消息人士：美国将反对联合国航空理事会的绿色航空燃料建议。 ...

据英国《每日电讯报》15日报道，美国航空专家史蒂夫.谢布纳表示，印度航空AI171航班坠毁事故，或 因该航班副驾驶的一个致命错误导致。他认为副驾驶当时可能被要求收起起落架，但却错误地收起了襟 翼。他解释说，机翼通常会在起飞时弯曲，用升力将飞机推入空中，但视频画面似乎没有显示这种情况 发生。另一方面，飞机在离开跑道几秒钟后就应收起起落架，但这架飞机坠机前，起落架仍处于放下状 态。截至目前，这起于当地时间12日下午发生的坠机事件，已造成274人遇难。(中新网) ...

Group 1 - AliExpress has launched a car sales business in the Middle East, primarily featuring Chinese electric vehicles, marking it as the first platform among the "Four Little Dragons" to sell cars overseas [2] - The Industrial and Commercial Bank of China has listed its "carbon neutrality" themed green bonds on the Nasdaq Dubai, with a total issuance of $17.2 billion, compliant with international green bond principles [2] - Emirates Airlines and Air China have signed a memorandum of understanding to explore code-sharing cooperation on specific routes, enhancing their existing partnership [2] Group 2 - The Dubai Future Foundation's "Dubai Electronic Gaming Platform 2033" project has attracted over 350 gaming-related companies, with a market value projected to reach $200 billion [4] - Haitong International has begun issuing investment analysis reports on six listed subsidiaries of the Abu Dhabi National Oil Company, expecting them to benefit from trends in energy expansion and local consumption growth [4] - The Abu Dhabi Khalifa Economic Zone has announced the construction of the KIZAD Business District, aiming to create a new commercial hub in Abu Dhabi [5] Group 3 - The UAE's franchising industry has surpassed 100 billion dirhams in annual revenue, growing at an average rate of 15%, becoming a key driver of economic diversification [6] - ADNOC Gas has signed a $5 billion contract for a significant gas development project, expected to increase its EBITDA by 40% by 2029 [6] - Borouge has signed a 15-year logistics agreement worth 1.95 billion dirhams (approximately $531 million) with ADNOC L&S to enhance the export capacity of UAE's petrochemical products [7] Group 4 - Qatar is projected to account for 18.8% of global LNG exports in 2024, with a total volume of 77.23 million tons [8] - The World Bank forecasts Qatar's GDP growth rates to reach 5.4% in 2026 and 7.6% in 2027, outperforming other Gulf Cooperation Council countries [8] - Qatar's IT sector is expected to grow by $2.31 billion by 2029, driven by increasing digital applications and regulatory support [8]

Core Insights - Travel spending in the U.S. is declining, indicating potential early warning signs of an economic slowdown [1][3][4] - Consumer confidence has sharply decreased since the beginning of the year, leading to reduced travel expenditures across all income groups [1][3] - The airline industry is experiencing significant declines in ticket sales, particularly in the economy class, due to economic uncertainty [3][4] Group 1: Travel Spending Trends - U.S. airline travel spending fell by 11% year-on-year in May [3] - Accommodation spending decreased by approximately 2.5% year-on-year, while airline spending dropped by 6% [3] - Low-income groups have shown a notable contraction in travel spending, with significant reductions in ticket purchases following the announcement of tariffs [3][4] Group 2: Airline Industry Impact - Major U.S. airlines have seen stock declines, with American Airlines and JetBlue down over 40% [4] - Airlines have withdrawn their full-year earnings forecasts for 2025 due to economic uncertainties [4] - The current environment is expected to challenge key hotel industry metrics such as occupancy rates and average daily rates [4] Group 3: Consumer Behavior and Economic Indicators - The trend of cautious spending has extended to high-income groups, with a 7 percentage point drop in ticket spending growth for those earning over $150,000 [3] - The International Air Transport Association reported a 26.2% year-on-year drop in revenue passenger kilometers for North America, significantly higher than the global average decline of 4.2% [3] - Economic analysts suggest that current consumer fatigue may indicate future declines in booking volumes [4] Group 4: International Travel and Perception - A report predicts a 9% decrease in international visitors to the U.S. this year, with a projected reduction of $8.5 billion in spending [6] - Negative perceptions of U.S. trade and immigration policies are impacting potential tourists' decisions [6] - American tourists are also reducing long-haul travel plans, with a 7% decrease in those planning to visit Europe this summer [6] Group 5: Economic Outlook - Analysts predict that tariff increases will significantly lower U.S. economic growth rates in 2025 [7] - Rising tariffs are expected to suppress consumer purchasing power and stock market performance [7] - The depletion of pandemic-era savings and rising delinquency rates on loans indicate potential challenges for consumer spending [7]

周五全球航空股下跌，以色列对伊朗各地发动空袭，迫使中东多个国家关闭领空，禁止商业航班飞行。 航空业是欧洲表现最差的行业， 法航-荷航、德国汉莎航空和英国航空公司母公司IAG SA下滑超过 3%。折扣航空公司瑞安航空，EasyJet和Wizz Air也出现了类似的跌幅。在亚洲，日本航空下跌了 3.7%，全日空下跌2.8%。波斯湾地区唯一交易的航空股阿拉伯半岛航空周五一度下跌10%，创下全球金 融危机以来的最大跌幅。土耳其航空在伊斯坦布尔一度下跌7%，而廉价航空公司Pegasus下跌了6.4%。 美股航空股亦下跌，美国航空、美联航跌约5%。 ...

Group 1 - Lufthansa will continue to suspend the use of airspace affected by certain countries until further notice [1]

荷兰皇家航空公司（KLM）至少暂停特拉维夫的航班至7月1日。 ...

据央视新闻报道，以色列航空公司当地时间13日上午宣布，已根据以色列机场管理局的建议，开始从特 拉维夫本-古里安国际机场撤离旗下飞机。该公司表示，此举是根据最新的形势评估做出的决定。根据 评估，预计本-古里安国际机场将在即将到来的周末继续关闭，禁止航班起降。据报道，以色列航空和 海法航空等航司将把飞机撤离至欧洲机场。 ...

俄罗斯航空：宣布取消莫斯科与德黑兰之间的航班，并对中东地区的其他航线进行了调整。 ...

Market Overview - A-shares experienced slight fluctuations, with the Shanghai Composite Index up 0.01% and the Shenzhen Component down 0.11%[17] - Hong Kong stocks were affected by global market sentiment, with the Hang Seng Index down 1.36% and the Hang Seng Tech Index down 2.2%[11] - European markets showed weakness, with the STOXX 600 index down 0.3% and the DAX down 0.7%[9] Economic Indicators - The U.S. PPI data for May showed a month-on-month increase of 0.1%, below the expected 0.2%, indicating continued inflation cooling[30] - The U.S. 30-year Treasury auction saw a strong demand with a bid-to-cover ratio of 2.43, indicating investor confidence despite geopolitical tensions[30] Geopolitical Tensions - Israel's attack on Iran's nuclear facilities heightened tensions in the Middle East, leading to a surge in oil prices by over 8% during Asian trading hours[27] - The geopolitical situation has contributed to increased demand for safe-haven assets, pushing gold prices up by over 1%[27] Sector Performance - In the U.S. market, 8 out of 11 S&P sectors rose, with utilities leading the gains at 1.26%[9] - In Hong Kong, the healthcare sector rose by 3.8%, while consumer discretionary stocks fell by 2.4%[12] Trade Policies - The U.S. announced an increase in steel tariffs on household appliances, raising the rate from 25% to 50%, impacting Chinese manufacturers significantly[15] - The U.S. continues to face trade uncertainties with China, particularly regarding tariffs and trade agreements[9]