牛灾

Core Viewpoint - The article discusses the impact of potential military actions by the United States against Iran on global and A-share markets, highlighting the volatility and investor sentiment in response to geopolitical tensions. Group 1: Market Reactions - A-shares experienced significant declines, with the Shanghai Composite Index down 0.79%, the Shenzhen Component down 1.21%, and the ChiNext Index down 1.36% [9] - The total market turnover reached 12,810 billion, an increase of 591 billion from the previous day, indicating heightened trading activity amid market uncertainty [9] - Over 4,600 stocks in the market were in the red, reflecting widespread selling pressure [9] Group 2: Sector Performance - Oil and gas stocks saw a surge due to the potential for reduced Iranian supply, with companies like Shandong Molong and Zhun Oil achieving five consecutive trading limits [10] - Conversely, the pharmaceutical and biotechnology sectors faced the most significant outflows, with a net outflow of over 700 billion [6][20] - The gaming sector showed resilience, with short drama game stocks leading gains, as Tencent launched a new short drama mini-program [10] Group 3: Geopolitical Context - Reports indicated that U.S. President Trump approved plans for military action against Iran, which could escalate tensions in the region [1] - Iranian officials warned against U.S. intervention, stating that all military options were being considered [5] - Market predictions suggest a 65% probability of U.S. military action against Iran by July, while the likelihood of a nuclear agreement by 2025 stands at 50% [6]