Group 1 - The negotiation between the US and China highlights the critical dependence of the US high-tech industry on Chinese rare earth resources, with the US military realizing its vulnerability when production lines were halted due to a lack of essential materials [3][5] - The US has a significant reliance on China for rare earth elements, as evidenced by the F-35 fighter jet requiring 417 kilograms of rare earths per unit, and the majority of the 750 active weapon systems in the US also depend on these resources [3][5] - The US is facing a crisis in its industrial sector, with companies like Tesla and Apple experiencing production delays due to shortages of rare earth materials, indicating a broader impact on the US manufacturing landscape [3][5] Group 2 - The US presented a "concession list" during negotiations, which included easing restrictions on chip design software and engine parts, but China's response emphasized the need for core technology unblocking, particularly regarding SMIC and Huawei [5][9] - Despite the US government's rhetoric about "decoupling" from China, multinational companies are increasingly investing in China, demonstrating a strong reliance on Chinese rare earth resources for their operations [7][9] - China is strategically using its rare earth resources as leverage in negotiations, implementing strict export controls and ensuring compliance, which challenges the US's long-standing dominance in technology and supply chain management [9]

金十数据6月12日讯，周四早间，以色列议会在一份声明中表示，就解散议会进行初步投票的提议已被 拒绝。该提议以61名议员反对、53名议员支持的投票结果被否决。投票本来可能是提前举行大选的第一 步。民调显示，以色列总理内塔尼亚胡可能会输掉大选。这给了内塔尼亚胡的执政联盟更多的时间来解 决迄今为止最严重的政治危机，并避免了以色列与哈马斯在加沙爆发战争以来的首次投票。内塔尼亚胡 一直在努力解决他的联盟在一项新的征兵法案上的僵局，这导致了目前的危机。 以色列议会投票反对解散议会的提议 ...

Group 1 - The CEO of DoubleLine Capital, Jeffrey Gundlach, stated that the U.S. debt burden and interest expenses have become "unsustainable," potentially leading investors to withdraw from dollar assets [1] - Gundlach compared the current market environment to the period before the 1999 internet bubble burst and the 2006-2007 global financial crisis, indicating a looming "cleansing" in the market [1][2] - Gundlach emphasized the growing appeal of gold as a "real asset class," suggesting that it is no longer just a choice for survivalists and speculators [3] Group 2 - Gundlach noted that the private credit market is experiencing "over-investment" and risks of forced selling, similar to the CDO market in the mid-2000s [1] - He mentioned that public credit markets have outperformed private credit markets in recent months, indicating a shift in investment dynamics [1] - Gundlach highlighted that as the economy weakens, long-term bond yields may continue to rise, potentially prompting the Federal Reserve to intervene with quantitative easing if yields reach 6% [2] Group 3 - Gundlach predicted that gold prices could rise from approximately $3,350 per ounce to $4,000 per ounce, reflecting a significant bullish outlook on gold [4] - He identified India as a "reliable" long-term investment opportunity, drawing parallels between India's current situation and China's 35 years ago [4]

Economic Information - In May, the national futures market recorded a trading volume of 678,609,037 contracts and a transaction value of 5,472.99 billion yuan, representing a year-on-year decline of 4.51% and 1.55% respectively [2] - From January to May, the cumulative trading volume reached 3,336,834,307 contracts, with a cumulative transaction value of 28,693.44 billion yuan, showing year-on-year growth of 15.61% and 21.33% [2] - As of June 11, the wholesale price of 25-year Flying Moutai (bulk) was 1,990 yuan per bottle, down 30 yuan from the previous day, while the price of 25-year Flying Moutai (original) remained at 2,080 yuan per bottle [2] Company Alerts - Industrial Securities has not received any information regarding a merger with Huafu Securities [3] - *ST Yazhen has been suspended from trading for verification due to multiple instances of abnormal trading fluctuations [6] - Several companies, including Chaojie Co., Aikelan, and Fengyuzhu, have announced plans for share reductions by their shareholders, with reductions not exceeding 3% of total shares [8] Overseas Alerts - The US stock market saw all three major indices close lower, with the Nasdaq down 0.5% and Intel dropping over 6%, marking its largest single-day decline in two months [4] - In London, most base metals declined, with LME nickel down 1.13% at $15,145.00 per ton and LME copper down 1.12% at $9,647.00 per ton [5] - Jeffrey Gundlach, head of DoubleLine Capital, indicated that the US debt burden and interest payments have become unsustainable, suggesting that long-term US Treasuries are no longer considered truly risk-free investments [4]

以下文章来源于图数室 ，作者图数室 图数室 . 新浪新闻出品《图数室》栏目。 关注我们，用数据读懂热点。 本文来自微信公众号： 图数室 ，作者：图数室，题图来自：视觉中国 曾几何时，35岁成了无数职场人心头的一道"隐形红线"。招聘启事悄悄划线，单位用工默默设限， 职业选择逐渐变窄…… "35岁危机"一度成为大龄劳动者焦虑的代名词。 但如今，这道无形门槛似乎正在松动。山东、新疆、北京等地陆续打破招聘的年龄限制，部分岗位甚 至放宽至45岁。 伴随劳动力结构的老化与经验价值的重估，一个更包容、更理性的职场时代，正在悄然开启。 部分地区开始放宽招聘年龄限制 很长一段时间，"35岁职场危机"如同一把无形的标尺，卡在无数求职者的职业道路：企业招聘隐形 歧视、公务员考试设限、中年转岗举步维艰...... 但近年来，随着人口结构变化和人才观念升级，"35岁职业门槛"迎来转机——山东、新疆、北京、 河南等多地相继出台政策，明确要求机关事业单位、国有企业破除招聘中的年龄限制，把部分岗位年 龄放宽至45周岁 （以下） 群体。 | 哪些地区 | | 民制闻 出品 冒险后 | | --- | --- | --- | | | 放宽年龄限 ...

Core Points - The "invisible red line" of age 35 has historically created anxiety for older job seekers in the workplace [1][4] - Recent changes in policies across various regions in China are loosening age restrictions for hiring, with some positions now open to candidates up to 45 years old [2][5] - The labor market is transitioning towards a more inclusive and rational approach, valuing experience and older workers [3][8] Group 1: Age Restrictions in Hiring - Regions such as Shandong, Xinjiang, Beijing, and Henan have implemented policies to eliminate age limits in recruitment for public sector jobs [5][7] - The average age of the labor force in China has increased from 32.25 years in 1985 to 39.72 years in 2022 [7] Group 2: Demographics and Labor Market Trends - The demographic shift shows that individuals aged 30 to 49 make up over 50% of the employed population, with the 30-39 age group at 27.6% and the 40-49 age group at 25.1% [11] - The total labor force aged 16-59 peaked at 930 million in 2012 and has since declined to 860 million in 2023, indicating an aging workforce [13] Group 3: Value of Experience - Older job seekers possess unique advantages, combining extensive industry experience with peak physical and execution capabilities [8] - The labor market is moving from a "quantity dividend" to a "quality dividend," with older workers becoming a crucial part of the workforce [14][23] Group 4: Changing Perceptions of Age - The traditional view of the "golden age" for employment has shifted downward to 35 years over the past three decades, but this trend may be reversing [19][24] - Research suggests that the age-income curve in China may increase, with the "golden age" for employment potentially rising to 45-50 years by 2035 [24]

洛杉矶的街头硝烟未散，联邦政府的军队已整装待命——这场围绕非法移民的"战争"，正在将美国推向宪政危机的边缘。 街头冲突的升级进一步加剧了局势的失控。6月7日晚间，洛杉矶警方宣布全市进入战术警戒状态，11人因非法集会遭逮捕，抗议者与国民警卫队爆发激烈冲 突。中国记者在报道中不幸"中弹"，凸显局势的混乱。民主党则趁机将矛头指向特朗普，称其行动是"暴政的体现"，号召民众继续抗议。两党对立从国会辩 论蔓延至街头巷尾，美国社会撕裂愈发明显。 移民问题在美国本就是一根敏感的神经。拜登政府任期内宽松的移民政策导致大量新移民涌入，仅2022年后就有约500万非法移民进入美国，其中480万来自 墨西哥。他们填补了美国血汗工厂、保洁等行业的劳动力缺口，却也因身份问题成为社会矛盾的焦点。特朗普敏锐地抓住这一点，将移民问题推向极端，誓 言"每天抓捕3000名非法移民"，甚至要求移民局锁定服装厂、超市等目标实施突袭。这种强硬手段虽短期内可能提振共和党基本盘，却也让加州——这个民 主党的大本营——成为冲突的漩涡中心。 纽森的愤怒并非没有缘由。加州作为美国经济体量最大的州，贡献了全国近14%的GDP和15%的联邦税收。面对特朗普的"军事干 ...

（转自：金斧子财富） 权益市场回顾与展望 5月全球市场普遍反弹，重要股指普遍上涨。其中美股涨势最为凶猛，港股紧跟其后，A股涨势较弱。 美股市场上中美10日达成日内瓦协议，在关税上暂时停战，大幅修复市场风险偏好。此外，美国企业一 季度业绩表现普遍亮眼，科技股更是实现领涨，市场资金情绪较强，纳斯达克全月上涨9.56%。展望后 市，美国4月PCE同比增速低于市场预期，通胀似有降温趋势，其5月PMI表现也不及预期，经济或面临 衰退危机。特朗普政策行为极具不确定性与美联储在降息上持观望态度，仍需保持谨慎。 港股方面，5月港股上涨同样受中美和谈的利好影响，同时也受国内稳增长政策大幅出台影响，市场预 期改善，恒生指数涨幅超5%。5月南向资金全月净流入456.17亿港元，相比前几月较低，资金情绪面或 仍在修复。 5月A股市场反弹回暖，红利风格相对占优。月内受中美缓和、降准落地与汇金托底等因素影响，指数 出现回升。4月社融存量有所抬升，或受低基数影响，预计5月社融存量同比将下行，居民与企业部门信 贷动力仍弱，内需发动支撑经济仍需时间。展望后市，市场预计依旧震荡，政策主线仍以科技与消费等 景气板块为主，在不确定性宏观背景下高股息 ...

2018年起，防弹少年团全球爆红，Big Hit（HYBE前身）创始人方时赫开始考虑上市。 进入2019年，一些机构投资者开始催促公司尽快上市。9月，传奇资本等持股方正式致函Big Hit要求尽快启动IPO流程，然而方时赫却称"以当前企业价 值，上市不可能"，明确回复"无上市计划"。 韩娱再次大地震。 5月28日，HYBE创始人兼董事长、被誉为"BTS之父"的方时赫，因涉嫌在公司IPO前利用内幕信息操纵股权交易、误导早期投资者，获利达4000亿韩元 （约2.9亿美元），被韩国金融监督院（FSS）移送检方，面临无期徒刑指控。 此案迅速在韩国文化产业与资本市场引发震动，创始人神话崩塌，关于制度、信任与资本的裂痕，已经不可逆转地蔓延开来。 老股东被"做局"了 这一说法令老股东信以为真，在担忧长期套牢、退出无门的情况下，同意将持股廉价出售。 与此同时，方时赫的亲信悄然主导成立了Eastone Equity Partners和New Main Equity两支PE（私募股权基金），于2019年6月至11月间，以约1300亿韩元从 包括AlpenRoute、LB投资和前副社长崔某在内的早期投资者手中收购了11.4%的股份 ...

Core Insights - The hunger crisis in Gaza has reached unprecedented levels of despair, with over 2,700 children under the age of five diagnosed with severe malnutrition as of the end of May [1] - The United Nations Relief and Works Agency for Palestine Refugees in the Near East (UNRWA) reported that only one medical facility in northern Gaza is partially operational, and local fuel supplies are critically low [1] - There is an urgent call from UNRWA to immediately restore humanitarian aid channels to address the escalating crisis [1]