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]

2025年6月18日 星期三 ↓ 央行今日有1640亿元7天期逆回则 2 2025数据智能大会将于6月18日 召开 3 2025陆家嘴论坛将于6月18日至 办 4 2025MWC上海移动通信大会将于 20日举办 5 美国6月14日当周首次申请失业救 1 隔夜市场 美股低开低走，三大指数集体收跌。纳指跌0.91%，标普500指数跌0.84%，道指跌0.7%。大型科技股普跌，特斯拉跌近4%，苹果跌超1%，微软、英伟达、 谷歌、奈飞、亚马逊、Meta小幅下跌；英特尔小幅上涨。航空概念股跌幅居前，JetBlue跌近8%，美联航跌超6%，达美航空、阿拉斯加航空跌逾4%，美国 航空公司跌超3%，美国西南航空跌超2%。热门中概股多数收跌，纳斯达克中国金龙指数跌1.77%。禾赛跌超6%，文远知行跌超5%，理想汽车跌超4%，腾 讯音乐跌超3%，哔哩哔哩跌超2%。 COMEX黄金期货跌0.37%，报3404.8美元/盎司。COMEX白银期货涨1.97%，报37.165美元/盎司。 WTI 7月原油期货收涨3.07美元，涨幅4.28%，报74.84美元/桶。布伦特8月原油期货收涨3.22美元，涨幅4.4%，报76.45美元/桶。 ...

6月17日，南下资金净买入港股63.02亿港元。 其中，净买入建设银行11.22亿、阿里巴巴-W 5.99亿、泡泡玛特2.71亿、美团-W 2.22亿、小米集团-W 2.2亿、南京熊猫电子股份1.65亿、众安在线1.3亿； 净卖出腾讯控股7.13亿、石药集团6.17亿。 | 名称 | 流鉄幅 | 净买入额(亿) | 成交额 | 名称 | 流跌幅 | 净买入额(亿) | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | | 山东零龙 | -2.4% | -0.10 | 39.30 Z | 泡泡玛特 | -6.0% | 0.46 | 17.14亿 | | 泡泡印特 | -6.0% | 2.25 | 37.56 L | 阿里巴巴-W | 1.7% | 2.46 | 14.38 Z | | 进发展行 | -1.7% | 11.22 | 22.10亿 | 山东零龙 | -2.4% | 0.28 | 12.03 Z | | 阿里巴巴-W | 1.7% | 3.54 | 20.97 亿 | 康方生物 | -4.9% | 0.80 | 10.96 Z | | 南京 ...