【博时市场点评2月6日】节前情绪谨慎，两市继续调整 每日观点 今日沪深三大指数调整，两市成交较昨日继续缩量。国外方面，美国初请失业金与JOLTS职位空缺数据 双双不及预期，显示就业市场正在放缓，美国经济韧性的交易逻辑出现回摆。未来一段时间，美国经济 数据与联储政策的博弈将成为扰动全球市场的重要变量。国内方面，财政部等三部门发布海南自贸港岛 内居民"零关税"新政，此项政策是区域消费刺激的制度创新，通过赋予岛内居民特定免税额度，旨在促 进境外消费回流，挖掘内部消费潜力。在复杂外部环境下，此类政策体现了通过制度型开放和区域试点 来扩大内需、促进"国内大循环" 的战略思路。国内权益市场方面，市场结构性分化明显，节前投资者 在宏观经济数据空窗期或外部不确定性增加的情况下，倾向于选择业绩相对稳定、受经济周期影响较小 的行业。节前市场驱动逻辑或从全局流动性宽松预期，向寻找具备业绩确定性和政策支持的结构性方向 转变。 2月6日，A股三大指数下跌。截至收盘，上证指数报4065.58点，下跌0.25%；深证成指报13906.73点， 下跌0.33%；创业板指报3236.46点，下跌0.73%；科创100报1585.49点，下跌0 ...

Key Points - The Chinese government aims to improve the carbon emission rights and water rights trading systems by 2027, establishing a sound pollution discharge rights trading system and enhancing the market mechanisms for energy conservation [1] - The Ministry of Commerce of China urges the U.S. to stop discriminatory restrictions against China, emphasizing the need to maintain the consensus reached during the Geneva high-level talks [1] - Fujian Province's Marine and Fisheries Bureau has reached a cooperation intention with Huawei to develop a digital ocean economy, focusing on the integration of various domains [1][4] - The Chinese government has identified 404 enterprises as key cultural export companies for 2025-2026, including Migu Culture Technology Co., Ltd. [2] Domestic News - The Chinese government has issued opinions to deepen the market-oriented allocation of resource and environmental factors, aiming for a more active trading market and improved pricing mechanisms by 2027 [1] - The expected cross-regional personnel flow during the Dragon Boat Festival is projected to reach 687 million, a 7.7% increase compared to the same period in 2024 [3] - The revenue of large-scale light industry enterprises from January to April reached 7.35 trillion yuan, with a year-on-year growth of 4.9% [3] International News - Elon Musk announced that Tesla will deliver Model Y autonomous vehicles in June, with successful testing on public roads [5] - The Bank of Korea has lowered its benchmark interest rate by 25 basis points to 2.50% to mitigate economic growth risks [5] - The UK service sector confidence has hit a two-and-a-half-year low amid rising cost pressures [6]