今日导读 1.记者从国务院国资委获悉，截至2025年一季度末，各中央企业、各地国有企业改革深化提 升行动重点改革任务平均完成率已超过80%。 2. 近日，阿里巴巴通义团队开源了全新的千问3量化模型，完成基于苹果硬件的MLX框架的 全系模型深度适配。 3. 天眼查显示，近日，灵心巧手（北京）科技有限公司发生工商变更，新增中金观博（上 海）私募投资基金合伙企业（有限合伙）、蚂蚁集团全资子公司上海云玚企业管理咨询有限 公司为股东。 宏观消息 1、6月17日，国家外汇管理局副局长、新闻发言人李斌就5月外汇市场形势答记者提问时表示，5月 份，境内外汇供求总体平衡，外汇市场运行平稳。一是跨境资金延续净流入。5月份企业、个人等非银 行部门跨境资金净流入330亿美元。其中，货物贸易资金净流入保持在较高水平，外资增持境内股票较 上月进一步增加，服务贸易、外商投资企业分红派息、对外直接投资等资金净流出总体保持稳定。二 是市场预期平稳。5月份银行结售汇转为顺差。企业、个人等结汇意愿稳定，购汇需求回落，市场交易 理性有序。 2、6月17日国务院国资委举行的专题推进会上，记者获悉，截至2025年一季度末，各中央企业、各地 国有企业改革 ...

Group 1: Financial Policies and Market Developments - The Lujiazui Forum has opened, with expectations for new financial policy signals from central financial authorities during the event [1] - The People's Bank of China is accelerating the preparation of policies to support the construction of Shanghai as an international financial center [1] - Shanghai and Hong Kong are set to sign the "Shanghai-Hong Kong International Financial Center Collaborative Development Action Plan" [1] Group 2: Market Trends and Stock Performance - International oil prices have significantly increased, with NYMEX light crude oil futures rising by $3.07 to $74.84 per barrel, a 4.28% increase [2] - The Nasdaq China Golden Dragon Index fell by 1.77%, while the Hang Seng Index ADR decreased by 0.87% [2] Group 3: Cryptocurrency Legislation - The U.S. Senate passed a landmark stablecoin bill aimed at promoting growth in the cryptocurrency industry, with a vote of 68 in favor and 30 against [3] - This legislation establishes a regulatory framework for stablecoins pegged to the U.S. dollar, marking a significant victory for digital asset companies [3] Group 4: Investment Trends - Southbound capital trading volume has reached HKD 11.52 trillion this year, surpassing the total for the entire previous year [4] - The net buying amount for Shanghai Stock Connect is HKD 493.1 billion, and for Shenzhen Stock Connect, it is HKD 193.9 billion, both significantly higher than the same period last year [4] Group 5: Central Bank Gold Reserves - Nearly 43% of central banks plan to increase their gold reserves in the next year, with over 90% of surveyed central banks expecting to continue adding gold [5] - This marks the highest level of interest in gold reserves since the survey began in 2019, reflecting a 17 percentage point increase from the previous year [5] Group 6: Coal Inventory and Production - Coal inventory at major ports in the Bohai Rim has decreased by 13.5% from previous highs, totaling 28.68 million tons [7] - Coal production from January to May reached 198.54 million tons, with a year-on-year growth rate of 6.0% [6] Group 7: Corporate Developments - Dada Group has completed its privatization and will cease trading as a public company [8] - Kingsoft Cloud has completed the issuance of 69.375 million shares, raising approximately HKD 404 million [9] - Rongchang Bio's product, Taitasip, has received orphan drug designation from the EU for the treatment of myasthenia gravis [10] Group 8: Technology and AI Developments - Tencent Yuanbao has launched an AI programming mode, significantly enhancing coding efficiency for users [11] - Alibaba's Tongyi team has open-sourced the Qianwen 3 quantization model, optimized for Apple's MLX framework [13] Group 9: Financial Forecasts - Yadea Holdings expects a net profit of no less than RMB 1.6 billion for the first half of 2025, up from RMB 1.03 billion in the same period last year [17] - Haitian Flavor Industry has set the final price for its H-shares at HKD 36.3 per share, with additional shares to be issued [15][16]

Market Overview - US stock markets opened lower and closed down, with the Nasdaq falling by 0.91%, S&P 500 down 0.84%, and Dow Jones down 0.7% [5] - Major tech stocks declined, with Tesla dropping nearly 4% and Apple down over 1% [5] - WTI crude oil futures rose by $3.07, a 4.28% increase, closing at $74.84 per barrel [7] - European major stock indices also closed lower, with Germany's DAX30 down 0.86% and France's CAC40 down 0.63% [8] Foreign Investment and Market Trends - In May, foreign investment in domestic stocks increased compared to the previous month, with a net inflow of $33 billion in cross-border funds [13][14] - The foreign exchange market remained stable, with a shift to surplus in bank foreign exchange sales and purchases [14] Corporate Developments - Nvidia will debut at the upcoming Chain Expo, which is expected to enhance collaboration and innovation in the AI industry [21] - Alibaba's Tongyi team has launched a new quantization model compatible with Apple's MLX framework, which is anticipated to boost AI applications on Apple hardware [22] - JD Group's chairman Liu Qiangdong announced plans to develop a business model distinct from Meituan, focusing on supply chain profitability [23] - Li Auto responded to the stock reduction by Meituan's CEO, clarifying it was a personal decision and did not affect Meituan's holdings [24] - Baoneng Auto reassured stakeholders of its normal operations amid rumors of liquidation, stating new vehicle launches are forthcoming [28] Technological Innovations - Rokid and Alipay have collaborated to introduce a smart glasses payment solution, enhancing user experience in payment methods [29] - WeChat is optimizing its chat record backup feature to support multiple storage devices, improving user convenience [31] Legal and Regulatory Issues - Tesla faces a lawsuit from a Chinese owner regarding the non-functionality of the FSD feature, highlighting potential consumer rights concerns [32] - A former president of Zheshang Securities has filed a lawsuit against the company, raising questions about management stability [27]

Group 1: Market Activity - Southbound funds net bought Hong Kong stocks worth 6.302 billion HKD on June 17, with notable net purchases in China Construction Bank (1.122 billion HKD) and Alibaba (599 million HKD) [1] - Tencent Holdings experienced a net sell-off of 713 million HKD, marking a continuous net sell for 13 days totaling 15.43008 billion HKD [3] Group 2: Company Insights - China Construction Bank has seen a net buy for five consecutive days, totaling 3.7402 billion HKD, with analysts recommending H-shares due to attractive dividend yields [4] - Alibaba's team released a new open-source quantitative model, enhancing its machine learning framework for Apple hardware, which is expected to boost its presence in the AI community [4] - Pop Mart is recognized for its iconic IPs gaining global recognition, with a strong product development capability and marketing strategy that supports its growth [5] - Tencent Holdings repurchased 980,000 shares at prices between 507 HKD and 514 HKD, totaling approximately 500 million HKD, indicating a commitment to shareholder value [6]