周末大事件 伊朗议会赞成关闭霍尔木兹海峡

Group 1: Geopolitical Events Impacting Markets - Iran's parliament supports the closure of the Strait of Hormuz, a critical oil shipping route, which could significantly impact global trade [1] - U.S. military actions against Iranian nuclear facilities have escalated tensions, with President Trump warning of continued attacks if peace is not achieved [1][2] - The Iranian Revolutionary Guard has declared that all U.S. interests in the Middle East are legitimate targets, indicating a potential for increased conflict [2] Group 2: Regulatory Developments - The China Securities Regulatory Commission (CSRC) is seeking public opinion on the revised classification evaluation system for securities companies, aiming to promote high-quality development and support differentiated growth for smaller firms [5] Group 3: Market Analysis and Investment Strategies - Citic Securities recommends focusing on North American AI hardware supply chains and sectors with good mid-year performance and reasonable valuations, such as wind power and gaming [6] - The Hong Kong stock market is experiencing weakness due to liquidity tightening and increased share placements, but opportunities may arise in electric vehicles and innovative pharmaceuticals [8] - Huaxin Strategy emphasizes the importance of financial and growth sectors, suggesting a focus on high-dividend stocks and sectors like banking and insurance [9] - The "1+6" policy framework from the CSRC aims to enhance support for technology-driven enterprises, potentially increasing the attractiveness of A-shares in the international market [11][14]