Market Performance - The Shanghai Composite Index closed at 3473.13, with a slight increase of 0.02% [2] - The Shenzhen Component Index closed at 10435.51, down by 0.70% [2] - The CSI 300 Index closed at 3965.17, decreasing by 0.43% [2] - The ChiNext Index closed at 2130.19, down by 1.21% [2] - The STAR 50 Index closed at 978.29, with a decline of 0.66% [2] - The Beijing Stock Exchange 50 Index closed at 1401.92, down by 0.93% [2] Sector Performance - The top-performing sectors included Comprehensive (+2.57%), Utilities (+1.87%), Real Estate (+1.68%), Light Industry Manufacturing (+1.52%), and Environmental Protection (+1.10%) [3] - The worst-performing sectors were Coal (-2.04%), Pharmaceutical Biology (-0.97%), Communication (-0.77%), Home Appliances (-0.70%), and Electronics (-0.67%) [3] Concept Index Performance - The leading concept indices were Shipbuilding System (+5.23%), Biomass Power Generation (+2.83%), Virtual Power Plant (+2.62%), Cross-Border Payment (+2.36%), and Pumped Storage (+2.26%) [3] - The lagging concept indices included Recombinant Protein (-1.42%), Weight Loss Drugs (-1.10%), CRO Concept (-1.07%), AI PC (-1.02%), and AI Mobile Phones (-0.99%) [3] Market Outlook - The market experienced fluctuations with the Shanghai Composite Index managing to close slightly positive while the Shenzhen Component and ChiNext indices closed lower [5] - The report suggests that as the mid-year earnings forecasts and reports are released, the impact of earnings on individual stock performance will become significant [5] - Attention is expected to shift towards domestic policies, US-China tariffs, and potential interest rate cuts by the Federal Reserve, with the upcoming Political Bureau meeting being a key observation point [5] - Recommended sectors for attention include Non-ferrous Metals, Banking, Transportation, and Utilities [5]

Group 1: Gaza Conflict - The first round of ceasefire negotiations in Gaza ended without consensus [2] - The Israeli Defense Minister stated that they are about to control 70% of the Gaza Strip [2] - Israel plans to establish a "humanitarian city" in Rafah to concentrate all Gaza residents [2] Group 2: Regional Military Actions - The Houthis in Yemen claimed to have launched 11 ballistic missiles and drones towards Israel [2] - The Houthis also reported an attack on the "Magic Seas" cargo ship in the Red Sea, which is currently sunk [2] - Approximately 20 aircraft dropped over 50 munitions in an Israeli nighttime attack on Houthi energy facilities [2] Group 3: Iran-Israel Relations - Iran reported that the death toll from the war with Israel has reached 1,060 [2] - The Iranian President stated that the masterminds behind the assassination plot against him are not the U.S. but Israel [2] - The Israeli central bank governor indicated that the direct costs of the war with Iran account for about 1% of the GDP [2] Group 4: U.S. Involvement - The U.S. State Department's measure to remove the Syrian Liberation Organization (HTS) from the terrorist list will take effect on July 8 [2] - Trump expressed optimism to Netanyahu about reaching an agreement between Israel and Hamas "this week" [2] - Sources suggest that Israel is assessing whether Trump may greenlight new military actions against Iran [2] Group 5: International Relations - Russia's Foreign Minister stated that Russia is prepared to provide Iran with sufficient enriched uranium for its peaceful nuclear program [2]

Group 1: Gaza Conflict - Israel and Hamas are set to negotiate on Sunday, with Hamas's demands deemed "unacceptable" [1] - The Gaza Health Ministry reports 80 deaths and 304 injuries in the last 24 hours, bringing total casualties since October 7, 2023, to 57,418 dead and 136,261 injured [1] - Indirect ceasefire negotiations for Gaza have resumed in Doha, Qatar [1] Group 2: Regional Military Actions - The Israeli Defense Minister announced military strikes against Houthi targets in Yemen, including ports and power plants [2] - Ben Gurion Airport in Israel is indefinitely closed due to missile attacks from Yemen [2] Group 3: International Diplomacy - Russian Foreign Minister Lavrov met with Iranian Foreign Minister Araqchi, reaffirming Moscow's willingness to assist in resolving disputes over Tehran's nuclear program [3] - Trump stated he will discuss a permanent agreement with Iran with Israeli Prime Minister Netanyahu [3] - Trump also mentioned a significant opportunity to reach a ceasefire agreement with Hamas this week [3] Group 4: Hezbollah and Maritime Incidents - Hezbollah leader declared the group's commitment to resist Israel and maintain its armament [4] - A commercial ship was attacked near the port of Hodeidah, Yemen, according to the UK Maritime Trade Operations Office [4] - The Israeli military reported strikes against Hezbollah targets in southern and eastern Lebanon [4]

金十数据整理：中东局势跟踪（7月6日） 加沙冲突： 1. 美国总统特朗普表示，下周可能达成加沙地区的协议。 1. 特朗普：伊朗没有同意对其核项目进行检查，也没有同意放弃浓缩铀活动。 2. 加沙卫生部：自2023年10月7日以来，以色列进攻造成的死亡人数已上升至57,338人，受伤人数 135,957人。 2. 英国政府14年来首次对叙利亚进行部长级访问，与叙利亚重新建立外交关系。 3. 据法新社援引官方消息人士：以色列尚未就哈马斯对停火提议的回应做出决定。 其他： 4. 据以色列第12频道：以色列将派代表团前往卡塔尔就可能的加沙协议进行会谈。 伊以冲突： 1. 美国总统特朗普表示将与以色列总理内塔尼亚胡就伊朗问题进行讨论。伊朗的核计划已被永久性地阻 止，但他们可能会在不同地点重新启动。 2. 哈梅内伊高级顾问：伊朗坚定捍卫和平利用核能的权利。 ...

Core Point - The first international flight since the outbreak of the Israel-Iran conflict has landed in Tehran, indicating a gradual normalization of Iran's airspace operations [1] Group 1: Flight Operations - FlyDubai's flight FZ1930 from the UAE has successfully landed at Imam Khomeini Airport, marking the resumption of international flights to Iran [1] - Iranian airports, except for Isfahan and Tabriz, have reopened for both domestic and international flights, with the airspace also open for international transit flights [1]

Group 1 - The core discussion between Presidents Putin and Trump included bilateral relations, the Ukraine issue, and the situation in the Middle East, with a focus on diplomatic solutions [1] - The call lasted nearly one hour and was described as "frank, pragmatic, and specific" by Russian presidential aide Ushakov [1] - Both leaders agreed to maintain communication through diplomatic channels and discussed the humanitarian agreements reached in the second round of direct Russia-Ukraine negotiations held in Istanbul [1] Group 2 - Trump expressed dissatisfaction with the lack of progress made during the call, despite it being lengthy [2] - The possibility of a future meeting between the two leaders was not discussed, although Ushakov indicated that the idea is being considered for future consensus [1]

Group 1 - The U.S. Treasury Department has announced new sanctions against Iran [1] - Russia has become the first country to recognize the Taliban government in Afghanistan [1] - The UN Special Rapporteur has called for a comprehensive arms embargo against Israel and a suspension of all trade agreements and investment relations [1] Group 2 - U.S. Middle East envoy Wittekopf plans to meet with Iranian Foreign Minister Zarif in Oslo next week to restart nuclear negotiations [1] - Israel has conducted multiple airstrikes in southern Lebanon and intensified military actions against the last Hamas stronghold in Gaza [1] - Israel and Syria held talks mediated by the U.S. aimed at ending border conflicts [1] Group 3 - Iranian Foreign Minister stated that Iran continues to comply with the Non-Proliferation Treaty [1] - Iran is prepared to discuss the scope of its uranium enrichment program with other countries [1] - Iran's Deputy Foreign Minister indicated that Iran does not intend to halt uranium enrichment activities and will not take further retaliatory actions against the U.S. [1] - Most Iranian airports have reopened for flights, and the national airspace is open for international transit flights from 5 AM to 6 PM local time [1]

Group 1 - The core discussion between Presidents Putin and Trump lasted about one hour, focusing on the Middle East situation and Ukraine negotiations [1][2] - Putin expressed Russia's willingness to continue negotiations with Ukraine, while Trump raised the issue of ending military actions in Ukraine [1][4] - The conversation did not address the topic of the U.S. halting weapon supplies to Ukraine, nor did it discuss specific dates for the third round of negotiations in Istanbul [1][2] Group 2 - Ukrainian President Zelensky emphasized the necessity of direct meetings between Ukrainian and Russian leaders for achieving peace [4] - Zelensky expressed support for Trump's previous unconditional ceasefire proposal, highlighting the differences between the two leaders [4] - Zelensky signed a law allowing mining revenues to be allocated to the Ukraine-U.S. reconstruction fund, which was established in agreement with Trump [5]

Group 1 - The core viewpoint of the article highlights the ongoing discussions between Russian President Putin and U.S. President Trump regarding the situation in Ukraine and the Middle East, emphasizing the importance of political and diplomatic solutions [1][3] - Putin expressed Russia's willingness to continue negotiations with Ukraine during the call with Trump, while Trump raised the issue of ending military actions in Ukraine [1][3] - The article notes that there was no discussion about the U.S. halting arms supplies to Ukraine or specific dates for the next round of negotiations in Istanbul [1] Group 2 - Ukrainian President Zelensky stated that direct meetings between the leaders of Ukraine and Russia are essential for achieving peace [3] - Zelensky expressed support for Trump's previous unconditional ceasefire proposal, indicating a willingness to engage in dialogue [3] - The article mentions that Zelensky signed a law allowing funds from mineral extraction to be transferred to a Ukraine-U.S. reconstruction fund, reflecting ongoing economic collaboration [5]

Group 1 - The U.S. State Department finds Iran's decision to suspend cooperation with the International Atomic Energy Agency unacceptable, emphasizing the need for Iran to fully cooperate without further delays [6] - Iran's Foreign Minister stated that there is currently no accurate information regarding damage to nuclear facilities, but it appears these facilities are currently non-operational, pending an assessment report on their potential restart [7] - The U.S. Department of Defense reiterated that the destruction of Iran's nuclear facilities has delayed the Iranian nuclear program by approximately 1 to 2 years [4] Group 2 - Ongoing airstrikes by Israel in Gaza have resulted in 108 fatalities [1] - Hamas is reviewing a newly received draft for a ceasefire agreement in Gaza [2] - An Iranian official warned of a devastating response if enemies launch another invasion [3] - The Israeli Foreign Minister indicated it is time to reinitiate "sanction countermeasures" against Iran [5]