周二，美股延续涨势，中概股大涨，油价则再次大幅下挫，投资者押注以色列与伊朗之间脆弱的停火协议将得以维持，市场风险情绪显著回暖。 与此同时，原油价格连续第二个交易日大幅回落。美国WTI原油收跌6%，国际基准布伦特原油下跌6.1%。前一交易日WTI原油已暴跌超过7%。油价再创 新低进一步提振了股市，特别是航空与科技板块表现强劲。 | NYMEX WTI原油 ICE布油 | | ICE轻质低硫原油 | | --- | --- | --- | | 65.01 66.81 | | 65.04 | | -3.50 -5.11% -3.71 -5.26% | | -3.47 -5.06% | | INE原油 INE低硫燃料油 | | NYMEX天然气 | | 3691 502.3 | | 3.680 | | -51.3 -9.27% | -134 -3.50% -0.130 -3.41% | | 随着燃油成本下降，航空股全面上扬，联合航空与达美航空涨幅均超过2%。科技板块方面，博通上涨近4%，英伟达涨约2.6%，投资者风险偏好显著升 温。 特朗普在社交平台发文称："以色列不会攻击伊朗"，并强调停火协议"仍然有效"。他此前也 ...

Group 1: Open Market Operations - The central bank conducted a 7-day reverse repurchase operation on June 24, with a fixed rate and a total amount of 406.5 billion yuan, at an interest rate of 1.40% [2] - The total amount of reverse repos maturing on the same day was 197.3 billion yuan, resulting in a net injection of 209.2 billion yuan [2] Group 2: Funding Conditions - The latest overnight financing rate in the U.S. is 4.29% [4] - The overall funding conditions are balanced, with overnight pledged repo rates for deposit institutions slightly rising but remaining around 1.37% [6] Group 3: Interbank Certificates of Deposit - The latest transaction rate for one-year interbank certificates of deposit among major banks is approximately 1.65%, showing little change from the previous day [8] Group 4: Government Bond Futures - The closing prices for government bond futures show a decline: 30-year main contract down 0.27%, 10-year down 0.11%, 5-year down 0.07%, and 2-year down 0.02% [12] Group 5: Key News - The 16th meeting of the 14th National People's Congress Standing Committee discussed amendments to the Anti-Unfair Competition Law, including provisions for fair competition review and regulations against data rights infringement [13] - Germany's cabinet approved a budget for 2025 that includes significant new borrowing for military funding, with net new debt projected to reach 82 billion euros this year and gradually increase to over 126 billion euros by 2029, totaling around 500 billion euros in new borrowing over five years [15] Group 6: Bond Market Events - Minsheng Bank issued 30 billion yuan of perpetual capital bonds [17] - Vanke A exercised the redemption option for its "22 Vanke 05" corporate bonds [17] - Guangfa Securities received approval for its corporate bond issuance registration from the CSRC [17] - Yunnan Copper's medium-term notes and short-term financing bonds are registered for 5 billion yuan each [17] Group 7: Negative Events in Bond Market - Several entities, including Guizhou Water City Economic Development Zone and Hubei Meitong Pharmaceutical Co., have faced negative rating events, such as being placed under rating observation or having their ratings downgraded [18]

6月24日，央行等六部门联合印发《关于金融支持提振和扩大消费的指导意见》，要求夯实宏观经 济金融基础，支持居民就业增收，优化保险保障，积极培育消费需求；强化结构性货币政策工具激 励，加大对服务消费重点领域信贷支持，发展债券、股权等多元化融资渠道。 中国人民银行等六部门联合印发《关于金融支持提振和扩大消费的指导意见》 贯彻落实党中央、国务院决策部署，完善扩大消费长效机制，更好满足消费领域金融服务需求，近日中 国人民银行、国家发展改革委、财政部、商务部、金融监管总局、中国证监会等六部门联合印发《关于 金融支持提振和扩大消费的指导意见》（以下简称《意见》）。 《意见》以习近平新时代中国特色社会主义思想为指导，深入践行金融工作的政治性、人民性，引导金 融机构从消费供给和需求两端强化金融服务，满足各类主体多样化融资需求，推动扩大高质量消费供 给，助力释放消费增长潜能。《意见》从支持增强消费能力、扩大消费领域金融供给、挖掘释放居民消 费潜力、促进提升消费供给效能、优化消费环境和政策支撑保障等六个方面提出19项重点举措。 《意见》指出，要夯实宏观经济金融基础，支持居民就业增收，优化保险保障，积极培育消费需求。强 化结构性货 ...

Group 1: Open Market Operations - The central bank announced a 7-day reverse repurchase operation on June 23, with a fixed rate and quantity tendering of 220.5 billion yuan at an interest rate of 1.40%, with the bid and awarded amount both at 220.5 billion yuan [1] - On the same day, 242 billion yuan in reverse repos and 100 billion yuan in treasury cash deposits matured [1] Group 2: Funding Conditions - The overall funding environment is relatively loose, with overnight pledged repo rates slightly declining but remaining around 1.37%, while the 7-day pledged repo rate increased by over 1 basis point [3] - The latest overnight financing guarantee rate in the U.S. is 4.28% [5] - The latest transaction for one-year interbank certificates of deposit among major banks is around 1.64%, showing little change from the previous day [6] Group 3: Interbank Major Rate Bond Yields - The yields for various government bonds are as follows: - 1Y: 1.3550% - 2Y: 1.3725% - 3Y: 1.4000% - 5Y: 1.4820% - 7Y: 1.5700% - 10Y: 1.6400% [9] Group 4: Recent City Investment Bonds (AAA) Yield Spread Trends - Recent trends and data on yield spreads for city investment bonds (AAA) were analyzed, indicating market conditions [10] Group 5: National Bond Futures Closing - The closing prices for national bond futures are as follows: - 30-year main contract down 0.04% - 10-year main contract down 0.01% - 5-year main contract unchanged - 2-year main contract down 0.01% [11] Group 6: Key News - The Ministry of Foreign Affairs announced that Premier Li Qiang will attend the 16th Summer Davos Forum in Tianjin from June 24 to 25, where he will deliver a special speech at the opening ceremony [11] - Iran plans to close the Strait of Hormuz, with the Ministry of Foreign Affairs responding that the safety and stability of the region are in the common interest of the international community [11] Group 7: Bond Market Developments - The first low-altitude economy ABS was successfully established on the Shenzhen Stock Exchange [15] - The Financial Supervision Administration has allowed currency brokerage companies to facilitate transactions between financial institutions in currency, bonds, foreign exchange, and gold markets [15] - The Japanese government plans to more actively reduce the scale of long-term government bond auctions [15]

Core Viewpoint - The article discusses the rapid development and potential of AI programming, highlighting recent advancements, market dynamics, and investment trends in the sector [3][5][20]. Group 1: AI Programming Technology Evolution - AI programming, or AI Coding, utilizes artificial intelligence to assist or automate software development, featuring natural language interaction, code generation, integrated development environments (IDEs), and multi-modal programming capabilities [4]. - The release of Cursor 1.0 on June 4, 2025, introduced features like BugBot for automatic code review and Background Agent, enhancing development efficiency and marking a shift towards a comprehensive AI programming ecosystem [5][6]. - AI programming tools have evolved from basic code completion to intelligent agents capable of understanding context and proactively identifying issues, with significant penetration in industries like internet and gaming, reaching over 80% [6][10]. Group 2: Competitive Landscape and Prospects - The AI programming sector is highly competitive, with major players including large tech companies like ByteDance (Trae), Baidu (Comate), Microsoft (GitHub Copilot), and Google (Jules), which leverage substantial resources for development and market influence [8]. - Startups like Anysphere (Cursor) and aiXcoder focus on niche solutions and rapid product iteration, catering to specific user needs [9]. - The market for AI programming tools is projected to grow from $29.57 billion in 2025 to $64.68 billion by 2030, with a compound annual growth rate (CAGR) of approximately 17.1% [13][19]. Group 3: Investment Dynamics - Since 2024, global AI programming-related financing has exceeded 18 billion yuan, with significant investments in leading companies like Anysphere, which raised $900 million in C-round funding [20][24]. - The valuation of AI programming firms is notably high, reflecting investor confidence in their growth potential, with Anysphere valued at $9 billion and Cognition AI at $4 billion [20][24]. - The article emphasizes the importance of technological advantages in attracting capital, as evidenced by the substantial funding received by top players in the AI programming space [20].

1 、 周一 A 股震荡上行，跨境支付概念股爆发，中东局势刺激油气、海运股走强。银行股探底回升，工商银行、建设银行、农业银 行、邮储银行等续创新高。 上证指数收盘涨 0.65% 报 3381.58 点，深证成指涨 0.43% ，创业板指涨 0.39% ，市场成交额 1.15 万亿 元。 2 、 恒生指数收盘涨 0.67% 报 23689.13 点，恒生科技指数涨 1.05% ，恒生国企指数涨 0.82% 。 南向资金净买入 78.95 亿港元， 美团获净买入 15.15 亿港元，阿里巴巴遭净卖出 12.86 亿港元。半导体板块集体走高。药捷安康、佰泽医疗上市首日分别涨超 78% 、 42% 。 1 、 伊朗宣布对美军驻卡塔尔乌代德空军基地实施导弹打击。 美国官员称，没有美方人员伤亡报告。除卡塔尔外，"没有记录到伊朗对 其他国家的美军基地发动袭击"。 特朗普对伊朗提前通知打击美军基地表示感谢，并称是时候实现和平了。 伊朗方面只对美国在中东的 一处基地进行了打击，且未有封锁霍尔木兹海峡的迹象。 国际油价受此影响大跌约 9% ，美股上涨。 1 、 国务院总理李强将于 6 月 24 日至 25 日出席在天津举行的第十 ...

甲骨文 (ORCL.N) 于 2025 年 6 月 18 日公布财报。 2025 年报，公司实现总营业收入 573.99 亿美元，同比增长 8.38% ；税前利润为 141.6 亿美元，同比增长 20.6% ；实现净 利润 124.43 亿美元，同比上升 18.88% 。 本篇全部内容由 Alice Reader 自动生成。 Alice Reader 智读迎来全新升级，借助 Wind AI 研究框架能力，从多个角度深入解析公司数据背后的驱动因素 。 详细解读 一、 云授权业务扩张，费用结构不断优化 2025 财年总收入为 573.99 亿美元，较去年 529.61 亿美元同比上升 8.4% ，主要由于软 件许可及云业务 (Cloud and license) 收入增加 48 亿美元，带动整体营收增长。 2025 财 年净利润为 124.43 亿美元，较去年 104.67 亿美元同比上升 18.9% 。然而，运营费用同比 大幅上升，其中研发费用增加 9.45 亿美元，主因员工相关支出（含股权激励）增长 8.13 亿 美元；销售与市场费用增加 3.77 亿美元。 A) 财务状况 ————————————————— ...

在美伊冲突再起之际，油价周一却意外大幅下跌，显示出市场对局势缓和的预期正在增强。 | 能源化工 区 | | | | --- | --- | --- | | NYMEX WTI原油 | ICE布油 | ICE轻质低硫原油 | | 67.23 | 69.67 | 66.05 | | -6.61 -8.95% | -5.81 -7.70% | -5.96 -8.28% | | INE原油 | INE低硫燃料油 | NYMEX天然气 | | 537.7 | 3988 | 3.679 | | -32.2 -5.65% | | -2 -0.05% -0.168 -4.37% | 当地时间6月23日，伊朗对美国驻卡塔尔基地的报复性打击没有投资者担心的那么严重，从而缓解了市场对冲突将立即中断中东供应的担忧，油价因此下 跌。伊朗向美国驻卡塔尔基地发射导弹后，美油暴跌4%，交易商此前担心伊朗的报复性反应将涉及关闭霍尔木兹海峡，全球约五分之一的石油通过该海 峡。虽然最初有人担心伊朗会干扰供应以报复美国，但这种担心已经有所减弱。"这似乎是精心策划的，伊朗袭击了一个空无一人的美国基地，提前发出 了大量警告，并关闭了领空，还提供了躲避指 ...

1 、 外交部发言人就美国打击伊朗核设施答记者问称，中方强烈谴责美方袭击伊朗，攻击国际原子 能机构监管下的核设施。 美方此举严重违反联合国宪章宗旨和原则以及国际法，加剧中东紧张局 势。中方呼吁冲突当事方尤其是以色列尽快停火，保障平民安全，开启对话谈判。 2 、 美国东部时间 6 月 21 日 22 时，美国总统特朗普就袭击伊朗核设施发表讲话称，伊朗关键的 核设施已被"彻底摧毁"。 伊朗方面表示，与特朗普所声称的相反，福尔多核设施并未遭到严重破 坏，主要受损的是地上部分，且可以修复。 有美国高级官员承认， B-2 轰炸机对伊朗福尔多核设 施的袭击并没有摧毁这座戒备森严的设施，但造成了严重损坏。 伊朗议会称，已得出结论，认为应 关闭霍尔木兹海峡，但最终决定权在伊朗最高国家安全委员会手中。 3 、 当地时间6月22日，国际原子能机构总干事格罗西就伊朗局势向联合国安理会发表声明，通报 了伊朗核设施受损情况。通报称，在美国袭击后， 伊斯法罕核设施遭受了大面积破坏，其中一些建 筑可能含有核材料，其地下隧道的入口也受到了影响；福尔多核设施也受到了直接影响，但内部受 损程度无法确定；纳坦兹此前遭到严重破坏，又再次遭到美国钻地 ...

小米YU7将于6月底正式发布，7月上市。二级市场上，今年小米集团股价涨约57%，连续三年上涨。 // 小米最强小折叠登场 // 小米集团总裁卢伟冰预告，小米MIX Flip 2将于本周登场。卢伟冰表示，去年小米小折叠就提出"拒绝做美丽小废物"，能拥有直板旗舰的体验，今年我们 的目标是在更多维度看齐甚至超越Pro级直板旗舰。 （图片来源：新浪微博、下同） 目前小米MIX Flip 2已在各大平台开启预约，页面显示该机将搭载徕卡影像系统，并预装全新澎湃OS。 据爆料，这款小折叠在配置方面有不少亮点， 包括支持IPX8级别防水、配备50W无线快充，电池容量将 会超 过5000mAh 。折痕优化上取得突 破，新增了一些更贴近女性用户的定制元素，提供全新配色。 配置方面，小米MIX Flip 2搭载高通骁龙8至尊版移动平台，这不仅是小米今年第一款折叠屏，也是行业内最强小折叠。 // 小米首款SUV发布 // 小米YU7是小米汽车的首款SUV（运动型多用途汽车）车型，近期一度引发市场广泛关注。 小米雷军微博称， 大家非常期待的小米YU7，将于6月底发布 。还有很多重磅新品同场一起发布，比如搭载玄戒O1芯片的第二款平板：小 ...