【导读】美股上涨，中概股脑再生科技盘中多次熔断 中国基金报记者 泰勒 兄弟姐姐们啊，今晚继续关注海外市场的表现。 美股大涨 6月16日晚间，美股开盘大涨，道指涨近400点，纳指涨超1.4%，标普500指数涨超1%。 股市出现反弹，因为市场对以色列与伊朗的冲突可能仍将受到控制表示乐观。此前因冲突升级而飙升的油价也有所回落。 油价与金价双双下跌。 WTI原油期货下跌逾3%，至每桶70.47美元，此前在隔夜交易中一度突破77美元。 上周五以色列对伊朗发动袭击后，交易员密切关注中东局势。伊朗随后发射导弹报复，使地区局势更加紧张。 不过，有报道称，伊朗通过中间方传达愿意在美国不参与以色列袭击的前提下重启谈判的意愿，这令市场在周一出现一丝乐观情 绪。报道还称，伊朗向以色列传达信息，希望双方将攻击控制在有限范围内。 另外还有报道援引消息人士称，伊朗已请求沙特和其他阿拉伯国家向美国总统特朗普转达希望促使以色列立即停火的要求，并愿 意重启核协议谈判。 Evercore ISI副董事长克里希纳·古哈（Krishna Guha）周一在一份报告中表示："市场从冲突可能维持在有限战争模式的前景中 获得了些许安慰。我们认为这是可能的，但 ...

美国总统特朗普：伊朗并未在这场战争中取胜；他们应在为时已晚之前展开对话。 ...

Group 1 - The core viewpoint of the article indicates a calming of tensions in the Israel-Iran conflict, leading to a drop in gold and oil prices, while US stocks opened higher [1][6]. - The US stock market saw all three major indices rise by over 1% [2]. - Chinese concept stocks experienced a broad increase, with the Nasdaq Golden Dragon China Index rising nearly 2.7% [3]. Group 2 - Gold prices fell significantly, with London gold futures dropping below $3,400 per ounce, a decline of over 1% and more than $70 in a single day [4]. - Oil prices also decreased, with WTI crude and US crude futures both falling by over 4%, while domestic crude futures dropped by more than 3% [5]. - The latest updates on the Israel-Iran conflict show a continued but easing tension, with both sides showing signs of a more conciliatory approach [6].

Core Viewpoint - The U.S. Navy's USS Nimitz aircraft carrier strike group is heading to the Middle East, marking a significant military deployment amid ongoing tensions with Iran [1] Group 1: Deployment Details - The USS Nimitz was originally scheduled to replace the USS Carl Vinson, but its deployment has been expedited, resulting in both carrier strike groups being present in the Middle East simultaneously [1] - The USS Nimitz is the oldest active aircraft carrier in the U.S. Navy, having been commissioned on May 3, 1975, and is planned to be retired in 2026, potentially making this its last operational deployment [1] Group 2: Historical Context - The deployment of the USS Nimitz carries symbolic significance, as it participated in Operation Eagle Claw in 1980, which aimed to rescue American hostages in Tehran but ultimately failed [1] - Since that operation, the U.S. has been engaged in a shadow war with Iran, highlighting the ongoing geopolitical tensions in the region [1]

Group 1 - The core viewpoint of the article is that U.S. Senator Tim Kaine has introduced a resolution to prevent President Trump from using military force against Iran without congressional authorization, amid escalating conflicts between Israel and Iran [1][3] - Kaine's resolution emphasizes that the U.S. Constitution grants Congress the power to declare war, and any military action against Iran must have a formal declaration of war or explicit authorization for the use of force [3] - The article highlights the recent escalation of hostilities, with Israel conducting large-scale airstrikes on Iranian nuclear facilities and military targets, leading to significant casualties, and Iran retaliating with missile and drone attacks [3] Group 2 - Iranian President Ebrahim Raisi reiterated that Iran does not seek nuclear weapons and is not an aggressor, asserting Iran's right to utilize nuclear energy for beneficial research [4] - Raisi accused the U.S. of bullying and violating international rules while allowing Israeli aggression against Iran [4]

Group 1 - A Democratic senator has proposed legislation to prevent President Trump from using military force against Iran without congressional authorization, amid escalating tensions between Israel and Iran [1] - Senator Tim Kaine has been advocating for Congress to reclaim its war powers, emphasizing that any hostile actions against Iran must be explicitly approved through a declaration of war or specific military authorization [1] - Kaine expressed concerns that escalating hostilities could drag the U.S. into another endless conflict, stating that war with Iran is not in the national security interest unless absolutely necessary [1] Group 2 - Israeli Prime Minister Netanyahu announced that the Israeli Air Force has taken control of Tehran's airspace and issued an urgent evacuation notice to Tehran's citizens, indicating ongoing military operations [2] - Netanyahu outlined Israel's strategic goals of eliminating the Iranian nuclear and missile threats, claiming that Israel is moving towards "final victory" [2] - The ongoing attacks between Israel and Iran have resulted in civilian casualties, raising concerns among world leaders about the potential for a broader regional war [2]

（原标题：国防支出浪潮席卷欧洲 霍尼韦尔(HON.US)欲在欧洲开启收购模式） 智通财经APP获悉，聚焦于多元化高科技工业产品设计与制造的美国工业巨头霍尼韦尔(HON.US)表 示，随着欧洲各国计划从今年起大幅提高国防支出并且计划以前所未有的力度强化军事实力，该公司愿 意在欧洲收购更多企业以充实自身业务组合，这也意味着霍尼韦尔在欧洲并购市场趁机数十年后终于开 始对于欧洲公司持收购开放态度。 这家总部位于美国北卡罗来纳州的工业制造巨头将考虑在欧洲各地开展收购活动、大规模业务合作以及 风险投资，霍尼韦尔航空航天技术业务部门首席商务与战略官本·德里格斯在周日表示，精准导航、安 保系统，以及围绕热管理与电气化的核心控制系统等领域，都是霍尼韦尔希望在欧洲市场扩张的重点领 域。 随着"特朗普2.0时代"以来，特朗普领导的美国政府力争大幅减少美国多年以来在北约的高额国防支 出，欧洲各国政府齐心提升国防军工支出，试图减少对于美国政府的"国防军工依赖"，欧洲国防支出自 今年以来可谓激增。 今年欧洲股票市场一些大市值国防股股价的大幅飙升势头，使得国防军工巨头们成为欧股乃至全球股市 今年以来显而易见的最大赢家。从市场定价趋势来看， ...

伊朗总统佩泽希齐扬：我们并未寻求战争，也未发起战争。我们拥有核能和核研究的权利，绝不允许任 何人剥夺我们的这一权利。 ...

美联储的智囊团们这两天又聚在一起，进行他们那场备受瞩目的策略评估。 这场会议的背景可谓"精彩纷呈"：通胀这只猛兽虽然被关进了笼子，但还没完全驯服；中东那边，战事 又起，一副要制造更多麻烦的样子。 "骑虎难下"的美联储正在准备一项新策略，同时辩论着如何处理 关税，而更大的挑战还在后头。 美联储的核心任务——控制通胀——在过去几年里是个"基本失败"。自 2021 年初以来，通胀就没达 标，还一度冲到 9% 的高位。 美联储之前那套"灵活平均通胀目标制"，就像是为了对抗通缩而修建的马奇诺防线，结果敌人从另一个 方向（通胀）打了过来。 那么，通胀是怎么来的？这基本上是一场"战争融资"的经典案例。 想象一下：疫情来了，政府觉得是场"生存危机"，于是开始"像疯了一样花钱"。国会和财政部借了 5 万 亿美元，美联储则像个忠实的伙伴，迅速印了 3 万亿美元，买下政府的债券，等于直接给财政部送钱去 花。利率呢？当然要压得低低的。 这就是标准的战争套餐：花钱、借钱、印钱、压低利率。通胀？那是套餐里的一部分，本质上是对那些 持有政府债券的人征收的"财富税"。 更让市场不满的是，即使在疫情高峰过去、经济开始复苏的 2021 年，政府 ...

据以色列媒体Yedioth Ahronoth：一位以色列官员表示，停止与伊朗战争的调解努力已经开始。 跟踪中东局势动态 +订阅 ...