美国国防部大幅削减对空军F-35战机的采购请求。 ...

Group 1 - The core viewpoint of the news is that the CSI 1000 Industrial Index has shown mixed performance, with a slight increase over the past month but a decline over the last three months and a modest year-to-date gain [2] - The CSI 1000 Industrial Index reported a value of 5334.99 points, indicating a high opening followed by a decline [1] - The index has increased by 0.46% in the last month, decreased by 6.13% in the last three months, and has risen by 2.90% year-to-date [2] Group 2 - The top ten weighted stocks in the CSI 1000 Industrial Index include Huicheng Environmental Protection (1.44%), Hainan Huatie (0.96%), Kehua Data (0.94%), and others [2] - The market share of the CSI 1000 Industrial Index is divided between Shenzhen Stock Exchange (54.80%) and Shanghai Stock Exchange (45.20%) [2] - The industry composition of the CSI 1000 Industrial Index shows that machinery manufacturing accounts for 29.13%, power equipment for 27.37%, and transportation for 14.38% [2] Group 3 - The index samples are adjusted biannually, specifically on the second Friday of June and December, with provisions for temporary adjustments in special circumstances [3] - When a sample company is delisted, it is removed from the index, and any corporate actions such as mergers or splits are handled according to specific guidelines [3] - Adjustments to the CSI 1000 Index will also lead to corresponding changes in the CSI 1000 Industry Index samples [3]

大家好，马上又要开盘了！一起回顾下周末大事，以及看看券商分析师们的最新研判！ 周末大事 何立峰将访问英国并举行中美经贸磋商机制首次会议 外交部发言人宣布：应英国政府邀请，中共中央政治局委员、国务院副总理何立峰将于6月8日至13日访 问英国。其间，将与美方举行中美经贸磋商机制首次会议。 问：电动汽车反补贴案的价格承诺磋商是否有新的进展？能否介绍最新情况？ 答：王文涛部长与谢夫乔维奇委员围绕电动汽车案进行了专业、深入的讨论，推动该案向妥善解决的正 确方向又迈进了一大步。目前，中欧双方电动汽车案价格承诺磋商进入最后阶段，但仍需双方努力。欧 方提出可同时探讨新的技术路径，中方将从法律和技术层面对欧方提议的可行性进行评估。双方指示工 作层加紧努力，以符合各自法律规定和世贸组织规则的方式，找到双方均可接受的解决方案，妥善解决 贸易分歧。 央行连续第7个月增持黄金 央行数据显示，5月末黄金储备报7383万盎司（约2296.37吨），环比增加6万盎司（约1.86吨），为连续 第7个月增持黄金。 李书福：汽车工业存在"严重的产能过剩" 吉利不再建设新的汽车工厂 6月7日，吉利控股集团董事长李书福在2025中国汽车重庆论坛上表示 ...

Core Viewpoint - Turkey is set to provide T129 ATAK combat helicopters to the Somali military as part of a defense agreement, aimed at combating the terrorist group Al-Shabaab, which is linked to Al-Qaeda [1] Group 1: Defense Cooperation - Turkey has been expanding its influence in Somalia through various defense cooperation agreements and infrastructure projects over the past decade [1] - The provision of helicopters is a continuation of Turkey's military support to Somalia, following a defense agreement signed earlier this year [1] Group 2: Mediation Role - Turkey is attempting to mediate disputes between the Somali government and the leaders of the semi-autonomous region of Somaliland [1] - Additionally, Turkey has played a role in facilitating improved relations between Somalia and neighboring Ethiopia [1]

智通财经6月6日电，欧洲空中客车公司表示，5月份该公司共交付51架飞机，数量较去年同期下降4%； 今年迄今为止已交付243架飞机，同比下降5%。 空中客车5月交付51架飞机 较去年同期下降4% ...

Core Viewpoint - France's Dassault Aviation and India's Tata Advanced Systems have agreed to manufacture the fuselage of the Rafale fighter jet in India, marking the first production of the Rafale outside France [1] Group 1: Company Collaboration - The agreement involves Tata establishing a production facility in Hyderabad, India, to manufacture key structural components of the Rafale fighter jet [1] - The first batch of fuselage parts is expected to roll out in the fiscal year 2028 [1] Group 2: Production Capacity - The new facility is projected to deliver up to two complete fuselages per month [1] Group 3: Strategic Context - India, being the world's largest arms importer, is seeking to enhance domestic production and promote defense exports [1]

智通财经6月5日电，泰国空军4日说，今后10年打算采购12架由瑞典萨博集团制造的JAS-39"鹰狮"战斗 机，以替代日渐老化的现役美制F-16战机。 泰国空军宣布购买新型战斗机替代F-16 ...

Group 1 - Morgan Stanley analysts highlight Tesla's potential to transform into a defense technology company, leveraging its technological foundation amid recent drone attacks in Ukraine [1] - The report predicts that the drone and electric vertical takeoff and landing (eVTOL) market will surpass the automotive market, reaching $1 trillion by 2040 and expanding to $9 trillion by 2050 [1][3] - Tesla's capabilities in manufacturing, materials science, navigation systems, motor development, and robotics position it as a key player in the low-altitude economy, both commercially and militarily [1][4] Group 2 - The recent drone attacks by Ukraine demonstrate the strategic value of AI drones in modern warfare, with 117 drones launched against Russian airbases, destroying numerous high-value aircraft [2] - AI and automation technologies are reshaping defense operations, allowing one operator to control 100 drones, which may lead to a reallocation of global defense budgets [3] - Significant venture capital has flowed into aerospace and defense companies, with nearly $6.5 billion raised this year, indicating strong investor interest in the sector [3] Group 3 - Tesla's competitive advantages in the aviation and drone sectors include its technology transfer capabilities and the role of Starlink in providing reliable satellite communication for military operations [4] - The potential market value of Tesla's entry into the aviation sector is estimated between $100 and $1,000 per share, which is not included in the current valuation of $410 per share [7] - The target price of $410 per share is derived from various components, including $75 from core automotive business, $160 from network services, $90 from mobility services, $67 from energy business, and $17 from third-party supply [7]

1. Manus推出"文生视频"功能。 2. 首个国产九价HPV疫苗获批上市。 3. 亚马逊：将在北卡罗来纳州投资100亿美元，用于人工智能创新。 4. 据悉OpenAI付费企业用户超过300万 预计今年营收为127亿美元。 5. 《智能网联汽车 组合驾驶辅助系统安全要求》立项制定，公开征求意见。 6. 波音将花费超13亿美元和解两起空难诉讼 含罚款、赔偿及整改费用。 7. 乘联分会：初步预估5月全国新能源乘用车厂商批发销量124万辆，同比增长38%。 金十数据整理：每日科技要闻速递（6月5日） ...

美国联邦航空局代理局长：目前没有考虑重新审视波音(BA.N)每月生产38架737 MAX飞机的产能限 制。 ...