英伟达跌超5%，市值蒸发1.77万亿元；人民币对美元升破6.85；重磅新规来了！整治“幽灵外卖”； 德国总理默茨参访宇树科技丨每经早参

Market Overview - The US stock market closed mixed, with the Nasdaq down 1.18%, S&P 500 down 0.54%, and Dow Jones up 0.03%. Major tech stocks mostly declined, with Nvidia dropping over 5%, losing a market value of $259.2 billion (approximately 1.77 trillion RMB), marking its largest single-day drop since April 16 of last year [2][5] - The onshore RMB against the USD traded at 6.8370, surpassing 6.85, with a cumulative appreciation of over 1400 points since November 2025, attributed to the stabilization of US-China trade relations and an improved external environment for China [5][8] Regulatory Developments - A new regulation titled "Regulations on the Implementation of Food Safety Responsibilities by Online Catering Service Operators" will take effect on June 1, requiring delivery-only restaurants to prominently display a "No Dine-in" sign on their main page, with platforms also required to show this on merchant listings [9] International Relations - German Chancellor Merz visited China, engaging with 10 Chinese companies and expressing interest in collaborating with more German firms to advance the global smart robotics industry [3][7] - The Chinese Ministry of Commerce reported that over ten commercial agreements were reached during Merz's visit, covering sectors such as automotive, machinery, energy, logistics, and finance, reflecting Germany's strong interest in deepening bilateral economic relations [7] Technology and Innovation - China's AI model API usage surged by 127% over three weeks, surpassing the US for the first time, with four Chinese models ranking in the global top five, indicating a rapid growth in domestic AI capabilities [10] - Huawei launched the public beta of its AI coding assistant, CodeArts, aimed at enhancing software development efficiency for developers and enterprises [19][20] Automotive Sector - NIO's chip subsidiary completed its first round of financing, raising over 2.2 billion RMB, which will enhance its core competitiveness in the electric vehicle market [17][18] - Tesla announced a new financial incentive policy in China, offering low-interest loans for all models, aimed at stimulating market demand [21][23] Pharmaceutical Sector - Changchun High-tech's stock surged over 12% following the approval of a clinical trial for a new drug targeting developmental issues in boys, indicating potential market opportunities in niche medical segments [24][25]