国内新闻 1. 宇树科技科创板IPO过会 。 2. 智谱：建议A股发行并在科创板上市。 3. 北京市首个太空算力产业创新中心正式成立。 4. 比亚迪股份：5月销量38.35万辆，上年同期销量38.25万辆。 5. 《商业秘密保护规定》今起实施，首次将“数据”“算法”等纳入保护范畴 。 国际新闻 1. 中东局势—— ①伊朗暂停通过中间人同美国的对话，计划彻底封锁霍尔木兹海峡并启动曼德海峡“战线”。 ②伊朗方面称，美国提出的协议草案中并未涉及铀材料的“转移”或“处置”内容。 ③伊朗副外长：只有伊朗和阿曼有权在霍尔木兹海峡“行使主权”。 ④伊媒：胡塞武装已准备好恢复对以打击。 ⑤以媒：以色列扩大黎巴嫩军事行动系与美国协调进行。 ⑥美媒：黎巴嫩官员称真主党准备与以色列全面停火。 2. 三名消息人士表示，欧佩克+预计将在周日举行的会议上决定，将7月份原油产量配额提高18.8万桶/日。

U.S. Treasury yields ticked up after ISM manufacturing and construction spending releases; the 10-year Treasury yield rose 5.9 bps to 4.512%.

The Trump administration is continuing large releases from the US Strategic Petroleum Reserve to ease an energy squeeze from the US-Iran conflict and a threatened Strait of Hormuz closure. DOE data show the SPR fell by 8.0 mln barrels last week; the prior two weeks saw withdrawals of 9.1 mln and a record 9.9 mln barrels. Inventories are 357.1 mln barrels, the lowest since Jan 2024. At the current pace the SPR could drop below the Biden-era low and reach its lowest level since 1983 as early as next week. Since the conflict began the US has released about 58 mln barrels, roughly 14% of the SPR. Analysts say continued releases will weaken US ability to respond to hurricane-season or other sudden supply disruptions.