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12天战争结束,伊朗总统最新发声;外资巨头唱多:“超配”中国股票!6部门发文重磅举措
Ge Long Hui·2025-06-25 00:22

Group 1 - Iranian President Pezeshkian announced the end of a 12-day war initiated by Israel, urging institutions to focus on reconstruction efforts [2] - The Federal Reserve Chairman Powell indicated that the Fed is in a position to consider policy adjustments based on upcoming economic data, with potential for early interest rate cuts [2] Group 2 - U.S. stock markets saw all three major indices rise over 1%, with the Dow Jones reaching a new closing high since early March [3][4] - Major tech stocks mostly increased, with Intel rising over 6% and Nvidia, Netflix, and Amazon each gaining over 2% [3][4] - Chinese concept stocks experienced a significant rally, with the Nasdaq China Golden Dragon Index rising 3.31%, marking the largest single-day gain since May 13 [3][4] Group 3 - Goldman Sachs maintained an overweight recommendation on Chinese stocks, projecting a target of 4600 for the CSI 300 index, implying about a 10% upside [7] - The People's Bank of China and five other departments issued guidelines to boost consumption, including a 500 billion yuan service consumption and elderly care relending program [6] Group 4 - The U.S. current account deficit surged to a record $450.2 billion in Q1, widening from $312 billion in the previous quarter [17] - Guangdong province is accelerating initiatives for trade-in programs for various consumer goods, including automobiles and home appliances [18] Group 5 - The price of lemons has skyrocketed by 300% due to extreme weather and increased costs in international trade, leading some beverage shops to temporarily remove lemon drinks from their menus [20] - The Ministry of Commerce announced plans for a nationwide campaign to promote new energy vehicle consumption in 2025 [21] Group 6 - The National Press and Publication Administration approved 11 imported games and 147 domestic games in June, with a total of 55 imported games approved this year [10] - Nvidia CEO Jensen Huang began selling shares of Nvidia, with a total of 100,000 shares sold for nearly $14.5 million [11]