A股玻璃基板概念再度活跃，京东方A涨停，红星发展此前涨停，美迪凯、戈碧迦、彩虹股份、帝尔激光等跟涨。

美伊战局主导市场情绪，非农重要性或已降低。若海峡重新开放，货币政策套利、股票轮动和做空美元或成为新的主线。

A fire tore through a densely populated residential area in Central Jakarta early on the 4th, destroying 30 homes and affecting about 240 residents. Jakarta’s regional disaster management agency said the blaze began at about 00:20 local time and the main flames were extinguished by about 04:24. The cause is under investigation.

【印尼雅加达一居民区发生火灾约240人受影响】6月4日讯，印度尼西亚首都雅加达中区一处人口密集的居民区4日凌晨发生火灾，30栋民宅被烧毁，约240名居民受影响。雅加达特区灾害管理机构当天发布声明说，火灾于当地时间4日0时20分左右发生，4时24分左右明火被扑灭。目前，火灾原因仍在调查中。

图示：2026年06月04日（周四）全球汽车制造商市值变化

Analogue IC sector is shifting from inventory-cycle repair to demand recovery, price rebound and structural upgrade, CITIC Jian... research says. Aggressive price increases by overseas leaders have created pricing room and eased profit pressure on Chinese suppliers from prior low‑price competition, supporting a stabilization and rebound in industry gross margins. Over the next few quarters, as AI infrastructure spending scales, firms with high‑performance, low‑latency analog technologies are expected to retain a competitive edge in the AI-driven industry reshuffle.

【中信建投：模拟IC大厂开启新一轮涨价，国产模拟厂商有望受益】6月4日讯，中信建投证券研报称，模拟IC板块正处于从“库存周期修复”向“需求修复+价格反弹+结构升级”切换的关键窗口。海外龙头的密集提价不仅为行业打开了价格空间，也有效缓解了国内厂商此前因低价竞争带来的盈利压力，推动行业毛利率水平企稳回升。未来几个季度，随着AI基建支出持续放量，掌握高性能、低延迟模拟技术的领军企业，将在这一轮由AI定义的产业重塑中持续占据竞争优势。

Data from the China Chain Store & Franchise Association show about 350 new shopping centers are expected to open nationwide in 2025. Sector concentration is rising, and operators are prioritizing redevelopment of existing stock and improvements in operating efficiency.

【2025年全国新开购物中心约350座】6月4日讯，中国连锁经营协会日前发布数据显示，2025年全国新开购物中心约350座，购物中心行业集中度持续提升，存量改造与运营效率提升成为企业关注的核心方向。

Lao People's Revolutionary Party General Secretary and President Thongloun Sisoulith arrived in Beijing to continue his state visit to China, running June 2–6; he visited Zhejiang province prior to arrival.

【老挝人革党中央总书记、国家主席通伦抵达北京】6月4日讯，老挝人革党中央总书记、国家主席通伦抵达北京，继续访华行程。通伦于6月2日至6日对中国进行国事访问。抵京前，通伦已赴浙江省参访。

图示：2026年06月04日（周四）全球富豪榜

隔夜shibor报1.3160%，与上日持平；7天shibor报1.3480%，上涨0.1个基点；3个月shibor报1.4015%，下跌0.2个基点。点击查看>>

Vanguard's S&P 500 ETF VOO has surpassed $1 trillion in assets, the first ETF to reach that scale and a record for passive investing. The fund charges 0.03%, well below major rivals. Asset growth reflects US AI-driven equity demand and continued global flows into low-cost passive products. Market commentators note recent index rule changes — S&P 500's new-issue waiting period cut from 12 to 6 months and Nasdaq's expedited IPO inclusion — will allow large passive funds to allocate to heavyweight upcoming listings such as SpaceX and ANTHROPIC sooner; if those firms are fast-tracked into broad indexes, funds like VOO would be required under index rules to increase holdings. Vanguard reported roughly $12.32 trillion in AUM at end-Q1 2026 and operates a fund-shareholder-owned structure, positioning it alongside BlackRock and State Street among US asset-management leaders.

【全球首个万亿美元ETF诞生】6月4日讯，据多家美媒3日消息，美国先锋集团旗下跟踪标普500指数的ETF规模突破一万亿美元，成为全球首个万亿体量ETF，刷新被动投资行业纪录。该代码为VOO的ETF管理费为0.03%，显著低于主要竞争对手，美股AI投资热潮、全球资金持续向低成本被动产品迁徙是基金规模大涨的核心原因。有分析指出，伴随标普500新股纳入等待期由12个月缩至6个月、纳斯达克落地IPO快速入指新规，海量被动资金将定向配置SpaceX、Anthropic等即将上市的重磅标的。一旦两家企业被快速纳入主流指数，以VOO为代表的万亿级被动基金将依规增持。先锋集团创立于1975年，采用持有人所有制架构。截至2026年一季度末，其全球资产管理规模约12.32万亿美元，依靠低费率指数投资重塑全球基金行业格局，与贝莱德、道富并称美国资管三巨头。