π° Hourly Briefing | 2026-06-03 13:43 CST
Flash: A-share baijiu selloff, St. Petersburg drone attack, semi equipment rally
π Market Snapshot
- Gold: 4463.56 π -0.55% (High: 4496.72 Low: 4459.08)
- WTI Crude: 96.948 π +1.76% (High: 97.788 Low: 95.378)
- S&P 500: 7609.78 π +0.13% (High: 7620.90 Low: 7582.99)
- Dow Jones: 51307.79 π +0.45% (High: 51369.61 Low: 50829.55)
π₯ Key News This Hour
- π A-share baijiu sector continues to slide, Yilite & Gujinggongjiu down 4%+, Moutai down 2%+
- β οΈ Russia says St. Petersburg hit by Ukrainian drone attack, casualties reported
- π A-share semi equipment sector surges in afternoon, AMEC & Naura up 10%+
- β οΈ UK CMA imposes new behavioral requirements on Google Search, changes due within 9 months
- π Volcano Engine raises MaaS revenue target to 15B yuan annually, Seedance 2.0 monthly revenue exceeds 1B
- π Shanghai & Shenzhen turnover surpasses 2T yuan for 38th consecutive trading day
π Situation Assessment
Crude oil continues to strengthen (+1.76%), Iran tensions remain the primary driver.
Gold edges lower, short-term profit-taking pressure.
A-shares show clear structural rotation β semiconductors attract capital while baijiu and consumer sectors face outflows.
Overall risk sentiment: neutral to slightly positive.
β° Upcoming Data
- Australia May S&P Global Mfg PMI Final: 50.7 (Prev 50.2) π
- South Korea May Trade Balance Prelim: 26.95B (Exp 24.3B) π
- South Korea May Exports YoY: 53.2% (Exp 48.4%) π
- Japan May Mfg PMI Final: 54.5 (unchanged)