全市场超3300只个股上涨，超百股涨停。 6月9日，四大股指集体收涨，上证指数报收4010.03点，涨1.28%，深成指报收15268.71点，涨3.02%，创业板指报收3961.75点，涨3.93%，科创综指报收2029.96点，涨3.82%。 盘面上，半导体、算力硬件产业链大幅反弹，掀涨停潮；稀土永磁、光纤概念、固态电池板块活跃，锂矿概念走强。油气、煤炭、白酒、房地产、零售板块走低。 具体来看，存储芯片概念股强势反弹，沪硅产业、利和兴等多股涨停。 下跌方面，石油板块跌幅明显，通源石油、中国石油等多股跌逾5%。 沪深两市成交额2.64万亿，较上一个交易日缩量1524亿。盘面上，市场热点快速轮动，全市场超3300只个股上涨，超百股涨停。

印尼银行（央行）周二宣布紧急加息25个基点，将基准利率上调至5.50%。此举超出了市场此前的普遍预期。印尼央行发表声明指出，由于近期印尼盾汇率贬值幅度超出预期，央行决定在例行货币政策会议召开前提前采取行动，以应对中东局势动荡引发的全球金融市场剧烈波动，稳定印尼盾汇率，并确保2026至2027年的通胀率控制在目标区间内。 受中东地缘政治冲突升级等因素影响，印尼盾对美元汇率今年以来已累计下跌8%，成为全球表现最差的货币之一。在印尼央行宣布加息决定后，印尼盾对美元汇率小幅回升至18075比1。在此之前，印尼盾对美元汇率曾一度跌至18190比1的历史新低，创下2020年以来的最大单月跌幅。 为遏制本币贬值，印尼央行已持续加大市场干预力度，导致该国外汇储备大幅缩水。数据显示，今年5月印尼外汇储备减少13亿美元，降至1449亿美元，触及近两年来的最低水平。尽管印尼政府上月发行了价值35亿美元的美元和欧元债券，但仍未能完全扭转外汇储备流失的势头。此外，市场对印尼新政府财政支出扩张、燃油补贴预算攀升以及大宗商品出口政策的担忧，也对印尼盾汇率构成持续压力。 除调整基准利率外，印尼央行还宣布将采取综合措施吸引外资流入。印尼央行表示，将通过提高本币证券（SRBI）收益率、将外国投资者对冲掉期费率下调10%等手段，增强印尼金融资产的吸引力。中亚银行（BCA）首席经济学家大卫·苏穆尔（David Sumual）对此分析指出，鉴于墨西哥、印度和菲律宾等同类新兴经济体的国债收益率普遍处于高位，印尼需要采取更具侵略性的紧缩政策以维持利差优势。 国际金融机构巴克莱（Barclays）发布报告预测，鉴于当前的汇率压力，印尼央行在下周的例行货币政策会议上仍有进一步加息25个基点至5.75%的可能，甚至不排除加息50个基点的空间。报告同时指出，一旦印尼盾汇率趋于稳定，印尼央行未来或将视情转入降息周期。 责任编辑：龙运翔

Source: Bloomberg, 8:20

Morning, I’m Louise Moon from Bloomberg UK’s breaking news team, bringing you up to speed on today’s top business stories. Hoping for a shot of energy, GSK is piling $10.6 billion into its oncology drive. The London-listed blue chip stock agreed to buy Nuvalent, a Massachusetts-based clinical stage biopharma firm, in one of its largest ever deals. That’s $124 per share in cash, marking a 40% premium to Nuvalent’s last closing price. It’s also the first major deal under GSK CEO Luke Miels, who joined earlier this year. And a significant step in his attempt to revitalise the company and bolster its pipeline amid investor fears about the drugs GSK has in development. The pharma giant isn’t known for risk-taking. Shares dipped at open, suggesting investor concerns haven’t yet quite been cured. What’s your take? Ping me on X , LinkedIn or drop me an email at lmoon13@bloomberg.net. Oh, and do subscribe to Bloomberg.com for unlimited access to trusted business journalism on the UK, and beyond. What We’re Watching Two big housebuilders flashed some warning signs this morning. Bellway noted moderated demand as mortgage rates rose, higher building cost material inflation and said the outlook is uncertain. Meanwhile, peer MJ Gleeson now expects pretax profit to miss expectations due to a delay in a land sales. Fevertree seems to be reaping the benefits of its US partnership with Molson Coors, and push into soft drinks. The premium tonic maker reiterated guidance, extended buybacks by £30 million and said it’s well hedged from a cost perspective amid the geopolitical dramas. Shares rose 7%. Hiring from abroad just got easier for “scale-up” firms in the digital and tech, life sciences, and clean energy sectors. The government plans to reimburse visa fees incurred from recruiting overseas talent in attempt to make the UK a more attractive place for tech companies (and fend off criticism that its policy changes have been detrimental). Plus, Bloomberg analysis shows Brexit may have...

格隆汇6月9日丨据农业农村部监测，6月9日“农产品批发价格200指数”为113.31，比昨天上升0.08个点，“菜篮子”产品批发价格指数为113.37，比昨天上升0.09个点。截至今日14:00时，全国农产品批发市场猪肉平均价格为14.70元/公斤，比昨天上升0.4%；牛肉66.55元/公斤，与昨天持平；羊肉63.79元/公斤，比昨天下降0.2%；鸡蛋10.85元/公斤，比昨天上升2.3%；白条鸡17.12元/公斤，比昨天上升0.9%。重点监测的28种蔬菜平均价格为4.30元/公斤，比昨天上升1.4%；重点监测的6种水果平均价格为7.58元/公斤，比昨天上升0.7%。鲫鱼20.74元/公斤，比昨天上升2.8%；鲤鱼14.74元/公斤，比昨天下降0.5%；白鲢鱼10.42元/公斤，比昨天上升1.4%；大带鱼41.21元/公斤，比昨天上升2.6%。今日，国内鲜活农产品批发市场重点监测的46个品种中，与昨天相比价格升幅前五名的是菠萝、莲藕、菠菜、豆角和鲫鱼，幅度分别为5.2%、4.6%、4.2%、3.5%和2.8%；价格降幅前五名的是西瓜、巨峰葡萄、葱头、大黄花鱼和大白菜，幅度分别为2.2%、1.0%、0.9%、0.8%和0.7%。

格隆汇6月9日丨华芢生物-B(02396.HK)跌3.55%，报4.8900港元，股价创历史新低，总市值5.75亿港元。

记者从抖音相关负责人处了解到，抖音明确严禁诱导非法跨境投资相关内容，包括但不限于教授或引导办港卡开证券账户、无资质提供办港卡服务等行为，近双周处置相关违规内容1500余条。据悉，此前多部门已针对非法跨境证券期货经营乱象提出整治要求，抖音持续强化平台内容管控，从严清理各类违规导流信息，引导投资者正确看待投资行为。（财联社）

Police attended an incident Kinnaird Avenue following a report made shortly after 22:30 GMT on Monday 8 June.

We have selected seven stories from the SCMP’s coverage of Asia over the past week that resonated with our readers and shed light on topical issues. If you would like to see more of our reporting, please consider subscribing. 1. At least 35 dead, 200 injured, after magnitude 7.8 quake hits Philippines At least 35 people were killed and more than 200 injured after a magnitude 7.8 earthquake struck the southern Philippines on Monday, toppling buildings, setting off landslides and sending panicked...

Key PointsNvidia has been the undisputed early winner of the AI revolution, fueling the company's $5 trillion market cap.

为贯彻落实《医疗器械监督管理条例》《医疗器械生产监督管理办法》《医疗器械生产质量管理规范》，规范和指导医疗器械生产检查工作，国家药监局组织起草《医疗器械生产质量管理规范检查指导原则（征求意见稿）》，现向社会公开征求意见。公开征求意见时间为2026年6月9日—6月24日。

格隆汇6月9日｜据21财经，6月8日，香港金融管理局总裁余伟文率团到访北京，并举办媒体交流会。余伟文表示，香港今年一季度GDP同比增长5.9%，创下近五年季度增速新高，经济复苏的内在动力十分扎实。他分析，本轮高增长由出口、消费、投资三大引擎共同拉动。出口端表现尤为突出，香港出口中约七成品类为AI及高端电子产品，当前全球科技产品需求旺盛，这一增长趋势具备延续性，将持续为香港贸易、相关产业带来支撑。内需市场同步回暖，楼市自谷底反弹约10%，财富效应进一步激活居民消费意愿；企业投资热情也逐步回升，整体投资数据实现正向增长，经济内生活力持续释放。余伟文表示，全球投资者规避单一市场风险、推进资产多元化的趋势不会逆转，香港作为布局中国市场的核心枢纽，兼具制度、区位、市场三重优势，未来仍将持续吸引全球资金流入。

GSK agreed to buy Nuvalent in a deal valued at $10.6 billion, adding a biotech firm that’s developing treatments for lung cancer as the British pharmaceutical company seeks to rebuild its oncology franchise. Sam Fazeli of Bloomberg Intelligence has more. (Source: Bloomberg)

BLI Banque de Luxembourg Investments Purchases 5,400 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

Meta Platforms, Inc. $META Shares Bought by Black Cypress Capital Management LLC MarketBeat

Key facts: GOOG $84.8–85B sale; AI Ultra expands; Gemini to power Siri TradingView

Key facts: AMD to Power Zenith, Sunrise; GPUs Tested with PRISM TradingView

Key facts: MSFT $148B 2026 spend; Copilot NHS; EU rules risk access TradingView

Vachilavit Sanameang/iStock via Getty Images Fund Highlights Seeks a high level of income consistent with reasonable risk by investing primarily in income producing securities Primarily invests in investment grade corporate bonds, high yield corporate bonds, preferred stocks, U.S. municipal bonds and U.S. Treasuries Actively manages the portfolio by rotating among asset classes and tactically hedging during various interest rate and market environments Seeks to identify relative value across asset classes and capture opportunities primarily within the corporate, U.S. Treasury, municipal and preferred security markets Analyzes and targets the portfolio's level of risk and interest rate sensitivity Selects individual positions based on security credit metrics and structures Focuses on liquid securities with transparent pricing and actively-traded capital structures Market Recap Both U.S. equities and fixed income posted negative returns in the first quarter of 2026. Geopolitical tensions in Iran drove volatility, as disruptions to oil exports through the Strait of Hormuz raised concerns around global energy supply and stagflation. The Federal Reserve (Fed) held rates steady in January and March, keeping the upper bound of the federal funds rate at 3.75%, citing uncertainty around inflation and economic impacts. Labor markets showed mixed signals, with unemployment at 4.3% in February (down from 4.5% in December) and nonfarm payrolls declining modestly overall versus fourth quarter 2025. Meanwhile, core PCE rose to 3.1% year-over-year in February (from 2.8% in December), and WTI crude surged from $57 to $101, adding inflationary pressure. The Fed reiterated a data-dependent stance, with markets pricing in only a low-to-moderate probability of rate cuts in 2026, consistent with the March dot plot median projection of 3.375%. Fixed income returns were negative. The Bloomberg U.S. Aggregate Bond Index declined -0.05%, investment grade (IG) corporates fell -0.54%, and pref...

“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and Stephen Engle give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)

法官裁定，联邦移民法赋予总统限制部分外国人入境的权力，但并未授权总统以此征税 【财新网】 当地时间6月8日，美国马萨诸塞州联邦地区法院法官利奥·索罗金（Leo Sorokin）裁定，特朗普政府将H-1B签证申请费用提高至10万美元的政策违法，认定此款项属于未经国会授权的税收。 美国总统特朗普2025年9月签署公告，将企业为新H-1B签证申请人支付的费用从数千美元提高至10万美元。 特朗普政府称，此举旨在防止外国人抢占美国人的工作岗位；该费用属于一种金钱处罚，而总统依据联邦移民法拥有合法权利，可以据此限制某些外国人入境。

欧洲市值最高企业的负责人警示欧盟，切勿直接干预半导体供应链。他表示，想要降低对海外技术的依赖，根本之道是培育欧洲本土实力更强的企业。 荷兰芯片设备制造商阿斯麦（ASML）首席执行官克里斯托夫・富凯在接受英国媒体采访时称：“如果本土没有完整的供应链，又谈何干预供应链？” 富凯透露，阿斯麦在欧洲的销售额仅占总营收的1%左右，而亚洲市场占比约达80%。他认为这让企业处境十分“被动”，毕竟行业发展的常态就是贴近客户布局业务。 就在此番言论发表的数日前，欧盟刚刚公布全新发展战略，其中包括授权相关部门在芯片短缺时紧急调配物资，以及一系列扶持欧洲半导体产业的举措。 欧盟正力图减少对北美科技企业和亚洲制造商的依赖，政策制定者也在不断权衡：是直接出手干预产业，还是营造良好环境，助力本土企业发展、参与全球竞争。 富凯于2024年出任阿斯麦首席执行官，他说道：“有人主张‘优先采购欧洲产品’。这个想法固然不错，但前提是欧洲得有拿得出手的产品可供选购。” 法国等多个国家也呼吁在公共采购中加入更多“优先采购欧洲产品”条款。但批评人士认为，倘若欧洲本土缺少具备竞争力的同类产品，这类本土倾斜政策便难以奏效。 富凯提出，欧洲需要在半导体全产业链中培育尽可能多的龙头企业，同时提升全球芯片产业中的欧洲份额，使之趋近于欧洲在全球GDP中约18%的占比。 他还着重强调，欧洲出台监管政策时，务必避免让潜力企业外流。 阿斯麦与多家欧洲科技企业一同向欧盟委员会施压，要求减轻监管负担，人工智能领域尤为突出。富凯指出，审批流程冗长、融资渠道受限，再加上欧盟的人工智能监管法规，都是企业发展面临的阻碍。 富凯表示，欧盟委员会总忍不住想要插手产业具体运营，建设数据中心与芯片晶圆厂的相关规划便是例证。 人工智能数据中心的需求增速，已经超过了制造企业的产能提升速度。作为全球顶尖极紫外（EUV）光刻机供应商，阿斯麦的设备被用于生产全球最先进的芯片。富凯称，公司已针对需求激增做好准备，计划进一步扩大产能，同时提升设备生产效率。 目前企业正在荷兰费尔德霍芬的总部周边扩建厂区，并计划在今年将新一代极紫外光刻机的产量提升50%。 但他表示，受规划限制与冗长的审批流程影响，在欧洲建造一座工厂仍需约四年时间。他补充道，人员招聘、员工培训以及供应链拓展，同样制约着企业发展。 这位法籍首席执行官称，除扩大产能外，阿斯麦还计划加大投资力度，在欧洲...

港股評級彙總：國海證券首予中芯國際買入評級 富途牛牛

BING-JHEN HONG/iStock Editorial via Getty Images ASE Technology ( ASX ) reported unaudited consolidated net revenues of US$2B for May, up +2.2% from April and +26.1% year-over-year. ATM assembly, testing, and material business accounted for ~$1.34B (+35.2% Y/Y) of the revenue. More on ASE Technology ASE Technology: No Longer Just An OSAT, The LEAP Ramp Changes Everything ASE Technology: The Advanced Packaging Story Is Believable, But The Valuation Might Be Stretched ASE Technology Holding Co., Ltd. (ASX) Q1 2026 Earnings Call Transcript Looking for under-the-radar value in the AI supply chain Foreign IT's strongest Quant picks are almost all semiconductors

格隆汇6月9日｜开源证券研报指出，渝农商行高股息筑底、量增价稳释放业绩弹性。资产端对公贷款持续发力，负债端存款成本下降空间较大。财富管理业务扩展空间广阔，作为唯一一家具备理财牌照的农商行，理财牌照有望成为银行做大AUM、优化中收结构的重要抓手。2023-2025年渝农商行分红率较高且稳定，股息率排名靠前、位列农商行前2位。基于PB-ROE估值框架，相较于行业水平处于回归线下方，具备一定的安全边际与估值修复空间。农商行对公贷款发力政信类+制造业，存款客户基础深厚，经营战略主动求变；资产质量稳中向好，财富管理未来或为第二增长极，未来中收增长势头可期。首次覆盖，给予“买入”评级。