A股三大指数今日集体回调，截止收盘，沪指跌0.44%，收报3384.82点；深证成指跌0.86%，收报10162.18点；创业板指跌1.17%，收报2037.27点。 板块方面，港口航运股集体大涨；创新药概念股维持强势；美容护理、稀土永磁等板块涨幅居前，华为昇腾、军工、半导体、软件开发等板块跌幅 居前。 沪深两市全天成交额1.42万亿，较上个交易日放量1290亿。 01 中科曙光复牌一字涨停 6月10日，此前因筹划战略重组而停牌的海光信息和中科曙光复牌，中科曙光实现开盘涨停。海光信息也收涨4.4%。 截至收盘，中科曙光涨停板上 仍有50万手封盘排队等买进。 | 中科曙光 | | | ... () | | --- | --- | --- | --- | | 603019 已收盘 06-10 15:00:00 北京 | | | | | 68.09 +6.19 +10.00% | | | 36.32万人加自选 = 2 > CN 融 通 L1 | | 高 68.09 | 开 68.09 | 量 67196.00手 | 总市值 996.30亿 。 | | 低 68.09 额 4.58亿 | 换 0.46% | | 市盈 ...

策略点评 证券研究报告 市场情绪回暖，重新关注科技方向 财信证券宏观策略周报（6.9-6.13） 2025 年 06 月 08 日 上证指数-沪深 300 走势图 -12% -2% 8% 18% 28% 2024-06 2024-09 2024-12 2025-03 上证指数 沪深300 黄红卫 分析师 执业证书编号:S0530519010001 huanghongwei@hnchasing.com 相关报告 05-27 3 房地产市场高频数据周报（05.19-05.25）2025- 05-27 投资要点 此报告仅供内部客户参考 请务必阅读正文之后的免责条款部分 1 房地产市场高频数据周报（06.02-06.08）2025- 06-04 2 房地产市场高频数据周报（05.26-06.01）2025- 上周（6.2-6.6)股指表现为，上证指数上涨 1.13%，收报 3385.36 点，深证成 指上涨 1.42%，收报 10183.7 点，中小 100 上涨 1.62%，创业板指上涨 2.32%； 行业板块方面，通信、有色金属、电子涨幅居前；沪深两市日均成交额为 11842.1 亿元，沪深两市成交额较前一周上升 ...

Core Viewpoint - The report emphasizes the need for Guangzhou to enhance its AI industry development strategies to improve competitiveness and address existing shortcomings in the sector [1] Group 1: Current State of AI Industry in Guangzhou - Guangzhou has made initial achievements in AI industry development, with numerous companies established in areas such as computer vision, natural language processing, and intelligent robotics [1] - However, the city faces challenges including insufficient industry competitiveness, a lack of leading AI enterprises, high computing costs, and inadequate policy support [1] Group 2: Strategies for Reducing Computing Costs - The introduction of a "computing power voucher" policy is suggested, providing subsidies of 30%-50% based on actual computing power consumption for companies using public computing platforms [2] - Focused support for key areas such as AI chip development and large model training is recommended to help reduce training costs and accelerate model optimization [2] Group 3: Enhancing Technological Autonomy - Increased support for companies using domestic AI chips and algorithm frameworks is proposed, with R&D subsidies ranging from 15%-25% based on usage [3] - A procurement policy prioritizing domestic AI products for government projects is suggested, aiming for at least 80% procurement of domestic products in major projects [3] Group 4: Promoting Application Scenarios - The establishment of an annual AI application scenario list is recommended, encouraging companies to propose solutions and compete for funding and support [4] - Successful solutions should be promoted citywide, with incentives for companies adopting these solutions [4] Group 5: Tax Incentives for Innovation - Recommendations include increasing the R&D expense deduction ratio for key AI sectors and providing tax exemptions for fixed asset investments in AI [5] - Personal income tax reductions for high-end AI talent and support for housing and education are also suggested to strengthen talent retention [5]

| 国内市场表现 | | | | | --- | --- | --- | --- | | 指数名称 | | 昨日收盘价 | 涨跌幅(%) | | 上证指数 | | 3,352.00 | 0.28 | | 深证成指 | | 10,197.66 | 0.93 | | 创业板指 | | 2,022.77 | -0.47 | | 沪深 | 300 | 3,852.90 | 0.56 | | 上证 | 50 | 2,443.97 | -0.52 | | 科创 | 50 | 891.46 | 0.14 | | 创业板 | 50 | 1,924.26 | -0.67 | | 中证 | 100 | 3,697.15 | 0.58 | | 中证 | 500 | 5,773.81 | 0.41 | | 中证 | 1000 | 6,116.76 | 0.33 | | 国证 | 2000 | 7,801.23 | 0.58 | | 资料来源：聚源，中原证券研究所 | | | | 分析师：张刚 登记编码：S0730511010001 国际市场表现 指数名称 收盘 涨跌幅(%) 道琼斯 30,772.79 -0.67 标普 500 3, ...