国际油价暴涨；可控核聚变商业化进程有望加速

Group 1: Oil Price Surge - Israel's attack on Iran has led to a significant spike in international oil prices, with U.S. oil rising over 10% on June 13, reaching a new high since February [4][5] - Short-term support for oil prices is driven by seasonal demand increases and geopolitical tensions, but long-term trends suggest a cooling of geopolitical factors, which may limit sustained price increases [5][6] - OPEC+ production levels are currently below market expectations, and the upcoming travel season in Europe and the U.S. is providing additional support for oil prices [6] Group 2: Controlled Nuclear Fusion - The International Thermonuclear Experimental Reactor (ITER) has completed the construction of its superconducting magnet system, marking a significant milestone in controlled nuclear fusion technology [10] - The development of tritium, a key fuel for fusion, presents technical challenges and is expected to be a major investment area in future fusion projects [12] - The commercial prospects for controlled nuclear fusion are promising, with ongoing projects worldwide and an acceleration in commercialization expected, particularly for Tokamak device suppliers [13]