土耳其高级官员：库尔德工人党武装分子在伊拉克交还武器，标志着解除武装进程进入第三阶段。库尔 德工人党解除武装被视为"不可逆转的转折点"，是实现无恐怖主义未来的机会。土耳其致力于优先考虑 该地区的裁军、稳定和持久和解。 ...

Key Points - The report emphasizes a cautious investment strategy focusing on stability amid geopolitical tensions and economic uncertainties [1][2] - Recent events include US-China trade talks in London, disappointing US CPI data, and escalating conflicts in the Middle East, particularly between Iran and Israel [1][8] - The A-share market showed mixed performance, with the Shanghai Composite Index facing resistance at 3400 points, while sectors like new consumption, innovative pharmaceuticals, and precious metals demonstrated resilience [1][8] Weekly Event Review - The US-China trade discussions did not yield substantial agreements, indicating a prolonged negotiation period on tariffs and export controls [2][9] - The US CPI for May rose by 2.4%, below expectations, while non-farm employment increased by 139,000, suggesting a mixed economic outlook [9] - The military conflict between Iran and Israel intensified, with significant airstrikes and retaliatory actions, raising concerns over regional stability [9] Trading Data - The report notes an increase in average daily trading volume to 1.37 trillion yuan during the week [1][8] Investment Strategy Recommendations - The report suggests focusing on sectors with strong defensive characteristics and stable earnings, particularly: - **Gold**: Driven by geopolitical tensions and inflation concerns, gold prices have surged, breaking through $3,400 per ounce [3][17] - **Banking Sector**: The banking sector is viewed as a stable investment due to resilient earnings and attractive dividends, providing a safe haven for investors [3][18] - **Hydropower**: The hydropower sector is highlighted for its stable cost structure and consistent cash flow, making it a preferred choice for risk-averse investors [3][18]

美国总统特朗普：阿拉伯国家专注于稳定，而伊朗则关注恐怖主义。 ...