卡塔尔外交官：卡塔尔首相周三在马斯喀特与阿曼启动关于伊朗、海湾合作委员会（GCC）和伊拉克就霍尔木兹海峡重开及未来运营问题举行会谈的进程。

澳大利亚S&P/ASX200指数6月24日（周三）开盘上涨13.40点，涨幅0.15%，报8800.40点。

China Galaxy Securities strategist Yang Chao said H2 investment conditions should improve as oil prices ease, supporting a return to multi-theme, parallel market rallies. Cap-style should become more balanced with a gradual tilt toward mid- and large-cap leaders. Growth is likely to outperform, backed by earnings and ongoing policy implementation, drawing resources to technology and high-end manufacturing. Key structural plays: AI “infrastructure” — overseas AI capex expansion combined with China’s new infrastructure should accelerate build-out of compute, telecoms and power, sustaining sector cyclicality; cyclicals and manufacturing — imported inflation is lifting price floors and, together with new infrastructure and a pick-up in export-driven manufacturing demand, could support a recovery in some commodities and cyclical manufacturing names; and dividend sectors with expected earnings improvement and stable, sustainable payouts.