又有积极信号出现！ 为进一步保障和改善民生，着力解决群众急难愁盼，推动民生建设更加公平、均衡、普惠、可及，今日，中 办、国办印发《关于进一步保障和改善民生 着力解决群众急难愁盼的意见》。 意见提出，推进优质医疗卫生资源共享。推进优质医疗资源扩容下沉和区域均衡布局，优化区域医疗中心建设 模式、管理体制和运行机制。完善基本医疗保险药品目录调整机制，制定出台商业健康保险创新药品目录，更 好满足人民群众多层次用药保障需求。 研究机构认为，完善基本医疗保险药品目录调整机制，制定出台商业健康保险创新药品目录，对于医药企业， 特别是创新药来说，又是一个重磅驱动。 中办、国办重磅发布 今天下午，中共中央办公厅、国务院办公厅发布《关于进一步保障和改善民生 着力解决群众急难愁盼的意 见》， 意见指出: 一要增强社会保障公平性。 （一）有效扩大社会保障覆盖面。强化社会保险在社会保障体系中的主体作用，健全灵活就业人员、农民工、 新就业形态人员社会保险制度，全面取消在就业地参加社会保险的户籍限制，健全参保激励约束机制，完善转 移接续机制，稳妥有序提高城镇就业人员参加职工基本养老保险和医疗保险比例。对连续参保和当年零报销人 员按规定提高 ...

Group 1 - Multiple banks have reduced management fees for wealth management products to attract investors, with some products having conditional fee reductions or no fees at all [1] - Canalys predicts that 2026 may be a key year for the recovery of the foldable smartphone market, with Apple's rumored foldable product potentially stimulating market demand [1] - TrendForce reports that the global wafer foundry industry revenue decreased by approximately 5.4% in Q1 2025, amounting to $36.4 billion, due to international market conditions [1] Group 2 - As of Q1 this year, China's market regulatory authorities have repaired a total of 8.7779 million pieces of corporate illegal credit information, a year-on-year increase of 34.52% [2] - In the first five months of this year, over 200,000 defective children's products were recalled in China, including 54 recalls of toys involving 96,600 items [2] - Greenme's Hong Kong listing process is progressing in an orderly manner, with the company committed to timely information disclosure [2] Group 3 - Qualcomm has agreed to acquire UK-listed company Alphawave for approximately $2.4 billion, valuing the entire issued and to-be-issued share capital at £1.83 per share [3] - Xiaomi has undergone personnel adjustments in its China region, with Vice President Wang Xiaoyan taking on additional responsibilities as General Manager of Xiaomi Home [4] - JD.com has launched its wine and travel business, actively recruiting talent and establishing a complete business line for "flights + hotels + travel" [4] Group 4 - Midea Group clarified that the recall of its U-shaped air conditioning units in North America is a voluntary recall, not a mandatory one, and the product meets market standards [4] - A rumor regarding Hoshine Silicon Industry's control transfer has been denied by a company insider, stating that the information is false [5] - Haosai announced the termination of the transfer of a 0.71% stake in Yida New Energy due to unmet conditions of the agreement [5] Group 5 - Yibin Technology received a project designation notice from a domestic new energy vehicle company, with an estimated total sales amount of approximately 256 million yuan over a five-year lifecycle [6] - Kaichun Co. announced an adjustment to its share repurchase price limit from 26.625 yuan per share to 40 yuan per share, effective from June 10, 2025 [7] - The ChiNext index rose over 1% with more than 4,100 stocks in the market increasing, indicating a strong market performance [8]

Group 1 - The A-share market has shown a positive trend with four consecutive days of gains, although it has struggled to break through the 3400-point level due to pressure from the banking and liquor sectors [1] - The market has demonstrated strong individual stock activity, indicating investor optimism, as evidenced by the yellow line consistently staying above the white line [1] - The trading volume has not been sufficient for a significant breakout, leading to a period of consolidation around the 3400-point mark, with average stock prices remaining high for three hours [1] Group 2 - The current market trend is characterized as a healthy consolidation phase, despite recent gains, as the average stock price index has been in a one-month consolidation since May 6 [2] - The 10-day moving average of the average stock price remains below the 20-day moving average, suggesting that the market is still in a consolidation cycle rather than a full-fledged upward trend [2] - The potential for a market shift remains, with preparations needed for both upward and downward movements, as a breakout could occur at any time given the narrowing space near the upper boundary of the trading range [2]

转自：安徽省科技厅 6月7日上午，在第七届长三角一体化发展高层论坛上，第二批长三角创新联合体名单正式发布。其中， 三家安徽企业牵头创新联合体。 图 片来源：安徽省科技厅 这12家长三角创新联合体的牵头单位、联合体名称分别为： 江苏亨通光电股份有限公司牵头"长三角海洋信息传输技术创新联合体" 江苏奥赛康药业有限公司牵头"长三角抗微生物感染药物研究创新联合体" 南京美辰微电子有限公司牵头"长三角低轨卫星通信集成技术创新联合体" 中电金信数字科技集团股份有限公司牵头"长三角人工智能源网协同能管创新联合体" 上海化工研究院有限公司牵头"长三角同位素技术创新联合体" 上海御渡半导体科技有限公司牵头"长三角电测设备创新联合体" 浙江晶盛机电股份有限公司牵头"长三角集成电路大硅片抛光技术创新联合体" 杭州申昊科技股份有限公司牵头"长三角智能机器人创新联合体" 宁波吉利罗佑发动机零部件有限公司牵头"长三角绿色智能动力总成创新联合体" 埃夫特智能机器人股份有限公司牵头"长三角机器人高速高精技术创新联合体" 安徽皖仪科技股份有限公司牵头"长三角无线微创手术系统创新联合体" 安徽江淮汽车集团股份有限公司牵头"长三角汽车低碳与智能技 ...

每经记者｜刘明涛 每经编辑｜赵云 6月9日上午，医药板块迎来大爆发，创新药领涨。ETF方面，港股创新药相关ETF集体飙涨，包括创新药ETF国泰（517110）在内10只港股创新药相关ETF 半日涨幅超4%，其中，港股创新药ETF（513120）半日成交金额更是接近50亿元，资金活跃度极高。 | | | 港股创新药行业相关ETF一览 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 代码 | 名称 | 涨幅% | 现价 | 换手% | 规模(亿份) | 总金额(万元) | | 517110 | 创新药ETF国泰 | 4.7 | 0.668 | 2.87 | 4.29 | 814.38 | | 520700 | 港股创新药ETF基金 | 4.65 | 1.395 | 143.03 | 2.18 | 43225.67 | | 513780 | 港股创新药50ETF | 4.63 | 1.446 | 63.82 | 4.2 | 38274.82 | | 513120 | 港股创新药ETF | 4.44 | 1.128 | 48.71 | 91.57 | 4 ...

Core Viewpoint - The current bull market in A-shares is expected to continue until mid-2026, driven by policy support, liquidity easing, and technological advancements [3][12]. Market Forecast - The peak of the bull market is predicted to occur between mid-2025 and early 2026, with major institutions agreeing on a continuation until late 2025 or early 2026 [3][10]. - Technical analysis suggests that the main upward wave starting in September 2024 could target a breakout above 7000 points for the Shanghai Composite Index [4][10]. Historical Context - Historical bull markets in A-shares have lasted between 1.5 to 3 years, with the current cycle likely to follow the patterns observed in previous bull markets from 2019 and 2005-2007 [5][6]. Market Phases - The current phase is characterized as the initial stage of the bull market, with a period of consolidation expected from October 2024 to mid-2025 [7]. - The first quarter of 2025 is anticipated to see earnings growth driven by policy measures, pushing the index towards 3700-3800 points [8]. Key Drivers and Potential Risks - Key drivers include strong policy support, liquidity easing, and industrial upgrades in sectors like AI and renewable energy [9]. - Potential risks involve external shocks, such as U.S. tariff policies, and slower-than-expected recovery in the real estate sector [9]. Investment Strategy Recommendations - Short-term investments (first half of 2025) should focus on sectors benefiting from policy support, including technology (AI computing, semiconductors), brokerage firms, and undervalued consumer goods [10][11]. - Long-term allocations (post-second half of 2025) should emphasize growth in technology (AI applications, renewable energy) and recovery in consumer sectors (pharmaceuticals, food and beverages) [11]. Conclusion - The bull market is likely to persist until late 2025 or early 2026, with critical validation points in early 2025 for earnings reports and mid-2025 for interim results [12][13].

Group 1 - The core viewpoint is that the Hong Kong stock market is experiencing a positive trend, driven by factors such as improved risk appetite due to easing US-China trade relations and significant inflows into the Hang Seng Tech ETF [2][3][8] - The Hang Seng Tech ETF has seen over 2% increase in intraday trading, with net inflows exceeding 2.1 billion yuan in the past 60 days [1][5] - The current market environment is characterized by a shift in consumption patterns and technological advancements, particularly in AI, which are attracting investor interest in Hong Kong stocks [4][7][9] Group 2 - Hong Kong stocks are expected to outperform A-shares due to their unique asset characteristics and the scarcity of certain stocks related to new consumption and AI applications [3][7] - The Hang Seng Tech Index is currently valued at a price-to-earnings ratio of 20.7, which is considered attractive compared to global standards [9] - The influx of southbound capital indicates a strong demand for Hong Kong stocks, particularly from domestic institutions, which is expected to continue supporting the market [8][9]

上天天基金APP搜索【777】注册即可 领98元券包 ， 优选基金10元起投！限量发放！先到先 得！ 周末大事 何立峰将访问英国并举行中美经贸磋商机制首次会议 外交部发言人宣布：应英国政府邀请，中共中央政治局委员、国务院副总理何立峰将于6月8 日至13日访问英国。其间，将与美方举行中美经贸磋商机制首次会议。 商务部：对稀土实施出口管制符合国际通行做法 已依法批准一定数量的合规申请 商务部新闻发言人就中重稀土出口管制措施答记者问表示，稀土相关物项具有军民两用属 性，对其实施出口管制符合国际通行做法。随着机器人、新能源汽车等行业发展，各国对中 重稀土在民用领域的需求量正持续增长。中国作为负责任的大国，充分考虑各国在民用领域 的合理需求与关切，依法依规对稀土相关物项出口许可申请进行审查，已依法批准一定数量 的合规申请，并将持续加强合规申请的审批工作。中方愿就此进一步加强与相关国家的出口 管制沟通对话，促进便利合规贸易。 商务部：目前中欧双方电动汽车案价格承诺磋商进入最后阶段 但仍需双方努力 商务部新闻发言人就王文涛部长赴法国期间与欧盟委员会贸易和经济安全委员谢夫乔维奇会 谈答记者问。 问：电动汽车反补贴案的价格承诺 ...

Group 1 - The core viewpoint highlights the recent rebound in technology sectors, particularly in military, pharmaceutical, and TMT industries, with the Sci-Tech Innovation Board ETF (589630) rising nearly 1.5% [1] - The A-share merger and acquisition market has been active this year, with significant participation from Sci-Tech Innovation Board companies, especially in sectors like biomedicine, semiconductors, and new-generation information technology [1] - Data indicates that out of 86 major restructuring events in 2025, 18 involved Sci-Tech Innovation Board companies, showing a significant increase compared to the same period last year [1] Group 2 - Dongwu Securities emphasizes the importance of self-reliance in technology, focusing on sectors such as artificial intelligence, autonomous control, new energy technology, aerospace information technology, and data elements [1] - In aerospace information technology, areas like low-altitude economy, satellites, and commercial space are highlighted as key focus points [1] - The report suggests that the AI sector should concentrate on AI agents, AI applications (like standalone software and smart terminals), humanoid robots, and autonomous driving [1] Group 3 - Western Securities notes that the level of merger and acquisition activity reflects the direction of the industrial cycle, with the highest number of mergers occurring in the automotive, electronics, and machinery sectors in 2024 [2] - The report indicates that the trends in automotive intelligence, semiconductor self-control, and high-end manufacturing are accelerating technological upgrades and industry evolution [2] - It is suggested that if AI commercialization leads to performance improvements through mergers and acquisitions, it could create a mainline market trend; otherwise, it may only represent a short-term thematic opportunity [2] Group 4 - The Sci-Tech Innovation Index ETF from Guotai (code: 589630) tracks the Sci-Tech Innovation Index (code: 000680), which includes representative stocks from the Sci-Tech Innovation Board, with an average market capitalization of approximately 11 billion [2] - The index focuses on technology innovation companies, covering more early-stage innovative firms and emphasizing hard technology sectors [2] - Investors without stock accounts can consider Guotai's linked ETFs for the Sci-Tech Innovation Board Comprehensive ETF [2]

市场憧憬中美元首通电，港股大盘全周先跌后升，恒生指数全周上升 2.2%，收报 23,792 点。恒生科指全周上升 2.2%，收 报 5,286 点。恒指公司上周五季检生效，使大市成交金额增加至 2,356 亿港元，但全周日均成交也按周下跌 7.6%至 2,039 亿港元，显示大多投资者仍在观望中。港股通全周净流入 149 亿港元，风格继续偏好高分红。板块上，材料及医疗保健行 业分类指数上分别升大升 5.6%及 4.1%，前者受到黄金及铜有色股份带动，后者则受惠于市场对中国创新药 BD 交易的预 期。全球市场风险偏好上升有助于港股表现，但当前估值已大幅修复，AH 溢价指数偏低，整体大盘以偏震荡为主。由于 部分焦点板块升幅已较大，较易有获利了结的倾向，预计未来一周港股难有明确主线，更多以板块轮动为主。 中美元首上周通话，双方同意团队继续落实好日内瓦共识，尽快举行新一轮会谈。我们认为消息有助于纾缓中美双边紧 张气氛，减少不确定性，促进港股情绪进一步修复。不过，中美双方在关税税率、高端芯片的进口、市场改革、产业补 贴、芬太尼等多方面仍存在较多分歧，预计中美能够达成共识的进度较缓慢且反复。 上周个别年内升幅凌厉的"新消 ...