5月29日，市场情绪回暖，4472只个股上涨，仅831只个股下跌，120只个股涨停，15只个股跌停，市场热点聚焦医药、无人驾驶、跨境支付等板块。 高位股方面，无人车辆概念全线爆发，逾20股涨停或涨超10%，云内动力7天5板，通达电气7天6板。算力股鸿博股份4天2板，核电板块中超控股19天12板、 王子新材14天7板、尚纬股份6连板、融发核电5连板。 | 代码 | 名称 | 几天几板 涨停分析 | 价格 | 张唱% | 换手率 | 成交额 | 自次涨停时间 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603390 | 通达中气 | 7天6板 自动驾驶物流车+车联网+比 17.56 | | +10.03% | 4.20% | 2.58 Z | 09:25:00 | | 603333 | 尚纬股份 | 6连板 核电电缆+控股股东变更+新 | 9.96 | +10.06% | 8.29% | 5.03 7 | 09:31:00 | | 000903 | 云内动力 | 7天5板 无人配送车+柴油机+配送机 5.56 | | +10.10% | 1.11% ...

美国总统特朗普：对税改立法草案的某些方面不满意，但对草案的其他方面还是感到满意的。 （参议院）在税收立法草案上需要获得许许多多的支持。 ...

20多年过去，马丁表示，中国人对于烟草的看法已发生嬗变。 在22年前的世界卫生大会上，《公约》获通过，成为世卫主持谈判的首个国际条约，并于2005年2月27日正式生效。目前全球已有183个《公约》缔约方，覆 盖全球约90%的人口。中国是第七十七个签约国，该《公约》自2006年1月9日在我国正式生效。三年之后，《上海市公共场所控制吸烟条例》颁布，这是中 国首部省级人大颁布的控烟地方法规。据马丁介绍，截至目前，中国已有24个城市实施了全面无烟政策，覆盖了全国16.2%的人口。 当前中国正处于扩大内需的关键节点，减少烟草消费可以带动餐饮、教育等其他国内消费，并减少医疗支出及环境负担。 "20多年前，在我第一次来到中国的时候，很多人告诉我，想要改变中国吸烟文化是不可能的。" 今年是《世界卫生组织烟草控制框架公约》（下称《公约》）生效20周年。时近第38个世界无烟日，在赶赴今年的世界卫生大会之前，世界卫生组织 （WHO，下称"世卫"）驻华代表马丁·泰勒（Martin Taylor）接受第一财经记者采访，并做出上述回忆。马丁出任世卫驻华代表是在2023年，但与中国结缘 却是在本世纪初。 但《健康中国2030》中提出的"到 ...

报告强调，企业在评估需求前景时表现出明显谨慎态度，并将重点转向成本削减，这直接反映了特朗普贸易政策带来的不确定性冲击。与此同 时，国会正在辩论的税收立法也让企业处于观望状态，进一步抑制了投资冲动。 剔除波动性较大的运输设备，4月份耐用品订单环比增长0.2%，好于市场持平的预期。 作为衡量企业设备投资的非波动性指标，核心资本货物订单（不包括飞机和军事硬件）上月下降1.3%，创去年10月以来最大跌幅，此前3月份的 数据向上修正为增长0.3%。 由于订单可能被取消，美国政府在计算国内生产总值（GDP）时更侧重于出货量数据，因为出货量反映了实际支付的发生。数据显示，4月份核心 资本货物出货量下降0.1%。 受商用飞机订单锐减拖累，美国4月份耐用品订单超预期下滑，核心资本货物订单（不包括飞机和军事硬件）下降1.3%，创去年10月以来最大跌 幅。在关税和税收政策不确定性的影响下，企业投资意愿正在减弱。 美国商务部周二公布的数据显示，美国4月耐用品订单环比初值暴跌6.3%，预期值为-7.8%，前值由9.20%修正为7.50%。 波动性较大的商用飞机订单在4月份暴跌51.5%，此前3月份有所增长。波音公司表示，4月份仅收到8 ...

Group 1 - The core viewpoint emphasizes the importance of legal norms and guarantees in ecological and environmental protection, highlighting the Ministry of Ecology and Environment's efforts in legislative promotion and standard upgrades [1] - The compilation of the Ecological Environment Code is a milestone in China's environmental legislation, with the draft being reviewed by the Standing Committee of the National People's Congress [1][2] - The implementation of the "Interim Regulations on Carbon Emission Trading Management" provides a clear legal basis for the carbon market, promoting its healthy development [1] Group 2 - The draft Ecological Environment Code consists of 1,188 articles and approximately 160,000 words, featuring five highlights including continuity, responsiveness, systematization, innovation, and foresight [2] - The Ministry has released a total of 3,040 national ecological environment standards, with 2,486 currently effective, as part of its standard optimization and upgrade efforts [3] - Since the reform of the ecological environment damage compensation system began, approximately 55,100 cases have been handled nationwide, involving compensation amounts exceeding 33 billion [3]

Core Viewpoint - The notion that the bond market will fluctuate due to U.S. tax legislation is deemed incorrect by U.S. Treasury Secretary Yellen [1] Bond Market Summary - The 30-year U.S. Treasury yield slightly decreased from around 5.05% to nearly 5.03%, showing an overall decline during the day [1] - The 20-year U.S. Treasury yield fell from approximately 5.06% to below 5.04% [1] - The 10-year U.S. Treasury yield dropped by about 2 basis points, approaching 4.5%, with an overall decline of around 2 basis points for the day [1] - The 2-year U.S. Treasury yield remained steady below 3.98% [1] Currency Market Summary - The U.S. Dollar Index fell from 99.35 to below 99.25, with a daily decline exceeding 0.7% [1]

库克要求得州州长Abbott要么修改立法草案，要么（对这个地方立法草案）行使否决权。（华尔街日 报） 苹果公司加大努力，对抗美国监管部门的儿童隐私立法努力。 CEO库克呼吁美国得州政府停止关于"阻止网络儿童安全"的立法。 ...

Core Viewpoint - The cryptocurrency market is experiencing a surge, particularly Bitcoin, which recently reached an all-time high of over $110,000, driven by increased attention from the U.S. government and President Trump [2][3] Group 1: Bitcoin and Market Dynamics - Bitcoin's market capitalization surpassed $2.1 trillion, making it the fifth-largest asset globally, following gold, Microsoft, Nvidia, and Apple [2] - The recent passing of a procedural vote on the "stablecoin bill" in the U.S. Senate is expected to lead to a full vote soon, contributing to positive market sentiment [3] - Coinbase Global's inclusion in the S&P 500 index has indirectly increased investment in digital currencies [3] - Other cryptocurrencies, such as Ethereum, have also seen price increases alongside Bitcoin's rise [3] Group 2: Trump Coin and Investor Engagement - The "Trump Coin" ($TRUMP) event on May 22 attracted investors who paid between $55,000 and $37.7 million to attend a dinner with President Trump, highlighting the financial interest in this meme coin [4][5] - Approximately $148 million was spent by investors to purchase "Trump Coin" to secure their seats at the dinner, with the top 25 holders spending over $111 million [4] - The Trump Group's affiliated companies hold 80% of "Trump Coin," generating over $320 million in fees from transactions [5] Group 3: Regulatory and Ethical Concerns - Trump's actions have raised ethical and legal concerns regarding potential conflicts of interest and the implications of using the presidency to boost the value of "Trump Coin" [9][10] - Critics argue that Trump's financial ties to "Trump Coin" could threaten public trust and national security, with concerns about foreign influence in U.S. policy-making [9][10] - A significant portion of "Trump Coin" holders are likely foreign investors, raising questions about foreign funding of presidential campaigns [10]

美元，再遭抛售！ 最近几天，美元持续下挫。5月21日，衡量美元对六种主要货币的美元指数再次跌破100，这也是美元连续第三 天下跌。5月22日盘中，美元指数继续弱势震荡，盘中最低触及99.43。其中，美元兑日元一度下跌0.6%至 142.81，创两周新低。 自今年1月高点以来，美元指数的累计跌幅已接近10%。彭博社指出，一项指标表明，货币期权交易员对美元 今后一年间走势的看空情绪达到历史顶峰。 此外，22日晚间消息，在特朗普税收法案勉强通过众议院后，美国30年期国债收益率短线拉升，日内上升逾2 个基点，报5.123%，为2023年10月以来的最高日内水平，距离2007年以来的最高点越来越近。这表明投资者 对特朗普的减税计划表示反对，对财政赤字的担忧也开始对股市产生越来越大的压力。 值得关注的是，在美元被抛售的同时，比特币却受到资金追捧。22日，比特币大涨超4%并突破11万美元大 关，创出历史新高。有分析指出，比特币升至历史新高，原因之一是投资者寻求美国资产的替代品。此外，美 国监管利好，也提振了加密货币市场。 22日，美股加密货币概念股盘前集体上涨，CleanSpark涨超5.6%， MARA Holdings ...

Core Viewpoint - Bitcoin has reached a new historical high, driven by multiple macroeconomic, policy, and structural factors, rather than just short-term market sentiment [3][4]. Price Movement - Bitcoin's price surged over 2.93% within 24 hours, breaking through the $110,000 mark and peaking at $111,800, with a latest price of $110,400, reflecting a 3.64% increase in 24 hours and a 29.6% increase for the month [1]. - Ethereum's latest price is $2,675, with a 24-hour increase of 5.65% and a monthly increase of 68.34% [1]. Regulatory Environment - The acceleration of stablecoin regulatory legislation in the U.S. has introduced stricter anti-money laundering regulations and consumer protection measures, contributing to the rise in Bitcoin's price [3]. - The advancement of the GENIUS Stablecoin Act is seen as a pathway for compliant funds to enter the digital asset market, enhancing market confidence in long-term capital inflows [3]. Market Dynamics - The market is shifting from retail-driven dynamics to being dominated by institutional capital, with increased activity in the derivatives market and a significant rise in leverage participation [4]. - The current market structure shows a high sensitivity to volatility due to the increased number of high-leverage positions, which could lead to a cascading liquidation effect in case of liquidity withdrawal or regulatory shifts [5]. Investor Sentiment - There is a high degree of consensus among market participants regarding optimistic expectations, which may create a reflexive risk environment [6]. - The current phase is characterized by high volatility, high leverage, and high emotional density, indicating a shift from a low-risk entry point to a more speculative environment [6].