中东局势并未动摇全球股市

Group 1 - Global stock markets have shown resilience amid tensions in the Middle East, with a total market capitalization decrease of only 1% as of June 23 compared to the day before Israel's attack on Iran [1] - Funds have shifted towards high-tech and financial stocks, which are less affected by Middle Eastern risks, supporting overall market performance [1][2] - The total global stock market capitalization was $127.2 trillion on June 23, down from a record high of $128.7 trillion on June 12, indicating a minimal decrease of 1.6% [1] Group 2 - Investors have been cautious about over-reducing stock holdings to avoid missing potential rebounds after the conflict, leading to a focus on defense-related stocks and sectors less impacted by the situation [2] - Notable stock performance includes AMD, which saw a 9% increase in share price by June 23, following the launch of new AI chips [2] - Major banks like JPMorgan and Goldman Sachs have had their target prices raised by 2-4% due to expected recovery in M&A and underwriting activities [3] Group 3 - Chinese bank stocks have also performed well, supported by regulatory changes allowing insurance companies to increase stock investments [3] - Defensive stocks like Nestlé and McDonald's have declined, as rising costs from tariffs may hinder their appeal as safe investments [4] Group 4 - A ceasefire agreement between Israel and Iran was announced, increasing the likelihood of a quick resolution to the conflict, although uncertainties remain regarding the impact of U.S. actions on Iran's nuclear capabilities [5]