宏观消息汇总 我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年6月6日 ● 国内金融市场 · | | | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3384.1 | 0. 23% | 上证当月连续 | 2674 | -0.01% | | 深证成指 | 10203. 5 | 0. 58% | 沪深当月连续 | 3852 | 0.21% | | 创业板指 | 2048. 62 | 1.17% | 恒生期货指数 | 30683.02 | 1.09% | 1.乘联分会消息,根据月度初步乘联数据综合预估:5月全国新 能源乘用车厂商批发销量124万辆，同比增长38%，环比增长9%。 2.工业和信息化部党组书记、部长李乐成主持召开会议，研究 推动人工智能产业发展和赋能新型工业化的思路举措。 3.6月4日,我国第一款九价人乳头瘤病毒(HPV) 疫苗获国家 药监局批准上市。 二、行业最新动态 1.市场存量大，推动老旧型铁路内燃机车淘汰更新，相关个股： 蜀道装备(300540)、亿华通(68 ...

Group 1: Artificial Intelligence Industry Development - The Ministry of Industry and Information Technology is focusing on promoting the development of the artificial intelligence industry and empowering new industrialization [1] - Emphasis on cultivating leading AI enterprises and supporting specialized and innovative development of small and medium-sized AI companies [1] - Plans to enhance international cooperation in the AI industry while ensuring safety and governance [1] Group 2: New Power System Construction - The National Energy Administration is organizing the first batch of pilot projects for the construction of a new power system [2] - The pilot projects will focus on seven key areas, including grid technology and intelligent microgrids [2] - The initiative aims to integrate energy resources and data centers in regions with favorable energy conditions [2] Group 3: Virtual Asset Derivatives Trading - The Hong Kong Securities and Futures Commission is considering introducing virtual asset derivatives trading for professional investors [3] - The initiative aims to enrich product options in the Hong Kong market while ensuring orderly and transparent trading [3] Group 4: Urban Renewal Actions - The central government plans to support 20 cities, including Beijing and Tianjin, with over 20 billion yuan for urban renewal actions [4][5] - The initiative aims to address infrastructure shortcomings and establish a sustainable urban renewal mechanism [4] Group 5: HPV Vaccine Approval - Wantai Biological Pharmacy announced the approval of its nine-valent HPV vaccine, marking a significant development in the vaccine market [5] - The company is significantly influenced by its major shareholder, Zhong Shanshan, who holds a substantial stake [5] Group 6: Electric Vehicle Market Growth - In May, wholesale sales of new energy passenger vehicles in China reached 1.24 million units, a year-on-year increase of 38% [14] - The growth is attributed to government policies promoting vehicle upgrades and strong performances from various manufacturers [14] Group 7: Investment Opportunities - Foreign investment firms are actively researching A-share companies, with a focus on integrated circuits and other high-tech sectors [10] - The market is showing interest in new energy vehicles and related technologies as potential investment opportunities [13]