金十数据全球财经早餐 | 2025年5月9日

Group 1 - The US and UK have reached a "breakthrough" trade agreement, which includes maintaining a 10% baseline tariff on the UK, expanding market access, and eliminating tariffs on UK steel and aluminum [2][9] - The US is considering enforcement actions on imported services and has secured a $10 billion Boeing aircraft procurement agreement with the UK [9][10] - The UK central bank has lowered interest rates by 25 basis points, indicating a divided vote among policymakers [10] Group 2 - International oil prices surged over 3% due to the US-UK trade agreement and sanctions on Iranian oil, with WTI crude closing at $60.22 per barrel, up 3.99% [3][6] - The US stock market saw gains, with the Dow Jones up 0.6%, S&P 500 up 0.58%, and Nasdaq up 1.07%, driven by cryptocurrency stocks [3][6] - The Hong Kong stock market experienced fluctuations, with the Hang Seng Index closing up 0.37% and significant trading activity in sectors like new energy materials and domestic retail [4][6] Group 3 - The Chinese government is focusing on enhancing domestic demand, particularly in consumption, to drive economic growth [13] - Huawei has launched its Harmony OS computer, marking a breakthrough for domestic PC operating systems [13] - The Chinese and Russian governments have signed a joint statement to deepen their strategic partnership, emphasizing the importance of constructive relations for global stability [11][13]