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影响市场重大事件:国家外汇局数据,5月外资增持境内股票较上月进一步增加
Mei Ri Jing Ji Xin Wen· 2025-06-17 23:01
Group 1 - In May, foreign investment in domestic stocks increased further compared to the previous month, with a net inflow of $33 billion in cross-border funds from non-bank sectors [1] - The overall balance of foreign exchange supply and demand remained stable, with a surplus in bank foreign exchange settlement and sales in May [1] - The current economic situation in China is stable and progressing, providing strong support for the healthy operation of the foreign exchange market [1] Group 2 - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the need for state-owned enterprise funds to invest early, small, and solidly in new industries and technologies [2] - There is a focus on planning and aligning with national key industry development strategies, as well as increasing investment in angel, venture, and equity investments [2] Group 3 - A Bank of America survey indicates that the net underweight position in the US dollar reached 31%, the highest in 20 years, with 47% of investors citing trade friction as the biggest tail risk [3] - Investors are reallocating funds from other regions to emerging markets, with an overweight position of 28%, the highest since August 2023 [3] Group 4 - The World Gold Council reports that over 95% of surveyed central banks expect to continue increasing their gold reserves in the next 12 months, with nearly 43% planning to add to their holdings [4] - The survey included responses from a record 73 central banks, indicating a strong ongoing interest in gold despite rising prices [4] Group 5 - China's magnetic levitation technology has achieved a breakthrough, successfully accelerating a 1.1-ton test vehicle to 650 km/h over a distance of 1,000 meters [5] - This technology is expected to support the development and testing of high-speed trains in China [5] Group 6 - China's new generation crewed spacecraft "Dream Boat" successfully completed a zero-height escape flight test, marking a significant breakthrough in the country's lunar exploration program [6] Group 7 - The first maritime financial service platform in China has been launched, which converts maritime information into credit certificates for financing purposes [7] - This platform aims to address challenges faced by shipping companies in securing financing by providing real-time data on ship collateral [7] Group 8 - China's cross-border e-commerce export scale has surpassed 2 trillion yuan, with a year-on-year growth of 16.9%, accounting for 8.5% of total goods exports [8] - The main export destinations include the United States, the United Kingdom, and Germany, while the primary sources of imports are the United States, Japan, and Germany [8] Group 9 - SASAC highlights the importance of consolidating foundational resources and promoting the application of artificial intelligence and other technologies in state-owned enterprises [9] - The focus is on creating high-value application scenarios and enhancing collaboration among various ownership enterprises for technological and industrial innovation [9] Group 10 - China's investment in Central Asian countries has exceeded $30 billion, focusing on green development and digital economy projects [10] - China is a major source of investment in Central Asia and has signed contracts worth $120.1 billion in the engineering sector, with a completed turnover of $75.6 billion [10]