美日长债拍卖遭遇“滑铁卢”，华尔街预警美主权评级还将连降六级；特朗普为何突然对欧盟“发飙”；算力+多模态+智能体，英伟达、谷歌、微软对决升级 | 一周国际财经

Group 1: Market Overview - The long-term bond auctions in the US and Japan faced significant demand issues, raising concerns about the global bond market and the potential for a "scramble" between US and Japanese bonds [4][5][6] - The US 30-year Treasury yield exceeded 5.15%, marking the highest level since 2007, while Japan's 30-year and 40-year bond yields reached historical highs of 3.19% and 3.7% respectively [6][13] - The auction results indicated a decline in demand, with the bid-to-cover ratio for the US 20-year bond dropping to 2.46, the lowest since February [7][8] Group 2: Dollar and Credit Rating Concerns - There is a historical peak in bearish sentiment towards the US dollar, with options traders showing significant pessimism about its future performance [16][20] - The market anticipates a potential downgrade of the US sovereign credit rating by six levels to BBB+, reflecting concerns over rising public debt and economic policies [22][24] - The dollar index has fallen approximately 10% from its yearly high, with net short positions reaching $17.32 billion, indicating a lack of confidence in the dollar [20][16] Group 3: Corporate Developments - Major tech companies like Nvidia, Google, and Microsoft are intensifying competition in AI, with Nvidia launching NVLink Fusion and Google unveiling the Gemini model [48][51][57] - Nvidia's new products include the GB300 chip, which boasts significant performance improvements, and advancements in AI applications for autonomous vehicles [52][54] - Microsoft introduced GitHub Copilot as an intelligent programming partner, enhancing its capabilities for developers [59] Group 4: International Trade Tensions - President Trump proposed a 50% tariff on EU goods starting June 1, citing unfair trade practices, which led to significant declines in European stock indices [34][35] - The EU is preparing to respond to US tariffs, emphasizing the need for mutual respect in trade negotiations [35] - Trump's comments also targeted Apple and Samsung, suggesting tariffs on foreign-manufactured products unless they establish production in the US [34][35]