【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，但在 ...

以色列内塔尼亚胡：（谈暗杀哈梅内伊的可能性）我不会公开详细说明我们的计划，但我们会尽一切努 力。 跟踪中东局势动态 +订阅 ...

跟踪中东局势动态 +订阅 伊朗称其军事回应是适度的，仅针对以色列军事目标和相关基础设施。 ...

法国总统马克龙与美国总统特朗普在加拿大讨论关税、中东局势等问题。 ...

Group 1 - The Israeli Defense Forces reported that alarms sounded in the southern Golan region following the infiltration of an aircraft [1]

据伊朗国家媒体：伊朗革命卫队呼吁特拉维夫居民尽快撤离。 跟踪中东局势动态 +订阅 ...

金十数据6月16日讯，中东和欧洲的官员说，伊朗一直在紧急发出信号，表示它寻求结束敌对状态，恢 复有关其核项目的谈判，并通过阿拉伯中间人向以色列和美国发出了信息。这些官员说，在以色列猛烈 的空袭中，德黑兰对阿拉伯官员说，只要美国不加入空袭，他们愿意重返谈判桌。他们还向以色列传递 了信息，称控制暴力符合双方的利益。但是，由于以色列的战机能够自由飞越伊朗首都，而伊朗的反击 造成的损失又微乎其微，以色列领导人在采取更多行动摧毁伊朗的核设施、进一步削弱伊朗"神权政 府"对权力的控制之前，它没有什么动力停止攻击。 （华尔街日报） 跟踪中东局势动态 +订阅 订阅美国VS伊朗动态 +订阅 美媒："遭受重创"的伊朗希望与以色列缓和敌对关系 ...

金十数据6月16日讯，一位地区外交官表示，伊朗告诉阿曼和卡塔尔，在伊朗城市继续受到以色列的攻 击之际，以及直到德黑兰的回应完成之前，它不会与美国进行谈判。这位外交官表示，媒体报道称伊朗 要求阿曼和卡塔尔与美国进行斡旋，以确保与以色列停火并重启核谈判，这是"不准确的"。 （CNN） 跟踪中东局势动态 +订阅 订阅美国VS伊朗动态 +订阅 伊朗在完成对以色列的报复之前，不会与美国谈判 ...

Report Rating - No report industry investment rating is provided in the content Core Viewpoints - US biodiesel policy and Middle - East situation push up US soybean prices, increasing import costs. In China, ample soybean supply and high - level oil mill operations lead to rising bean - meal inventory. With the increase in import costs, bean - meal spot prices stabilize, and market trading volume drops significantly. In the short term, the bean - meal market is in a weak - reality and strong - expectation situation with a likely oscillatory trend [17] - For the pig market, the supply side has a normal slaughter rhythm and decreasing average slaughter weight, with increasing medium - term supply pressure. The demand side is in a seasonal off - peak, with weak consumption unable to support prices. Although the pig futures price rebounds in the short term due to policies and feed price hikes, weak demand restricts the spot price increase, and the basis weakens rapidly, potentially limiting the upside of the futures market. Pig prices are expected to oscillate [17] Summary by Directory 1. Market Overview - DCE bean - meal main contract 2509 rose 0.13% to 3045 yuan/ton, up 4 yuan/ton from the previous day. Coastal oil mills' quotes increased by 10 - 20 yuan/ton. DCE pig main contract 2509 fell 0.07% to 13780 yuan/ton, up 10 yuan/ton from the previous day. The overnight CBOT US soybean main contract rose 2.44% to 1069 cents/bushel [2] 2. Weather in Main Production Areas - On June 13, in the US Midwest agricultural main production areas, the western region will have scattered to widespread scattered showers until Sunday. Before Saturday, the southern region's temperature is near to above normal, and the northern region's temperature is below normal, then above normal from Sunday to Monday. The eastern region will have scattered showers until Sunday and scattered to widespread scattered showers on Monday. Before Saturday, the temperature is near to above normal, near normal on Sunday, and near to above normal on Monday. Rainfall in the southern part of the US Midwest has decreased since the middle of this week [4] 3. Macroeconomic and Industry News - From June 7 to 13, the actual soybean crushing volume of oil mills was 2.2587 million tons, with an operating rate of 63.49%, 28,600 tons lower than expected [5] - On June 16, the import cost of US soybeans was 4603 yuan/ton, up 102 yuan/ton from the previous day; that of Brazilian soybeans was 3812 yuan/ton, up 91 yuan/ton; and that of Argentine soybeans was 3669 yuan/ton, up 100 yuan/ton [5] - On June 13, the total bean - meal sales of major oil mills in China were 97,300 tons, a decrease of 570,600 tons from the previous day. Spot sales were 69,300 tons, an increase of 4400 tons, and far - month basis sales were 28,000 tons, a decrease of 575,000 tons. The operating rate of all - sample oil mills was 64.82%, a decrease of 1.34% from the previous day [5] - As of June 12, the soybean harvest rate in Argentina in the 2024/25 season was 95%, up from 91% the previous week and lower than 97% in the same period last year [5] - As of the week of June 11, the rapeseed planting rate in Saskatchewan, Canada, was 99.73%, an increase of 2.8% from the previous week [6] - The average weight of slaughtered pigs decreased. On June 12, the average weight of slaughtered pigs was 125.76 kg/head, a decrease of 0.24 kg/head from the previous week. Farmers' bearish expectations led to active weight - loss slaughter, and the proportion of standard pigs purchased by slaughterhouses increased [6] - On June 12, the self - breeding and self - raising profit was 120 yuan/head, a decrease of 23 yuan/head from the previous week; the profit from purchasing piglets for fattening was 127 yuan/head, a decrease of 9 yuan/head. Due to weak demand and increased supply, both types of profits decreased [6] - In May, the total retail sales of consumer goods increased by 6.4% year - on - year, 1.3 percentage points faster than the previous month. From January to May, service retail sales increased by 5.2%, 0.1 percentage point faster than from January to April [6] - In May, the national urban surveyed unemployment rate was 5.0%, a decrease of 0.1 percentage point from the previous month. The unemployment rate of the main employment population remained stable, and the youth unemployment rate decreased for three consecutive months [7] - In May, China's new social financing was 2.29 trillion yuan, new RMB loans were 620 billion yuan, and new RMB deposits were nearly 2.18 trillion yuan. At the end of May, M2 increased by 7.9% year - on - year, and the M2 - M1 gap narrowed [7] 4. Data Charts - The report includes charts of bean - meal, rapeseed - meal, and pig prices, as well as their basis and inventory data [10][12][14][15] 5. Analysis and Strategies - For bean - meal, short - term trends are oscillatory due to the combination of high domestic supply and increasing import costs [17] - For pigs, prices are expected to oscillate due to the contradiction between supply pressure and weak demand [17]

Group 1: U.S. Military Movements - The U.S. has significantly increased its military presence in the Middle East, with the "Nimitz" aircraft carrier heading to the Malacca Strait and dozens of refueling aircraft deployed from the U.S. mainland towards Europe [2][6] - At least 30 U.S. Air Force refueling aircraft have been reported crossing the Atlantic Ocean, marking an unprecedented scale of deployment [3][8] - The "Nimitz" carrier strike group has diverted from the South China Sea and is expected to join the "Carl Vinson" carrier in the Arabian Sea to support Israel [7] Group 2: Iran-Russia Relations - Russia has begun evacuating its citizens from Iran due to the escalating conflict, with 238 individuals successfully evacuated through land routes [10][11] - The Russian embassy in Iran has suspended consular services amid the ongoing military actions, and the Russian government has advised against travel to Iran and Israel [15][13] Group 3: Ongoing Israel-Iran Conflict - The conflict between Israel and Iran continues to escalate, with Iran launching new missile attacks on Israel, resulting in casualties [22][23] - Israel has conducted multiple military operations against Iranian targets, claiming to have intercepted numerous missile and drone attacks from Iran [24][25] - Both Iranian and Israeli leaders have issued warnings regarding the potential for further military escalation, with Iran stating it will respond decisively to any aggression [20][21]