Domestic News
1. The China Securities Regulatory Commission (CSRC) publicly solicits opinions on improving the rules for listed companies' refinancing.
2. Three departments: Adjustment of preferential policies for vehicle and vessel taxes for energy-saving vehicles and new energy vehicles.
3. The People's Bank of China (PBOC) will conduct 1 trillion yuan of reverse repurchase operations on July 6, ending three consecutive months of reduced volume.
4. The Shanghai Stock Exchange: This week, it will focus on monitoring stocks with abnormal fluctuations, including China Shipbuilding Special Gas, Changyingtong, and Yunzhong Technology.
5. The PBOC and two other departments issued a notice soliciting public opinions on the "Draft Measures for the Management of Cybersecurity in the Financial Industry."
International News
1. Trump hints that Warsh's work at the Federal Reserve is difficult and continues to try to get rid of "troublemakers."
2. Infineon's world's largest power semiconductor factory, with an investment of 5 billion euros, has started production ahead of schedule.
3. Trump releases a comparison chart of military spending to pressure NATO, claiming that the US is "unilaterally paying the price."
4. A customs system malfunction may affect Congo's cobalt exports, with up to 20,000 tons of goods unable to be shipped on schedule. 5. Market News: Kioxia (Kioxia) and SanDisk (SNDK.O) have begun production of 10th-generation 3D NAND flash memory at their Fab 2 plant in Kitsang.
6. According to the Seoul Economic Daily: Meta is considering a collaboration with Samsung to produce custom AI chips worth 10 trillion won.
7. Bank of America data shows that investors are withdrawing from the US stock market at the fastest pace since March.
8. Middle East Situation
① Gulf region oil exports surged in June, with the UAE's crude oil shipments reaching a record high.
② Sources say Japanese oil buyers are in preliminary talks with Iran regarding crude oil purchases.
