據伊朗塔斯尼姆通訊社，伊朗經濟與財政部長今天星期天抵達莫斯科，旨在進行雙邊和多邊磋商。其在莫斯科的日程安排是與俄羅斯財政部長會晤、在金磚國家和上海合作組織框架內進行磋商，以及參加伊朗和俄羅斯商人交流會議。

Kaiyuan Securities: Short-term crowding has partially unwound and STAR 50 implied volatility has fallen, creating intra-tech segmentation opportunities. Strategy: maintain balanced tech exposure and use rebalancing. Rebalancing focus: small/micro caps (CSI 2000, Wind micro-cap stocks); sectors with upside net-profit surprises — electronics, defense & military, computers, oil & petrochemicals, nonferrous metals, non-bank financials; rotation targets — nonferrous, basic chemicals, new energy, agriculture, pharmaceuticals and selected midstream manufacturing such as shipbuilding; and high-dividend defensives (banks, utilities, power) for favorable risk/reward in volatile markets. Medium term: technology remains the main theme, broad beta gains will be harder and returns will increasingly come from within-tech stock selection. Positioning should target names combining a second-leg re-ignition and narrative traction: AI materials, domestic compute-power chain and upstream overseas compute-chain suppliers (PCB, optical-module upstream), programming/enterprise AI agents and applications, plus tech spillover beneficiaries including power equipment, power utilities, energy metals and liquid-cooling solutions.

據伊朗媒體Fars News，伊朗銅業從克爾曼省採購的物資和設備增加131%今年前五個月，伊朗國家銅業公司從克爾曼省本地供應商採購所需物資和設備的金額較去年同期增長131%，超過33000億里亞爾。根據伊朗礦業和有色金屬商業服務公司發佈的對比報告，今年前五個月，伊朗國家銅業公司從克爾曼省供應商採購所需物資和設備的金額達到33199億里亞爾；去年同期爲14403億里亞爾。