Group 1 - The core conflict between President Trump and Elon Musk escalated, with Trump threatening to revoke government contracts from Musk's companies, leading to a significant drop in Tesla's stock price by over 14%, resulting in a market value loss of $152 billion (approximately 1.0922 trillion RMB) [1] - Recent reports indicate a potential reconciliation between Trump and Musk, as Tesla's stock saw a pre-market increase of 4.8% following news of a scheduled call between the two [1] Group 2 - The recent communication between Chinese and U.S. leaders has positively impacted the A-share and Hong Kong markets, with expectations for a second round of talks that could lead to a relaxation of U.S. high-tech restrictions and a potential cancellation of the 20% tariff on fentanyl [3] Group 3 - The U.S. ADP employment data showed a significant increase in initial jobless claims to 247,000, exceeding expectations, indicating a potential deterioration in the U.S. job market [4] - The upcoming U.S. non-farm payroll data is anticipated to show a substantial slowdown in job growth, with expectations of only 125,000 new jobs added, while the unemployment rate is expected to remain at 4.2% [4] Group 4 - Circle, known as the "first stock of stablecoins," saw a remarkable 168% increase on its first trading day, while other stocks like Sifang Precision and Cuiwei Co. experienced declines of 7% and nearly 8%, respectively [5] Group 5 - Precious metals such as silver and platinum have seen significant price increases, with silver reaching $36.06 per ounce, the highest since February 2012, and platinum rising by 4.8% [6] - A notable number of companies have announced share reductions, with 63 companies reducing shares on one day and 87 on the following day, indicating a trend of profit-taking among major shareholders [6] Group 6 - The offshore RMB strengthened against the dollar, surpassing 7.18, attributed to a weaker dollar and resilient Chinese economic performance [8] Group 7 - The market closed with the Shanghai Composite Index slightly up by 0.04%, while the ChiNext Index and Hong Kong's Hang Seng Index saw declines of 0.45% and 0.48%, respectively, with trading volume decreasing to 1.17 trillion [10] Group 8 - In terms of industry performance, sectors such as non-ferrous metals, telecommunications, oil and petrochemicals, and construction materials led the gains, while industries like beauty care, textiles, food and beverage, and non-bank financials lagged behind [12]
今晚两大重磅事件!A股节后四连涨,特朗普、马斯克要和解?