Market Performance - The three major A-share indices collectively strengthened, with the Shanghai Composite Index surpassing the 3400-point mark again [1] - By the close, the Shanghai Composite Index rose by 1.15%, the Shenzhen Component Index increased by 1.68%, and the ChiNext Index climbed by 2.30%. The total trading volume in the Shanghai and Shenzhen markets exceeded 1.4 trillion, a significant increase of nearly 300 billion compared to the previous day [2] Sector Performance - Most industry sectors saw gains, with notable increases in the electric machinery, battery, auto parts, gaming, and packaging materials sectors. Conversely, the oil, gas, shipping, and precious metals sectors experienced declines [2] Geopolitical Events - Following unprecedented bombings of Iranian nuclear facilities by the U.S. military, concerns arose regarding potential supply disruptions from Iran. However, the likelihood of escalating conflict has significantly decreased [4] - Iran launched a missile attack on a U.S. airbase in Qatar, which was perceived as a calculated response, avoiding escalation in the Strait of Hormuz [4] Tesla Developments - Tesla launched its Robotaxi service in Austin, Texas, with around 10 updated Model Y vehicles as the first autonomous taxis, offering rides to initial passengers [18] - The pricing strategy for Robotaxi is competitive, charging a flat fee of $4.2 per ride, significantly lower than competitors like Uber and Waymo, which charge between $25 to $40 [19] - UBS predicts that if autonomous driving technology matures and receives regulatory approval, Tesla's Robotaxi network could expand to 2.3 million vehicles by 2040, generating annual revenue of $20.3 billion [19] Investment Insights - Goldman Sachs maintains an overweight recommendation for A-shares and Hong Kong stocks, projecting a target of 4600 points for the CSI 300 index, indicating about a 10% upside potential [23] - The bank has recently upgraded ratings for the banking and real estate sectors, benefiting from domestic policy support, while continuing to favor consumer-oriented sectors such as medical devices, consumer services, media, and e-commerce [23]

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 ...