韩国产业通商资源部长官安德根将于周三前往华盛顿，与美国贸易代表办公室就关税问题进行会谈。 ...

Group 1 - The Liberal Party, led by Prime Minister Mark Carney, won the Canadian federal election, reversing a significant decline in support following former Prime Minister Trudeau's resignation [2][3] - The shift in public opinion was influenced by the current U.S. administration's threats, including tariffs and comments about annexing Canada, which galvanized Canadian voters to support the Liberal Party [3][5] - Canadian voters expressed a desire for a government that prioritizes national interests and maintains a strong stance against U.S. pressures, indicating a shift in focus from domestic issues to foreign relations [10][12] Group 2 - The new government under Carney will face critical tasks, including addressing trade relations and tariffs with the U.S., which are seen as significant threats to the Canadian economy [14] - There is an expectation for the government to engage with other international partners to develop new markets and reduce dependency on the U.S. [12][14] - Voter sentiment indicates a strong preference for a government that is not conservative and focuses on reducing trade barriers and addressing the needs of affected citizens [10][12]

辉瑞制药的CEO称，与美国白宫围绕特朗普关税问题进行了富有成效的沟通。 辉瑞制药（PFE）涨幅扩大至超过2.5%。 ...

外交部发言人郭嘉昆主持例行记者会。有记者就波音公司飞回拟交付飞机以及相关关税问题提问。 对此，郭嘉昆表示，有关具体的项目中国商务部已经发布了有关消息，你可以查阅。我想，中方在关税 问题上的立场是一贯的。我们也想再次强调，如果美方希望通过对话来解决问题的话，那么就要停止威 胁和施压，在平等、尊重、互惠的基础上同中方开展对话。（央视） ...

Report Summary 1. Report Industry Investment Rating - No information provided on the industry investment rating in the given content. 2. Report's Core View - The report focuses on the zinc market, stating that zinc is in a range - bound consolidation. The trend intensity of zinc is 0, indicating a neutral outlook [1][2]. 3. Summary by Related Content Fundamental Tracking - **Prices**: The closing price of the Shanghai Zinc main contract was 22,520 yuan/ton, down 1.01% from the previous day, and the closing price of the LME Zinc 3M electronic trading was 2,645.5 dollars/ton, down 2.20% [1]. - **Volumes and Positions**: The trading volume of the Shanghai Zinc main contract was 149,791 lots, a decrease of 53,425 lots; the trading volume of LME Zinc was 5,473 lots, an increase of 471 lots. The position of the Shanghai Zinc main contract was 117,883 lots, a decrease of 4,544 lots; the position of LME Zinc was 207,331 lots, an increase of 2,089 lots [1]. - **Premiums and Discounts**: The premium of Shanghai 0 zinc was 165 yuan/ton, down 10 yuan/ton; the premium of Guangdong 0 zinc was 480 yuan/ton, up 50 yuan/ton; the premium of Tianjin 0 zinc was 245 yuan/ton, down 10 yuan/ton. The LME CASH - 3M premium was - 34.73 dollars/ton, down 1.3 dollars/ton [1]. - **Inventory**: The inventory of Shanghai Zinc futures was 2,856 tons, a decrease of 329 tons; the LME zinc inventory was 179,325 tons, a decrease of 725 tons [1]. News - China's Ministry of Foreign Affairs stated that China and the US have not conducted consultations or negotiations on tariff issues [2].

标普500指数惊险五连涨，英伟达跌超2%、和纳指止步四连阳，恩智浦盘后一度重挫超8%，蔚来 涨超7%。 中国外交部：中美双方并没有就关税问题进行磋商或谈判。 美财政部Q2借款预期大幅上调超三倍至5140亿美元，剔除债务上限影响后，借款需求不增反降。 美国共和党要地达拉斯联储制造业调查崩了，受访者聚焦关税。 美国"涨价"开始了，亚马逊近千商品平均涨价29%，Shein前100商品平均涨价51%。 西班牙、葡萄牙周一大范围停电，民众抢购物资以备不时之需，目前部分地区电力供应已恢复。 普京宣布5月8日起停火72小时，庆祝卫国战争胜利80周年；乌外长：想要和平应立即停火。 中国黄金协会：一季度国内黄金ETF持仓同比多增328%，黄金首饰消费同比下降26.85%。 阿里发布并开源Qwen3，无缝集成思考模式、支持119种语言、便于Agent调用。 泡泡玛特再刷屏，App连续两天霸榜，海外大排长龙，股价暴涨10%。 ...

活动现场，众多游戏玩家热情高涨。自上午起，便有不少人在东京附近的幕张展览中心外排起长队，只 为能第一时间上手体验Switch 2上的《马里奥赛车世界》《大金刚：富矿》等游戏。这一场景无疑彰显 出消费者对Switch继任者的强烈需求。 【环球网科技综合报道】4月28日，据路透社消息，近日，在东京附近的一场活动中，日本任天堂粉丝 得以提前体验备受期待的新款Switch 2游戏设备。然而，在全球贸易局势波谲云诡、关税问题持续发酵 的背景下，这场预发布活动不仅承载着玩家对新品的好奇与期待，也笼罩着对价格可能上涨的担忧。 事实上，自2017年推出以来，Switch销量已突破1.5亿台，成功扭转了任天堂的命运，其市场影响力不 容小觑。此次任天堂在日本举办的Switch 2抽奖活动，便吸引了高达220万份申请，但受限于供应量， 难以满足所有消费者的需求。28岁的桥口辉马幸运地通过抽签成为首批购买者之一，不过他也坦 言："说实话，我觉得自己没机会了。社交媒体上每个人都说他们错过了，所以我觉得我也错过了。"这 一表述从侧面反映出Switch 2的火爆程度与市场需求的旺盛。 尽管市场需求强劲，但关税问题却如同一颗"定时炸弹"，给 ...

Group 1 - The market remains relatively stable, largely supported by major banks like Industrial and Commercial Bank of China and Agricultural Bank of China, which have reached historical highs and provide a sense of security to the overall market [1][3] - Despite the overall market stability, many individual stocks are struggling to recover from the gaps created by tariff issues, indicating a challenging journey ahead for these stocks [3][5] - The period around late April is particularly difficult for small-cap stocks due to earnings disclosures, with many stocks facing significant declines during this time [3][5] Group 2 - As May approaches, there is a sense of optimism that the earnings clouds may finally dissipate, yet investor sentiment remains cautious due to ongoing tariff uncertainties [5][7] - The saying "May is poor, June is bleak, and July will turn around" serves as a reminder that even with a new month, the market may still face turbulence [5][7] - In the medium to long term, the market's valuation advantage persists, indicating that the current level around 3300 points is not necessarily overvalued, with valuations oscillating between undervaluation and overvaluation [7]

不久前，美国总统特朗普公开在关税问题上对华示好，这有可能会让印度总理莫迪非常尴尬。毕竟，就在不久前，印度还刚刚在关税问题上对美国交出 了"投名状"，摆出了一副与美国"并肩作战"应对中方的架势。结果转头特朗普却要对华妥协，这显然会让才"得罪"了中方不久的印度非常尴尬且无语。 美国突然对华示好，最尴尬的恐怕就是印度总理莫迪了。因为就在周一，印度方面还刚刚宣布对钢铁产品加征12%的关税。而中方目前正是印度第二大钢铁 进口来源国，印度此举的意思可谓不言而喻。甚至就在不久前，印度方面又传出消息，愿意为美国"接盘"，买下被中方航司拒绝接收的波音客机。 很显然，不论是故意加高关税，还是"接盘"中方退回的波音飞机，印度的这些举动显然都说明，莫迪正准备与美国站在同一条战壕里，与美国在贸易战当 中"并肩作战"。而印度之所以对华出招，有可能是有以下的考量，一是为了讨好美国，换取美国在"对等关税"上对于印度的"豁免"；二是希望能够以此来讨 好美国，获得美国的投资或者技术转移以发展经济；三是通过竖立关税壁垒，促进印度本国制造业的发展。 当地时间22日，美国总统特朗普公开表示对中方的145%关税过高，并且表示了要下调关税的意思。外界普遍 ...

Group 1 - The concern about a second bottom in the A-share market is not unfounded, as there are still uncertainties regarding tariff issues and historical K-line patterns resemble those from February 2020 [1][3] - The A-share market has over 5,000 stocks that have moved away from a synchronized rise and fall, indicating that historical patterns may not repeat simply [4][6] - The essence of whether a second bottom will occur depends on the institutional investors' accumulation of shares; insufficient institutional holdings may lead to stagnant stock prices even in a rising market [6][11] Group 2 - Institutional trading behavior is crucial for understanding stock price movements, as evidenced by the differing performances of stocks after the market correction in September 2022 [6][8] - The "institutional inventory" data, which reflects the activity level of institutional funds, indicates that stocks with active institutional trading are more likely to sustain price increases [11][12] - Current institutional inventory levels are higher than those observed during the Spring Festival, suggesting that despite market fluctuations, institutional operations remain active [16]