日前，在经过了为期12天的相互攻击后，伊以暂时实现了停火。值得注意的是，身为"罪魁祸首"的特朗 普，却在第一时间喊话中国，又可以购买伊朗石油了。他还表示，美国不会阻止中国购买伊朗石油，因 为伊朗目前急需资金进行战后重建工作。 特朗普的这番话完全是惺惺作态，假仁假义，把中伊之间正常的贸易往来当成了美国的"恩赐"。对此， 中国外交部回应，中国将根据自身需求，合理调整能源举措。说的直白点，就是告诉美国，买不买伊朗 石油，中国自己有打算，美国说了不算。 与此同时，特朗普还宣布，因伊以冲突爆发而取消的美伊核谈判，将在下周重启。值得注意的是，伊朗 外长却在停火不到48小时的关键时刻，抵达青岛参加上合防长会，创下伊朗高层外交响应速度纪录。 中伊防长碰面 而且刚和董军防长碰面，伊外长就表示希望中国主持公道，维护停火局面。分析认为，伊防长此行绝非 例行参会，而是带着总统佩泽希齐扬的明确任务，在美伊谈判前向中国"交底"，确保关键时刻获得战略 支撑。 伊以一停火，特朗普就喊话中国买石油，还表示美国不会阻止，好似"恩赐"一般。买不买伊朗石油，中 国自有打算，在和美国重启谈判前，伊防长紧急访华求中国主持公道。 特朗普出席北约峰会 一架 ...

证券研究报告：基础化工 | 公司深度报告 股票投资评级 增持|首次覆盖 个股表现 -12% -3% 6% 15% 24% 33% 42% 51% 60% 69% 2024-06 2024-09 2024-11 2025-01 2025-04 2025-06 广东宏大 基础化工 资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） | 32.56 | | --- | --- | | 总股本/流通股本（亿股）7.60 / 6.51 | | | 总市值/流通市值（亿元）247 / 212 | | | 52 周内最高/最低价 | 33.82 / 17.82 | | 资产负债率(%) | 60.3% | | 市盈率 | 27.56 | | 第一大股东 | 广东省环保集团有限公 | | 司 | | 研究所 分析师:鲍学博 SAC 登记编号:S1340523020002 Email:baoxuebo@cnpsec.com 分析师:马强 SAC 登记编号:S1340523080002 Email:maqiang@cnpsec.com 广东宏大(002683) 矿服民爆一体化龙头，深耕军工谱新篇 ⚫ 投资要点 广 ...

转自：新华财经 新华财经纽约6月26日电（刘亚南 李维真） 随着投资者对未来市场的乐观预期增强，纽约股市三大股指26日高开，盘中维持涨势，尾盘小幅回调，收盘时 三大股指全线收涨。 截至当天收盘，道琼斯工业平均指数比前一交易日上涨404.41点，收于43386.84点，涨幅为0.94%；标准普尔500种股票指数上涨48.86点，收于6141.02 点，涨幅为0.80%；纳斯达克综合指数上涨194.36点，收于20167.91点，涨幅为0.97%。 板块方面，标普500指数十一大板块九涨二跌。通信服务板块和能源板块分别以1.77%和1.50%涨幅领涨，房地产板块和必需消费品板块分别下跌0.64%和 0.18%。 美国商务部当日盘前发布的最终修正数据显示，第一季度美国国内生产总值（GDP）环比按年率计算萎缩0.5%，弱于-0.3%的初值和-0.2%的修正值。美国 商务部表示，最新修正值主要反映了消费者支出和出口数据的下调。与去年第四季度2.4%的增速相比，今年一季度GDP的萎缩主要反映了进口的增长以 及政府支出的下降，但投资的增加部分抵消以上负面影响。 美国格拉尼特湾财富管理公司（Granite Bay）首席投资官 ...

Group 1 - Hedge funds are selling European stocks at the fastest pace in nearly a year, shifting focus back to the U.S. market [1] - European stocks have outperformed U.S. stocks in recent months, with the German DAX index up over 17% year-to-date, while the Dow Jones Industrial Average has only increased by 1.28% [1] - Investors are exhibiting cautious sentiment, leading to a new trend of "buying American" [1] Group 2 - Despite the overall sell-off in European stocks, hedge funds continue to net buy European financial services, banking, and telecom stocks, driven by expectations of industry consolidation [4] - The European banking index has risen by 37% this year, while defense stocks have seen significant selling as funds take profits [4] - Rheinmetall, a German armored vehicle manufacturer, has seen its stock price soar by 248% over the past 12 months, becoming a standout performer [4] Group 3 - Hedge funds are increasingly buying European companies with greater exposure to the U.S. economy, such as luxury goods groups [5] - Concerns about the European market are centered on a lack of recent catalysts and insufficient growth momentum, with the P/E ratio of European stocks reaching 14.2, close to the 70th percentile of historical ranges [6] - The strong euro, weak economic growth, and low oil prices are all putting pressure on earnings per share [6] Group 4 - Investors are turning back to U.S. stocks, partly due to hopes that recession fears will not materialize [7] - Large tech stocks are regaining favor among investors, who believe that U.S. equities may be more resilient than those in other regions during the summer, given geopolitical uncertainties and a weaker dollar [7]

Group 1 - The core point of the articles is the signing of a comprehensive security and defense agreement between Canada and the European Union, marking a significant step in deepening their partnership and reducing Canada's reliance on the United States [1][2] - The agreement was signed during a Canada-EU summit in Brussels, with Canadian Prime Minister Carney meeting with EU leaders to discuss the partnership [1] - The EU's President von der Leyen emphasized that this partnership will enhance Canada's role in the evolving European defense architecture, indicating that this is just the beginning of a stronger collaboration [1] Group 2 - Canada will collaborate with the EU on the €150 billion "European Security Action" (SAFE) plan, which aims to provide loans to member states for weapon purchases and allows for joint procurement [2] - Both Canada and NATO countries have committed to significantly increasing defense spending, a commitment that will be reiterated at the upcoming NATO summit [2] - The EU and Canada are both seeking to distance themselves from the unpredictable strategies of the U.S. government, aiming for broader trade partnerships and diversification of supply chains [2]

瑞典拟借债逾300亿美元增加防务开支 智通财经6月20日电，据新华社报道，瑞典政府19日说，其借债3000亿瑞典克朗（约合310亿美元）提升 防务开支的计划在议会得到支持。这意味着瑞典将在2032年前将本国防务开支占国内生产总值（GDP） 的比重提升到3.5%。综合多家媒体报道，瑞典政府打算在未来10年内借债3000亿克朗，重点用于扩大 军队规模、提升防空能力、增加弹药库存等，其中2500亿克朗将用于军队，500亿克朗用于民防和基础 设施建设。瑞典于2024年3月成为北约的第32个成员国。美国总统唐纳德·特朗普要求北约成员国将本国 防务开支占GDP比重提升到5%。据法新社报道，北约秘书长马克·吕特敦促成员国到2032年时将军费开 支占比提升至3.5%。 ...

丹麦欧洲事务部长：将优先推进价值数十亿的计划，以推动欧洲防务产业的发展。 ...

导语 ：2023 年 6 月，桑顿成功吸引到红杉资本的 Stephanie Zhan 与 Shaun Maguire 投资， 完成 570 万美元的种子轮融资。 防务科技新秀 Mach Industries（马赫工业） 宣布完成新一轮 1 亿美元融资，公司估值达 4.7 亿美 元。 本轮融资由新投资方 Keith Rabois（基思·拉博伊斯） 代表 Khosla Ventures（科斯拉创投） 与现 有投资方 Geoff Lewis（杰夫·刘易斯） 代表 Bedrock Capital（基岩资本） 共同领投。 老股东 Sequoia（红杉资本） 也参与其中。至此，Mach Industries 已累计融资约 1.85 亿美元。 虽然本轮融资提升了公司估值，但增幅相对温和。Mach 上一次融资是在 2023 年 10 月，当时完成 A 轮融资后估值为 3.35 亿美元。如今的 4.7 亿美元估值，相较之下仅增长了 3500 万美元，反映出 投资者虽然看好其前景，但态度依然谨慎。 尽管如此， Mach Industries 的崛起在防务科技领域堪称"火箭速度" 。公司创立于 2023 年，由时 年 19 岁的 ...

中新社巴黎6月16日电(记者李洋)多家以色列防务企业在第55届巴黎-布尔歇国际航空航天展览会(巴黎航 展)的展台当地时间16日被法方关闭。此举被外界普遍认为令法以两国关系更加紧张。 16日是本届巴黎航展首日，中新社记者当天在展会现场看到，多家以色列防务企业的展台外部被黑色幕 布包围，人们不能入内参观。不过在展台外仍能识别导弹、无人机等产品模型。不少法国警察在展台前 巡逻，维持秩序。 当地时间6月16日，多家以色列防务企业在第55届巴黎航展的展台被法方关闭。图为法国警察在被关闭 的以色列防务企业展台前巡逻。中新社记者李洋摄 （文章来源：中国新闻网） 法国总理贝鲁就此回应说，以色列在加沙地带发起的军事行动"在道义上是不可接受的"，我们必须对此 予以谴责。他还说，一部分以色列参展企业未能遵守法国官方提出的"不展示进攻性武器"的要求。 以色列对此反应强烈。以色列总统赫尔佐格通过法国LCI电视台抨击这一措施令以方愤慨，要求法 方"迅速纠正"。以色列国防部也发表声明谴责。 围绕以色列企业参加巴黎航展的纷争不断，有行业组织提起诉讼，企图通过法院禁令阻止以色列参展。 在本届巴黎航展揭幕前夕，法国一家法院驳回了行业组织诉讼。法 ...

Group 1: Market Impact - Middle Eastern stock markets experienced significant declines due to escalating conflict between Israel and Iran, with Egypt's stock market suffering the most, recording its largest drop in five years [2][3] - The EGX 30 index in Egypt fell by as much as 7.7% before slightly recovering, while the Egyptian pound dropped to a low of 1 USD to 50.6 EGP [3] - Israel's stock index managed to rebound by 0.6%, supported by gains in defense contractor Elbit Systems, which produces military equipment [3][4] Group 2: Oil and Commodity Prices - Oil prices surged amid fears of potential disruptions to Iranian oil exports, with predictions that prices could exceed 120 USD per barrel if Iranian supplies were completely halted [5] - The demand for safe-haven assets like gold and the US dollar increased as investors sought refuge from the heightened geopolitical risks [2] Group 3: Broader Economic Context - The Middle Eastern markets were already under pressure from oil price volatility, geopolitical uncertainties, and fiscal strains in several countries, including Saudi Arabia [2][3] - The ongoing conflict has further dampened hopes for a quick recovery in the region's markets and has increased the demand for defensive assets [2][3] Group 4: Strategic Insights - Analysts suggest that the current geopolitical tensions may lead to a shift in market sentiment, with a potential focus on defensive sectors such as oil and precious metals [14][22] - The conflict has raised concerns about the impact on global risk appetite, which could affect various asset classes, including equities [14][22]