Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a rise of 2.29%, ranking sixth among concept sectors in terms of growth, with notable increases in stocks such as Huachuang Technology, Changcheng Military Industry, and Construction Industry [1] - Within the military equipment restructuring concept sector, five stocks experienced gains, with Huachuang Technology leading at an increase of 11.80%, followed by Changcheng Military Industry at 3.72% and Construction Industry at 2.83% [1] - The sector also saw some stocks decline, with Hunan Tianyan and Dong'an Power dropping by 1.48% and 1.22% respectively [1] Group 2 - The military equipment restructuring concept sector attracted a net inflow of 381 million yuan from main funds, with Chang'an Automobile receiving the highest net inflow of 356 million yuan [2] - Other stocks that received significant net inflows include Huachuang Technology and Construction Industry, with net inflows of 27.11 million yuan and 24.02 million yuan respectively [2] - In terms of fund inflow ratios, Chang'an Automobile, Huachuang Technology, and Construction Industry had the highest net inflow rates at 16.10%, 7.52%, and 3.50% respectively [3] Group 3 - The military equipment restructuring concept sector's fund inflow rankings show that Chang'an Automobile had a trading increase of 0.15% with a turnover rate of 2.05%, while Huachuang Technology rose by 11.80% with a turnover rate of 5.37% [3] - Construction Industry saw an increase of 2.83% with a turnover rate of 7.86% [3] - Conversely, stocks like Dong'an Power and Hunan Tianyan experienced declines of 1.22% and 1.48% respectively, with negative fund flows [3]

以色列跟伊朗开打之后，全球市场动荡。 全球大跌 6月13日，以色列对伊朗核项目发动了大规模袭击，一名以色列军方官员称，此次袭击针对的是伊朗的核项目和其他军事设施，以及伊朗的 军事指挥官和核科学家。以色列方面表示，周五拂晓前，数十架飞机完成了第一波攻击。 以色列总理本雅明·内塔尼亚胡表示："我们打击了伊朗核浓缩项目的核心。我们打击了伊朗核武器化项目的核心。我们袭击了伊朗位于纳 坦兹的主要浓缩设施。我们袭击了参与伊朗核弹研究的主要核科学家。我们还打击了伊朗弹道导弹项目的核心。" 在美国和以色列官员警告袭击迫在眉睫数小时后，此次袭击就发生了，并打断了美国牵头的通过外交途径解决伊朗核项目僵局的努力。 特朗普本周早些时候批准撤离部分在中东的美方人员，指出该地区"可能变得危险"。 他在周四对媒体表示，以色列的打击"看起来很可能会发生"，但他强调美国更希望通过谈判达成核浓缩协议，而不是看到军事冲突。 他说："我更倾向于与伊朗达成协议，只要我认为有可能达成协议。我并不希望以色列出兵，因为我觉得那可能会破坏协议。尽管也可能促 进达成协议，但也可能彻底毁掉它。我们和伊朗进行了非常好的讨论。" 伊朗已警告称，将对任何袭击予以反击， ...

Market Overview - The market experienced fluctuations with the ChiNext Index and Shenzhen Component Index both declining over 1% [1] - As of the close, the Shanghai Composite Index was at 3377, down 0.75%, with a trading volume of 605.4 billion; the Shenzhen Component Index was at 10122.11, down 1.10%, with a trading volume of 861.9 billion; the ChiNext Index was at 2043.82, down 1.13%, with a trading volume of 410.5 billion [1] Sector Performance - Precious metals, oil and petrochemicals, nuclear pollution prevention, and military industries saw significant gains, while beauty care, film and television, IP economy, and diversified finance sectors faced declines [1][2] - The oil and gas sector was particularly strong, with multiple stocks hitting the daily limit, including Keli Co., which saw a 30% increase [2] Individual Stock Movements - Over 4400 stocks in the market experienced declines, indicating a broader market downturn [3] - Notable gainers included Jiekang Equipment and Xibu Gold, both hitting the daily limit [2] Institutional Insights - Jifeng Investment noted that the market is currently in a transitional phase of profit improvement and valuation recovery, suggesting a potential upward turning point for A-shares and the economy [4] - China Galaxy Securities highlighted a structural market trend in the food and beverage sector, focusing on new channels and product categories as key growth opportunities [4] - Qingdao Anzhi Investment emphasized a cautious approach to market positioning, recommending attention to sectors that have seen significant adjustments, such as technology [4] Policy Developments - Shenzhen is set to implement 24 special measures to relax market access, particularly in artificial intelligence, smart connected vehicles, and medical devices, aiming to enhance regulatory frameworks [6] - The city will also promote the "AI + city" initiative and accelerate the application of high-power charging technologies [6] Company Pricing Adjustments - Tesla has increased the price of the all-wheel-drive version of the Model S in the U.S. from $79,990 to $84,990, and the Model S Plaid from $94,990 to $99,990 [7][8]

6月13日，中东局势急剧升级，A股三大指数今日集体下挫，截至收盘，沪指跌0.75%报3377点，深证成指跌1.1%，创业板指跌 1.13%。全天成交1.5万亿元，较前一交易日增量2004亿元，全市场近4500股下跌。 | 名称 | 最新 | 涨跌 | 涨幅 | 年初至今 | | --- | --- | --- | --- | --- | | 上证指数 | 3377.00 | -25.66 | -0.75% | +0.75% | | 深证成指 | 10122.11 | -112.22 | -1.10% | -2.81% | | 北证50 | 1382.74 | -41.64 | -2.92% | +33.24% | | 创业板指 | 2043.82 | -23.33 | -1.13% | -4.57% | | 科创综指 | 1178.40 | -11.90 | -1.00% | +5.33% | | 科创50 | 972.94 | -5.03 | -0.51% | -1.62% | 盘面上，以色列袭击伊朗致国际油价、国际金价大涨，黄金、石油及天然气等板块集体拉升，通源石油、洲际油气、西部黄金等多股 涨停；核污染 ...

Group 1: Market Reaction to Geopolitical Events - Israel's preemptive strike on Iran has led to a significant market downturn, with over 4,400 stocks in the A-share market declining, and the Shanghai Composite Index falling by 0.72% [1] - International oil prices surged by 9% following the attack, while gold prices reached $3,400 per ounce, indicating a flight to safety in response to geopolitical tensions [1] - Global stock markets, including U.S. futures and Asian indices, experienced declines, with the Nasdaq futures dropping by 2% and the Nikkei 225 index falling over 1% [1] Group 2: Sector Performance - Oil and gas stocks saw a surge, with companies like Keli Co. hitting a 30% limit up, driven by the spike in oil prices due to the geopolitical situation [2] - The precious metals sector remained strong, with companies such as Xibu Gold and Cuihua Jewelry also hitting the limit up, as gold prices approached $3,430 per ounce [3] - The nuclear pollution prevention concept gained traction, with stocks like Jieqiang Equipment rising by 20%, following reports of Israeli airstrikes targeting Iranian nuclear facilities [4] Group 3: Institutional Insights - Everbright Securities anticipates that the market will maintain a volatile state in June, influenced by both domestic and international factors, with a focus on expanding domestic demand [5] - Zhao Shang Securities emphasizes the importance of focusing on traditional capacity clearance, the rise of new consumption, and sectors with high industry prosperity for investment opportunities [6] - Guotai Haitong Securities projects a clearer "transformation bull" market in China, with a strategic outlook favoring long-term investments through 2025, driven by policy measures aimed at stabilizing the economy and boosting demand [8]

智通财经6月13日电，早盘核污染防治概念异动拉升，捷强装备20CM涨停，北化股份、嘉戎技术、恒 光股份、华强科技、华盛昌等冲高。消息面上，据CCTV国际时讯报道，以色列总理内塔尼亚胡称，伊 朗位于纳坦兹地区的主要铀浓缩设施是以军空袭目标。 核污染防治概念异动拉升 捷强装备20CM涨停 ...