晚间，美股涨跌不一，特朗普消息颇多。除了关于伊以冲突的表态，他还表示，会在三四个人之内选出下一任美联储主席。 截至发稿，纳指与标普500指数飘红，道指下跌。 个股方面，英伟达盘初拉升，现涨超2%，逼近历史新高。今夜零点，英伟达线上股东大会将召开。特斯拉股价跌近5%。该公司5月在欧洲销量同比骤降 四成，且连续第五个月下滑。 中概股方面，经历了昨日的大涨，纳斯达克中国金龙指数飘绿，其中，禾赛科技、再鼎医药等股跌幅居前。 美国总统特朗普表示，下周美方将与伊朗会谈。 特朗普表示，自己"非常确信"以色列与伊朗之间的军事冲突已经结束。以色列和伊朗之间的冲突可能再次爆发，也许很快。他不认为伊朗会重新进行核计 划。 特朗普说，美国不依赖以色列情报，空袭以来收集的情报显示基地已被摧毁。他表示，不会放弃对伊朗施压，也不会接管石油。 此外，特朗普与乌克兰总统泽连斯基在荷兰海牙举行会谈。 据了解，会晤共持续了大约50分钟。这是特朗普4月以来，与泽连斯基的首次面对面会谈。据外交人士透露，会谈内容可能涉及乌克兰拟采购的新防空系 统、对俄制裁以及国际油价上限等关键议题。 泽连斯基表示，其与特朗普进行了一次深刻且富有成果的会谈，涵盖了所有关 ...

金十数据6月24日讯，特朗普宣布以伊停火协议生效，局势的反复让国际油价从暴涨变为跳水，对航运 市场的扰动也不可避免。深圳某供应链企业负责人表示，近期中国发往中东的集装箱运输价格不断上 涨，例如运往杰贝阿里的货柜，单个涨幅已达50%左右。有上市公司证券事务部工作人员表示，运费上 涨是由于风险升高。 （一财） 以伊冲突冲击航运 有发往中东的货柜运费涨幅约50% ...

【环球网报道】据美国Axios新闻网24日报道，23日袭击美国位于卡塔尔的乌代德军事基地后，伊朗向 白宫传达信息称不会再对美方目标实施任何打击，白宫则回应称不会对伊朗此次袭击行动进行报复。 Axios新闻网补充称，白宫官员表示，特朗普当地时间23日与以色列总理内塔尼亚胡通电话，告诉后者 希望以伊冲突结束。内塔尼亚胡同意停火，并表示只要伊朗停止向以色列发射导弹，以方就不会再发动 任何袭击。 特朗普当地时间21日证实，美军"成功打击"伊朗福尔道、纳坦兹和伊斯法罕三处核设施。伊朗最高国家 安全委员会秘书处23日发表声明称，为回应美国对伊朗核设施的侵略行径，伊朗当天对美国位于卡塔尔 的乌代德空军基地进行了导弹打击。特朗普23日称，伊朗在发动此次袭击前通知了美方。 报道称，伊朗随后对美国位于卡塔尔的乌代德空军基地进行了导弹袭击。一名白宫官员表示，在发动此 次袭击前，伊朗方面曾通过卡塔尔向特朗普政府发出信息，通知了打算袭击的时间和目标。 报道还称，在发动此次袭击后，伊朗方面立即通过有关渠道向白宫传达信息称，不会再对美方目标实施 任何打击。白宫则通过卡塔尔回应称，美方不会对伊朗此次袭击行动进行报复，并重申愿恢复与伊朗的 谈 ...

新华社北京6月24日电 据外媒报道，一名伊朗高级官员证实，在同卡塔尔首相通话后，伊朗已同意美国 提出的、与以色列冲突停火方案。据知情人士透露，此前美国总统特朗普致电卡塔尔埃米尔（国家元 首）塔米姆，告知以色列方面已同意停火，并请卡塔尔劝说伊朗方面接受该方案。随后，卡塔尔首相同 伊朗方面进行了沟通。 特朗普披露"全面彻底停火"细节 特朗普23日在其社交媒体平台"真实社交"上发文表示，以色列和伊朗以就"全面彻底停火"达成一致。 特朗普在美国东部时间当天18时02分（北京时间24日6时02分）发表的帖文中说，停火将在大约6小时后 正式生效，届时以伊双方将完成各自正在进行的"最后任务"。 他说，根据协议，停火将分阶段实施：伊朗先开始停火，到第12个小时的时候，以色列也开始停火，到 第24个小时的时候，这场"持续12天的战争"将正式结束。 特朗普说，每一阶段的停火期内，另一方将"保持和平与尊重"。 伊朗袭击卡塔尔美军基地提前告知美方 伊朗最高国家安全委员会秘书处23日发表声明说，为回应美国对伊朗核设施的侵略行径，伊朗当天对美 国驻卡塔尔的乌代德空军基地进行了导弹打击。 声明说，伊朗此次行动中使用的导弹数量，与美国袭击伊 ...

6月23日，中共中央政治局委员、外交部长王毅在京会见英国前首相布莱尔。关于以伊冲突，王毅表 示，国家间分歧应通过对话协商和平解决。以色列以"未来可能的威胁"为由对伊朗发动先发制人打击， 美国军机轰炸国际原子能机构保障监督下的伊朗核设施，向世界发出以武力而非谈判解决争端的错误信 号，形成恶劣先例，后果影响严重。和平需要实力来保卫，但实力未必能带来真正的和平。所有冲突当 事方应采取措施缓和局势，重返对话谈判的政治解决轨道，促进中东地区恢复和平稳定。布莱尔说，英 方高度关注以伊冲突，呼吁通过对话和外交手段，回到谈判轨道，尽快恢复地区和平、安全与稳定。双 方还就乌克兰危机等问题交换了意见。(外交部) ...

Core Viewpoint - The recent U.S. military strikes on Iranian nuclear facilities have escalated tensions and raised concerns about potential retaliation from Iran, including the possibility of blocking the Strait of Hormuz, which is crucial for global oil transport [1][5]. Group 1: U.S. Military Actions and Iranian Response - The U.S. has claimed to have "completely destroyed" key Iranian nuclear sites, but Iranian officials assert that their uranium enrichment capabilities remain intact, indicating that the conflict is far from over [1][2]. - Analysts suggest that Iran may respond with limited actions rather than a full-scale retaliation, as the current situation mirrors past events where Iran faced pressure but opted for restraint [2][3]. Group 2: Strait of Hormuz and Oil Supply Concerns - Iranian officials are evaluating the potential for blocking the Strait of Hormuz, a vital passage for oil exports, with daily shipments through the strait averaging around 20 million barrels, accounting for 20% of global oil consumption [5][4]. - Historical context shows that Iran has previously threatened to close the strait during times of heightened tensions but has refrained from taking such drastic measures, suggesting that a full blockade is unlikely unless absolutely necessary [7][4]. Group 3: Long-term Conflict Dynamics - Israeli officials indicate that their military objectives regarding Iran's nuclear and missile programs are nearing completion, and they are not inclined to engage in a prolonged conflict, which would not serve their interests [8][12]. - Both Israel and Iran face significant challenges in sustaining a long-term conflict, with economic and military pressures likely to influence future interactions and potential diplomatic resolutions [12].

Core Viewpoint - The article discusses the recent U.S. military strikes on Iranian nuclear facilities, highlighting the geopolitical implications and market reactions in Asia, particularly in the A-share market. Group 1: U.S. Military Action - The U.S. launched a surprise attack on Iran, utilizing 6 B-2 bombers to drop 12 GBU-57A/B bombs weighing 13.6 tons on the Fordow nuclear facility, and fired 30 Tomahawk missiles from submarines at Natanz and Isfahan [1][3]. - Trump announced the completion of the strikes on social media, claiming that the Fordow facility no longer exists [3]. - Israeli Prime Minister Netanyahu stated that the U.S. strikes were coordinated with Israel [4]. Group 2: Iranian Response - Iran claimed to have evacuated the three nuclear facilities prior to the attack, stating that only the above-ground parts of Fordow were damaged and can be repaired [5]. - A humorous commentary emerged, suggesting that all parties involved claimed victory after the strikes [6]. Group 3: Market Reactions - Following the military actions, the A-share market showed resilience, with over 4,200 stocks rising and 71 hitting the daily limit up, indicating a recovery in market sentiment [7]. - Key sectors that performed well included stablecoins, shipping oil and gas, semiconductors, and solid-state batteries, while a few sectors like pork and liquor saw declines [9]. - The article emphasizes the need to focus on sectors that are relatively immune to the Iran-Israel conflict, such as semiconductors, stablecoins, and solid-state batteries [9].

Core Viewpoint - The ongoing conflict between Israel and Iran has escalated significantly since June 13, with both sides engaging in multiple rounds of military strikes, leading to heightened tensions and international concern [1][2]. Timeline of Events - On June 13, the Israeli Defense Forces (IDF) conducted airstrikes on numerous Iranian targets, including uranium enrichment facilities in Natanz, resulting in the deaths of at least 9 senior Iranian nuclear program experts [2]. - Following the Israeli strikes, Iran launched a large-scale retaliation against dozens of targets within Israel, with Iranian Supreme Leader Khamenei vowing severe punishment for Israel [3]. - On June 14, Israel continued its offensive, targeting oil storage facilities and refineries in Tehran and southern Iran [4]. - The IDF reported that over 80 Iranian nuclear-related targets were struck, while Iran's Islamic Revolutionary Guard Corps (IRGC) retaliated with missile and drone attacks on Israeli cities [5]. - On June 15, Israel targeted multiple Iranian weapon production bases, while Iran warned of more intense future actions if Israeli aggression continued [6]. - On June 16, Israel confirmed attacks on Iranian state television and claimed control over Tehran's airspace, marking a significant shift in the conflict [7]. - On June 17, Iran launched new missile and drone strikes, targeting Israeli intelligence facilities, while Israel reported multiple strikes on Iranian military targets [9]. - On June 18, further airstrikes were conducted by Israel, including attacks on centrifuge production facilities, with Iran responding with missile strikes [10]. - On June 19, the IRGC announced attacks on Israeli military targets, while Israel targeted areas near Iran's heavy water reactor [11]. - On June 20, the IRGC initiated a new round of strikes against Israeli defense industries, while Israel conducted airstrikes on multiple military targets in Iran [12]. - On June 21, Israel targeted missile storage and launch facilities in central Iran, including the Isfahan nuclear facility, without causing hazardous material leaks [13]. - Iranian President Pezeshkian reaffirmed Iran's right to peaceful nuclear energy under international law, while the Houthis threatened to attack U.S. vessels if the U.S. strikes Iran [14].

Group 1: U.S. Military Actions - The U.S. launched successful attacks on three Iranian nuclear facilities: Fordow, Natanz, and Isfahan, using B-2 bombers [1][3][4] - U.S. President Trump confirmed the strikes and stated that all aircraft returned safely after the operation [3][4] - Reports indicate that the U.S. informed Israel prior to the attacks, and Israeli officials claimed that Iran's nuclear program suffered significant damage [5] Group 2: Impact on Global Shipping - The ongoing U.S.-Iran conflict has led to significant disruptions in the global shipping market, with the Baltic Dirty Tanker Index showing a 12% increase in average international freight rates over the past week [2][16] - High-risk shipping routes, such as those from the Persian Gulf to Europe, have seen freight rates surge by up to 250% [2][16] - Major shipping companies like Maersk announced the suspension of operations at Haifa port due to the escalating conflict [17] Group 3: Future Shipping Trends - Following the rise in global shipping rates, major shipping companies are expected to implement further price increases in July [18] - The Baltic International Maritime Council (BIMCO) reported that many vessels are avoiding the Strait of Hormuz due to the conflict, which is a critical oil transport route [19][20] - The potential for shipping disruptions and increased oil prices could lead to higher freight costs, with carriers likely to introduce 'security surcharges' in response to the situation [20]

伊斯法罕核设施遭袭。 据伊朗塔斯尼姆通讯社21日报道，当天凌晨，位于伊朗中部伊斯法罕省的伊斯法罕核设施遭到以色列袭击，暂 未发生危险物质泄漏。 以色列国防军当地时间21日上午表示，以色列空军连夜对伊朗境内数十个军事目标发动大规模空袭，包括伊斯 法罕核设施以及4个已部署就绪的导弹发射装置。 伊朗伊斯法罕省核设施遭以军袭击 当地时间6月21日，伊朗方面称伊朗中部伊斯法罕省的核设施当天遭到以军袭击，不过未造成核泄漏。 俄罗斯总统弗拉基米尔·普京20日就以色列与伊朗冲突表达担忧，呼吁以和平方式妥善处理。 普京在第28届圣彼得堡国际经济论坛上提及持续数日的以伊冲突，对以色列打击伊朗核设施表达关切，呼 吁"认真关注正在发生的事件"，表示要"从各个方面寻找解决方法，最好是和平方式"。 伊朗表示以色列袭击已造成430人死亡 据伊朗光明通讯社21日援引伊朗卫生部数据称，自以色列对伊朗发动袭击以来，已造成430人死亡、超过3500 人受伤。 据伊朗塔斯尼姆通讯社报道，以色列对伊斯法罕多地发动袭击，核设施是目标之一，伊朗防空系统进行了反 击。目前尚未报告人员伤亡，相关地区遭受一定损失。 以色列国防军当地时间21日上午表示，以色列空 ...