Market Overview - US stock indices experienced fluctuations, with the Dow Jones down 0.22%, Nasdaq up 0.32%, and S&P 500 up 0.01. The VIX index fell 0.45% to 17.61. The US dollar index decreased by 0.45% to 98.82. The yield on the 10-year US Treasury bond dropped by 2.244% to 4.356%, with a spread of 48.7 basis points compared to the 2-year bond yield. Spot gold rose by 0.56% to $3,372.18 per ounce, while Brent crude oil fell by 1.11% to $64.84 [1]. Industry & Stocks - In the industry sector, apart from energy, utilities, and consumer staples which fell by 1.95%, 1.75%, and 0.7% respectively, the other seven sectors of the S&P 500 saw gains: semiconductors up 1.49%, communications up 0.64%, materials up 0.38%, real estate up 0.31%, healthcare up 0.2%, technology up 0.15%, and industrials up 0.06 [1]. - Chinese concept stocks mostly rose, with KWEB up 2.48%, TSMC up 2.42%, Alibaba up 3.9%, Pinduoduo up 1.34%, JD.com up 2.84%, Li Auto down 0.17%, Xpeng up 3.77%, Futu up 6.93%, and NIO up 6.23 [1]. Focus of the Day - STMicroelectronics CEO Jean-Marc Chery indicated signs of market recovery, expecting increased demand that could boost performance in upcoming quarters. The company anticipates achieving the midpoint of its revenue forecast for Q2, which is $2.71 billion [3]. - Broadcom announced the shipment of its latest data center switch chip, Tomahawk 6, which boasts an Ethernet switching capacity of 102.4 terabits per second, double that of any current market Ethernet switch bandwidth. This chip is designed for data centers running AI processor clusters [5]. - The German government approved a tax relief plan worth €46 billion aimed at stimulating economic growth, which includes favorable depreciation options for businesses [6]. - India formally challenged the US over increased auto tariffs at the WTO, indicating a tougher trade stance despite ongoing negotiations for a temporary agreement [7]. Tesla Sales Data - Tesla's wholesale sales in China for May reached 61,662 units, a year-on-year decline of 15%. In Europe, sales plummeted, with UK sales down 45.8% to 1,758 units and German sales down 36.2% to 1,210 units [9]. - Cathie Wood's Ark Invest reduced its Tesla holdings by approximately 50,000 shares, realizing about $17 million, despite previously projecting a price target of $2,600 for Tesla [9]. Cryptocurrency Insights - Coinbase CEO Brian Armstrong warned that if the US fails to manage its debt effectively, Bitcoin could potentially replace the dollar as the new reserve currency. This sentiment is echoed by the Winklevoss twins, who advocate for Bitcoin investment amid rising US debt concerns [10]. Market Trends - Bubble Mart has emerged as the first tenfold stock in the "Guzi economy," with its share price soaring from HKD 19.8 to a peak of HKD 233.2, marking a cumulative increase of over 10 times and a market capitalization exceeding HKD 300 billion [10].

Group 1 - The focus is on sectors that can achieve supply-demand improvement first, such as new consumption perspectives on IP and pet economy, as well as sectors with comparative advantages like rare earths, innovative pharmaceuticals, intelligent driving, and military industry [1][11] Group 2 - The domestic fuel surcharge for air routes has been reduced [2] - The European Central Bank announced its interest rate decision [2] Group 3 - U.S. stock market showed mixed results with technology stocks strengthening, offsetting weak employment and service sector data [4] - The Dow Jones Industrial Average closed at 42,427.74, down 91.90 points or 0.22%, while the Nasdaq rose 0.32% to 19,460.49 [4] - Tesla's stock fell 3.6% due to a continuous decline in sales in major European markets for five consecutive months [4] Group 4 - The National Energy Administration announced the first batch of pilot projects for the construction of a new power system, focusing on key energy hub nodes and regions with favorable energy resource conditions [5] - The Ministry of Industry and Information Technology held a meeting to discuss promoting the development of the artificial intelligence industry [5] - A public notice was issued regarding the proposed mandatory national standard project for safety requirements of intelligent connected vehicles [5] Group 5 - Estun plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and international brand image [7] - Kingsoft Office continues to appoint Lei Jun as honorary chairman to guide the company in technology innovation and management optimization [8] - Zhongke Electric plans to invest no more than 8 billion yuan in a lithium-ion battery anode material integrated base project in Oman [9] - Hainan Huatie is planning to issue shares overseas and list on the Singapore Exchange to promote its international strategy [10] Group 6 - Galaxy Securities noted that sector rotation shows a diffusion effect, while Oriental Securities highlighted increased overseas disturbances and a continuous weakening of the dollar [11]

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 传美加协议可能在下周达成、欧美关税谈判在朝正确方向推进 美国5月"小非农"远低于预期、服务业近一年来首次萎缩 特朗普再度喊话鲍威尔降息，透露普京将对俄机场遭袭事件做出重大回应 据悉沙特拟推动欧佩克+继续加速增产 新型电力系统建设第一批试点工作开展 A股延续反弹趋势，三大指数全线收涨，整体呈现普涨格局。截止收盘，沪指涨0.42%，深成指涨0.87%，创业板指涨1.11%。沪深两市全天成交额1.15万亿 元，较上个交易日放量116亿元。盘面上，全市场超3900只个股上涨。算力产业链强势反弹，太辰光涨超14%，中际旭创、华脉科技等跟涨。大消费板块全 天活跃，盐津铺子一度涨近7%创历史新高，乐惠国际、香飘飘等多股涨停。固态电池板块爆发，科恒股份、龙蟠科技、传艺科技等多股涨停。稀土板块全 天走强，广晟有色涨停，中科磁业，大地熊跟涨。物流、航空机场、军工装备板块跌幅居前。 乘联分会：预估5月新能源乘用车批发销量同比增38% 香港证监会考虑为专业投资者引入虚拟资产衍生品交易 ...

Market Overview - The A-share market saw all major indices rise today, with the Shanghai Composite Index up by 0.42% closing at 3376.20 points, the Shenzhen Component Index up by 0.87% at 10144.58 points, and the ChiNext Index up by 1.11% at 2024.93 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1153 billion yuan, an increase of 11.6 billion yuan compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, the leading sectors included Beauty Care, Comprehensive, Textile and Apparel, Communication, and Light Industry Manufacturing, with increases of 2.63%, 2.53%, 2.41%, 1.79%, and 1.61% respectively [1] - The only sectors that experienced declines were Transportation, National Defense and Military Industry, and Public Utilities, with decreases of 0.58%, 0.24%, and 0.12% respectively [1] Concept Sector Performance - The top-performing concept sectors today included Rare Earth, Rare Earth Permanent Magnet, Gold and Jewelry, Dairy Industry, and Lithium Battery, among others [2] - Conversely, sectors such as Air Transportation, Aircraft Carriers, and Intelligent Logistics experienced pullbacks [11]

1、上周五抱团票股灾后，今天修复，典型就是总龙头中毅达差三分钱反包板。早盘最强是有利好刺激的稳定币，御银翠微恒宝三个一字板加上四方雄帝 等大幅高开，还是超预期的。 能；低吸或埋伏热门题材（医药/谷子经济/核聚变/稳定币/无人物流车）核心票，等待轮动。 5、明天干哪只票？ 中邮、哈焊 ❈ | | | 监管期股票 | | | --- | --- | --- | --- | | 股票名称 | 监管开始日期 | 监管结束日期 | 类型 | | 王子新材 | 2025-05-30 | 2025-06-13 | 严重异动 | | 舒泰神 | 2025-05-30 | 2025-06-13 | 严重异动 | | 中邮科技 | 2025-05-30 | 2025-06-13 | 严重异动 | | 永安药业 | 2025-05-29 | 2025-06-12 | 严重异动 | | 中洲特材 | 2025-05-26 | 2025-06-09 | 严重异动 | | 联合化学 | 2025-05-26 | 2025-06-09 | 严重异动 | | 南京港 | 2025-05-23 | 2025-06-06 | 严重异动 | | ...

①美联储会议纪要：维持利率稳定担忧关税与通胀 凌晨公布的美联储会议纪要显示，美联储官员在5月会议上担心关税可能加剧通胀，并给利率政策带来 难题。官员们对财政和贸易政策走向持续存在担忧，最终决定维持利率稳定。会议纪要称，经济前景的 不确定性增加，在政府政策调整的净经济效应更清晰之前，应保持谨慎。尽管如此，经济增长和劳动力 市场仍稳健，消费者继续支出。美联储维持基准联邦基金利率在4.25%-4.5%的目标区间内。官员们表 示，在考虑再次降息之前，将等待更多明确信息。会议还讨论了美联储的五年政策框架。会议纪要指 出，需要一种"能适应各种经济环境"的政策。官员们还表示，他们无意改变通胀目标。 国鸣投资秦毅：美国经济活动稳健扩张，但存在就业活动下行和通胀上升风险，美国失业率在4月上升 至4.7%，核心PCE升到3.5%。在利率调整前，需要更明确的通胀和经济活动前景数据支持。明晚将发布 4月PCE数据。 法国里昂商学院管理实践教授李徽徽：美联储在五月会议纪要中维持高利率看似稳健，实则在积聚系统 性风险。一方面，高位的实际利率已严重抑制私人和企业信贷与投资；另一方面，就业市场已出现转弱 前置信号。更关键的是，当前高利率正掣 ...

大家早上壕！ 先看海外要闻： 在经历了上日大涨后，美股涨势暂歇，临近尾盘，芯片领域的相关消息拖累美股大盘快速下跌，最终几大股指全线收跌。收盘道指跌0.58%，标 普500指数跌0.56%，纳斯达克跌0.51%。 苹果和Meta收涨，特斯拉收跌1.65%。芯片软件设计公司新思科技跌近10%。盘后英伟达财报，提振美股指盘后上涨。Salesforce财报后股价一度 涨超5%、后涨幅显著回吐。 英伟达Q1营收增长放缓至两年最低的69%、仍高于预期，顶住出口限制压力，Q2料H20收入减少80亿美元、总收入符合预期，Blackwell Ultra预 计Q2开始出货。黄仁勋称Blackwell NVL72 AI超算全面投产；中国是最大的AI市场之一。股价盘后一度涨5%。 中概指数收跌0.71%。中通快递涨4.95%，亿航智能涨5.51%。小马智行收跌超13.5%，世纪华联跌超10.7%，万国数据跌超8.7%，拼多多跌超 4.9%。 5年期美债拍卖亮眼，美债收益率涨幅收窄。美元上涨。 黄金倒V反转。OPEC+维持当前石油产量配额计划，市场聚焦周末的7月增产事宜，原油一度涨超2%。 报道称特斯拉计划于6月12日在得州奥斯汀推出 ...

Group 1: 3D Technology - Tencent Games has launched a prototype of a naked-eye 3D gaming handheld device, Sunday Dragon 3D One, and initiated an experience officer program to explore the potential of naked-eye 3D technology in gaming and interactive entertainment [1] - The naked-eye 3D display market is expected to grow rapidly due to increasing user demand for enhanced visual and immersive experiences in gaming and film, with a projected market size of 15 billion RMB by 2025 and over 30 billion RMB by 2030, reflecting a CAGR of 17.8% [1] Group 2: Biodegradable Materials - The State Council has amended the "Interim Regulations on Express Delivery" to promote green, reduced, and recyclable packaging, encouraging the use of biodegradable materials starting June 1, 2025 [2] - The demand for biodegradable packaging is expected to rise significantly due to the increasing volume of express delivery, projected to reach 175 billion packages in 2024, leading to nearly 20 million tons of packaging waste [2] Group 3: Instrumentation and Measurement - The State Administration for Market Regulation has issued a plan to tackle key technical challenges in measurement testing, focusing on enhancing measurement technology innovation and capabilities [3] Group 4: Nuclear Power - The U.S. government aims to test and deploy new nuclear reactors by January 2029, with commercial nuclear fusion expected to become a reality around 2030 [4] - The nuclear fusion sector is experiencing accelerated development, with significant project tenders occurring in China, indicating a positive outlook for related equipment suppliers [4] Group 5: Autonomous Logistics Vehicles - L4 autonomous logistics vehicles are being rapidly adopted in controlled environments like ports and industrial parks, with significant market interest and financing for companies involved in this technology [5] - The market for unmanned delivery vehicles in China is expected to exceed 50 billion RMB by 2025, driven by a 21.6% growth in the express delivery sector in Q1 2025 [5] Group 6: Rare Earth Elements - Tesla has been rated "overweight" by Morgan Stanley, with a target price of $410, as humanoid robots are expected to significantly increase demand for rare earth metals, potentially adding $800 billion to the demand for critical minerals by 2050 [6] - The rare earth market is anticipated to see price increases as supply becomes more concentrated, with humanoid robots expected to enter mass production by 2025 [6] Group 7: Macro and Industry News - The National Bureau of Statistics is developing policies to foster a unified national data market [6] - The Ministry of Commerce has communicated with semiconductor companies in Europe regarding rare earth export control policies to maintain global supply chain stability [6] - State-owned enterprise profits totaled 1.349 trillion RMB from January to April, a year-on-year decrease of 1.7% [6]

Group 1 - The core viewpoint of the article is that a misunderstanding occurred regarding the nature of a shipment seized by Nanning Customs, which was incorrectly identified as rare earth materials when it was actually solder paste containing bismuth [1][2]. Group 2 - On March 18, a company declared a shipment of 600 kilograms of solder paste for export to Thailand, labeled as "low-temperature solder paste" and "tin-bismuth alloy" for electronic welding purposes [1]. - The bismuth content in the solder paste was found to be 55.3%, and bismuth is classified as a nitrogen group element, not a rare earth element [1]. - Due to regulations, the export of goods containing bismuth requires an export license, which the company could not provide, leading to customs withholding the shipment [2].

Group 1 - The core viewpoint indicates that the metal industry is expected to see steady profit growth in 2024 and the first quarter of 2025, with gold, rare earths, and copper leading the sectors, while industry valuations are low and dividend returns are improving [1] - The performance of the colored ETF and its constituent stocks, such as Zijin Mining and Shandong Gold, is positively influenced by the sentiment boost from the research report [1] - Recent US-China tariff negotiations have exceeded expectations, leading to a return to fundamentals for the colored sector, with tungsten prices rising due to quota reductions, while gold is under pressure from a decrease in safe-haven sentiment [1] Group 2 - The report from CITIC Securities suggests focusing on investment opportunities in gold, rare earths, copper, and aluminum due to favorable market conditions [1] - The analysis from Huachuang Securities highlights that the reform in the public fund industry may enhance the competitiveness of niche products, indirectly benefiting the ecosystem of thematic ETFs [1] - The performance of related stocks such as Jintian Copper and Zijin Mining is expected to be influenced by the anticipated benefits from the easing of export restrictions and rising overseas prices [1]