早餐 | 2025年6月4日

Group 1: Market Movements - The Dow Jones Industrial Average has experienced a four-day increase, with Nvidia rising nearly 3%, marking its first return to the top market capitalization in over four months [1] - Gold prices fell over 1% during the trading session, while oil prices increased by 2% [1] Group 2: Trade Relations and Policies - The White House announced that leaders from China and the U.S. will hold talks this week, with no further information provided by the Chinese Foreign Ministry [1] - The EU plans to restrict Chinese companies' participation in public procurement for medical devices, with Chinese authorities asserting their commitment to protect the legal rights of Chinese enterprises [1] - Trump announced an increase in steel and aluminum tariffs to 50% starting June 4, while maintaining a 25% tariff on imports from the UK [1] - The White House confirmed sending letters to trade negotiation partners urging them to submit proposals, following reports of Trump issuing an ultimatum for countries to provide their "best trade proposals" by Wednesday [1] Group 3: Economic Indicators - U.S. inflation concerns are highlighted by Federal Reserve officials warning that tariffs could lead to persistent inflation or even stagflation [1] - The U.S. JOLTS job openings unexpectedly increased in April, with hiring and layoffs rising, while voluntary resignations decreased [1] - The U.S. Bureau of Labor Statistics is set to revise many data points in the April employment report, although key indicators like the unemployment rate will remain unaffected [1] - The Eurozone's preliminary harmonized CPI for May showed a year-on-year increase of 1.9%, falling below the European Central Bank's 2% target for the first time in eight months, supporting further rate cuts by the ECB [1] - The OECD has downgraded its global growth forecast for the second time this year, citing the U.S. as one of the countries most severely impacted by tariffs, reducing the U.S. economic growth expectation from 2.8% to 1.6% [1] Group 4: Corporate Developments - In South Korea, Lee Jae-myung has been elected president and expressed intentions to engage in dialogue with North Korea [1] - Xiaomi's investor conference revealed that the pricing for the YU7 model will be determined one to two days before its launch, and the standard version will not be priced just 20,000 yuan higher than the SU7 model; Lei Jun emphasized a strategy against price wars, with expectations for the automotive business to achieve profitability in the third or fourth quarter [1]