Group 1 - President Trump has requested the Department of Justice to investigate the U.S. meat processing industry for alleged illegal collusion and price manipulation that has driven up beef prices, claiming these companies are profiting unfairly from American consumers [1] - Following Trump's statements, shares of major meat processing companies experienced volatility, with JBS N.V. dropping by 6.2% at one point before closing down 3.64%, while Tyson Foods initially fell by 2% but later turned positive. Beyond Meat saw a significant increase of 16.81% [1] - The recent surge in U.S. retail beef prices is attributed to high interest rates, rising feed costs, and a significant reduction in cattle numbers, with replenishing herds expected to take several years [1] Group 2 - Trump highlighted the discrepancy between falling live cattle prices and rising boxed beef prices, indicating potential issues within the industry [2] - Some agricultural allies criticized Trump's approach to tackling food inflation, particularly his proposal to increase tariff-free imports of Argentine beef, which raised concerns among U.S. ranchers about market competition and income decline [2] - Trump's decision to impose a 50% tariff on Brazilian products has also impacted Brazilian beef exports, affecting companies like JBS N.V. and Minerva SA, which are headquartered in Brazil [2]

Group 1 - CATL's Hong Kong IPO subscription funds exceeded 280 billion HKD, with an issue price set at 263 HKD, reflecting a 6.5% discount compared to the A-share closing price of 259 RMB [1] - Moody's downgraded the US credit rating from AAA to AA1, which will increase the cost of future US debt issuance [3] - China reduced its holdings of US Treasury bonds by 18.9 billion USD, now ranking third behind Japan and the UK [3] Group 2 - Nvidia plans to adjust its chip exports to China, ceasing the release of the Hopper series after the H20 chip, which may positively impact the domestic chip sector [3] - The Israeli military discovered Hamas's strategic motives behind initiating attacks, aimed at disrupting Israel's potential diplomatic relations with Saudi Arabia [4] - Guinea's government revoked over 100 mining licenses, impacting the aluminum market and reflecting a nationalist sentiment [4]