美欧关税谈判期限延长至7月9日，此前特朗普威胁6月1日起对欧盟征收50%关税。 美国4月新建单户型住宅销量折合年率增长11%，达到74.3万套，超出经济学家预期，创下2022年2月以 来的最高水平。这一增长主要得益于建筑商推出的降价和销售激励措施，新房市场表现优于二手房市 场。然而，前三个月数据被下修，且房屋库存仍接近历史高位，削弱了乐观情绪。市场分析认为，这一 增长可能更多是一种统计假象，而非需求的真正回升。Pantheon Macroeconomics首席美国经济学家 Samuel Tombs指出，鉴于当前抵押贷款利率仍徘徊在7%附近，未来几个月销售额仍有可能出现下降趋 势。此外，消费者对财务和就业前景的担忧也抑制了购房需求。 ③特朗普威胁：苹果、三星等在美销售的手机若非美国制造 将被征25%关税 特朗普上周五通过社交媒体表示，如果苹果不在美国生产iPhone，将对其征收至少25%的关税。随后不 久又升级了"关税威胁"，称这条规则也同样适用于三星和其它智能手机制造商。特朗普还表示，如果苹 果、三星在美国建厂，将免征关税。受此消息影响，苹果股价上周五收跌超3%，苹果供应链集体下 跌，博通跌近0.8%，高通跌 ...

美股核电概念股走高，NANO Nuclear涨30%、Oklo涨24%、Uranium Energy涨23%。 ...

美股核电概念股走高，NANO Nuclear30%、Oklo涨24%、Uranium Energy涨23%。 ...

Group 1 - Shares across the nuclear power industry surged following reports of President Trump's plans to sign executive orders aimed at streamlining the construction of new reactors, with electricity output expected to reach record highs in the U.S. over the next two years [1][7] - Constellation Energy, the largest nuclear operator in the U.S., saw a 3% increase in shares, while uranium mining firms such as Uranium Energy (23%), Energy Fuels (17%), Cameco Corp. (9.5%), and Centrus Energy (22%) also experienced significant gains [1] - Advanced reactor company Oklo's shares jumped 25%, with other nuclear tech firms like Nano Nuclear Energy (29%) and NuScale Power (16%) also seeing increases [2] Group 2 - The nuclear industry is expected to benefit from a budget bill that includes provisions preserving tax credits for nuclear energy, despite cuts to clean energy manufacturing tax credits by 2031 [3] - The Energy Information Administration reported that U.S. power output is projected to reach 4,205 billion kilowatt hours in 2025, driven by increased demand from AI data centers and other sectors [4][7] - Analysts forecast a significant rise in power demand at data centers, potentially reaching 400 terawatt-hours by 2030, up from less than 100 terawatt-hours in 2020 [4]

Market Overview - Major US stock indices opened significantly lower, with the Dow Jones down 1.12%, Nasdaq down 1.59%, and S&P 500 down 1.24% [2] - The technology sector, particularly the "Big Seven" tech companies, experienced collective declines, with Apple dropping nearly 4% [2][10] - European stock indices also fell, with Germany's DAX down 2.31%, France's CAC40 down 2.75%, and the UK's FTSE 100 down 1.16% [6][7] Company-Specific Movements - Apple's market capitalization decreased by over $100 billion as it opened down more than 3% [1][2] - Alibaba's stock fell nearly 2%, while Miniso's stock plummeted over 16% following its earnings report [1][2] - Other tech stocks such as Nvidia and Amazon saw pre-market declines exceeding 3%, while Intel, TSMC, AMD, and META dropped over 2%, and Tesla fell nearly 2% [8] Futures and Pre-Market Activity - Dow futures were down 1.26%, S&P 500 futures down 1.42%, and Nasdaq futures down 1.81% [4][5] - The pre-market activity indicated a significant downturn for various stocks, with Ross Stores down over 11% and Miniso down nearly 9% due to pressure from tariffs [11][12]

Group 1 - The Dow futures fell by 0.17%, S&P 500 futures decreased by 0.09%, and Nasdaq futures dropped by 0.11% [1] - Trump is expected to sign an executive order to stimulate the nuclear energy industry, leading to significant increases in nuclear-related stocks, with Uranium Energy up 14.34%, Constellation Energy up 5.07%, and Oklo up 19.23% [1] - Popular Chinese concept stocks mostly rose, with Ctrip increasing by 1.99% and Baidu by 1.16% [1] Group 2 - Tesla's electric vehicle registrations in Europe were surpassed by BYD, with Tesla registering 7,165 units and BYD 7,231 units in April, marking a 49% drop for Tesla and a 169% increase for BYD [2] - Major U.S. banks are exploring the issuance of a joint stablecoin to enter the cryptocurrency market, with discussions involving JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo [2] Group 3 - Ross Stores reported Q1 revenue of $5 billion and earnings per share of $1.47, exceeding market expectations, but withdrew its full-year guidance due to increased uncertainty from tariffs, resulting in an 11.69% drop in stock price [3] - SpaceX received FAA approval for its ninth test flight of the Starship after completing a safety review of the eighth flight, with the requirement to implement corrective measures identified during the investigation [3] - GlaxoSmithKline's asthma drug received FDA approval for treating chronic lung disease commonly known as "smoker's lung," which is a leading cause of death globally, resulting in a 0.82% increase in stock price [3]