Core Viewpoint - Federal Reserve Chairman Powell indicates that while the labor market may be gradually cooling, the strong labor participation rate and good wage growth mitigate concerns about this cooling [1] Group 1 - Powell acknowledges the current uncertainty in the economic outlook remains at a high level, despite some improvements [1] - The labor market conditions, along with reasonable economic growth and gradually declining inflation, lead Powell to prefer waiting for more information before making further decisions [1]

Group 1 - The Israeli Prime Minister Netanyahu held security consultations with multiple ministers and security department heads tonight [1]

Core Viewpoint - Li Ka-shing, once the richest man in China, is liquidating a significant portion of his overseas assets, indicating a cautious approach amidst global economic instability [1][10][21]. Group 1: Asset Liquidation - Li Ka-shing has sold 43 ports globally, including a major deal with BlackRock for assets in Panama, generating approximately $19 billion in cash flow, equivalent to about 137.8 billion RMB [10][15]. - The sale does not include domestic port assets, suggesting a strategic decision to mitigate overseas investment risks while maintaining a foothold in the stable domestic market [21][23]. - Following the announcement of the asset sale, shares of Cheung Kong Holdings surged by 22%, indicating market confidence in the decision [17]. Group 2: Investment Strategy - Li Ka-shing's investment portfolio spans various sectors, including real estate, telecommunications, and infrastructure, with a notable presence in the UK [4][6]. - The decision to divest from overseas ports may reflect a shift in focus towards more lucrative sectors such as AI and technology, as indicated by market trends [21][23]. - The family has a history of strategic asset management, having previously avoided losses during real estate downturns by selling off properties at opportune times [19]. Group 3: Market Implications - The sale of overseas assets by Li Ka-shing has drawn significant attention from international media, highlighting the potential shifts in global port control dynamics [10][13]. - Observers speculate that the divestment may be a response to geopolitical tensions and the complexities of managing port operations in volatile regions [19][21]. - The liquidity generated from these sales could provide opportunities for reinvestment in emerging sectors, aligning with current economic trends [21][23].

据AXIOS网站：特朗普政府一直在与伊朗政府接触，讨论本周伊朗外长和美国特使维特科夫可能举行 的会晤。 ...

震动全球的李氏港口交易，迎来惊天结局！ 此前，李氏家族拟向美方出售包括巴拿马运河港口在内的全球43个港口资产，遭到大众舆论痛批，而为平息众怒，李嘉诚发文改口称交易"绝不可能违法"， 并以"自由贸易"为由，坚持推行。 此举彻底引发官方震怒，而眼见国家出手，美资方也怕了，一改嘴脸发文坦承："需中资参与才可解开困局！" 据彭博社最新消息，贝莱德集团（BlackRock）正主动与中远海运集团谈判，邀约我方参与入股收购长和港口资产。而李嘉诚，枉做恶人，这回难收场。 众所周知，李嘉诚的港口资产绝非普通生意——它卡着中国经济的咽喉。尤其巴尔博亚港和克里斯托瓦尔港，掌控全球6%海运量，中国21%的进出口货物 必经此地，若被美掌控，后果不堪设想。 如此命脉，也早被老美盯上。自特朗普上台以来，多次声称巴拿马运河是"美方重要资产"，以"避免运河区受到中方影响和控制"为由，施压并要求巴拿马政 府"归还"运河，甚至强调将以武力威胁。 在此情形下，今年1月，李嘉诚或许有了顾虑，只求急于出手保自身，全然不顾港口落入美方手中后对我国的危机，旗下长和巴拿马港口公司先是发布声明 直言全力"配和美方审计"，后续更打算将其拟将43个港口拆分为两部分 ...

据以色列13频道：以色列总理内塔尼亚胡目前正在与多位部长和安全负责人举行安全磋商。 ...

欧洲央行副行长金多斯：从中期来看，关税措施将同时抑制经济增长和通胀。 ...

Core Viewpoint - The sale of a significant portfolio of port assets by Li Ka-shing's CK Hutchison Holdings has sparked international interest, particularly concerning two key ports located along the Panama Canal, which are critical to global shipping and geopolitical dynamics [1][3]. Group 1: Transaction Details - CK Hutchison Holdings is looking to sell a total of 43 global ports, with the Panama Canal ports being the most notable [1]. - The estimated total value of the transaction exceeds $19 billion [8]. Group 2: Involvement of International Players - An international consortium, led by the American company BlackRock, was initially set to acquire the ports, with support from former President Trump, who viewed it as a means to regain U.S. influence over the Panama Canal region [3][8]. - Chinese shipping giant COSCO Shipping Group is now reportedly seeking to participate in the transaction, indicating a shift in China's strategy from opposition to involvement [4][6]. Group 3: Geopolitical Implications - The involvement of Chinese enterprises in the port acquisition is seen as a response to the strategic importance of the Panama Canal in China's Belt and Road Initiative, which aims to expand its global port network [4][11]. - The transaction has evolved into a complex geopolitical contest between the U.S. and China, with implications for international capital dynamics [11].

金十数据6月16日讯，以色列总理内塔尼亚胡15日表示，以色列已经击毙伊朗情报局长和副局长。内塔 尼亚胡接受福克斯新闻采访时说："我可以说的是，几分钟前，我们在德黑兰击毙了一名情报部门长官 及其副手。因为现在德黑兰上空，我们的飞行员，我们勇敢的飞行员在空中飞行。我们的目标是军事目 标以及核设施"。他还说，以色列情报部门收到了有关伊朗计划向也门胡塞武装提供核武器的情报。 内塔尼亚胡称以色列已消灭伊朗情报局长和副局长 ...

Core Viewpoint - The potential sale of Li Ka-shing's global port assets has garnered significant attention, with ongoing negotiations involving Chinese state-owned enterprises and a multinational consortium led by Terminal Investment Ltd. and BlackRock [3][4][5]. Group 1: Transaction Background - On March 4, CK Hutchison Holdings announced plans to sell 43 global port assets for $22.8 billion, attracting global scrutiny, particularly from China [3]. - The Chinese government expressed strong opposition to the sale, while former President Trump welcomed the transaction as a means to reassert U.S. influence over strategic shipping routes [3]. - The transaction has faced various challenges, including a review by China's State Administration for Market Regulation and an audit initiated by the Panamanian government regarding alleged violations by the Panama port company [3][4]. Group 2: Current Negotiations - Recent reports indicate that Chinese state-owned enterprises, including China Cosco Shipping Corp., are in informal negotiations with CK Hutchison to explore the possibility of acquiring some port assets [4]. - The negotiations are part of a broader effort to address concerns from Beijing regarding the controversial sale [4]. - The multinational consortium involved in the acquisition includes Terminal Investment Ltd. and BlackRock, with discussions ongoing about the structure of the deal [4][5]. Group 3: Strategic Implications - If successful, the acquisition by Chinese state-owned enterprises could have significant implications for China's shipping industry and global strategic positioning [7]. - However, uncertainties remain, particularly regarding potential U.S. intervention based on national security concerns, as highlighted by Trump's previous statements about controlling the Panama Canal [7].