这番表态紧随美国和欧盟贸易局势的阶段性缓和。上周日，特朗普与欧盟委员会主席冯德莱恩通话后， 将原定于6月1日对所有欧洲商品加征50%关税的计划推迟至7月9日。 欧盟委员会首席发言人保拉·皮尼奥（Paula Pinho）周一表示，上周日的通话为谈判注入"新动力"。皮尼 奥称，"我们将以此为基础推进。看到双方领导人积极互动是积极信号，我们始终表示准备好达成协 议。" 欧盟委员会对特朗普的最新帖子拒绝置评。 美国财政部长贝森特上周也表示，特朗普发表新关税威胁的目标是为美国与欧盟的贸易谈判"点把火"。 "我以前说过，欧盟在这方面存在集体行动问题，"贝森特在《美国新闻编辑室》（America's Newsroom）节目中说。"这是个由27个国家组成的联盟。所以我得到的一些反馈是，一些国家甚至不知 道欧盟在代表他们谈判什么。" 然而，美国和欧盟通往贸易协议的道路仍然充满荆棘。双方仍有不同的优先事项，这可能会成为迅速达 成协议的障碍。目前尚不清楚谈判桌上的要求或提议是否发生了变化。 周二，美国总统特朗普宣称，其对欧盟加征50%关税的威胁取得成功，因此举促使欧盟加快了谈判进 程。 他在Truth Social上发帖称，"我对 ...

1. 对达成贸易协议保持乐观——特朗普表示，世界各国都希望与我们达成贸易协议。看到这样，令人感 到非常欣慰。 2. 计划加快与欧盟关税谈判——欧盟委员会发言人："欧盟委员会主席冯德莱恩周日与特朗普进行了电 话交谈，他们同意加快贸易谈判进程，并保持密切联系。" 3. 将砍掉哈佛大学30亿资金——美国总统特朗普：考虑从哈佛大学撤回30亿美元的资助资金，将该资金 分发至各地学校。仍在等待哈佛大学提供国际学生名单，哈佛大学在提供名单方面进展非常缓慢。 4. 辟谣筹集30亿投资加密货币——据英国金融时报报道，特朗普旗下媒体公司计划筹集30亿美元用于购 买比特币等加密货币。但随后该公司对此强烈否认，声明称"《金融时报》的愚蠢记者听取了更愚蠢的 消息来源"。 5. 与以总理内塔尼亚胡激烈"争吵"——据以色列媒体报道，以色列总理内塔尼亚胡和美国总统特朗普就 如何应对伊朗进行了激烈的电话交谈，这与此前有关两人在阻止德黑兰获得核武器方面达成统一立场的 说法相矛盾。 6. 本周考虑对俄实施新制裁——知情人士透露，美国总统特朗普考虑本周对俄实施制裁，因其对俄罗斯 总统普京持续攻击乌克兰及和平谈判进展缓慢感到不满。新的银行业制裁可能不 ...

法国巴黎银行（BNP Paribas）指出，面对美国新一轮贸易关税打击，日本当局在支持这个亚洲第二大 经济体方面所能动用的财政与货币政策手段非常有限。 "日本在财政和货币政策上几乎没有多少回旋余地来支持经济增长，"该行首席经济学家伊莎贝尔·马特 奥斯·伊·拉戈（Isabelle Mateos y Lago）5月21日在东京接受采访时表示。 "不幸的是，日本必须在几乎得不到政策助力的情况下，度过这一高度不确定的时期。" 她指出，虽然由前首相安倍晋三于2015年启动的企业治理改革举措将在一定程度上提振经济，但其效应 还需要时间逐步显现。 央行加息恐将延后 在美国总统特朗普"美国优先"政策推动下，日本汽车及零部件对美出口被征收额外25%的关税，钢铁和 铝产品亦同样被加征25%税率，其他商品则被施加所谓"对等"关税，税率为24%。 根据日本贸易振兴机构的数据，2023年出口占日本国内生产总值的约17%。美国是日本最大的出口市 场，其次是中国，这一趋势在2024年仍在延续。 鉴于关税预计将对以出口为导向的经济造成冲击，日本央行已下调了2025年和2026财年的增长预期，并 强调全球贸易前景存在"极高"的不确定性。 日本 ...

Report Industry Investment Ratings - Stock Index: Defensive Observation [1][5] - Treasury Bonds: Bullish in the Short Term [5] - Rebar: Temporarily Observe [1][7] - Iron Ore: Oscillate Weakly [1][7] - Coking Coal and Coke: Oscillate [1][9] - Copper: Cautious Trading within Range [1][12] - Aluminum: Observe [1][14] - Nickel: Observe or Short on Highs [1][15] - Tin: Range Trading [1][17] - Gold: Build Long Positions on Lows after Full Price Correction [1][19] - Silver: Range Trading [1][19] - PVC: Oscillate Weakly [1][22] - Soda Ash: Observe [1][31] - Caustic Soda: Oscillate Weakly [1][24] - Rubber: Oscillate Weakly [1][25] - Urea: Oscillate [1][28] - Methanol: Wide - Range Oscillation [1][29] - Plastic: Wide - Range Oscillation [1][30] - Cotton and Cotton Yarn: Oscillate and Rebound [1][33] - Apple: Oscillate [1][33] - PTA: Range Oscillation [1][35] - Live Pigs: Oscillate Weakly [1][37] - Eggs: Short on Highs [1][39] - Corn: High - Level Oscillation [1][40] - Soybean Meal: Cautiously Chase Highs, Go Long on Pullbacks [1][42] - Oils and Fats: Short on Highs [1][47] Core Views - The global market is affected by factors such as tariff policies, supply - demand relationships, and macro - economic data. Different commodities show various trends and investment opportunities due to their unique fundamentals and macro - environmental impacts. For example, tariff issues bring uncertainties to the market, while supply - demand imbalances determine the price trends of commodities [5][22][37]. Summary by Category Macro - Finance - **Stock Index**: Due to international tariff threats, domestic market rotation, and weak main - line driving forces, the stock index may oscillate weakly. It is recommended to adopt a defensive observation strategy [5]. - **Treasury Bonds**: After the issuance of a large amount of interest - rate bonds, the biggest negative factor in the market has been digested. With the clear attitude of monetary policy support, the bond market is expected to oscillate upwards [5]. Black Building Materials - **Rebar**: The supply - demand contradiction is gradually emerging as demand weakens seasonally and steel mills have no strong intention to cut production. With low - level valuation, the price is expected to oscillate weakly [7]. - **Iron Ore**: Although affected by some events, the overall supply is increasing, and demand may decline slightly. It is recommended to observe as the 09 contract is expected to oscillate [7]. - **Coking Coal and Coke**: Coking coal prices face downward pressure due to sufficient supply and weakening demand. Coke also has supply - demand contradictions, and both are expected to oscillate weakly in the short term [9][10]. Non - ferrous Metals - **Copper**: Despite some weakening in fundamentals, low inventory still supports prices. The Shanghai copper may maintain an oscillating pattern before the holiday, and it is recommended to trade cautiously within the range [12]. - **Aluminum**: With the increase in alumina price and complex supply - demand situations, and the possible impact of trade negotiations on exports, it is recommended to observe [14]. - **Nickel**: The cost is firm, but there is an oversupply in the medium - long term. It is recommended to observe or short on highs as it is expected to oscillate weakly [15]. - **Tin**: Supply recovery expectations and the impact of tariff policies on demand may increase price volatility. It is recommended to trade within the range [17]. - **Gold and Silver**: Affected by factors such as the downgrade of the US sovereign credit rating, inflation data, and tariff policies, prices are expected to oscillate strongly. It is recommended to build long positions on lows after price corrections [19]. Energy and Chemicals - **PVC**: With weak demand, over - capacity, and high inventory, the price is in a weak position. Although there is short - term tariff relief, the impact on demand still exists. The price is expected to oscillate, and macro - news should be continuously monitored [22]. - **Caustic Soda**: In June, it may show a situation of weak supply and demand. The 09 contract is expected to oscillate in the short term and be shorted in the medium term. Attention should be paid to factors such as inventory and downstream demand [24]. - **Rubber**: Although there is short - term support at the bottom, the supply is expected to increase, and demand is weak. The price is expected to oscillate weakly [25]. - **Urea**: Supply is stable, and demand is expected to be released. The price is expected to oscillate, with attention paid to pressure and support levels [28]. - **Methanol**: Supply is relatively abundant, and downstream demand is weak. It is expected to oscillate within a wide range [29]. - **Plastic**: Supply pressure is relieved, but downstream demand is still weak. It is expected to oscillate widely in the short term, and attention should be paid to factors such as downstream demand and policies [30]. - **Soda Ash**: Supply is still at a high level, but the expectation of maintenance is increasing. Downstream demand is not optimistic. It is recommended to observe in the short term and pay attention to short - term price drops and 9 - 1 positive spread opportunities [31]. Cotton Textile Industry Chain - **Cotton and Cotton Yarn**: Although global supply - demand is still loose, the progress of Sino - US trade negotiations may lead to an oscillating rebound in cotton prices [33]. - **Apple**: With the approach of the Dragon Boat Festival, low inventory supports prices, and it is expected to oscillate at a high level [33]. - **PTA**: Affected by the decline in crude oil prices and the weakening of downstream polyester demand, the price is under short - term pressure and is expected to oscillate within a range [34]. Agricultural and Livestock - **Live Pigs**: Supply is increasing and postponed, and demand is weak. It is recommended to short on highs at the resistance level, with attention paid to factors such as enterprise slaughter rhythm and secondary fattening [37]. - **Eggs**: Short - term demand may increase, but supply is continuously accumulating. In the long term, supply is expected to increase. It is recommended to observe the 06 contract and short on highs for the 08 and 09 contracts [39]. - **Corn**: In the short term, there is support for prices due to reduced grassroots grain sources and positive market sentiment. In the long term, supply - demand tightens, but there are also factors such as policy release and substitute products. It is recommended to go long on lows within the range and pay attention to 7 - 9 positive spread opportunities [40]. - **Soybean Meal**: In the short term, it is expected to oscillate at a low level due to sufficient supply. In the long term, it may strengthen due to increased costs and weather disturbances. It is recommended to be cautious when chasing highs in the short term and go long on pullbacks after mid - June [42]. - **Oils and Fats**: In the short term, they are expected to oscillate within a range due to complex supply - demand factors. In the long term, they may decline in June and rebound in the third quarter. It is recommended to short on highs cautiously and pay attention to spread - widening strategies [47].

针对关税谈判，美国又释放了新信号！ 在美国总统特朗普威胁对欧盟征收50%的关税，并引发欧美股市跳水后，美国财长贝森特当地时间23日对外宣 称，美国政府可能在未来几周宣布几个大型贸易协议，并表示许多亚洲国家都提出了非常好的条件。 贝森特指出，大多数美国贸易伙伴"非常认真"对待谈判，只有欧盟是个"例外"。谈到特朗普发出的威胁时，贝 森特说，希望这（威胁）能刺激欧盟赶快行动。 另外，5月24日，有日本媒体爆料称，特朗普23日在与日本首相石破茂通话时，向石破茂"推销"了美国战机。 截至目前，石破茂和特朗普方面尚未就相关消息作出回应。 美财长：未来几周可能会宣布几个大型贸易协议 特朗普23日在社交媒体发文称，他建议从6月1日开始对来自欧盟的商品征收50%的关税。特朗普还表示，将对 不在美国生产的手机制造商征收25%的关税。他还特意点名了苹果及三星，称将在六月底前对苹果公司和三星 征收关税。特朗普的相关言论，再次引发了投资者对于关税对世界经济和贸易影响的担忧，欧美股市盘中大幅 跳水，苹果公司股价重挫3%。 不过，随后没多久，美国财政部长贝森特出来喊话称，美国政府可能在未来几周宣布几个大型贸易协议，他预 计美国与一些国家的 ...

Core Viewpoint - The tax proposal put forward by the Republican Party offers permanent (low-level) tax rates, which will provide certainty for the economy [1] Group 1: Fiscal Outlook - The goal is to reduce the budget deficit to 3% of GDP by 2028 [1] - There is a "very optimistic" outlook regarding the deficit projections [1] Group 2: Trade and Revenue - Tariffs imposed by Trump are expected to generate "considerable (fiscal) revenue," amounting to several hundred billion dollars annually [1] - Major trade agreements are anticipated to emerge in the coming weeks [1]

Core Insights - India is opening its protected government procurement market to foreign companies, including those from the United States, following a recent trade agreement with the UK [1] - This shift may extend to other trade partners as India negotiates trade agreements [1] - The Indian government is likely to allow US companies to bid for contracts valued at over $50 billion [1]

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 市场盘点 周三，受累于担忧特朗普政府的减税和支出议案，以及20年期美债标售需求疲软，美元指数持续下行，并跌破100大关，最终收跌0.42%，报99.60。基准的 10年期美债收益率收报4.605%；对货币政策更敏感的两年期美债收益率收报4.030%。 现货黄金于欧盘时段开启涨势，并在美盘加速上行，日内一度涨超1%，最终收涨0.78%，报3315.64美元/盎司，创近一周新高。现货白银最终收涨0.94%， 报33.38美元/盎司。 受中东局势以及伊朗核协议前景影响，两油先涨后跌，在美媒报道以色列正准备打击伊朗核设施后，WTI原油大幅高开，并大涨近2%，但随后持续下行， 抹去日内全部涨幅并转跌，最终收跌1.49%，报61.20美元/桶；布伦特原油收跌1.31%，报64.16美元/桶。 美国众议院议长：已就4万美元的州和地方税抵扣上限达成协议 20年期美债标售需求疲软 美国商务部长：希望在关税暂停到期之前与大多数主要合作伙伴达成贸易协议 美媒：以色列正在准备在美伊谈判 ...

Domestic News - Shanghai is promoting automobile consumption and has introduced new subsidies for digital products such as mobile phones, tablets, and smartwatches, as well as increased support for green home appliances and home decoration [1] International News - Demand for 20-year U.S. Treasury bond auctions was weak, with yields on both 20-year and 30-year bonds rising above 5%, leading to significant declines in U.S. stock markets [2] - The European Union is reportedly planning to propose a trade initiative to the U.S. to facilitate negotiations [2] - Nike plans to raise prices in the U.S., while Amazon's CEO stated that tariffs have not reduced demand [2] - The Chicago Mercantile Exchange intends to establish a warehouse in Hong Kong to enhance its presence in the Asian market [3] - OpenAI's largest data center has secured $11.6 billion in funding [3] - Bitcoin surged to nearly $110,000, reaching a historic high [3]

Core Viewpoint - The U.S. Secretary of Commerce, Gina Raimondo, expressed the intention to reach trade agreements with "most" major partners before the expiration of tariff suspensions this summer [1] Group 1 - The U.S. aims to negotiate trade agreements with key partners to address tariff issues [1] - The focus is on achieving these agreements prior to the summer deadline for tariff suspensions [1]