A股三大指数今日集体走强，沪指再度站上3400点关口。 截止收盘，沪指涨1.15%，深证成指涨1.68%，创业板指涨2.30%。沪深两市成交额超过1.4万亿，较昨日大幅放量近3000亿。 行业板块多数收涨，电机、电池、汽车零部件、游戏、包装材料板块涨幅居前，石油行业、燃气、航运港口、贵金属板块跌幅居前。 01 "停火现已生效，请勿违反" 在周末的美军对伊朗的关键核设施史无前例的轰炸后，不少人担心担心伊朗会干扰供应以报复美国，目前看来冲突扩大的可能性已经大幅下降。 伊朗23日发表声明说，为回应美国对伊朗核设施的侵略行径，伊朗当天对美国驻卡塔尔的乌代德空军基地进行了导弹打击。"这似乎是精心策划的，伊朗袭击了一个空无一人的美国基地，提前发出了大量警告，并关闭了领空，还提供了躲避指引。"Onyx Capital Group 研究部主管Harry Tchilinguirian说："伊朗做出了面子上的回应，远离了霍尔木兹海峡。" 在此消息后，国际原油期货结算价大幅收跌，WTI原油期货8月合约跌7.22%，布伦特原油期货8月合约跌7.18%。当日美股三大指数均涨近1%，亚太股市在早间开盘后也集体上扬，上证突破3400这一重 ...

Group 1 - The Hong Kong stock market opened higher on June 24, with the Hang Seng Index rising by 0.61% to 23,832.73 points, the Hang Seng Tech Index increasing by 0.96%, and the China Enterprises Index up by 0.6% [1] - Technology and new consumption sectors showed strong performance, particularly in the autonomous driving concept, with the Hong Kong Stock Connect Automotive ETF (159323) rising nearly 3% [1] - Tesla launched its Robotaxi service in Austin, Texas, on June 22, with an initial fleet of 10 to 20 modified Model Y vehicles equipped with Tesla's self-developed vision perception system and Full Self-Driving (FSD) software [1] Group 2 - The Hong Kong Stock Connect Automotive ETF (159323) focuses on the Hong Kong vehicle sector, with a leading proportion of passenger vehicles and a notable presence of new car manufacturers [2] - As of June 23, the top four weighted stocks in the index are BYD Company (15.09%), Xpeng Motors (14.81%), Li Auto (14.03%), and Geely Automobile (10.53%), collectively accounting for 54.46% of the index [2]

Market Overview - A-shares experienced a collective rise with the Shanghai Composite Index up by 0.67%, Shenzhen Component Index up by 1.05%, and ChiNext Index up by 1.46% [1][5] - Hong Kong stocks also saw gains, with the Hang Seng Index rising by 1.39% and the Hang Seng Tech Index increasing by 1.67% [2][3] Sector Performance - Active sectors included smart driving and robotics, while oil and gas stocks saw significant declines [1][5] - Financial heavyweights such as brokerage and insurance stocks contributed to the rise in stock indices, with notable performances from Guosheng Financial and Xiangcai Securities [5][8] Oil and Gas Sector - A-shares in the oil and gas sector faced substantial declines, with Tongyuan Petroleum hitting a 20% limit down, and several other companies like Qianeng Hengxin and Xinjin Power dropping over 10% [9] - In the Hong Kong market, Shandong Molong fell by 26%, Baijin Oilfield Services dropped by 25%, and Sinopec Oilfield Services decreased by 15% [10] Bond Market - The bond market showed a downward trend, with the 30-year and 10-year treasury futures contracts down by 0.02% and 0.01% respectively [4][15] Emerging Trends - Solid-state battery concept stocks remained active, with Xiangtan Electric achieving a four-day consecutive rise, and several other companies in the sector seeing gains of over 5% [11] - The launch of Tesla's Robotaxi service in Austin, Texas, is expected to influence the autonomous driving sector positively [12]

美联储官员的最新表态释放重磅信号。 美联储理事鲍曼在最新的讲话中表示，如果美国通胀继续保持温和，将支持美联储最早在7月降息。与此同 时，美国白宫国家经济委员会主任哈塞特也表示，美联储没有理由不降息。 受此影响，美股三大指数全线拉升，截至北京时间23:30，道指涨0.26%，纳指涨0.63%，标普500指数涨 0.51%。其中，特斯拉暴涨超10%，其在得州推出了市场期待已久的无人驾驶出租车Robotaxi服务。 从市场表现来看，投资者似乎对中东紧张局势进一步升级的担忧正在缓解。摩根士丹利首席策略师迈克尔·威 尔逊表示，由地缘政治事件引发的市场抛售通常持续时间较短。美股上市公司盈利增长加快将继续支撑美股价 格。 "支持美联储在7月降息" 美东时间6月23日，美联储理事鲍曼表示，现在是考虑调整政策利率的时候了。如果美国通胀继续保持温和， 将支持美联储最早在7月降息。如果通胀继续下降，或者就业市场走弱，美联储就可以降息。 鲍曼说道："数据显示，关税和其他政策尚未对经济造成明显影响。我认为关税对通胀的影响可能会出现更大 的延迟，程度也比最初预期更小，尤其是因为许多企业已提前储备库存。贸易和关税谈判的持续进展令经济环 境 ...