵禁措施。欧洲央行称，黄金成为全球第二大储备资产。 美国三大股指小幅收跌 美国三大股指小幅收跌，道指微跌1个点，报42865.77点；标普500指数跌0.27%，报6022.24点；纳指跌0.5%，报19615.88点。 道琼斯工业指数(DJI) 06-11 16:20:04 | 42865.77 | | --- | | -1.10 0 | | 上涨 0 平盘 0 | | 最高价 43115.69 最低价 42738.62 近20日 1.72% | | 市盈率 | | 分时 五日 日K 周K 月K 更多 ◎ | 标普500(SPX) 06-11 16:19:31 | 6022.24 昨收 6038.81 成交额 | | | 0.00 | | --- | --- ...

Core Viewpoint - The recent policy allows companies listed in Hong Kong from the Guangdong-Hong Kong-Macao Greater Bay Area to return to the Shenzhen Stock Exchange, creating new investment opportunities and enhancing the quality of listed companies in A-shares [1][2][3]. Group 1: Policy Implications - The policy opens a new channel for companies to return to the A-share market, enhancing their development through domestic capital markets [1][2]. - The Shenzhen Stock Exchange aims to deepen reforms and expand openness, contributing to the construction of a modern socialist country [1][2]. Group 2: Market Impact - There are 220 companies from the Greater Bay Area listed in Hong Kong, with a total market value of approximately 16 trillion HKD, including major firms like Tencent Holdings and XPeng Motors [3]. - The combination of higher liquidity and valuation from the Shenzhen Stock Exchange with the international governance of Hong Kong companies is expected to support technology research and cross-border mergers [3]. Group 3: Investment Opportunities - The return of quality technology companies from Hong Kong to A-shares is anticipated to boost investor confidence in China's capital market and technology assets [4]. - Analysts suggest focusing on three investment directions: companies with low valuations and high dividends, technology sectors, and consumer sectors benefiting from policy support [5]. Group 4: Brokerages and Financial Services - The dual listing mechanism is expected to catalyze brokerage business, enhancing market activity and improving the performance of securities firms [5]. - The brokerage sector is projected to experience significant valuation recovery and growth in profitability due to policy-driven mergers and acquisitions [5].

Core Insights - The global AI revolution is at a critical juncture, with domestic large models like DeepSeek leading to a "multipolar" competitive landscape, driving a reevaluation of Chinese tech assets through technological breakthroughs, policy benefits, and capital flows [1] - The Hang Seng Tech Index, representing major Chinese tech companies, is attracting global attention due to its low valuation and high growth potential, especially after several constituent stocks reported better-than-expected Q1 2025 earnings [1] - The Great Wall Hang Seng Tech Index QDII fund aims to provide investors with an opportunity to invest in Chinese tech assets by tracking the Hang Seng Tech Index [1] Industry Overview - The Hang Seng Tech Index consists of 30 of the largest tech companies listed in Hong Kong, primarily focused on non-essential consumer goods (54.3%) and information technology (40.7%), representing a significant cluster of China's core tech assets [1] - Many companies within the Hang Seng Tech Index are not listed on the A-share market, creating a complementary relationship with A-share tech assets, and are deeply involved in the AI industry chain across various sectors [2] - The constituent stocks of the Hang Seng Tech Index show strong growth potential, with a median revenue growth rate of 11.29% and a median net profit growth rate of 32.94% for the year 2024 [2] Investment Value - Since the "924" market rally, the Hang Seng Tech Index has experienced significant valuation recovery, rising from 3000 points to 6000 points within two quarters, despite a recent pullback [2] - The Hang Seng Tech Index has shown a 40.09% increase over the past year, outperforming major indices in Hong Kong and A-shares, indicating higher elasticity in the current tech market [3] - As of June 5, the TTM price-to-earnings ratio of the Hang Seng Tech Index is 20.87, positioned at the 13.04% percentile over the past decade, suggesting a compelling opportunity for low-position investments [3]