Group 1: Market Reactions to Geopolitical Tensions - The Hang Seng Index fell by 1.99% following Iran's missile launches towards Israel, marking a significant market reaction to escalating tensions [1] - Since the conflict began on the 13th, Iran has launched over 400 ballistic missiles and more than 1000 drones at Israel, resulting in 24 Israeli deaths and over 500 injuries [2] - Analysts warn that if the U.S. does not continue to support Israel's defense systems, they may only last about 10 more days against Iranian attacks [2] Group 2: U.S. Economic Policies and Market Impact - The Trump administration is advancing a new round of tariffs, including a significant expansion of tariffs on steel and aluminum products, which could impact various sectors including pharmaceuticals [4] - The Federal Reserve has maintained interest rates, with officials predicting worsening inflation in the coming months, indicating no immediate plans for rate cuts [3] Group 3: Company-Specific Developments - Shandong Gold reported a 36.81% increase in revenue to 25.935 billion yuan and a 46.62% increase in net profit to 1.026 billion yuan in Q1 2025, indicating strong profitability [10] - The company plans to produce no less than 50 tons of gold in 2025, having already achieved 24% of its annual target in the first quarter [10][11] - The company is progressing on its mining projects, including the San Shan Island gold mine, which has received a mining license for 4.95 million tons per year [11] Group 4: Industry Developments - Beijing's government has introduced measures to support the gaming and esports industry, including financial rewards for game development and innovation [8][9]
智通港股解盘 | 忧虑美国下场中东引发抛售 另一轮关税“攻势”正在路上