Report Industry Investment Rating No relevant content provided. Core Viewpoints The report presents a comprehensive overview of the overnight market trends, important macro - economic news, and developments in various financial and commodity sectors, including futures, stocks, bonds, and foreign exchange. It also provides upcoming economic data releases and events. Summary by Directory Overnight Night - Market Trends - Domestic futures主力合约涨跌互现，烧碱、纸浆等涨超0.4%，SC原油、氧化铝等跌超1% [2] - International precious metal futures普遍收跌，COMEX黄金期货跌0.56%，COMEX白银期货跌1.39% [3] - International oil prices走弱，美油主力合约收跌1.23%，布伦特原油主力合约跌1.29% [4] - London basic metals收盘多数下跌，LME期锡、期镍、期铜均有不同程度跌幅 [5] - International agricultural product futures涨跌不一，美大豆、美玉米等有涨有跌 [6] Important Information Macro - Information - China's central bank will conduct 500 billion yuan of MLF operations on May 23, 2025 [9] - CFFEX is promoting the dual functions of financial futures [9] - SHFE will improve its product system and promote the R & D and listing of new varieties [9] - US initial jobless claims for the week ending May 17 were 227,000, a four - week low [10] - Iran vows a "devastating response" to any Israeli attack [11] - Trump's tax reform bill passed the House and is sent to the Senate, and the Senate passed a bill to end California's ban on fuel - powered vehicles [12] - Fed Governor Waller expects a rate cut in the second half of 2025 if tariffs decline [13] Energy and Chemical Futures - OPEC + is discussing a possible large - scale production increase in July [16] - China's urea production increased, and domestic soda ash inventory decreased [16] - Singapore's fuel oil, light distillate, and middle distillate inventories all rose [16] - SHFE adjusted the trading fees of natural rubber futures RU2509 contract [17] - US natural gas inventory increased, with a year - on - year decrease of 12.3% [17] - The US was not persuaded to lower the oil price cap at the G7 meeting [18] Metal Futures - Freeport Indonesia's Manyar smelter will resume production in June and reach full capacity in December [20] - CBA expects gold prices to reach $3,750 per ounce in Q4 due to rising safe - haven demand and a weakening dollar [22] - SHFE adjusted the trading fees of alumina futures AO2509 contract [22] - The global lead market had a supply shortage in March 2025 [22] Black - Series Futures - Rebar production increased, factory inventory rose, social inventory decreased, and apparent demand declined [24] - China's cumulative power generation installed capacity increased by 15.9% year - on - year as of the end of April [24] - Steel social inventory in 21 cities decreased in mid - May, with a narrowing decline [24] - Global crude steel production in April 2025 decreased by 0.3% year - on - year [25] - The average profit per ton of coke in independent coking plants varied by region [26] Agricultural Product Futures - Malaysia's palm oil production and exports are expected to increase in May [28] - Nigeria's palm oil prices may rise due to Indonesia's export tax increase [28] - Market rumors suggest the US government may grant small refinery exemptions, reducing biodiesel production and oil consumption [29] - IGC maintains the 2025/26 global soybean production forecast, with increased trade and consumption [29] - US soybean export net sales data for different periods [30] - Canada's rapeseed exports increased, and commercial inventory was reported [30] - The proportion of US soybean and corn planting areas affected by drought [30] - US cotton ON - call unpriced orders data [31] - Argentina's soybean sales accelerated in the first two weeks of May [31] Financial Market Finance - The CSRC will optimize the listing environment for technology companies and implement a more flexible IPO adjustment mechanism [33] - A - shares closed lower on Thursday, with some sectors rising and others falling [35] - Hong Kong stocks declined, but two new stocks had a strong performance in the dark - market trading [35] - CATL's H - shares will be included in MSCI indices [36] - Lenovo Group's Q4 revenue and profit increased [36] Industry - China's cumulative power generation installed capacity increased, with significant growth in solar and wind power [37] - The Cyberspace Administration of China will launch a special campaign to rectify online "black - mouth" against enterprises [37] - The world's first "Intelligent Grading of Humanoid Robots" standard was released [39] - Shanghai introduced measures to promote the high - quality development of the technology service industry [39] - A group standard for all - solid - state batteries was released [39] - TOP100 real - estate enterprises' land reserves decreased in 2024 [39] - China's narrow - sense passenger car retail sales are expected to increase in May [40] - The "JD Takeaway" platform was interviewed by the market supervision department [40] Overseas - Fed Governor Waller suggests a possible rate cut in the second half of 2025 if tariffs stabilize [41] - US manufacturing and service PMI data in May [43] - Harvard University's international student enrollment qualification was revoked [43] - US existing - home sales decreased in April, with a rising median price [43] - US initial jobless claims decreased to a four - week low [43] - Eurozone's May PMI data, with a decline in the composite PMI [44] - European Central Bank's meeting minutes and market expectations for a rate cut [44] - Japan's core machinery orders increased significantly in March [44] - Thailand's court ruled that Yingluck Shinawatra should pay compensation [46] International Stocks - US stocks closed mixed, with the S&P 500 and Nasdaq recording three - day losses [47] - European stocks closed lower due to concerns about bond yields and tax reform [47] - Berkshire Hathaway's Greg Abel met with Japanese trading company executives [48] - Kraken plans to allow non - US customers to trade stocks in token form [48] Commodity - International precious metal futures declined, affected by the US fiscal deficit, inflation, and the dollar [50] - International oil prices weakened, pressured by OPEC + production increase expectations and US inventory [50] - London basic metals mostly fell, with supply - chain changes [50] - OPEC + is discussing a production increase in July [51] - SHFE adjusted the trading fees of alumina and natural rubber futures contracts [51] Bond - China's bond market continued to fluctuate, with the central bank conducting reverse - repurchase operations [52] - A member of the Bank of Japan's council believes no intervention in the bond market is necessary [54] - US Treasury yields declined across the board [54] - European bond yields showed mixed trends [54] Foreign Exchange - The on - shore RMB against the US dollar rose, and the central parity rate was adjusted up [55] - The RMB ranked fifth in global payment currency in April [55] - Japan's foreign - exchange official stated that exchange rates should be determined by the market [55] - The US dollar index rose, and most non - US currencies fell [57] Upcoming Economic Data and Events - Economic data release schedule including UK consumer confidence, Japan's CPI, etc. [59] - Event schedule including Trump's dinner invitation, central bank operations, and corporate earnings reports [61]

作为一个奔四的80后，你们知道我人生第一个偶像是谁吗？ 说来不好意思：哆啦A梦…… 坦白讲，小时候看蓝胖子，我最羡慕的道具不是任意门，也不是时光机，而是那一小块翻译魔芋。 吃一口，秒变联合国同声传译，走遍全世界不用查词典、背单词、比手画脚…… 那时候我真觉得，这玩意儿太遥远，估计得等上百年，可现在看着Google的新品，我感觉他们真的要做出来了。 就在这周二的Google年度开发者大会上，这家全球知名科技企业发布了一款看起来并不花哨的智能眼镜。 Google眼镜看起来和普通眼镜没啥区别 没有悬浮投影。没有炫酷外形。没有炫技参数。 但功能炸裂： 一 实时语音翻译，直接映射到镜片； 地图导航，不用低头，箭头就浮在你眼前； 还有视觉识别，能"看懂"你看到的一切。 也就是说，从这一秒起，语言障碍这个曾让全球游客焦虑的头号问题真的要被AI抹平了。 举个例子，你落地西班牙马德里，不会说Hola没关系。你说中文，它实时翻成西语。对方说西语，它自动显示成你看得懂的中文。 点菜、问路、交涉，全靠眼镜就行。 最关键的是，不需要"等翻译"，而是同步进行，就像你在和一个无形的导游并肩同行，替你实时解码这个世界。 这太疯狂了。你只需要 ...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 随着特朗普的税收法案在众议院批准后提交参议院，投资者努力应对利率上升和美国通胀的担忧，美债抛售暂歇，美股基准股指盘中全线反弹、但收盘涨跌 不一。 苹果七连跌，科技七巨头中独跌，特斯拉反弹近2%。税法取消了重要的清洁能源税收抵免，光伏板块暴跌，Sunrun跌37%。房利美涨超50%。核电股Oklo盘 后拉涨超10%。小鹏汽车回落近8%。 美众院通过减税案后，美债收益率短线回升，美国市场开盘后收益率大体持续走低。 比特币史上首次盘中逼近11.2万美元，再创新高。 OPEC+讨论7月大幅增产，沙特出手惩戒"配额叛徒"。 小米发布会：自研玄戒O1芯片登场、芯片要对标苹果，YU 7七月上市，定价19万9不可能！雷军：小米玄戒研发投入行业前三，立项目标"最新 工艺""旗舰级别""第一梯队"。 历史性时刻：比亚迪欧洲销量首次超越特斯拉，4月销量飙升169%。 "全球最强编程模型"来了！Anthropic发布Claude 4，连干七小时性能稳定。 原油跌超2%，为三连跌。黄金创近两周新高后一度转跌超1%。 亚洲时段，创业板收跌近1%，北证50跌 ...

周四，三大指数涨跌不一，道指与标普500指数录得连续第三日下跌。美国总统特朗普的税改法案周四 上午在众议院以215票赞成、214票反对、1票弃权的微弱优势通过。投资者担心该法案可能加剧财政赤 字。美国长期国债再度承压下跌，30年期美债收益率触及2023年10月以来最高水平。 【美股】截至收盘，道指跌1.35点，报41859.09点；纳指涨53.09点，涨幅为0.28%，报18925.73点；标 普500指数跌2.60点，跌幅为0.04%，报5842.01点。谷歌(GOOG.US)涨1.3%，英伟达(NVDA.US)涨近 1%，拼多多(PDD.US)涨3%，游戏驿站(GME.US)涨10%。纳斯达克中国金龙指数收跌1.2%，阿里巴巴 (BABA.US)跌1.7%，小鹏汽车(XPEV.US)跌近8%。 【欧股】德国DAX30指数跌116.48点，跌幅0.48%，报24001.21点；英国富时100指数跌47.89点，跌幅 0.55%，报8738.57点；法国CAC40指数跌46.05点，跌幅0.58%，报7864.44点；欧洲斯托克50指数跌 30.81点，跌幅0.56%，报5423.65点；西班牙IBEX35指 ...

迪士尼起诉YouTube及前高管违约。 ...

Goldman Sachs analyst Eric Sheridan maintained a Buy rating on Alphabet Inc GOOG GOOGL with a price forecast of $220 on Thursday.Sheridan said that expanding upon its recent AI announcements, Google’s Marketing Live keynote outlined Alphabet’s vision for launching AI tools and services in the context of digital advertising.The analyst noted that Google continues to repeat how AI can help increase ad spending performance across its suite of products.Also Read: Analyst Cautions On Snap As Meta And Google Bene ...

Shares of Alphabet (GOOG 2.53%) (GOOGL 2.73%) were moving higher again today as investors continue to react to the company's product announcements from yesterday's I/O developer conference. The gathering seemed to convince investors that Alphabet's artificial intelligence (AI) strategy was capable of driving growth and protecting its market share.At a time when the stock has fallen over antitrust concerns and signs that its close relationship with Apple could be vulnerable, these product announcements were ...

Google reportedly faces a fresh Justice Department probe over whether it violated antitrust law through its partnership with artificial intelligence chatbot firm Character.AI.DOJ officials informed Google that they are investigating whether it purposely structured a deal with Character.AI last year to avoid regulatory scrutiny. The Big Tech giant hired key members of Character.AI engineering team – including its co-founders – and secured a non-exclusive license to use its chatbot technology.“We’re always ha ...

Alphabet Inc. NASDAQ: GOOGL has had a bumpy ride in 2025. While peers continue to ride the AI wave and outperform the market, Alphabet has struggled to keep up. Shares are down close to 11% year-to-date, underperforming the broader market and the technology sector. Alphabet TodayGOOGLAlphabet$172.70 +4.14 (+2.45%) 52-Week Range$140.53▼$207.05Dividend Yield0.49%P/E Ratio21.41Price Target$199.75Add to WatchlistConcerns over competitive pressure in search, regulatory overhang, and questions about how quickly ...

智通财经5月23日电，谷歌近日宣布，其托管式人工智能平台Vertex AI正持续拓展平台能力，其中一项 重要进展是扩大Vertex AI模型库（Vertex AI Model Garden）中可用的第三方模型选择。 ...