Market Overview - Oil and gas stocks experienced significant declines, while military stocks also weakened. The computing power industry chain showed strength, with CPO direction leading the gains. Notable increases were seen in sectors such as intelligent driving, aviation, pet economy, and robotics [2][4]. A-Share Market Performance - The A-share market opened with mixed results. The Shanghai Composite Index opened at 3380.08 points, down 0.04%. The Shenzhen Component Index opened at 10074.27 points, up 0.26%, and the ChiNext Index opened at 2024.7 points, up 0.35% [2][3]. Key Indexes - Shanghai Composite Index: 3380.08, down 1.50 points, -0.04% [3] - Shenzhen Component Index: 10074.27, up 25.88 points, +0.26% [3] - ChiNext Index: 2024.70, up 7.07 points, +0.35% [3] Sector Performance - The computing power sector showed a strong performance, with various sub-sectors such as AI PC and digital watermarking also recording gains. The ride-hailing sector increased by 3.21%, while the autonomous driving sector rose by 1.81% [3]. Commodity Market - Liquefied petroleum gas (LPG) futures hit the daily limit down, currently at 4257 yuan/ton, with a decline of 5.98% [1][2]. - SC crude oil futures also reached the daily limit down, currently at 518.6 yuan/barrel, with a drop of 9% [7]. Currency and Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation amounting to 406.5 billion yuan, with an operation rate of 1.40% [5]. - The central parity rate of the RMB against the USD was adjusted up by 54 basis points, reported at 7.1656 [6].

Group 1 - The core viewpoint of the article highlights a significant decline in oil and gas stocks due to a sharp drop in international oil prices [1] - Affected companies include Tongyuan Petroleum, Intercontinental Oil & Gas, Baomo Co., Taishan Petroleum, Beiken Energy, Zhun Oil, Zhongman Petroleum, and Shandong Molong, all of which experienced trading halts at their lower limits [1] - The international crude oil futures settlement prices saw a substantial decrease, with WTI crude oil futures for August contracts falling by 7.22% and Brent crude oil futures for August contracts dropping by 7.18% [1]

Group 1 - The A-share oil and gas exploration sector opened with significant declines, with Tongyuan Petroleum hitting the 20% limit down [1] - Multiple stocks, including Continental Oil, Huai Oil, Beiken Energy, and Zhongman Petroleum, also reached their daily limit down [1] - China National Offshore Oil Corporation (CNOOC) and CNOOC Services followed the downward trend [1] Group 2 - The market reaction is influenced by Trump's statement claiming that Israel and Iran have fully agreed to a comprehensive ceasefire [1]

随着今日市场情绪与指数的修复走强，6月的最后一条低位新龙也逐渐浮出水面。然而，此时投资者不 应再对已经连续涨停7板的墨龙抱有不切实际的幻想。墨龙作为当前打破7板压制的破局龙头股，尽管表 现强劲，但明日一旦冲高，就将面临监管压力，且其走势极易受到外围消息面和石油价格波动的影响。 在当前的高度下，继续博弈墨龙的性价比已经不高。 石油板块早盘就遭遇资金哄抢，墨龙因为抢得过高而主动炸板放量，但盘中一直有承接，午后封死涨 停，打破7板空间压制，成为当前市场当之无愧的连板龙头。龙头地位来之不易，只要伊朗冲突还在发 酵，墨龙就仍然存在预期。有效跌破5日线才是离场点。至于准油，昨日提到一字板上来的品种给予反 包封板已经是最大的体面，后续空间不看太高，冲高回落，无承接即可分手。 再看科技线的PCB和固态方向。中金今日虽然断板，但收出一根中阳线，与昨日提到的冲高预期相符。 而板块中最亮眼的是亿豪的反包板，但从其两天都60%以上的换手来看，量化主导的居多，后续锚定5 日线高抛低吸即可。至于固态此波的龙头诺德，今日盘中分时在前高压力位附近完成换手，后续在板块 和情绪助推下封死涨停，主动性上弱了一筹。分歧爆量之下，明日开盘能缩量上攻， ...

（原标题：和讯投顾徐斌箐：越打越涨？中东题材7板了） 和讯投顾徐斌箐在市场分析中指出，油气板块周一持续上涨并完成了反包，中东板块收出七连板，基本 符合他此前对于油气行业的预判。 接下来要讲的重点是7月份的主线行情。投资者可能也发现了，除了油气板块的7板个股之外，其他板块 的走势似乎并不算特别强势。低位题材方面，比如固态电池，其实本身只是由一件小事情触发的，虽然 市场都在炒作，但强度也不够大。而且固态电池本身应该是赛道股，甚至是机构股，但目前上涨的却都 是小市值的个股。再往下看，就是稳定币了。稳定币也是因为消息催化而上涨，周一又出现了一波反 包，之前下跌的稳定币周一又开始上涨了。再加上化工板块的龙头个股周一也走出了监管，第一天上涨 又带动了一批高位抱团股。所以现在市场的整体感觉是有行情，但资金不够集中，相对来说比较分散。 主要原因在于，目前市场中大部分资金都集中在银行股上，只有银行股是天天在涨。所以周一低开之后 为什么还能上涨？因为银行股的带动。银行股天天上涨的过程中，对市场的"抽血"作用是显而易见的。 包括到现在为止，其实市场整体的成交量也只有一万多亿，大部分资金都在银行股里。这就导致小盘股 这边的题材不够集 ...

夏至后的第一个周末，上海陆家嘴金融区的高层办公室里，老李盯着屏幕上那条几乎走平的K线图，手指无意识地敲着桌面。窗外，黄浦江上游轮缓缓驶 过，江面倒映着两岸霓虹，可老李的心思全在那条3357的支撑线上——它刚刚又顶住了周五全天的三次试探性下探，却始终没力气冲破3370点的压制。屏幕 上那根缩到不足1.3万亿的成交量柱，像根细针扎在他心里："没量，什么都是假的……" 关键压力位3378点近在咫尺——这里不仅是20日均线压制区，更与6月初沪指冲高回落的前期高点精准重叠。而往下看，3357点成了多方最后的防线，周四 盘中四次下探都被托起，技术派们连夜画图，把这里标为"多空生死线"。更下方，3348点被圈为"强弱分水岭"，一旦跌破可能触发程序化交易的自动抛盘， 直奔3330点的箱体底部。 二、资金迷局：北向摇摆与机构调仓暗战 资金动向露出矛盾信号。6月以来北向资金整体净流入，尤其沪股通方向持续加码银行与消费蓝筹，但周五单日突然净流出65亿，外资重仓的科技股应声下 跌。这种摇摆与美联储降息预期推迟到9月直接相关——美元走强趋势下，全球热钱流动更加敏感。 国内机构则在悄悄换防。公募基金受《高质量发展行动方案》约束，被迫减持 ...

◎记者 徐蔚 6月23日，A股三大指数低开高走，集体收涨。早盘，受外部因素干扰，市场小幅低开。航运、油气股 开盘便受到资金追捧，而在政策催化下，跨境支付概念板块表现活跃。随后，市场多头迅速发力，沪指 在银行股等权重板块的带动下率先走强。午后，两市开启拉升模式，走出单边上行的强势走势。 郭晨凯 制图 航运港口板块指数日K线图 截至收盘，上证指数涨0.65%，报3381.58点；深证成指涨0.43%，报10048.39点；创业板指涨0.39%，报 2017.63点。全市场当天成交额达11469亿元，较上一交易日放量552亿元。全市场超4400只个股上涨。 板块题材上，跨境支付、港口航运、石油天然气板块涨幅居前。 数字货币、跨境支付掀涨停潮 从盘面看，数字货币和跨境支付概念股掀起涨停潮，成为昨日市场最大亮点之一。优博讯以20%幅度涨 停；吉大正元开盘报24.31元/股，开盘后直线拉升，1分钟内涨停，报26.16元/股。此外，神州信息、海 联金汇均在开盘后数分钟内直线拉升涨停。 消息面上，6月22日，跨境支付通正式上线，标志着内地与香港快速支付系统已实现互联互通。该系统 支持内地与香港居民通过手机号码或银行账户，便捷 ...

中东地区因为历史上频繁的冲突，素有"火药桶"之称。对于这一地区的地缘政治风险对国际油价的影 响，王宁表示，从历史上以色列与中东国家的冲突对油价走势的影响来看，短期内市场由于对短期供给 的担忧，推高了油价，但随着事态发展，冲突对油价的影响效应将减弱。突发事件在供给中断续期造成 影响的阶段将影响油价，如果冲突并未升级，后续油价将逐渐回落。 谈及以伊冲突对国际油价造成的长期影响，林伯强表示："从当前的局势来看，伊朗与以色列的冲突仍 然在持续。油价目前要降下去确实比较难。OPEC+（OPEC与非OPEC产油国联盟）增产对当前的国际 油价走势影响并不大。我觉得油价短期不是看空，而是看涨。核心问题就是涨多少。" 不过，林伯强还表示："油价表现目前比较温和。从当前国际油价变动情况来看，伊朗关闭霍尔木兹海 峡的可能性不大。一旦这一原油大通道关闭，国际油价上涨到130美元/桶是有可能的。" 截至6月23日下午3时，布伦特原油价格为77.36美元/桶，涨幅0.45%。 伊朗是OPEC（石油输出国组织）第三大产油国。EIA（美国能源信息署）数据显示，5月份伊朗的原油 产量为3.35百万桶/日。 油气公司业内人士王宁（化名）向记者表 ...

Core Viewpoint - The Xifeng Industrial Park in Qingyang, Gansu Province, is actively promoting industrial development through various initiatives, including the establishment of industrial parks, attracting enterprises, and enhancing industrial chains to foster high-quality growth [1]. Group 1: Industrial Development Initiatives - The Qingyang Tongxin Petroleum Technology Co., Ltd. is constructing a 500,000-ton/year light hydrocarbon deep processing project, which is a key oil and gas industry extension project in the Xifeng Park, aimed at creating two "hundred billion" industrial chains [2]. - The Xifeng Park has attracted 47 enterprises, forming industrial clusters in petrochemicals, fine chemicals, intelligent equipment manufacturing, and food biomedicine [3]. Group 2: Digital Economy and Infrastructure - The Xifeng Park is seizing opportunities from the national "East Data West Computing" strategy, having established a digital economy investment team and engaged with nearly a thousand digital economy enterprises [4]. - By the end of 2024, the Qingyang data center cluster is expected to have six intelligent computing centers and over 31,000 racks, with computing power projected to exceed 50,000 P [4]. Group 3: Supporting Facilities and Services - The Xifeng Park has implemented a comprehensive infrastructure improvement plan, including the construction of 12 main roads and the establishment of water, gas, and electricity networks, enhancing the overall capacity for enterprise operations [6]. - The park's management is focused on implementing three key action plans for infrastructure construction, project attraction, and safety production, with 12 infrastructure projects and 15 enterprise projects planned for the year [6]. Group 4: Future Projections - By the end of 2024, the number of industrial enterprises in the Xifeng Park is expected to reach 552, with 39 of them being above-scale industrial enterprises, indicating a robust growth trajectory [7].

Group 1: Core Views on Pig Cycle - The stability of pig prices since the beginning of the year indicates a near balance between supply and demand, influenced by the number of breeding sows, with a 7% year-on-year decline in breeding sows correlating with stable pig prices [1] - The pig cycle consists of efficiency and breeding cycles, where the efficiency cycle reflects production efficiency affected by winter diseases, and the breeding cycle shows a strong correlation between the number of breeding sows and price changes [1][2] - The current phase is characterized by a downward trend in pig prices and capacity reduction, with attention needed on price declines, industry losses, and potential policy impacts [2] Group 2: Investment Outlook in Pig Sector - The pig sector is currently in a capacity reduction phase, which historically corresponds to strong stock performance [3] - Major stocks in the sector are at relatively low valuations, and factors such as price declines, disease situations, and policy changes could act as catalysts for stock price increases [3] - Selection of individual stocks should consider funding, cost, and growth balance, with a focus on companies with cost advantages likely to see long-term valuation increases [3]