油市两周完成了从“断供灾难”到“和平恢复”的切换，在油价回到70美元之后，继续做空的逻辑已发生改变！一次性因素耗尽之后，还剩下什么支撑？点击查看>

Huatai Securities reports May industrial profits rose 21.1% YoY, easing from April’s 24.7% but above Q1’s 15.5%; revenue growth continued to recover, indicating broad improvement. Energy and AI-related chains were the primary profit supports. A blockade of the Strait of Hormuz now exceeding three months has intensified supply shocks, eroding capacity utilization at some mid‑ and downstream firms and widening industry divergence. Oil prices edged down in May, but upstream petrochemical profit growth remained elevated. Electronics/computers, driven by strong global AI investment, led profit and revenue gains; its contribution to aggregate industrial profits rose from 6.7ppt to 9.6ppt. Nonferrous smelting and chemical products contributed 6.4ppt and 4.2ppt respectively; the three sectors together added about 20.2ppt. Domestic-demand downstream manufacturing profit growth remained weak, with autos and furniture seeing larger declines.

卡塔尔内政部发表声明说，一名卡塔尔公民因近期该地区军事行动产生的弹片受伤身亡。