摘要现货黄金周二（5月6日）日K收涨，美市尾盘，现货黄金收报3431.54美元/盎司，上涨97.35美元或 2.92%，日内最高上探3434.80美元/盎司，最低触及3323.14美元/盎司。 现货黄金周二（5月6日）日K收涨，美市尾盘，现货黄金收报3431.54美元/盎司，上涨97.35美元或 2.92%，日内最高上探3434.80美元/盎司，最低触及3323.14美元/盎司。 美国商品期货交易委员会(CFTC)数据显示，截至5月6日，黄金ETF持有量为937.96吨，较上一交易日减 持1.43吨。 黄金ETF最新持仓数据： （注：黄金ETF持仓增加，表明买盘增加，市场看涨黄金的情绪升温，利多黄金；黄金ETF持仓减少， 表明卖盘增加，市场看跌黄金的情绪升温，利空黄金。） 【要闻回顾】 美股周二连续第二个交易日走低，因美国总统特朗普和财长贝森特的讲话几乎未提供达成任何贸易协议 的明确时间表。 特朗普表示，他和政府高层官员将在未来两周内审查潜在的贸易协议，以决定接受哪些协议。此外，特 朗普还首次会见了加拿大总理卡尼，但没有立即取得成果。 特朗普的讲话与贝森特此前的表态有些背道而驰，贝森特表示，政府最早可能在本周 ...

美国财长贝森特、贸易代表格里尔周末将在瑞士与中国副总理何立峰等高层官员举行经贸会谈，这是特朗普全面加征关税以来中美双方首次证实的贸易谈 判。 隔夜要点 · 美国股市周二连续第二个交易日走低，因特朗普和财长贝森特的讲话几乎未提供达成任何贸易协议的明确时间表。美国公债价格上涨，收益率下跌，指标 10年期公债标售表现良好，暗示对美债的需求依然未变，给其他年期公债也带去提振。美元普遍下跌，因担心美国总统特朗普鼓吹的贸易协议尚未达成。油 价攀升约3%，因有迹象表明欧洲和中国的需求增加，美国产量下降，中东局势紧张，以及在油价跌至四年低点的第二天出现了买家。金价升至两周高点， 受中国假期后购买和对美国可能对进口药品征收关税的担忧支撑，同时投资者等待美联储政策会议的结果。 | 股市指数 | 收报 | | 日变动% 年初至今变动% | | --- | --- | --- | --- | | 纳斯达克指数 | 17689.66 | (0.87) | (8.39) | | 标普500指数 | 5606.91 | (0.77) | (4.67) | | 道琼斯工业均指 | 40829.00 | (0.95) | (4.03) | | ...

Core Viewpoint - The UK government has reached a trade agreement with India, which includes tariff reductions on products such as whisky, gin, cosmetics, and vehicles, expected to boost the UK economy by £4.8 billion annually in the long term, equivalent to 0.17% of its GDP [1] Group 1 - The trade agreement aims to reduce tariffs on various products, including whisky and gin [1] - The estimated economic benefit of the agreement for the UK is £4.8 billion per year [1] - This economic boost represents approximately 0.17% of the UK's GDP [1]

Core Viewpoint - The U.S. Treasury Secretary emphasizes the need to stabilize the situation before advancing further actions, indicating that current uncertainties, particularly from Trump's administration, may lead to market volatility while ensuring favorable trade agreements are pursued [1] Group 1 - The necessity to first ease tensions is highlighted as a prerequisite for subsequent actions [1] - The potential for "strategic uncertainty" under Trump's leadership is noted as a factor that could disrupt market stability [1] - The commitment to securing the most advantageous trade agreements is reaffirmed [1]

美国总统特朗普：正在考虑与许多国家达成贸易协议。 ...

美国总统特朗普：（关于贸易协议）我们并不混乱，而是具有弹性。 ...

印度商务部长：根据印英贸易协议，99%的印度出口将受益于零关税。 ...

第三，中国显然看透了特朗普的布局。彭博社分析报道称，应对贝森特的包围计划，中国开始行动。一 方面，警告不要达成损害中国利益的协议，这一信息已为世界各国所洞悉；另一方面，建议欧洲人、日 本人和韩国人联合起来对抗特朗普。更重要的是，越来越多的国家已经相信中国是捍卫经济秩序的一 方。 中国策略产生了回响。日本已经明确表示，将会反击任何美国试图将其纳入与中国经济对立的努力，欧 盟也明确表示不会放松与中国的经济联系。 美国"首份贸易协议"究竟花落谁家，是决定短期情绪能否持续的关键变量：如果是与日本、韩国或欧盟 达成，意味着美国真正打破了以往"只顾自己、不管盟友"的惯例，市场才会把这一消息当作"实质性进 展"来接纳；反之，如果只是和某个与中国竞争力不强的"小国"签署一纸象征性协议，那么多数投资者 很可能会在初步欢呼后迅速冷静，重新审视中美谈判的真实进度，从而对已收复的涨幅进行回吐。 因此，短期内市场将继续"等待"那一纸协议公布之时，随即在喜悦与失望之间剧烈波动。（华尔街情报 圈） 特朗普安抚市场的策略奏效，即每天都称"贸易协议取得进展"，美国股市本周已经完全收复4月2日以来 的跌幅。 第一，距离4月2日已经过去整整一个月 ...

Group 1: Currency and Trade Impacts - The US dollar weakened against most major currencies, influenced by speculation around potential trade agreements, leading to a significant rise in the Taiwan dollar [1] - Hong Kong authorities defended the peg to the US dollar by injecting a record amount of funds, totaling HKD 116.614 billion, to absorb dollar selling pressure [1] - The Japanese yen rose approximately 0.9%, leading gains among G10 currencies, while the euro surpassed the 1.13 mark against the dollar [1] Group 2: US Film Industry and Tariffs - President Trump stated that the US film industry is rapidly declining due to foreign incentives attracting filmmakers away from the US, which he views as a national security threat [3] - Trump authorized the Commerce Department to impose a 100% tariff on films produced abroad entering the US, aiming to encourage domestic film production [3] Group 3: Ford Motor Company and Tariff Impact - Ford Motor Company retracted its guidance for adjusted EBIT of $8.5 billion for the year, citing the impact of Trump's tariffs on its profits [3] - The company anticipates a net reduction of approximately $1.5 billion in adjusted EBIT by 2025 due to tariffs, with an overall impact estimated at $2.5 billion [3] Group 4: Palantir Technologies Performance - Palantir Technologies' stock fell over 8% after its earnings report failed to meet investor expectations [4] - The company's stock had previously surged, exceeding 200 times its expected earnings, making it the highest P/E ratio company in the Nasdaq 100 index [5] - Palantir raised its 2025 revenue forecast from approximately $3.75 billion to about $3.9 billion, reflecting a 36% year-over-year growth [6] Group 5: Apple Inc. Bond Issuance - Apple issued $4.5 billion in bonds, marking its first issuance in two years, with plans to use the proceeds for stock buybacks and debt repayment [8] - The bond issuance includes $1.5 billion in three-year bonds and $1 billion each in five-year, seven-year, and ten-year bonds [8] - Apple has $8 billion in debt maturing between May and November [9] Group 6: OpenAI Organizational Structure - OpenAI announced that its non-profit organization will retain control over the company even after restructuring into a public benefit corporation [10] - The restructuring aims to attract more investment while allowing the non-profit to maintain oversight, changing the company's equity structure to include shares for employees, investors, and the non-profit [11]

美国商务部长卢特尼克：我们很快就会达成一些贸易协议。 ...