豆粕期货增仓强势突破3000关口，中美贸易改善是关键？背后还有多少上涨空间？ 相关链接 期货热点追踪 ...

"已经找到新的出口渠道"、"对中国(出口)已经有点怕了"，对于中国将恢复日本水产品的进口，日本的 水产业界给予积极评价，但扇贝产地的渔民反应冷淡。在中国停止进口期间，日本扇贝扩大了全球销 路，批发价也已涨至两倍…… 2023年，日本扇贝的出口额中，曾有5成来自中国大陆，但突然断了销路，贝类堆积，产地陷入困境。 之后，为了帮助产地，日本国内支援性消费的圈子逐渐扩大。 日本渔业相关人士也在日本政府的支援下，开拓中国以外的销路和加工地。在日本国内外新需求的支撑 下，供需关系趋紧，东京丰洲市场（东京都江东区）的冷冻贝柱5月下旬的批发价达到每公斤5500日元 （约合人民币276.5元），是中国刚刚开始停止进口时的2.2倍，刷新了历史最高价。丰洲的批发公司表 示，今年贝类的生长情况不佳，面向日本餐桌的供应也"因缺货而发愁"。 日本北海学园大学的濱田武士教授认为，能够恢复对中国出口本身是个好消息，但"（中国）停止进口 期间（日本）水产品市场的结构发生了巨大改变。即使贸易恢复，原有的交易渠道并不会马上得以建 立"。 中国已决定放宽对日本水产品的进口限制。日本的水产业界对此给予积极评价，但日本渔民的反应则较 为冷淡。日本水产品 ...

Group 1 - The rare metals ETF has shown significant liquidity with an intraday turnover of 1.26% and a transaction volume of 11.3755 million yuan, leading in average daily trading volume over the past year at 35.5328 million yuan [3] - The rare metals ETF has experienced a notable scale increase of 36.6231 million yuan over the past week, ranking first among comparable funds, with a share growth of 12.6 million units [3] - The index tracked by the fund, the CSI Rare Metals Theme Index, is currently at a historical low valuation with a price-to-book ratio (PB) of 2.16, which is lower than 87.41% of the time over the past five years, indicating strong valuation attractiveness [3] Group 2 - Following China's implementation of export controls on medium and heavy rare earths, overseas prices have surged, leading to a widening price gap between domestic and international markets [3] - Domestic rare earth prices are believed to be at the bottom of a major cycle, with expectations for a continuous upward shift in price levels due to the current destocking phase and overseas demand for replenishment [3] - The top ten weighted stocks in the CSI Rare Metals Theme Index account for 54.9% of the index, including companies like Salt Lake Co., Northern Rare Earth, and Ganfeng Lithium [4]

Market Overview - Recent market trends indicate a pullback in the new consumption sector, creating opportunities in other sectors, particularly in cyclical stocks [1] - The non-ferrous metals sector has shown significant gains, with precious metals, zinc, and lead experiencing notable increases [1] - Silver futures prices have strengthened as investor demand for precious metals has expanded from gold to silver, leading to strong performances from silver-related stocks [1] Chemical Sector Performance - The chemical sector has been active, with notable gains in glyphosate, fluorochemicals, and epoxy propylene, among others [1] - Key stocks such as Sanmei Co. and Juhua Co. reached historical highs during trading [2][1] Refrigerant Price Trends - The price of third-generation refrigerants has been on the rise, with the average domestic price of R32 refrigerant reaching 51,000 yuan per ton, marking a 19% increase this year and a 42% year-on-year growth [4] - Analysts attribute the price increase to seasonal demand driven by high summer temperatures and supply constraints due to quota policies [5] Solid-State Battery Sector - The solid-state battery sector has seen a surge, with companies like Haitian Pharmaceutical, Xiamen Tungsten, and Keheng Co. experiencing significant stock price increases [6] - Recent developments in the solid-state battery industry include advancements in high-nickel precursors and lithium-rich manganese-based precursors by companies like Longpan Technology [7] - The introduction of the "full solid-state battery" definition by the China Automotive Engineering Society marks a critical turning point for the solid-state battery industry, potentially reshaping the competitive landscape [8]

至关重要的货币政策不受外部因素的干扰。 美国经济仍然具有韧性，但也看到一些紧张性刺激。 美国费城联储主席哈克（2026年FOMC票委）：美联储可能会面临价格上涨和失业率上升，但不确定一 定会发生这样的情况。 ...

美联储施密德：关税对经济增长和就业的拖累程度尚不明确。关税推动的价格上涨幅度在一段时间内才 会完全显现。 ...

Core Insights - The Federal Reserve Governor, Christopher Waller, indicates that a surge in imports expected in the coming months will reverse, signaling a potential for larger price increases [1] - Core services inflation remains above pre-pandemic levels, suggesting persistent inflationary pressures in this sector [1] - Improvement in core goods inflation has shown signs of reversal, indicating challenges in controlling inflation in this category [1]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 6月5日消息，据报道， 台积电1.6nm制程价格可能高达4.5万美元，又涨了多达50％！ 后边是全新的台积电A14 1.4nm级，升级第二代GAAFET全环绕纳米片晶体管，以及新的标准单元架构 NanoFlex Pro，对比N2性能提升10-15％、功耗降低25-30％、晶体管密度提升23％，计划2028年上半年 量产，成本必然再次大幅上扬。 除了成本贵，芯片首次流片定案的成功率也越来越低，目前只有14％，比两年前跌了10个百分点。 据悉，代工厂的晶圆报价取决于多重因素，尤其是前期研发投入、产能规模等，不同客户的待遇也不一 样。 比如苹果，一直是台积电的座上宾，据信能拿到更低的价格，AMD、NVIDIA、Intel、高通等客户则要 看相应的产能(越大越低)，因此这里说的只是一个粗略数字。 从历史来看，晶圆越来越贵的趋势是显然的。2004年的90nm，那时候一块晶圆只需2000美元，随后一 路水涨船高，N7 7nm已经突破1万美元，N5 5nm高达1.6万美元，N3 3nm则接近或达到了2万美元。 台 ...

Core Viewpoint - New York gold futures have risen to $3,420 per ounce, marking a daily increase of 0.61% [1] Group 1 - The price of gold has reached a significant level, indicating strong market interest and potential investment opportunities [1] - The daily increase of 0.61% suggests a positive trend in the gold market, which may attract more investors [1]

纽约期银向上触及36美元/盎司，日内涨3.90%。 ...