截至2025年6月27日 09:32，国证有色金属行业指数(399395)强势上涨1.45%，成分股北方铜业(000737)上 涨6.08%，雅化集团(002497)上涨5.12%，创新新材(600361)上涨4.71%，天齐锂业(002466)，赣锋锂业 (002460)等个股跟涨。有色ETF基金(159880)上涨1.60%， 冲击4连涨。最新价报1.14元。 事件：美国重磅宏观数据公布，一季度GDP终值超预期下调至-0.5%，同时续请失业救济人数升至21年 11月以来最高水平。近期，鲍威尔曾释放提前降息预期，今晚经济萎缩和就业疲软数据下宽松预期升 温，可能的超预期降息一方面深化弱美元叙事，另一方面有望扭转需求预期进而触发补库，为铜价上行 提供进一步动力。 除了今晚的宏观数据，我们认为铜价向上突破还有以下几个原因：一是美元走弱并且趋势向下，美元指 数跌至2022年初以来的最低水平；二是高盛232关税报告预计9月25%铜关税将落地，市场对关税重演的 风险有所低估；三是LME低库存可能触发逼仓，LME铜库存从年初以来持续下滑，目前不足10万吨， 通过伦铜逼仓或触发补库行情。近日LME临时修改条款，要求近月持仓 ...

规上工业产值增长超20倍；驱动芯片研制闭环初步形成……虽然面积仅2.6平方公里，但封关运行十年 来，合肥综合保税区为安徽集成电路、新型显示产业发展注入了强劲动能。 记者了解到，建设合肥综保区有着特定时代背景。 以2008年京东方落户为肇端，合肥新型显示产业一路高歌猛进。不过，当地面临着"有屏无芯"的挑战。 没有本土驱动芯片企业助力，新型显示产业很难走得远、走得好。 "十年前的2015年，市政府与台湾力晶谋划，在合肥设立合资企业，专注于显示面板驱动芯片的生 产。"亲身经历过项目落地的合肥综合保税区管理办公室副主任安冬梅回忆，彼时，芯片生产是典型 的"两头在外"产业——设备大部分靠进口，产品不少销往海外。"这样的产业，最适合落在综保区。"她 解释道，综保区相当于"国内境外"，税收优势明显。 那一年，合肥向海关总署申请并封关运行合肥综保区；同年，合资企业晶合集成正式落地。 运行过程中，合肥综保区心无旁骛，锚定"芯屏"赛道，即使面对能够快速投产的非芯屏项目也不为所 动。 合 肥综合保税区。张敏摄 人民网记者 陈浩 合 合集成三期项目。张敏摄 得益于特殊政策和营商环境，综保区企业发展可圈可点。"我们一、二期项目已经达产 ...

6月26日，茶咖日报的主要内容有： 星巴克回应被LV巨轮"创飞" 6月25日，路易威登全新概念地标"路易号"在上海兴业太古汇亮相。 据第一财经报道，由于LV巨轮造型正对着一家星巴克门店，有网友调侃："LV巨轮是不是准备创飞星巴克？""LV跟星巴克有什么仇吗？" 下午星巴克再次补充说明，"小编昨天反应慢了，听到说创星巴克了……还没理解……以为是来了极速摩托大光轮。一看，交通工具都理解错了，很欢乐， 欢迎大家来工坊喝咖啡，要看塞壬，走正门。" 也有网友表示，"星巴克logo上的是塞壬，能迷惑水手导致沉船的海妖。""星巴克海妖塞壬刚好'克'船员。""邮轮对海妖谁输谁赢还不一定呢。" 6月26日，星巴克中国在微博发文称，"应广大网友要求，小编带大家近距离看下星巴克臻选上海烘焙工坊门口的Siren塞壬。" 官方同时补充了知识点，"星巴克(Starbucks)的名称源于美国十九世纪最伟大的小说《白鲸记》中热爱咖啡的大副斯达巴克(Starbuck)，星巴克的双尾美人鱼 标示，是来自于16世纪斯堪的纳维亚的双尾美人鱼木刻画，是希腊神话中的塞壬海妖。" 维他奶国际营收62.74亿港元，即饮茶类目放缓带来短期挑战 6月24日晚间 ...

June 23, 2025 02:54 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Morgan Stanley & Co. International plc+ Erika J Singh-Cundy Strategist Erika.Singh-Cundy@morganstanley.com +44 20 7425-0960 Morgan Stanley & Co. LLC Key highlights from last week: Exhibit 1: Morgan Stanley forecasts sii obivo Bear Base Bull Bear Base Bull Equities S&P 500 5,968 4,900 6,500 7,200 -16 ...

Flashnote 27 June 2025 Xiaomi YU7 selling like hotcakes Much stronger demand than the SU7 Compelling features Xiaomi AI glasses • Xiaomi AI glasses' overall features are very similar to market leader Ray- Ban Meta with some upgrades/ differences, including hybrid camera lens, type C charging (no wireless charging), and a silicon anode battery. Xiaomi AI glasses have a price range of Rmb1,999-2,999, which is in line with Ray-Ban Meta (US$299-$379), demonstrating company's premiumisation strategy, particularl ...

Crude oil prices after the US bombing of Iran's nuclear sites EQUITY: JAPAN OIL PRODUCTS Crude oil market waiting to see how Iran responds Quick Note US military bombs Iran's nuclear sites Shinichi Yamazaki - NSC shinichi.yamazaki.a3@nomura.com +81 3 6703 1133 over the weekend, the US military bombed three nuclear sites in Iran (Fordow, Natanz, and Isfahan) in an action dubbed Operation Midnight Hammer. US Defense Secretary Pete Hegseth announced that the operation involved 14 state-of-the-art "bunker buste ...

ab 23 June 2025 Global Research Global Oil and Gas Global oil and refining markets outlook Equities Global Oil Companies, Major Henri Patricot, CFA Analyst henri.patricot@ubs.com +33-14-888 3033 Anna Kishmariya Analyst anna.kishmariya@ubs.com +44-20-7568 7999 Nayoung Kim Analyst nayoung.kim@ubs.com +44-20-7568 4010 Joshua Stone Analyst joshua.stone@ubs.com +44-20-7901 5588 This report has been prepared by UBS Europe SE. ANALYST CERTIFICATION AND REQUIRED DISCLOSURES, including information on the Quantitativ ...

ab 23 June 2025 Global Research Global Oil Fundamentals US strikes on Iran: implications for oil Oil prices to rise further after US strikes on Iran We expect oil prices to rise further on Monday following the US strike on Iranian nuclear facilities over the weekend (link). The US said that 7 B-2 bombers, which flew from the US, targeted the Fordow site, while Tomahawk missiles hit 2 other facilities in Natanz and Isfahan. We would expect Brent to rise into the $80s on Monday vs. Friday's closing price of $ ...

Conflict in the Middle East Multi-Asset Views on oil, markets, economics, stocks and more Escalating risks US strikes on Iranian nuclear sites have further intensified the conflict in the Middle East and will add to uncertainty to global economies and markets. For easy reference, we bring together recent reports, podcasts and videos from Global Investment Research across asset classes and geographies. Please also join one of our upcoming webcasts answering questions about the conflict in the Middle East. Ir ...

June 23, 2025 12:53 AM GMT India Economics – Macro Indicators Chartbook | Asia Pacific Policy Impetus to Bolster Growth Growth indicators exhibit a modest recovery led by domestic demand. Macro stability indicators have improved, increasing flexibility for policy makers. Uncertainty from external conditions continues to weigh on growth, even as India appears better placed on a relative basis. 1) Growth – uneven recovery: High-frequency data in May suggest a mixed trend across indicators, with ones such as G ...