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The three major U.S. stock indices opened higher, with technology stocks performing strongly. Storage chip stocks surged significantly, with Seagate Technology up over 9%. The market is focused on speeches by Trump and the military, as well as the ceasefire plan between the U.S. and Iran. Additionally, shipping through the Strait of Hormuz has returned to early conflict levels, and Iranian petrochemical facilities have been attacked.

CITIC Securities: Allocation Continues to Focus on China's Advantageous Manufacturing
The possibility of a TACO still exists, but market funds' patience has been exhausted. The war is expected to approach its end this month, but the increasing risks of the Strait of Hormuz being "weaponized" and intermittent disruptions in the supply chain are growing. Currently, among the five fundamental clues (dividends, going overseas, AI, PPI, and domestic consumption), only PPI, domestic AI, and consumption are undervalued. After the war subsides, the transmission from oil → PPI → corporate profits will be one of the most important fundamental factors. Domestic AI is a relatively independent industry development, while domestic consumption is likely to lag behind PPI trading. Of course, the "PPI → corporate profits" trade will only begin after the war ends and oil prices peak. During the market cooling process, allocations should gradually narrow and continue to focus on China's advantageous manufacturing.

People's Financial News, April 6 — On the 6th, U.S. media quoted U.S. officials as saying that Iran's response to the U.S. proposal to end the war "demands too much," and it is currently unclear whether this will facilitate diplomatic resolution of the conflict. (Xinhua News Agency)

People's Financial News, April 6 — According to the Islamic Republic News Agency on the 6th, Iran has responded to the U.S. proposal to end the war. Iran rules out the possibility of a temporary ceasefire and emphasizes that the conflict must be ended permanently. (Xinhua News Agency)

People's Financial News, April 6 — A reporter from the main station learned on the 6th local time from Iran that Iran has responded to the United States' proposal to end the war through Pakistan. It is reported that Iran's demands include ten terms, with the core content emphasizing that a permanent end to the war must be achieved based on Iran's concerns; a series of requests such as ending regional conflicts, establishing a security transit agreement for the Strait of Hormuz, post-war reconstruction, and lifting sanctions. (CCTV News)

People's Financial News, April 6 — According to Iranian media reports on the 6th, Iran has responded to Pakistan regarding the U.S. proposal to end the war. (Xinhua News Agency)

People's Financial News, April 6th: WTI crude oil rose 1.28%, closing at $112.968 per barrel; Brent crude oil increased 0.67%, closing at $109.765 per barrel.

People's Financial News, April 6 — According to reports from U.S. media on the 6th, a White House official said that the 45-day ceasefire plan between the United States and Iran is just one of the "many options currently under discussion." The White House official stated that President Trump has not approved the plan, and U.S. military actions against Iran are still ongoing. (Xinhua News Agency)

People's Financial News, April 6 — According to Science and Technology Daily, on April 6, the team led by Hu Yongsheng from the Institute of Physics, Chinese Academy of Sciences, published a groundbreaking achievement in Nature Energy: they successfully developed a self-protecting, polymerizable non-flammable electrolyte (PNE), achieving the world's first complete thermal runaway prevention in sodium-ion batteries at the Ah level. The team broke the traditional notion that "flame-retardant electrolytes equal safety," moving beyond a single line of defense to establish a three-in-one intelligent safety protection system based on "thermal stability—interfacial stability—physical isolation." When the battery temperature unexpectedly rises above 150°C, the PNE automatically solidifies from a liquid into a dense barrier, creating an "intelligent firewall" inside the battery that completely cuts off the propagation path of thermal runaway. Notably, this breakthrough does not sacrifice the battery's high performance. The battery features excellent wide-temperature performance (-40°C to 60°C) and high-voltage stability (>4.3V).

People's Financial News, April 6 — Domestic oil prices will be adjusted on the first working day after the Qingming holiday. The domestic refined oil price adjustment window will open at 24:00 tomorrow (April 7). Due to the recent continued surge in international oil prices, many institutions expect the price increase to be about 350 yuan/ton, roughly a 0.3 yuan/liter increase. JLC Data shows that filling a private car with a 50-liter tank will cost an additional 15 yuan.

People's Financial News, April 6 — The three major U.S. stock indices opened mixed, with the S&P 500 up 0.12%, the Dow down 0.06%, and the Nasdaq up 0.28%. The storage sector led the gains, with Seagate Technology rising about 6%, SanDisk up about 4%, Micron Technology up about 2%, and Western Digital up about 3%.

People's Financial News, April 6 — According to Iran's Fars News Agency on the 6th, Iran's oil and chemical facilities have been attacked again by the United States and Israel. (Xinhua News Agency)

The 6th China International Consumer Goods Expo will feature a Technology and Consumer Electronics Exhibition Area, showcasing innovative products such as AI glasses, flying cars, and AI robots. The theme of the exhibition area is "Tech Fashion, Trendy Products and Smart Innovation," bringing together global consumer electronics and cutting-edge technology companies, with a focus on smart wearables, smart home, and other fields.

People's Financial News, April 6 — According to Lighthouse Professional Edition, as of 9:00 PM on April 6, the box office for the Qingming holiday in 2026 reached 304 million yuan, with the film "Super Mario Galaxy Movie" becoming the box office champion for the Qingming holiday.

Iranian Foreign Ministry spokesperson Baharqaei stated that Iran is prepared to respond to the peace plan conveyed by the mediators and will announce it at the appropriate time. This news boosted the cryptocurrency market and precious metal prices, while international oil prices declined. Iran continues military operations, emphasizing that any threats from the United States will be met with retaliation, which has heightened regional tensions.

People's Financial News, April 6 — The Shenyang-Jiangmen Railway, connecting Shenzhen and Jiangmen in Guangdong Province, is an important part of the national "Eight Vertical and Eight Horizontal" high-speed railway network's coastal corridors. Currently, the project has entered a critical construction phase. The Pearl River Estuary Tunnel of the Shenyang-Jiangmen Railway is an underwater shield tunnel for high-speed rail. During the Qingming Festival holiday, tunnel builders remained on site, with domestically-made large-diameter shield machines "Shenyang-Jiangmen 1" working tirelessly day and night to advance. "Shenyang-Jiangmen 1" has already bored over 4 kilometers, reaching a depth of 113 meters, setting a world record for the deepest underwater high-speed rail shield tunnel construction. (CCTV Finance)

People's Finance News, April 6th — Changxin Bochuang stated on the interactive platform on April 6th that the third phase of the Indonesia project is currently progressing in an orderly manner according to the plan. The specific commissioning time will be determined based on the actual progress of the project.

People's Financial News, April 6 — According to reports from Iran on April 6, the South Pars and Asaluyeh petrochemical facilities in Bushehr Province, Iran, were attacked today. (CCTV News)