以下文章来源于智通财经APP ，作者智通编选 智通财经APP . 智通财经APP，连线全球资本市场。内容合作/内容举报请联系李先生： Tel: +86-15121009144 Email:zhitongcolumn@163.com 点击蓝字，关注我们 以色列于 6 月 13 日清晨对伊朗核设施及弹道导弹基地发动突袭，伊朗伊斯兰革命卫队指挥官侯赛因・ 萨拉米在袭击中身亡，德黑兰随即誓言对以政府及美国实施 "严厉打击"。 这场突如其来的中东危机迅速穿透地缘边界，在全球资本市场掀起剧烈震荡 —— 布伦特原油期货单日 飙升超 13%，加密货币与全球股市集体下挫，黄金等避险资产应声暴涨，能源与金融市场的连锁反应正 持续发酵。 亚洲市场方面，港股成为地缘风险的直接冲击对象 。恒生指数当日低开后震荡下挫，最终收跌 0.59% 报 23892.56 点，恒生科技指数跌幅扩大至 1.72%，科技股全线疲软，阿里巴巴、美团等龙头跌幅超 1%。不过， 能源与黄金板块逆势走强 ，中海油、中石油涨超 2%，赤峰黄金飙升 10%， 山东墨龙因油 气设备订单预期激增一度暴涨 160% 。 南向资金逆势净买入 39.97 亿港元，显示内地资 ...

Market Overview - The Hong Kong stock market continued its weak performance, with the Hang Seng Index down 0.59% to 23892.56 points, the Tech Index down 1.72% to 5239.71 points, and the National Enterprises Index down 0.85% to 8655.33 points [1] Impact of External Events - Airstrikes by the air force on Iranian nuclear and military facilities have led to a decrease in market risk appetite [1] - The U.S. Department of Commerce announced tariffs on various steel household appliances starting June 23, impacting market sentiment [1] Sector Performance - Technology stocks experienced a significant pullback, with Xpeng Motors down over 5% and Horizon Robotics down over 3% [1] - Innovative drug concept stocks also retreated, with Boan Biotechnology down 9.68% and Connaught B down 6.59% [1] Safe-Haven Assets - Gold and shipping sectors showed resilience, with gold stocks rising due to increased risk aversion; for instance, Chifeng Jilong Gold surged over 10% and Shandong Gold rose 5.99% [2] - Oil and gas stocks saw substantial gains, with Shandong Molong up over 70% and Sinopec Oilfield Services up 25% [2] - Shipping stocks also rose, with COSCO Shipping Energy up over 8% and COSCO Shipping Holdings up 5.38% [2] Market Outlook - Analysts remain optimistic about the market, suggesting that Hong Kong will play a crucial role in the restructuring of the global financial order, enhancing the prosperity of quality assets in the region [2] - The A-H premium index has been fluctuating, currently at 128.05, indicating a downward trend [3] - Since last year, the overall performance of Hong Kong stocks has outpaced A-shares, with the A-H premium index moving away from the previous range of 130-150 [3] Investment Opportunities - The focus for investment opportunities in the second half of 2025 will be on broad growth sectors such as internet technology and pharmaceuticals, while new consumer stocks may face short-term challenges [3] - Specific stocks like CATL, BYD, China Merchants Bank, WuXi AppTec, and Yihua Energy are currently at a discount in the A-H market, while stocks like Hengrui Medicine and Chifeng Jilong Gold have an A-H premium rate below 10% [3]

Group 1 - A-shares market experienced a pullback on June 13, with the Shanghai Composite Index closing at 3377 points, down 0.75% [1] - A500 Index ETF (159351) also declined by 0.62%, with a premium rate of 0.14% [1] - The A500 Index ETF recorded a total trading volume of 3.012 billion yuan, ranking first among similar products in the market, with a turnover rate of 20.82% [1] - Strong performance was noted in sectors such as military, shipping, and gold, with notable stocks like AVIC Chengfei rising by 11% and COSCO Shipping Energy, Aerospace Rainbow, and China Merchants Energy increasing by over 6% [1] - The mid-term adjustment of the CSI A500 Index sample stocks took effect on June 13, adding 21 new stocks including Hunan Gold and Bai Li Tianheng [1] Group 2 - A500 Index ETF (159351) tracks the CSI A500 Index, consisting of 500 large-cap and liquid stocks across various industries, providing a balanced exposure to mid and large-cap styles [2] - The ETF includes a high proportion of new productivity components, making it a useful tool for investors to allocate to representative A-share companies [2] - Investors can also access quality core asset opportunities through the A500 Index ETF linked funds (Class A 022453; Class C 022454) [2]

据南非统计局，南非4月黄金产量同比下降2.5%。 ...

金十数据6月10日讯，英国贵金属公司Hochschild Mining周二表示，由于5月底的黄金产量低于预期，该 公司旗下的Mara Rosa金矿将停产六周，导致股价暴跌逾20%。这座位于巴西的金矿于2024年初开始商 业生产，由于降雨量大于预期和承包商问题，1月至5月期间只生产了2.5万多盎司黄金。该公司曾预计 到2025年黄金产量将达到9.4万至10.4万盎司。截至格林尼治标准时间07:47（北京时间15:47），该公司 股价创下自2021年11月以来的最大单日跌幅，下跌19.7%至242便士。 巴西金矿关闭后，英国Hochschild矿业公司股价暴跌20% ...

在题库建设上，培训中心依托专业团队，组建题库研发团队，耗时20天精心打造专业题库。题库涵盖 《中华人民共和国安全生产法》《山东省安全生产条例》《山东省生产经营单位安全生产主体责任规 定》《金属非金属矿山重大事故隐患判定标准》《突发事件应对法》等6部核心安全生产法律法规，共 计1500题，包含单选、多选、判断等多种题型，紧密结合集团实际安全管理要求，兼具专业性与实用 性。 在技术支持方面，培训中心充分利用"山东黄金教育云平台"数字化优势，搭建线上答题系统，并多次进 行压力测试和技术优化，确保系统稳定运行。五一期间，"平安山金"板块率先上线安全生产普法知识线 上答题模块，提前营造了浓厚的学习氛围。 此外，培训中心协同集团工会、安全生产部制定详细竞赛方案，涵盖赛程安排、评分规则、评委邀请、 场地布置、安全保障等各个环节，力求赛事公平、公正、公开。 转自：大众报业·齐鲁壹点 今年6月是第24个全国"安全生产月"，主题为"人人讲安全、个个会应急——查找身边安全隐患"。6月4 日至6日，山东黄金集团在烟台举办2025年矿山企业安全生产普法知识竞赛，以赛促学、以法为纲，为 安全生产月活动注入强劲动力，筑牢集团安全生产根基。 ...

Market Overview - The Hang Seng Index closed at 23,793, down 0.48% for the day but up 18.61% year-to-date[3] - The Hang Seng China Enterprises Index fell 0.63% to 8,630, with a year-to-date increase of 18.38%[3] - The Hang Seng Tech Index also decreased by 0.63% to 5,287, maintaining an 18.32% rise for the year[3] US Market Performance - The Dow Jones Industrial Average rose 1.05% to 42,763, with a year-to-date gain of 0.51%[3] - The S&P 500 increased by 1.03% to 6,000, reflecting a 2.02% rise year-to-date[3] - The Nasdaq Composite climbed 1.20% to 19,530, with a year-to-date increase of 1.13%[3] Sector Performance - Major tech stocks in Hong Kong saw declines, with Xiaomi dropping over 2% and Alibaba down more than 1%[8] - Gold stocks surged, with China Silver Group rising over 26% and Tongguan Gold increasing by more than 5%[8] - The semiconductor sector faced significant losses, with SMIC and BeiKe both falling over 4%[8] Capital Flows - Southbound capital recorded a net inflow of HKD 6.766 billion on June 6[8] - Meituan was the top net bought stock with HKD 8.613 billion, while Tencent saw a net outflow of HKD 5.884 billion[23] Economic Indicators - The US non-farm payrolls data for May showed an increase of 139,000 jobs, exceeding market expectations[11] - The unemployment rate remained stable at 4.2%, indicating a resilient labor market despite economic slowdown concerns[11] Investment Insights - Circle, dubbed the "first stablecoin stock," saw a significant rise of over 29% on its second day of trading, accumulating a total increase of over 247% in two days[8] - Morgan Stanley revised its year-end target for the S&P 500 from 5,200 to 6,000, reflecting a bullish outlook[11]

Market Overview - The three major A-share indices rebounded collectively, with the Shanghai Composite Index rising by 0.48%, the Shenzhen Component Index by 0.35%, and the ChiNext Index by 0.73% [1] - The total market turnover reached 763.9 billion yuan, a decrease of 7.7 billion yuan compared to the same period of the previous trading day [1] - Over 3,400 stocks in the market experienced gains [1] Sector Performance - The gold sector led the market, with Western Gold hitting the daily limit [1][9] - The innovative drug sector remained active, with stocks like Wanbangde and Qianhong Pharmaceutical also hitting the daily limit [1] - The new consumption concept saw renewed activity, with stocks like Ruoyuchen and Wancheng Group hitting their historical highs [1][12] Sports Sector Impact - The Jiangsu City Football League ("Su Chao") attracted significant attention, with 15,669 fans attending a match despite rain [3] - The popularity of "Su Chao" translated into the capital market, with Jinling Sports hitting a 20% limit up and 11 stocks in the Jiangsu sector reaching their daily limits [4][6] Gold Market Insights - Gold prices rebounded, with COMEX gold futures surpassing $3,400 per ounce [11] - The gold sector in both A-shares and Hong Kong stocks showed strong performance, with several companies like China Silver Group and Zijin Mining also experiencing gains [9][11] New Consumption Trends - The new consumption sector saw significant growth, with stocks like Ruoyuchen and Wancheng Group achieving historical highs [12] - Recent data indicated that several new consumption stocks have seen their prices more than double, with Ruoyuchen and Wancheng Group increasing over four times [18]

Market Performance - The three major U.S. stock indices closed higher, with most popular Chinese concept stocks also rising [1] - Hong Kong's three major indices opened higher, with the Hang Seng Index up 0.53%, the Hang Seng China Enterprises Index up 0.57%, and the Hang Seng Tech Index up 0.54% [1] Sector Performance - Large technology stocks collectively rose, with NetEase increasing nearly 3%, Tencent and Xiaomi rising over 1%, and Kuaishou, Baidu, and JD.com also showing gains [1] - Gold prices surged back to $3,400, leading to a strong performance in gold stocks, with Zhaojin Mining up nearly 4%, Tongguan Gold up 3.5%, and Zijin Mining, Shandong Gold, and Chifeng Jilong Gold all rising [1] - Biopharmaceutical, heavy machinery, and film and entertainment stocks also saw increases [1] - Stablecoin concept stocks showed mixed performance, with Yika down over 5% and Lianyi Rong Technology continuing to rise by 3.55% [1] - Consumer electronics and steel stocks generally declined, with TCL Electronics dropping over 2% [1] Index Data - Hang Seng Index: 23,281.10, up 123.13, or 0.53% [1] - Hang Seng China Enterprises Index: 8,407.00, up 47.74, or 0.57% [1] - Hang Seng Tech Index: 5,162.05, up 27.94, or 0.54% [1] - Red Chip Index: 3,944.88, up 8.03, or 0.20% [1] - Southern Hang Seng Tech: 5.070, up 0.045, or 0.90% [1]

当地时间6月2日，美股三大指数均小幅收涨。美国科技"七巨头"收盘多数上涨。美股中概股多数上涨， 纳斯达克中国金龙指数收盘涨0.53%。 大宗商品市场方面，国际金银、原油价格携手走高。截至收盘，伦敦现货黄金、COMEX黄金期货主力 合约均涨近3%；NYMEX原油、ICE布油期货主力合约均涨超3%。 美股三大指数小幅上涨 当地时间6月2日，美股三大指数收盘集体小幅上涨。Wind数据显示，截至收盘，道琼斯工业指数涨 0.08%；标普500指数涨0.41%；纳斯达克指数涨0.67%。 美国大型科技股多数上涨，万得美国科技七巨头指数收盘涨0.67%。成分股中，Meta涨超3%。 | < w | 万得美国科技七巨头指数(MAG: | Q | | --- | --- | --- | | 52009.30 348.26 0.67% | | | | 祭料 成分 | 资讯, | 相关基金 | | 名称 | 现价 | 涨跌前一 | | 脸书(META PLA ... | 670.900 | 3.62% | | META.O | | | | 英伟达(NVIDIA) | 137.380 | 1.67% | | NVDA.O | | | ...