金十数据6月2日讯，加拿大钢铁和汽车零部件公司股票因美国对钢铁和铝征收新一轮关税而受到冲击。 钢铁制造商Algoma Steel和汽车零部件制造商Magna International跌幅居前。Linamar和Martinrea International等汽车零部件公司也受到冲击。公务机制造商庞巴迪也下跌，该公司曾将其业务比作汽车 行业。自今年2月特朗普首次对汽车行业征收25%关税以来，关税问题一直是该行业一大悬而未决的问 题。 加拿大钢铁和汽车零部件制造商股票因美国关税而下跌 ...

日本首相石破茂：我们无意在美国关税问题上让步。 ...

热点资讯 - China urges the US to correct its wrong practices in the semiconductor field and cancel unilateral tariff increases [3] - China's stance on the tariff issue is that tariff wars and trade wars have no winners, and protectionism harms the interests of all parties [3] - By 2027, China aims to improve the trading systems of carbon emission rights and water use rights and expand the scope of the national carbon emission trading market [3] - Trump criticized Powell for failing to lower borrowing costs, while Powell insisted that decisions would not be based on the president's requests [3] - A US federal appellate court suspended a lower - court ruling on Trump's tariffs on international trade partners, delaying the decision until at least June 9 [4] 板块表现 - Key sectors to focus on: fuel, caustic soda, glass, rapeseed meal, and Shanghai nickel [5] - Night - session performance of sectors: non - metallic building materials rose 2.89%, precious metals 29.36%, oilseeds 12.26%, soft commodities 2.43%, non - ferrous metals 19.18%, coal, coke, and steel ore 13.67%, energy 2.50%, chemicals 13.35%, grains 1.61%, and agricultural and sideline products 2.74% [5] 大类资产表现 Equity - Shanghai Composite Index rose 0.70% daily, 2.57% monthly, and 0.35% annually; SSE 50 rose 0.29% daily, 2.19% monthly, and 0.23% annually [7] - CSI 300 rose 0.59% daily, 2.34% monthly, and - 1.94% annually; CSI 500 rose 1.47% daily, 1.56% monthly, and - 0.10% annually [7] - S&P 500 rose 0.40% daily, 6.16% monthly, and 0.52% annually; Hang Seng Index rose 1.35% daily, 6.57% monthly, and 17.51% annually [7] - German DAX had no daily change, rose 6.85% monthly, and 20.74% annually; Nikkei 225 rose 1.88% daily, 6.62% monthly, and - 3.66% annually [7] - UK FTSE 100 fell 0.11% daily, rose 2.61% monthly, and 6.65% annually [7] Fixed - income - 10 - year Treasury bond futures fell 0.26% daily, 0.48% monthly, and 0.41% annually; 5 - year Treasury bond futures fell 0.15% daily, 0.22% monthly, and 0.63% annually [7] - 2 - year Treasury bond futures fell 0.06% daily, 0.02% monthly, and 0.61% annually [7] Commodity - CRB Commodity Index fell 0.85% daily, rose 0.69% monthly, and - 2.01% annually; WTI crude oil fell 1.57% daily, rose 4.61% monthly, and - 15.36% annually [7] - London spot gold rose 0.96% daily, 0.90% monthly, and 26.43% annually; LME copper rose 0.02% daily, 4.84% monthly, and 8.94% annually [7] - Wind Commodity Index fell 0.92% daily, 2.36% monthly, and rose 13.51% annually [7] Other - US Dollar Index fell 0.54% daily, 0.28% monthly, and 8.41% annually; CBOE Volatility Index had no daily change, fell 21.82% monthly, and rose 11.30% annually [7]

5月30日，外交部发言人林剑主持例行记者会。 综合自：央视新闻 责编：李丹 校对： 刘星莹 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 有记者就中美经贸谈判情况提问。 林剑表示，中方已多次阐明了在关税问题上的立场，具体问题建议你向中方的主管部门询问。 有记者就美国政客有关在美中国留学生的言论提问。 林剑表示，美方政府的有关言论充斥着意识形态偏见和冷战零和思维，任何抹黑攻击中国共产党、诋毁中国道 路和制度的企图，任何想把中国共产党同中国人民分割对立起来的企图都是痴心妄想、自不量力，都会遭到 14亿多中国人民坚决反对，注定失败。 有记者就中美相关出口管制措施提问。 林剑表示，中方出台的出口管制措施符合国际通行做法，是非歧视性，不针对特定国家。我们愿与有关国家和 地区加强出口管制领域对话合作，致力于维护全球产供链稳定，美方的有关做法是在泛化国家安全概念，将经 贸科技问题政治化、工具化，对中国进行恶意封锁和打压，我们对此坚决反对，并将坚决维护自身的正当权 益。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes E ...

Group 1 - The U.S. stock market is expected to end May with strong returns, but this may negatively impact the market on Friday due to a projected $20 billion stock sell-off by U.S. pension funds as part of their month-end rebalancing operations [1] - The sell-off is attributed to many pension plans adjusting their stock-bond allocation ratios, necessitating significant adjustments to rebalance these asset classes [1] - The SPDR S&P 500 ETF Trust (SPY) has risen over 6% this month, while the iShares 20+ Year Treasury Bond ETF (TLT) has declined nearly 4% [1] Group 2 - Short-term bonds have performed slightly better, but even the Vanguard Short-Term Treasury ETF (VGSH) may record negative returns this month [2] - The volatility in the bond market is unusual, especially for pension funds or institutional investors with substantial assets [2] - HSBC has upgraded its rating on U.S. stocks from "underweight" to "neutral," partly due to lighter holdings by long-term investors [2] - Some investors may see the pension fund sell-off as a buying opportunity, especially if they believe recent trade issues will improve [2] - There is a general sentiment on Wall Street that the worst of the tariff issues may be over, with expectations of a calming situation [2]

大众汽车CEO：与美国政府就关税问题举行了"公平、有建设性"的会谈。 ...

油脂早报 2025-05-30投资咨询部 | 分析师: | 王明伟 | | --- | --- | | 从业资格号： | F0283029 | | 投资咨询号： | Z0010442 | | TEL: | 0575-85226759 | 每日观点 豆油 1.基本面：MPOB报告显示，MPOB月报显示马棕3月产量环比减少9.8%至162万吨，出口环比减少14.74%至 149万吨，月末库存环比减少2.6%至183万吨。报告中性，减产不及预期。目前船调机构显示本月目前马 棕出口数据环比增加4%，后续进入增产季，棕榈油供应上有所增加。中性 2.基差：豆油现货7984，基差292，现货升水期货。偏多 3.库存：5月23日豆油商业库存88万吨，前86万吨，环比+2万吨，同比+11.7% 。偏空 4.盘面：期价运行在20日均线上方且方向向上。偏多 5.主力持仓：豆油主力多增。偏多 6.预期：油脂价格震荡整理，国内基本面宽松，国内油脂供应稳定。24/25年USDA南美产量预期较高，马 棕库存偏中性，需求有所好转，印尼B40促进国内消费，减少可供应量，但国际生柴利润偏低，需求疲软。 国内对加菜加征关税导致菜系领涨，国内油脂基 ...

策略师：关税问题反转是常态 短线交易难赚钱 金十数据5月30日讯，Ingalls & Snyder高级投资组合策略师Tim Ghriskey置评特朗普关税暂时恢复：市场 对关税问题已经麻木了，因为每天都有新消息新变化。现在我们又回到了特朗普掌权的时代。目前有很 多国家正在与美国进行贸易和关税谈判，时间框架很短。市场正在等待最终的解决方案，这可能对美国 整体有利，但可能不会与所有国家都成功达成协议。交易者会对这样的消息尽快做出反应，希望能获得 一点优势。但在股市上，快速交易并不能创造财富，财富是通过投资公司获得的……每天的变动只是沧 海一粟。正如我们所看到的，法院的裁决是相反的，所以作为交易者很难占据任何先机。而特朗普总统 又连续几天发表完全相反的声明，要么征收高额关税，要么取消关税。 ...

白宫新闻秘书莱维特：在法院裁决之后，美国财长贝森特和美国贸易代表格里尔已就关税问题与外国官 员保持联系。 ...

美国白宫：法院不应该在关税问题上发挥作用。 ...