金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上今日财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及政策更 新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 券商板块引领A股爆发，市场回暖受多因素驱动 6月24日，券商板块引领A股大爆发，国盛金控率先涨停，湘财股份等明显走强，保险板块也全线发 力。市场大幅回暖，创业板指一度涨超2%。分析人士认为，海外市场回暖、美联储释放降息预期，国 内达沃斯论坛和阅兵消息拉升市场风险偏好，稳定币发展和自动驾驶启动为金融和产业板块提供炒作逻 辑。题材活跃度较高，市场呈现强势特征，A50和港股也明显走强。详情>> 6月24日股市多维度资讯：政策、企业、市场动态全呈现 6月24日操盘信息丰富，宏观上，《互联网平台企业涉税信息报送规定》公布，外交部呼吁推动伊以冲 突降级。行业方面，九部门推动黄金产业高质量发展，多部门整治政府采购违法违规，63%保险机构计 划加大港股投资等。公司层面，药明康德完成股份回购，美团优选关停部分区域等。环球市场上，美股 收涨，欧股收跌，原油期货大幅收跌。投资机会涉及脑机接口 ...

Market Performance - The stock indices in the two markets rose significantly, with the Shanghai Composite Index increasing by 0.65% to 3381.58 points, and the Shenzhen Component Index rising by 0.43% to 10048.39 points, while the North Star 50 Index surged by 1.54% [1] - The total trading volume in the Shanghai, Shenzhen, and North markets reached 1.1471 trillion yuan, an increase of approximately 55 billion yuan compared to the previous day [1] Industry Insights - The oil sector showed strong performance, with logistics, chemicals, semiconductors, non-ferrous metals, coal, pharmaceuticals, and brokerage sectors also rising [1] - The A-share market is expected to maintain a stable upward trend due to the expansion of equity public funds, the influx of medium to long-term capital, and supportive policy tools [1] AI Glasses Market - Meta has launched a new series of AR glasses in collaboration with Oakley, priced at $399 for the standard version and $499 for the limited edition, with pre-orders starting on July 11 [2] - The new AI glasses feature improved battery life and are designed for sports scenarios, which may enhance market acceptance and attention [2] Optical Lens Industry - The rise of smart glasses is creating new variables for the optical lens industry, with manufacturers collaborating directly with lens suppliers to address optical prescription issues [3] - Companies with strong manufacturing and R&D capabilities in the lens sector are expected to benefit from this trend [3] SAF Price Trends - The price of SAF (Sustainable Aviation Fuel) in Europe has risen to $2230 per ton, a 10% increase from the previous week and a 27% increase from the previous month [4] - The price of SAF in China has reached $1800 per ton, reflecting a 3% weekly increase and a 6% monthly increase [4] Military Industry Outlook - Global military spending is projected to reach approximately $2.7 trillion in 2024, a 9.4% increase year-on-year, driven by geopolitical tensions [5] - The demand for military materials such as titanium alloys and tungsten is expected to grow significantly, benefiting upstream companies in the military metal sector [5] Automotive Industry Concerns - The National Federation of Automobile Dealers has called for car manufacturers to optimize rebate policies and shorten the rebate payment period due to significant operational pressures faced by dealers [7] - Despite achieving sales targets, dealers are still struggling with losses in new car business [7] Gold Industry Development - A new implementation plan for the high-quality development of the gold industry has been issued, aiming for a 5-10% increase in gold resource capacity and a 5% increase in gold and silver production by 2027 [8] Energy Market Developments - The National Energy Administration is pushing for the establishment of a nationwide unified electricity market by 2025, focusing on provincial electricity spot market coverage [9] - Solar power generation capacity has seen a significant year-on-year increase of 56.9% in the first five months of 2023, reaching 108 million kilowatts [10] Robotaxi Commercialization - Tesla has initiated a Robotaxi pilot service in Austin, Texas, with the first ten Model Y vehicles, marking a significant step in the commercialization of autonomous taxi services [11]

智通财经6月24日电，中信证券研报指出，地缘政治紧张局势加剧背景下，全球军费开支高速增长，欧 盟于2025年3月宣布"重新武装欧洲计划"，拟于2025-2030年间调动约8000亿欧元，重点支持导弹防御、 无人机、网络安全等领域，我们认为军工领域需求有望保持景气，叠加印巴冲突、伊以局势升温，我国 军贸规模有望持续扩大，进而带动上游钛合金、高温合金、钨、钼、锗等军工金属材料需求高速增长， 上游企业有望迎来业绩与估值的双重修复，当前时点建议关注军工金属板块配置机会。 中信证券：地缘政治带动军费高增 军工金属配置正当时 ...