国际原子能机构：正与伊朗就核辐射水平事宜保持联系 智通财经6月13日电，据央视新闻报道，国际原子能机构13日称，正在密切关注伊朗当前的局势。纳坦 兹核设施是以色列轰炸的目标之一，国际原子能机构正与伊朗方面就核辐射水平事宜保持联系。当天， 以空军对伊朗境内数十个与核计划和其他军事设施相关的目标发动空袭。伊朗国家电视台13日报道说， 以色列当天凌晨袭击了位于伊朗中部伊斯法罕省纳坦兹的核设施，目前"没有核污染的迹象"。 ...

Important Market News - The People's Bank of China and the State Administration of Foreign Exchange issued measures to support financial integration between the two sides of the Taiwan Strait, focusing on optimizing the financial ecosystem and enhancing cross-border trade and investment facilitation in Fujian [1] - U.S. stock indices saw slight gains, with the S&P 500 rising 0.38% to a new closing high since late February, and the Dow Jones increasing 0.24% to a new high since early March [1] - International gold prices increased, with spot gold rising 0.93% to $3386.02 per ounce, and crude oil prices also strengthened, with U.S. oil up 1.04% to $68.86 per barrel [2] Industry Insights - Ant International is accelerating investments in global treasury management and plans to apply for stablecoin licenses in Hong Kong and Singapore, with the stablecoin regulations set to take effect on August 1 [3] - The World Bank has lifted its ban on nuclear financing to accelerate the development of low-emission technologies, aiming to meet the growing electricity demand in developing countries [4] - NVIDIA's CEO highlighted the significant growth potential in autonomous vehicles and robotics, with the autonomous driving market in China expected to grow from 87.5 billion yuan to 482 billion yuan from 2020 to 2024, reflecting a compound annual growth rate of 53.6% [5] Company Updates - Luo Xin Pharmaceutical announced a plan for a major shareholder to reduce its stake by up to 10.44 million shares, representing 0.96% of the total share capital [6] - Enjie Co., Ltd. disclosed plans for two investment entities to reduce their holdings by a combined total of up to 1.15 million shares, representing 1.19% of the total share capital [6] - Qihua Electronics reported plans for shareholders to reduce their stakes by a total of 0.5682% and 0.4318% of the total share capital, respectively [7]

Group 1: World Bank's Nuclear Energy Financing Policy - The World Bank has lifted a decades-long ban on nuclear energy financing to accelerate the development of low-emission technologies and meet the growing electricity demand in developing countries [2][3] - The World Bank plans to support efforts to extend the lifespan of existing nuclear reactors and assist in upgrading power grids and related infrastructure [3][4] - The bank aims to help develop small modular reactors, which are expected to be cheaper and faster to construct compared to traditional reactors [3][5] Group 2: Global Nuclear Fusion Developments - Proxima Fusion, a German nuclear fusion startup, has secured €130 million in funding, marking the largest investment in the European nuclear fusion sector to date [6][7] - The funding will be used to build a "stellarator model coil" by 2027, which is crucial for achieving key technological breakthroughs [7][8] - Proxima Fusion plans to construct a demonstration plant by 2031, with an estimated cost of €1 billion, and aims to partially secure funding from European governments [7][9] Group 3: Investment Opportunities in Nuclear Fusion - The global nuclear fusion policy trend is strengthening, with Japan advancing its fusion energy timeline from 2050 to 2030 [11] - Companies in the nuclear fusion sector are expected to benefit from ongoing technological advancements and supportive policies, creating investment opportunities across the entire industry chain [12] - The focus on high-barrier and high-value segments within the nuclear fusion supply chain is recommended for potential investment [12]

法国外交部：法国对伊朗宣布建设新浓缩设施表示关注并予以关注。 ...

伊朗核能主管：新的浓缩设施已建成，待配备设备后即可投入运营。 ...

2025.06. 12 本文字数：2117，阅读时长大约4分钟 作者 | 第一财经 冯迪凡 世界银行（下称"世行"）将解除长达数十年的核能融资禁令，旨在加速低排放技术的开发，以满足发 展中国家不断增长的电力需求。 此次， 彭安杰在发给员工的备忘录信件中写道，满足电力翻倍需求，每年对发电、电网和储能的投 资需要从目前的2800亿美元增至6300亿美元。 气候变化和人工智能（AI）驱动的电力需求激增促使各国政府重新考虑核能，而近期世行行长彭安 杰（Ajay Banga）在不同场合释放了世行希望松动此方面政策的信息。 当地时间11日，彭安杰在致世行员工的邮件中表示，该行将与联合国核监督机构国际原子能机构合 作，"重新进入核能领域"。"我们将支持延长现有核反应堆寿命的努力，并协助升级电网及相关基础 设施。"邮件中称。 有评论认为，特朗普政府对核电的倡导，以及德国新政府在核能立场方面的转变，促使了世行的转 变。当前，欧盟范围内也再次出现支持核能的潮流。 德国柏林自由大学现代中国学院客座研究员、对外经济贸易大学区域国别研究院中德经贸研究中心主 任史世伟在接受第一财经记者采访时表示，由于此前德国在能源政策上较为激进，一些民 ...

智通财经6月12日电，韩国总统府表示，韩国、越南将在铁路、核能领域加强合作。 ...

Core Viewpoint - The World Bank is lifting its decades-long ban on nuclear energy financing to accelerate the development of low-emission technologies in response to rising electricity demands in developing countries [1][3]. Group 1: World Bank's Policy Shift - The World Bank will collaborate with the International Atomic Energy Agency to "re-enter the nuclear energy field" and support efforts to extend the lifespan of existing nuclear reactors and upgrade related infrastructure [1][3]. - The World Bank's President, Ajay Banga, has requested the board to change the long-standing policy prohibiting funding for nuclear energy projects, viewing this technology as a green energy option for impoverished nations [3]. - The World Bank's energy investment in nuclear energy is currently non-existent, and Banga emphasizes the need for significant investment increases to meet the doubling electricity demand, from $280 billion to $630 billion annually [3][4]. Group 2: Global Trends in Nuclear Energy - The shift in the U.S. and European attitudes towards nuclear energy is influencing the World Bank's decision, with the U.S. government under Trump advocating for nuclear power development [5][6]. - Germany's new government has indicated a willingness to support nuclear energy, marking a significant policy shift from previous administrations [5][6]. - A recent poll in Germany shows that 55% of the population supports nuclear energy, reflecting a growing acceptance of nuclear power amid energy crises [6][7]. Group 3: Investment and Future Outlook - The private sector's investment is deemed crucial, and the World Bank will support various energy projects, including solar, wind, geothermal, hydro, and natural gas, as long as they do not restrict renewable energy [4]. - The European Investment Bank has also opened financing for nuclear projects, indicating a broader trend among multilateral lending institutions to reconsider nuclear energy [7]. - Despite the renewed interest, projections suggest that decommissioning plans may offset new capacity additions in Europe, with an expected 5% decrease in nuclear capacity by 2040 compared to 2010 [7].

Market Overview - US stock indices experienced volatility, with the Dow Jones closing flat, the Nasdaq down 0.5%, and the S&P 500 down 0.27% [1] - The VIX index rose by 1.83% to 17.26, indicating increased market fear [1] - The US dollar index fell by 0.41% to 98.65, while the yield on the 10-year Treasury bond decreased by 1.051% to 4.424% [1] - Spot gold increased by 0.98% to $3354.93 per ounce, and Brent crude oil rose by 5.02% to $69.91 [1] Industry & Stocks - In sector performance, energy, utilities, healthcare, and industrials saw gains of 1.45%, 0.06%, 0.05%, and 0.05% respectively, while the other six sectors of the S&P 500 declined [2] - Chinese concept stocks showed mixed results, with TSMC up 0.77%, Alibaba down 1.27%, and Pinduoduo up 0.75% [2] - Major tech stocks mostly declined, with Microsoft up 0.36% and Nvidia down 0.78% [3] - Nvidia's CEO Jensen Huang announced plans to launch CUDA-Q quantum acceleration applications on the Grace Blackwell 200 chip [3] - Tesla's stock rose by 0.1%, with Musk expressing regret over previous comments about Trump [3] Daily Focus - Jensen Huang stated that quantum computing is at a critical turning point, capable of addressing significant global issues in the coming years [4] - Oklo, a nuclear startup, is seeking to raise up to $400 million through a share offering, expected to complete by June 16 [4] - Nvidia plans to build over 20 large AI factories in Europe, aiming for a tenfold increase in AI computing power within two years [6] - Nvidia is collaborating with multiple European countries to establish the Blackwell AI infrastructure, which will support a cloud platform powered by 18,000 Grace Blackwell systems [7] Additional Insights - UBS reported a decline in smartphone purchase intent in the US, dropping from 50% to 37% over the next 12 months, which may impact global smartphone shipment growth forecasts [9] - The Zhejiang provincial government is supporting the international expansion of gaming companies, aiming to cultivate a competitive digital culture industry [9] - Labubu, a popular IP product from Pop Mart, has seen a surge in demand, leading to the emergence of counterfeit products in the market [10]

Core Insights - Oklo, a nuclear energy start-up, experienced a nearly 30% stock surge following the announcement of a contract with the U.S. military for a project in Alaska [1][2] Company Developments - Oklo received a notice of intent to award (NOITA) from the Defense Logistics Agency for supplying nuclear power to Eielson Air Force Base [2][4] - The project involves designing, building, and operating an energy-generating facility to provide power and heat to the base, leveraging the ability to operate off the traditional electricity grid [4][5] - The announcement follows previous disclosures that Oklo was provisionally selected for the project, which faced delays due to protests from other applicants [5][6] Industry Implications - The contract with a military branch serves as a significant confidence booster for Oklo and the next-generation nuclear technology sector [6][7] - CEO Jacob DeWitte emphasized that the deal reflects confidence in Oklo's capability to deliver clean and secure energy solutions for critical infrastructure [6][7]