A-share pre-market report | New changes in US-Iran negotiations! Trump threatens again, oil prices soar

Pre-market headlines 1. The US-Iran negotiations are constantly changing! Iran protests against Trump's threatening remarks, causing oil prices to soar Type: Macro Emotional impact: Negative According to reports, the Iranian delegation conducting negotiations with the US in Switzerland abruptly paused the talks to protest against the threatening remarks made by US President Trump towards Iran. Trump warned Iran to immediately stop "proxy" actions in Lebanon, otherwise the US would strike Iran again. However, according to CNN, the US-Iran negotiations are still ongoing in Switzerland. Early morning US stock index futures collectively declined, cryptocurrencies fell across the board, and Brent crude and WTI crude futures rose by over 2%. 2. Eight departments deploy! 17 measures to promote the development of "AI + Consumption" Type: Industry Emotional impact: Positive The Ministry of Commerce and 8 other departments jointly issued the "Implementation Opinions on Accelerating the Development of "AI + Consumption"," clearly stating the need to cultivate and upgrade intelligent terminal products, promote the rapid iteration of AI smartphones, AI PCs, smart glasses, smart cars, and other consumer terminals. According to a Sinolink research report, if the technology sector continues to adjust and the real estate sector stabilizes, dividend consumption leading stocks have cost-effective configurations, and new forms of consumption such as emotional value, consumption abroad, and silver-haired economy are expected to lead the growth of new consumption. 3. Seven departments jointly issued, related to open computing resources! Enhancing the inclusive service capabilities of platform enterprises Type: Company Emotional impact: Positive The Ministry of Industry and Information Technology and seven other departments recently jointly issued the "Action Plan for Promoting the Collaborative Development of Large, Medium and Small Enterprises in the Platform Economy (2026-2028)." In the field of computing power, it proposes to promote the opening of computing resources. Carry out actions for the high-quality development of computing power infrastructure and interconnection of computing power. Enhance the inclusive service capabilities of platform enterprises token elements. Support new-generation information technology, intelligent connected vehicles, high-end equipment, low-altitude economy, and other emerging and future industries. 4. Commentator article from Qiusi Net: Boosting consumption with greater effort Type: Industry Emotional impact: Positive On June 18, Qiusi Net published a commentator article pointing out that consumption is the ultimate demand and plays a fundamental role in economic development. In May of this year, the total retail sales of consumer goods dropped by 0.6% year-on-year, and the cumulative growth rate of 1-5 months fell to 1.4%, attracting widespread attention. It is necessary to effectively enhance the sense of urgency to boost consumption, strengthen weak areas, enhance the consumption ability and willingness of residents, and promote rapid growth of commodity and service consumption in the whole society.