伊朗总统佩泽希齐扬：我们既没有发动战争，也不想要战争，但我们不会对针对伊朗的侵略置之不理。 跟踪中东局势动态 +订阅 订阅美国VS伊朗动态 +订阅 ...

跟踪中东局势动态 +订阅 金十数据6月23日讯，据外媒报道，在伊朗发誓要报复美国对其核设施的袭击后，美国和英国政府要求 在卡塔尔的公民保持低调。美国驻多哈大使馆周一在一份声明中表示："出于谨慎考虑，我们建议美国 公民留在原地避难，直到另行通知。"英国外交大臣拉米也在议会发表了类似表态。周一，伊朗军方负 责人表示，伊朗对华盛顿周末袭击的反应将是"相称的"。 据悉，卡塔尔拥有该地区最大的美国基地。 该基地名为乌代德空军基地（Al Udeid），也是美国中央司令部在中东地区的指挥总部，负责监督美国 在中东的军事行动。在卡塔尔，目前大约有9000名美国军人。卡塔尔外交部最新宣布，卡塔尔暂时关闭 领空以确保游客和居民的安全。 伊朗权衡报复美国袭击之际，美、英敦促在卡塔尔的公民就地避难 ...

Core Viewpoint - The European Central Bank (ECB) cannot commit to a specific interest rate path due to high uncertainty stemming from U.S. trade policies and Middle Eastern developments [1] Summary by Relevant Sections - **Monetary Policy Uncertainty** - The ECB's future monetary policy process is significantly influenced by unpredictable U.S. trade policies, which are seen as a major source of uncertainty [1] - The impact of President Trump's tariff measures on inflation remains unclear, with potential outcomes that could either increase or suppress inflation [1] - **Flexibility and Data Dependence** - The ECB management committee members emphasize the importance of maintaining flexibility and being data-dependent in their decision-making process [1]

欧洲央行管委Legal：中东局势和美国贸易政策造成不确定性。 ...

Core Viewpoint - The article discusses the escalating tensions in the Middle East, particularly between Iran, the United States, and Israel, highlighting potential military actions and diplomatic responses. Group 1: Iran's Response - Iran's military leadership has stated that it will respond in kind to actions taken by the United States, indicating a potential for retaliation [3][4] - The Iranian military has vowed to continue punishing Israeli Prime Minister Netanyahu until he is completely defeated [4] Group 2: U.S. Military Actions - The U.S. has conducted significant airstrikes against Iranian nuclear facilities, confirming the destruction of key sites [5][8] - The U.S. military utilized seven B-2 bombers in these operations, marking a record deployment for this aircraft type [8] Group 3: Diplomatic Efforts - U.S. President Trump has expressed interest in resolving the situation with Iran through diplomatic means, despite military actions [6] - Russian President Putin has offered assistance to Iran, condemning U.S. and Israeli actions as unjustified [9][10] Group 4: Regional Military Developments - Israel has launched extensive airstrikes against multiple Iranian military targets, including missile production facilities in Tehran [11] - The Iranian Revolutionary Guard has conducted retaliatory strikes using advanced missile technology, including the Qadr-H missile, which has a range of 1,650 to 2,000 kilometers [12][13]

以色列国防军发言人：以色列将在未来几天内攻击伊朗的军事基础设施。 跟踪中东局势动态 +订阅 订阅美国VS伊朗动态 +订阅 ...

伊朗外交部长：他与俄罗斯总统普京举行了良好的会谈，详细讨论了中东局势的发展情况。 ...

日本首相石破茂：无法对中东局势的发展作出法律评估。 ...

Group 1 - The core viewpoint is that the recent U.S. military action in the Middle East, specifically targeting Iran's nuclear facilities, will not escalate tensions but rather help to bring the ongoing chaos to a quicker resolution [1][2] - The U.S. intervention is seen as a significant negative factor, suggesting that after exhausting their options, both sides will engage in minor skirmishes rather than full-scale conflict [1][2] - Both the U.S. and Israel are currently exhibiting restraint, with the U.S. conducting targeted strikes while avoiding a broader military engagement, indicating a lack of desire for extensive conflict [1][2] Group 2 - Iran's responses have been limited and lack military strength to confront the U.S. and Israel effectively, suggesting that any aggressive actions will likely be symbolic rather than substantial [2][3] - The likelihood of Iran launching a significant attack on U.S. forces is considered low, as their military capabilities are insufficient to escalate the situation further [3][4] - The capital markets reflect this sentiment, with gold prices initially spiking but then declining, indicating that investors are not overly concerned about the conflict escalating [3][4] Group 3 - The performance of the A-share market also mirrors this sentiment, showing resilience despite the geopolitical tensions, which suggests that the market had already priced in the potential for conflict [4][5] - Oil prices did not surge as expected following the U.S. actions, indicating that market participants are not reacting as dramatically to the news as previously anticipated [4][5] - Future movements in oil and gold prices will depend on Iran's actions, but the probability of significant escalation is deemed low, making it risky to invest based on potential short-term spikes [6][7]

Market Overview - On June 23, the A-share market opened lower but rose slightly, with the Shanghai Composite Index finding support around 3348 points and closing at 3381.58 points, up 0.65%[4][9]. - The Shenzhen Component Index closed at 10,048.39 points, up 0.43%, while the ChiNext Index rose by 0.39%[10][9]. - Total trading volume for both markets reached 11,471 billion yuan, above the median of the past three years[4][17]. Sector Performance - Strong performers included banking, software development, semiconductors, and energy metals, while sectors like liquor, aviation, engineering machinery, and electricity showed weaker performance[4][9]. - Over 80% of stocks in the two markets rose, with notable gains in energy metals, shipping ports, and software development[9]. Valuation and Investment Strategy - The average P/E ratios for the Shanghai Composite and ChiNext are 13.85 times and 36.04 times, respectively, indicating a suitable environment for medium to long-term investments[4][17]. - The report suggests focusing on investment opportunities in software development, semiconductors, banking, and chemical pharmaceuticals in the short term[4][17]. Economic Context - China's economy continues to show moderate recovery, driven by consumption and investment, with long-term capital inflows increasing and ETF sizes growing steadily[4][17]. - The Federal Reserve maintained interest rates in June, but uncertainty remains regarding future rate cuts, which could significantly boost global risk appetite[4][17]. Risks - Potential risks include unexpected overseas economic downturns, domestic policy changes, and geopolitical tensions affecting global trade and energy supplies[5][4].