Wind万得·2025-06-23 22:35Group 1 - Iran announced missile strikes on the US military base in Qatar, with no reported casualties among US personnel. The attack was limited to one base, and there were no signs of blocking the Strait of Hormuz. International oil prices fell by approximately 9% as a result, while US stocks rose [2] - The Chinese government is expanding the scope of special bonds, with a focus on land acquisition and settling local government debts. The issuance of local government special bonds is expected to accelerate in the second half of the year [4] - The A-share market saw a rebound, with cross-border payment stocks surging and oil and shipping stocks gaining strength due to Middle East tensions. The Shanghai Composite Index closed up 0.65% [5] Group 2 - International asset management institutions are accelerating their entry into the Chinese market, with 26 new public funds established by foreign entities this year, raising a total of 32.401 billion yuan, marking a 117.67% increase in number and a 42.5% increase in scale compared to the same period last year [6] - The Hong Kong Monetary Authority is focusing on the application value of stablecoins in payment scenarios rather than their asset appreciation potential. Strict admission standards for stablecoin issuers are being implemented [10] - BYD is providing rebates to dealers, amounting to over 1 billion yuan based on sales data from the past five months, while Xiaomi is set to launch its first SUV, aiming to challenge Tesla's Model Y [11] Group 3 - The gold industry in China is expected to see a resource increase of 5%-10% and production growth of over 5% by 2027, as outlined in the "Implementation Plan for High-Quality Development of the Gold Industry" [8] - The U.S. Federal Reserve is considering a potential interest rate cut as early as July if inflation continues to decline or the job market weakens [14] - The European Central Bank is prepared to respond to significant economic and political uncertainties, emphasizing a data-driven approach to monetary policy [15]