LJZ(SH:600663) 智通财经网·2025-06-18 00:44Macro - The U.S. military is deploying F35 aircraft to the Middle East, with President Trump demanding Iran's unconditional surrender, raising market speculation about potential U.S. military involvement against Iran, leading to a significant rebound in international crude oil futures, reaching a nearly five-month closing high [1] - The 2025 Lujiazui Forum is set to open, expected to announce a series of significant financial policies, becoming an important platform for national financial management departments to release key signals [2] - The State Administration of Foreign Exchange reported a stable foreign exchange market in May 2025, with a net inflow of $33 billion, and an increase in foreign investment in domestic stocks compared to the previous month [3] Industry - The State-owned Assets Supervision and Administration Commission emphasized the need to promote artificial intelligence to lead the transformation of research paradigms in state-owned enterprises, focusing on enhancing the quality of technological innovation supply [4] Market Sentiment - The market is expected to maintain a volatile trend in the short term, with a focus on the implementation of incremental policies amid external disturbances [6] - The white liquor industry is increasingly reliant on market share growth in core markets, with companies adapting to fast-moving consumer goods operations gaining competitive advantages [9] - Rising geopolitical tensions have led to a strong increase in oil prices, with the upcoming peak travel season likely to boost oil demand [10]