Nvidia(US:NVDA) Hua Er Jie Jian Wen·2025-05-28 06:59Group 1 - Japanese government bond auction demand was weak, leading to a significant drop in Japanese bonds and a rise in yields, with the 30-year bond yield increasing by 10 basis points to 2.93% [2][5] - The U.S. Treasury yields also rose, with the 10-year yield increasing by 3 basis points to 4.47%, nearing the highest levels since 2007 [5] - Concerns over U.S. fiscal health are growing due to rising deficits from tax cuts and tariffs, impacting investor sentiment towards the dollar, which has seen a nearly 7% decline this year [8] Group 2 - The semiconductor sector saw a rise in stock prices ahead of Nvidia's earnings report, with notable increases in shares of Samsung Electronics (up over 3%) and TSMC (up over 2%) [5] - Analysts expect strong demand for Nvidia chips in the coming quarters, supported by comments from major tech companies like Microsoft, Amazon, and Google [5] - Japan proposed purchasing billions of dollars worth of U.S. semiconductor products during trade negotiations, indicating potential growth in this sector [5] Group 3 - The Asian stock markets erased early gains, with the Hang Seng Index down by 0.6% and the Nikkei 225 closing nearly unchanged at 37,722.4 points [1] - The price of rebar steel has fallen to an eight-year low, trading around 2,958 yuan, with an 11% decline in price year-to-date [12] - Cryptocurrency markets experienced a downturn, with Bitcoin down by 0.2% and Ethereum down by 1.1% [9]