【解剖大盘】 承接上月末杀跌的惯性，港股 6 月第一天大幅低开，还好后面收回了不少。最终跌 0.57%。量能只有 1452 亿，可见南下资金占比已经相当大。 美国总统特朗普把关税大棒向欧盟挥起：6 月 4 日起，将把钢铁和铝的进口关税从 25%提高至 50%。欧 盟委员会发言人称，欧盟已准备好对美国提高关税采取反制措施。特朗普的举措实际上是给美德会谈制 造筹码。据媒体报道，德国新总理默茨将于 6 月 5 日在白宫与特朗普会面，讨论俄乌战争、中东局势以 及贸易政策等关键议题。默茨此次华盛顿之行，是欧洲如何平衡合作与对抗的关键测试。也可以间接窥 视中欧关系的走向。 端午期间，利空消息持续发酵。上周五提到的中美第二轮谈判陷入停滞，商务部发言人谈到：美方在日 内瓦经贸会谈后，陆续新增出台多项对华歧视性限制措施，包括发布 AI 芯片出口管制指南、停止对华 芯片设计软件（EDA）销售、宣布撤销中国留学生签证等。这些做法严重违背两国元首 1 月 17 日通话 共识，严重破坏日内瓦经贸会谈既有共识，严重损害中方正当权益。可见责任在美方。 上次发酵了航空和餐饮，也提到了间接利好博彩，这次博彩再度走强，大华继显发表报告指出，指澳 ...

•第28届东盟与中日韩（10+3）财长和央行行长会议在意大利米兰举行 聚焦全球和区域宏观经济形势、10+3区域财金合作等议题 •工业和信息化部：加强通用大模型和行业大模型研发布局 加快建设工业领域高质量数据集 •五一假期期间品牌首饰金报价普遍跌破千元／克大关 部分品牌首饰金报价重回"8字头" •据财政部官网，2025年5月4日，第28届东盟与中日韩（10+3）财长和央行行长会议在意大利米兰举行。会议主要讨论了全球和区域宏观经济形势、10+3区 域财金合作等议题，并发表了联合声明。财政部部长蓝佛安出席并作为联合主席主持会议部分议题，副部长廖岷陪同参会。（新华财经） •当地时间5月4日，美国总统特朗普在接受美国全国广播公司（NBC）采访时，再次批评了美联储主席鲍威尔不降低利率的行为，并暗示这是出于"个人敌 意"，但特朗普表示，在鲍威尔2026年任期结束之前不会对其进行罢免。（央视新闻） •农业农村部近日印发养殖业节粮行动实施方案，提出力争到2030年，标准化规模养殖方式的每公斤动物产品平均饲料消耗量比2023年减少0.2公斤以上（降 幅达7%以上）。（新华社） •最新数据显示，今年第一季度赴华韩国游客数量达266 ...

Economic Performance - In the first quarter, Shandong's GDP reached 23,466 billion yuan, with a year-on-year growth of 6.0% [1] - The primary industry added value was 754 billion yuan, growing by 3.7%; the secondary industry added value was 9,073 billion yuan, growing by 6.3%; and the tertiary industry added value was 13,639 billion yuan, growing by 6.0% [1] - Agricultural production showed stability, with total output value in agriculture, forestry, animal husbandry, and fishery reaching 143.64 billion yuan, a growth of 4.2% [1] Industrial Growth - Shandong's industrial added value above designated size grew by 8.2% year-on-year in Q1, with March seeing a growth of 8.3% [2] - Among 41 industrial categories, 36 reported growth, with a growth rate of 87.8%, and 14 industries achieved double-digit growth [2] Service Sector - The revenue of Shandong's service industry above designated size increased by 8.2% year-on-year from January to February, improving by 1.0 percentage point compared to the previous year [2] - Out of 32 service industry categories, 27 reported revenue growth, resulting in a growth rate of 84.4% [2] Cultural and Tourism Development - The 2025 Shandong Cultural and Tourism Industry High-Quality Development Conference was held, emphasizing the province's commitment to enhancing its cultural and tourism sectors [3][4] - Strategic cooperation agreements were signed, and key tourism projects were launched to promote Shandong as an international cultural tourism destination [3] Film Industry - The 20th China Film Huabiao Awards commenced in Qingdao, highlighting the city's role as a hub for film production and technology [5][6] - Qingdao has become a significant location for major film productions, benefiting from government incentives for filming [6] Agricultural Promotion - The "Good Products Shandong Special Agricultural Products" promotional event was launched in Shanghai, aiming to enhance the market competitiveness of Shandong's agricultural products [7][8] - The event featured various agricultural product categories and aimed to strengthen supply chain integration and market access [7][8] Investment and Collaboration - The fifth "Shandong Enterprises Entering Gansu" investment conference was held, with over 300 Shandong enterprises participating, marking a record high [9] - The conference focused on collaboration in various sectors, including agriculture and tourism, and has led to significant investment growth in Gansu [9]