市场消息：伊朗外交部证实，伊朗将于周五在日内瓦与法国、英国和德国外交部长以及欧洲外交事务负 责人举行会谈。 跟踪中东局势动态 +订阅 ...

Group 1 - CBOT soybean increased by 0.5 cents to 1068.25 cents per bushel, while CBOT soybean oil rose by 0.04 cents to 55.4 cents per pound, and BMD crude palm oil increased by 35 ringgit to 4101 ringgit [1] - Malaysia's palm oil exports from June 1 to 15 were reported at 513,213 tons, a 14.3% increase compared to the previous period, with exports to China rising by 4,700 tons to 54,200 tons [1] - Indonesia's palm oil exports in May reached 1.983 million tons, a 43.3% increase from April, with a notable rise in exports to China [1] Group 2 - Malaysia's palm oil production from June 1 to 15 decreased by 4% month-on-month, with both fresh fruit bunch yield and oil extraction rate declining [1] - The price difference between Indonesian and Malaysian crude palm oil was reported at $65, an increase of $1 from the previous day, while the price difference between Argentine crude soybean oil and Malaysian 24-degree palm oil decreased by $18 to $39 [1] - The market is currently focused on the Middle East situation and U.S. biodiesel policies, with CBOT soybean oil and NYMEX crude oil prices rising, positively impacting BMD palm oil [1] Group 3 - Domestic palm oil prices lack competitiveness, with limited demand and port inventories close to the five-year average, heavily influenced by international markets [1] - Domestic soybean oil inventory pressure is manageable, but there is a high possibility of future accumulation [1] - Short-term trading is expected to show a strong upward trend, with main reference prices for soybean oil at 7900 - 8200, palm oil at 8400 - 8700, and rapeseed oil at 9500 - 9800 [1]

金十数据6月19日讯，以色列国防部长卡茨在社交媒体上表示："懦弱的伊朗独裁者深藏在坚固的掩体 中，向以色列的医院和居民楼进行定点开火。这些都是最严重的战争罪行，哈梅内伊将为其罪行负 责。"卡茨称已指示以色列国防军加大对伊朗战略目标和德黑兰政府目标的攻击力度，以消除对以色列 国的威胁并破坏阿亚图拉政权。此前伊朗新一轮导弹袭击击中以色列索罗卡医院和居民区。伊朗方面则 否认袭击医院，称其是受到爆炸冲击波影响。 伊朗导弹击中以色列医院和居民区 以防长对哈梅内伊发出直接威胁 跟踪中东局势动态 +订阅 ...

Market Overview - The three major indices experienced a decline, with the ChiNext Index dropping by 1.1% and over 4600 stocks in the market showing negative performance [1][3] - The Shanghai Composite Index fell by 0.86%, the Shenzhen Component Index decreased by 1.01%, and the North China 50 Index also saw a nearly 1% drop, with trading volume exceeding 800 billion, an increase of over 40 billion compared to the previous day [3] Economic Factors - Recent macroeconomic data has shown signs of pressure, leading to hesitance in market recovery expectations [3] - Popular sectors such as AI and weight-loss drugs are experiencing corrections, prompting funds to shift towards defensive sectors [3] - External market instability has also contributed to negative sentiment in the domestic market [3] Sector Performance - Solid-state batteries, PCB, and oil sectors saw gains, with stocks like Nord and Xiangtan Electric achieving limit-up [3] - The solid-state battery sector is gaining attention due to recent technological breakthroughs and a reasonable valuation after previous adjustments in the new energy sector [3] - The oil sector's rise may be linked to geopolitical tensions in the Middle East, particularly the potential for U.S. actions against Iran, leading to short-term oil price volatility [3] Declining Sectors - The nuclear fusion, military, and weight-loss drug sectors faced significant declines, with Changshan Pharmaceutical hitting the limit down and Hanyu Pharmaceutical dropping over 10% [4] - The military sector's adjustment is attributed to a lack of new catalysts, leading to fund withdrawals [4] - The nuclear power sector saw stocks like Hezhan Intelligent and China Nuclear Technology hitting the limit down, possibly due to negative news from specific companies [4] Investment Strategy - In a broad market decline, it is essential to maintain a calm mindset and focus on identifying quality stocks [4] - Long-term investors should prioritize company fundamentals and industry prospects over short-term price fluctuations [4] - The solid-state battery sector is highlighted as a promising long-term investment, while caution is advised in the weight-loss drug sector due to speculative trading [4]

（原标题：突发！伊朗逮捕18名以色列特工！"特朗普已批准对伊朗攻击计划"，袭击时间表曝光） 持续关注中东局势。 以军继续对伊朗多地发动袭击 据CCTV国际时讯援引以色列国防军消息，以色列空军今天（6月19日）对伊朗首都德黑兰和其它地区 发动新一轮袭击。 伊朗逮捕18名以色列特工 据央视新闻报道，记者19日获悉，伊朗警方在马什哈德逮捕了18名以色列特工，指控他们参与制造侦查 和自杀式无人机。伊朗媒体称，这些特工都是外国人，在开展行动前被捕。 知情人士透露：特朗普已批准对伊朗攻击计划 但未下达最终命令 央视记者当地时间18日获悉，三位知情人士称，美国总统特朗普在6月17日晚已告诉他的高级助手，称 他已批准了对伊朗的攻击计划，但暂不下达最终命令，以观察伊朗是否会放弃其核计划。 据美国《华尔街日报》援引知情人士消息，特朗普希望通过威胁手段迫使伊朗满足其要求。 知情人士还透露，伊朗重兵防守的福尔多核设施可能成为美国的打击目标——这处核设施深藏山体内 部，军事专家普遍认为只有最具威力的巨型钻地炸弹才能将其摧毁。 美高级官员透露美对伊袭击时间表 据央视新闻报道，当地时间6月18日，记者获悉，美国高级官员正在为未来几天对伊朗 ...

以色列军方：目前正对德黑兰及伊朗其他地区进行一系列打击。 跟踪中东局势动态 +订阅 ...

证券研究报告 | 宏观点评报告 2025 年 06 月 19 日 平淡 FOMC 之外的两条线索 —6 月美联储议息会议点评 频率：每月 事件：当地时间 2025 年 6 月 18 日，美联储召开议息会议，维持联邦基金目标 利率区 4.25%-4.50%不变，缩表节奏保持不变。 总体来看，本次会议增量信息较少，会议声明和演讲稿绝大多数措辞延续 5 月 的内容，答记者问鲍威尔多次暗示美联储将在通胀充分反映关税后再做决策， 结合 SEP 下调增长预期、上调通胀和失业率预期，美联储对滞胀风险的前瞻 判断是迟迟不肯降息的原因。由于点阵图仍给出年内两次降息预期，但美联储 内部分歧较大。往后看，中东局势和关税同时升级的概率不高，若中东局势继 续升级推高油价带动非核心通胀上升，则关税政策将进一步缓和且缓解核心通 胀压力，年内降息确属大概率，变数在于降息次数是否符合两次的预期。 资产方面，若美国对非美关税豁免延长，叠加财政法案仍在积极推进，下半年 美股仍看新高。由于 7 月会议可获得的增量数据依然较少，货币政策可能不是 未来一段时间资产定价的重心，直到 8 月下旬全球央行会议和 9 月中旬议息会 议。关注两条线索： 第一，中 ...

当被问及对中东局势的看法时，美国总统特朗普表示，塔克·卡尔森（记者）前几天打电话来道歉。 指责特朗普"默许"以色列袭击伊朗 指责特朗普"默许"以色列袭击伊朗 卡尔森此前指责特朗普"默许"了以色列对伊朗的攻击，并警告这种参与可能引发"全面战争"。 指责特朗普"默许"以色列袭击伊朗 ...

WTI原油期货跌超0.2%。 美国总统特朗普称：我不希望参与中东局势。 目标是尽快结束中东冲突。 与伊朗对话的大门还没有关闭。 近日，Tucker Carlson打电话给我，就中东观点向我道歉。 ...

据以色列广播管理局：以色列估计美国将加入对伊朗和福尔多核设施的袭击。 跟踪中东局势动态 +订阅 订阅美国VS伊朗动态 +订阅 ...