泡泡玛特现天价拍卖;哔哩哔哩为何大涨?|今日重要消息回顾

海豚投研
Jun 11, 2025

0611 |海豚君重点关注: 宏观/行业1、商务部国际贸易谈判代表表示:双方原则上就落实两国元首 6 月 5 日通话共识以及日内瓦会谈共识达成了框架,涉及关税调整(可能包括取消部分医药产品关税)、科技出口管制(半导体设备出口可能放宽)和供应链合作(稀土等关键矿产)三大领域。达成框架协议有助于稳定全球产业链、供应链,减少因关税不确定性带来的成本增加。对两国企业而言,降低关税能直接提升企业利润空间,...

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