金十数据全球财经早餐 | 2025年6月2日

Group 1: Trade and Tariffs - The U.S. plans to increase tariffs on imported steel and aluminum, with the EU preparing to retaliate [2][10][15] - The U.S. Trade Representative indicated that tariff lawsuits have not affected trade negotiations and plans to meet with EU trade representatives [11] Group 2: Economic Indicators - The U.S. April core PCE price index recorded a year-on-year rate of 2.5%, the lowest since March 2021, supporting market bets on a potential interest rate cut by the Federal Reserve [2][16] - China's manufacturing PMI for May was reported at 49.5, indicating an improvement in manufacturing sentiment [2][20] Group 3: Oil Market - OPEC+ announced an increase in oil production by 411,000 barrels per day starting in July, leading to a drop in international oil prices [3][18] - WTI crude oil fell by 0.58% to $60.26 per barrel, while Brent crude dropped by 1.14% to $62.58 per barrel [3][7] Group 4: Stock Market Performance - U.S. stock indices showed mixed results, with the Dow Jones up by 0.13% and the Nasdaq down by 0.32%, influenced by declines in major tech stocks [3][4] - Hong Kong's Hang Seng Index fell by 1.2%, with significant losses in technology and consumer stocks [4][5] Group 5: Industry Developments - The Chinese Ministry of Industry and Information Technology is intensifying efforts to regulate "involution" competition in the automotive industry [2][20] - The pharmaceutical sector in Hong Kong saw gains, with Fosun Pharma rising by 9.89% [4]