深夜，全线拉升！

Core Viewpoint - The article discusses the current performance of major stock indices, notable movements in technology and semiconductor stocks, the outlook for Chinese companies, and the economic forecasts from the OECD regarding the U.S. and global growth rates. Group 1: Stock Market Performance - As of the report, the S&P 500 index rose by 0.32% to 5954.92 points, the Dow Jones Industrial Average increased by 0.13% to 42358.49 points, and the Nasdaq index climbed by 0.70% to 19377.49 points [1] - The technology sector showed mixed results, with Tesla rising over 1% as some models were included in China's 2025 new energy vehicle catalog, while Google fell by 1.1% [3] Group 2: Semiconductor Sector - The semiconductor sector exhibited varied performance, with COHERENT up by 1.4%, ARM rising by 1.3%, NVIDIA increasing by 1.0%, and Broadcom gaining 0.9%, while ASML dropped by 1.6% [4] Group 3: Chinese Companies - Chinese companies saw significant gains, with Hesai Technology surging by 8.3%, Sunwoda rising by 3.1%, and Xunlei increasing by 2.7%. Li Auto also rose over 6%, reporting a May delivery of 40,856 vehicles, a year-on-year increase of 16.7% [5] Group 4: Economic Outlook - The OECD has revised down the U.S. and global economic growth forecasts, with the U.S. growth rate for 2025 lowered from 2.2% to 1.6%, and the global growth forecast reduced to 2.9% [6] - Inflation is expected to rise to 3.2%, with the U.S. potentially nearing 4% [6] - Federal Reserve Chairman Jerome Powell's recent speech did not provide new signals regarding interest rate policy, as the market anticipates the upcoming U.S. non-farm payroll report [6][8] - Chicago Fed President Goolsbee indicated that if the Trump administration's tariff measures are not as aggressive as expected, the Fed may significantly lower rates within the next 15 months [7]