近年来，美国对华政策越来越走向极端。 从特朗普政府大张旗鼓地发起"贸易战"，到疫情期间美国不断指责中国，再到拜登政府加大对华制裁力度，美国将中国视作"威胁"的言论变得越来越直白、 公开。特别是在一些美国政客眼中，宣扬"中国威胁论"，甚至成为"反华先锋"，似乎是为自己政治生涯获取关注和话语权的捷径。为了迎合这一政治需要， 某些政客频频发表无视事实、充满荒谬的言论。 近日，美国总统竞选人妮基·黑莉更是公开表示，若中国停止购买美国国债，她将在当选总统后对中国采取报复和打击措施。言辞如此激烈，简直让人难以 置信！ 黑莉的言论就像是强买强卖的典型强盗逻辑，简直让人忍不住发笑。自她宣布参选2024年美国总统以来，这位印度裔女性候选人凭借自己独特的身份和一系 列极端的言辞吸引了不少眼球。虽然她的言论引发了热议，但她并非真正的总统热门人选——不仅在民主党阵营中有众多有力的竞争对手，在共和党内部， 民调也显示她的支持率远远落后于特朗普和德桑蒂斯。 正因如此，黑莉才急于通过攻击中国来吸引选民眼球、拉拢支持。她这种做法，实在是荒唐可笑。而这也恰恰暴露了美国经济背后的隐患——美国经济正在 深陷困境，需要一位真正有能力的人来应对这一局 ...

Core Viewpoint - The essence of the self-media crisis is the presence of a few "bad mice" that create distrust, leading to a general tightening of regulations and a reluctance to engage with the industry, despite the majority being safe [2][5][9]. Group 1: Industry Challenges - The self-media industry is facing a tightening of regulations, which affects all participants, leading to a more cautious approach from stakeholders [9]. - Many self-media practitioners mistakenly believe that the decline in advertising budgets from large companies is the root cause of their struggles, while in reality, these budgets have increased but are directed towards larger, more regulated media outlets [7][8]. - The advertising revenue for national institutions and large enterprises has surpassed 1.5 trillion yuan, showing a growth of 17.9% year-on-year, indicating a thriving advertising market that self-media is increasingly distanced from [8]. Group 2: Adaptation Strategies - To survive, self-media practitioners are encouraged to align with organizations that have official backing, which can provide credibility and facilitate operations [6][12]. - The unique advantages of self-media, such as flexibility and a relatable style, are emphasized, allowing for effective storytelling that resonates with audiences [13][14]. - Despite current challenges, the self-media environment is still more favorable than it was two decades ago, with many practitioners now able to sustain their livelihoods solely through self-media income [13].

黄金消息面解析：北京时间6月23日，现货黄金开盘逼近3400水平，受避险情绪推动，周一亚市早盘，现货黄金一度跳涨近30美元(0.8%)，触及3398.02美元/ 盎司，随后震荡回落至3365.62美元/盎司，涨幅收窄至0.2%。投资者担忧中东局势升级可能推高能源价格，进而加剧全球通胀压力。因周末美军袭击伊朗核 设施，加剧中东地缘紧张，市场避险情绪升温;美原油上涨超2%，开盘一度上涨至78.40美元/桶，为1月20日以来最高。上周六(6月21日)，美国动用B-2隐形 轰炸机对伊朗核设施发动空袭，引发中东局势急剧升级，全球金融市场随之陷入剧烈震荡。美元指数一度创下近三周新高，而美国股指期货则一度下跌近 1%。投资者密切关注伊朗的回应、美国与伊朗的外交沟通，以及中东局势的进一步发展。美元指数在周一早盘上涨0.47%，触及99.23的6月10日以来高点， 随后回落至99.00附近，涨幅收窄至0.2%。美国股指期货盘初下跌近1%，但跌幅后来收窄至0.3%。分析人士认为，避险资金流入可能短期推高美元，但股市 可能因不确定性持续承压。 黄金技术面分析：黄金受到中东局势影响，黄金周一开盘再次高开低走，和上周一如出一辙，今天最 ...

Core Viewpoint - The complete blockade of the Strait of Hormuz by Iran is considered a high-risk, low-probability scenario due to multiple constraints affecting Iran's oil exports and its economic partnerships [1][7]. Group 1: Market Reactions - Following the U.S. airstrikes on Iranian nuclear facilities, stocks in the A-share port shipping, oil service facilities, and oil extraction sectors surged, with companies like Ningbo Shipping and Lianyungang hitting their daily price limits [1]. - International oil prices initially spiked over 6% but later turned negative, with WTI crude falling to $73.47 per barrel and Brent crude to $75.21 per barrel [1]. Group 2: Importance of the Strait of Hormuz - The Strait of Hormuz is a critical maritime route for oil exports, with approximately 20 million barrels per day passing through, accounting for over 25% of global maritime oil trade [2]. - About 84% of the oil and products transported through the Strait are destined for Asian markets, with India, Japan, China, and South Korea being the primary importers [2]. Group 3: LNG Trade and Risks - The Strait accounts for over 20% of global LNG trade, with 85% of these deliveries heading to Asia, while Europe has a relatively limited exposure [3]. - Potential disruptions in LNG transport could lead to increased competition for spot LNG in Asia, resulting in upward pressure on gas prices globally [3]. Group 4: Alternative Transport Routes - The market is evaluating alternative transport routes and ports, with limited capacity in existing pipelines to bypass the Strait of Hormuz [4]. - The East-West Pipeline in Saudi Arabia can handle 5 million barrels per day, but only 2.6 million barrels per day can be rerouted in case of a blockade [4][5]. Group 5: Economic Implications for Iran - Iran currently exports over 1.6 million barrels per day through the Strait, and any blockade would severely impact its economy and its partners, particularly Qatar, which relies heavily on this route for LNG exports [7]. - The long-term outlook suggests that the current oversupply of crude oil may not be significantly altered by this crisis, as OPEC's production increases and global economic weakness persist [8].

Group 1 - The article emphasizes the importance of financial media public relations companies as strategic partners for listed companies, providing comprehensive support from brand building to capital operations and internal management [2] - It highlights the need for professional assistance in navigating the competitive capital market and complex public opinion environment, where even industry leaders can face challenges due to missteps or public relations crises [2] Group 2 - Brand positioning upgrades are crucial, with public relations companies helping tech firms highlight their technological advantages and consumer companies to emphasize product value [3] - Building a media matrix is essential for accurately conveying information to diverse audiences, including investors and consumers, through various media channels [4] Group 3 - Long-term reputation maintenance is vital, with public relations firms advising companies to regularly publish ESG reports to enhance trust among investors and partners [5] - Precise information transmission is necessary for helping investors understand complex financial data and strategic plans, enabling better investment decisions [6] Group 4 - Roadshows and event planning are important for effective communication between companies and investors, ensuring that investor concerns are addressed [7] - Real-time monitoring of public sentiment is critical for managing investor perceptions and addressing misinformation promptly [8] Group 5 - Risk warning mechanisms are established to identify potential threats to a company's reputation, allowing for proactive response strategies [9] - Quick crisis response is essential, with public relations firms mobilizing teams to manage negative events and control public narratives [10] Group 6 - Image restoration strategies are implemented post-crisis to rebuild trust and improve public perception through positive media coverage and community engagement [11] - Policy interpretation support helps companies adapt to regulatory changes and communicate their implications effectively [12] Group 7 - Building industry influence is important for companies to gain competitive advantages, with public relations firms facilitating executive visibility in industry discussions [13] - Trend forecasting services assist companies in making strategic decisions based on market dynamics and competitor activities [14] Group 8 - New product launches require strategic media campaigns to generate interest and consumer engagement [16] - Strengthening customer trust through storytelling and sharing success cases enhances business growth [17] Group 9 - Cross-industry collaboration can increase brand exposure and attract new customers [18] - Digital content operations are tailored to diverse user needs, improving engagement and conversion rates [19] Group 10 - Social media management fosters interaction with users, enhancing brand loyalty and recognition [20] - Post-campaign data analysis helps refine future strategies for better outcomes [21] Group 11 - Financing communication supports companies during critical capital operations, ensuring investor confidence [22] - M&A public sentiment management is crucial for maintaining transparency and guiding market perceptions [23] Group 12 - Market capitalization management enhances the recognition of a company's value through effective media communication [24] - Internal communication strategies ensure that employees are aligned with corporate goals and understand their roles [25] Group 13 - Promoting corporate culture strengthens internal cohesion and aligns external perceptions with internal values [26] - Establishing feedback mechanisms allows for employee input, improving overall company strategy and communication [27] Group 14 - The 24 core services provided by financial media public relations companies create a comprehensive support system for listed companies, facilitating sustainable development and value enhancement [28]

伊朗外长阿拉格齐：不作为不仅会加剧危机，还会进一步恶化全球安全局势。 ...

英国外交大臣拉米：美国袭击伊朗后，我们面临"重大危机"时刻。 ...

Group 1: Market Overview - The market has seen adjustments in hot sectors, with cyclical commodities like coking coal, aluminum, and Brent crude oil performing well due to the Middle East crisis affecting global commodity supply [2] - The North China 50 index has adjusted, influenced by discussions around micro-cap stock trading congestion, with cautious investors taking action [2] - A weekly review of A-shares shows bank stocks leading in gains, while sectors like beauty care, pharmaceuticals, textiles, and social services have seen declines [2] Group 2: Middle East Risk - The Middle East crisis is currently limited to Iran, but concerns are growing about the potential for escalation following U.S. airstrikes on Iranian nuclear facilities [3] - Predictions suggest that if Iran expands its attacks and blocks the Strait of Hormuz, oil prices could surge to $120-130 per barrel, leading to high global inflation and reduced manufacturing profits [3] - Analysis indicates that U.S. actions may be politically motivated to alleviate internal pressures, with a focus on avoiding ground troop deployment [3] Group 3: China Asset Revaluation - The recent Lujiazui Forum indicated a policy tone favoring openness, which could release policy dividends for the revaluation of Chinese assets [5] - Foreign Direct Investment (FDI) in China has shown a decline, with actual foreign investment amounting to 358.19 billion yuan in the first five months of 2025, down 13.2% year-on-year [5][6] - The structure of FDI shows positive trends in high-tech industries, with significant growth in sectors like e-commerce services and aerospace manufacturing [6] Group 4: Tax Revenue Insights - National public budget revenue for January to May 2025 was 96,623 billion yuan, a slight decrease of 0.3% year-on-year, with land use rights revenue down 11.9% [7] - The probability of a real estate market resurgence is low, as indicated by declining property-related tax revenues [7] - Securities transaction stamp duty increased by 52.4% year-on-year, reflecting heightened market activity and the importance of the stock market in asset revaluation [8] Group 5: Non-Tax Revenue and Market Dynamics - Non-tax revenue grew by 6.2% year-on-year, indicating a shift in focus from external factors to internal reforms and adjustments in interests [9] - The government is increasingly normalizing its behavior in revenue collection, which is crucial for market vitality and asset revaluation [9] Group 6: Long-Term Asset Revaluation - While external risk premiums suggest a foundation for asset revaluation in China, internal conditions still require improvement for a complete revaluation [10] - The restructuring of international order and adjustments in China's leading industries present ongoing investment opportunities [11]

新华财经圣保罗6月23日电（记者杨家和）随着巴西财政赤字风险不断上升，前财政部长马伊尔森·达·诺 布雷加警告称，该国已"签下财政危机的契约"，若不尽快推进结构性改革，政府或将在未来一两年面临 预算瘫痪甚至公共服务停摆的局面。他同时批评政府在推动关键财政议题上的迟疑与保守，称最新对 策"无异于一盆冷水"。 诺布雷加在接受美国有线新闻电视网巴西频道专访时指出，当前巴西联邦预算中超过90%已被固定支出 锁定，包括养老金、薪资、医疗、教育及社会项目，仅剩不到4%用于自由调配。他警告，若预算刚性 趋势持续，到2027年"可能出现政府关门式的财政停摆"。 诺布雷加强调，造成预算失衡的关键，是1988年宪法设定的大量强制支出义务，使政府即便试图冻结或 削减部分预算，也需在后期恢复，形成制度性"锁死"。他表示："全球多数国家平均有约50%的财政空 间用于自主安排，美国甚至达到70%，而巴西这一比例仅为4%。" 马伊尔森·达·诺布雷加曾于1988年至1990年担任巴西财政部长，是该国上世纪80年代后期经济稳定政策 的制定者之一。离任后，他长期担任经济评论员和咨询顾问，活跃于巴西主流媒体与智库。 巴西财政部长费尔南多·阿达与国会 ...

Group 1 - The core point of the article highlights the significant reduction of U.S. Treasury holdings by China and other foreign investors, indicating a broader trend of declining confidence in U.S. debt instruments [1][10] - In April, China reduced its U.S. Treasury holdings by $8.2 billion, bringing its total to $757.2 billion, while foreign holdings overall decreased by $36.1 billion [1] - The total U.S. debt has surpassed $36 trillion, with a rapid increase of $1 trillion in less than six months, raising concerns about fiscal sustainability [3] Group 2 - The U.S. Treasury market is experiencing a supply-demand imbalance, with foreign official holdings dropping from 45% in 2014 to 28% in 2023, indicating a shift in investment strategies [8] - The Federal Reserve's balance sheet has ballooned due to quantitative easing, complicating the reduction of Treasury holdings, as the Fed has reduced its monthly Treasury purchases from $60 billion to $25 billion [8] - Recent legislative proposals, such as the "Big and Beautiful Tax Cut Act," may exacerbate the debt situation, potentially increasing U.S. debt by over $2 trillion [8] Group 3 - The article discusses the internal conflicts within the U.S. government regarding debt management, with former President Trump proposing to raise the debt ceiling by $5 trillion, facing resistance from the Federal Reserve [3][5] - International investors, including Australian funds, are reducing their exposure to U.S. Treasuries due to perceived risks and low yields, reallocating funds to higher-quality credit assets [5] - The article emphasizes that the global community is concerned about U.S. policy uncertainties, which could lead to a potential debt crisis if not addressed constructively [10]