Group 1: Market Performance - The US stock market indices reached new highs, with the Nasdaq up by 0.23% and the S&P 500 slightly rising [1] - Oracle's stock price increased by 3% following the announcement of co-CEOs, indicating a focus on expanding its cloud computing business [1] - Apple's stock surged nearly 4% due to alleviated tariff concerns and strong demand for its latest iPhone models [3] Group 2: Company Financials - Oracle's stock had a market capitalization of approximately $905.8 billion, with a P/E ratio of 72.81 and a dividend yield of 0.57% [2] - Apple's stock had a market capitalization of around $3.8 trillion, with a P/E ratio of 38.28 and a dividend yield of 0.42% [5] Group 3: Analyst Insights - Morgan Stanley upgraded ASML's rating to "overweight," citing multiple growth opportunities leading up to 2027 [7] - Analysts noted that the demand for new products from Apple exceeded expectations, contributing to increased buying pressure and stock price support [3]

Report Industry Investment Ratings - Copper: Not clearly defined in the given star - rating system [1] - Aluminum: ★★★ (indicating a more distinct upward trend and a relatively appropriate investment opportunity) [1] - Alumina: ★★★ [1] - Cast Aluminum Alloy: Not clearly defined in the given star - rating system [1] - Zinc: ★☆☆ (indicating a bias towards a certain trend but limited operability on the trading floor) [1] - Tin: ★☆☆ [1] - Lithium Carbonate: ★★★ [1] - Industrial Silicon: ★★★ [1] - Polysilicon: ★★★ [1] Core Views - The report provides investment suggestions and market analysis for various non - ferrous metals, including price trends, supply - demand situations, and trading strategies [2][3][4] Summary by Related Catalogs Copper - Wednesday saw Shanghai copper close higher with a positive line. The spot copper price rose to 79,310 yuan, and the premium in Shanghai and Guangdong was 90 yuan. Traders are advised to focus on the US copper price. Short - position holders from the previous period should consider changing contracts, and stop - loss should be considered above 79,500 yuan [2] Aluminum & Alumina - Shanghai aluminum rose, and the spot premium in East China slightly expanded to 90 yuan. The aluminum market continued to reduce inventory this week, maintaining a low - inventory state. The demand faces challenges from seasonal decline and pre - exported volume. Shanghai aluminum tested the resistance at the previous gap of 20,300 yuan again in the oscillation, and short - selling on rallies is recommended. Cast aluminum alloy followed the rise of Shanghai aluminum, and the monthly spread structure was consistent with that of Shanghai aluminum. The Baotai ADC12 quotation remained stable at 19,400 yuan. It is expected to be mainly in a short - term oscillation, and the price difference with Shanghai aluminum may still decline during the off - season. The alumina spot has few transaction news recently, and the spot index remained stable around 3,300 yuan. After the industry profit is restored, the supply elasticity is large, and the domestic operating capacity has returned to over 90 million tons. The futures are expected to remain weak, and short - selling on rallies is recommended. The Guinea ore price is stable at 75 US dollars, corresponding to the cost in Shanxi around 3,000 yuan. It is not advisable to short - sell due to the large futures discount [3] Zinc - The phased alleviation of tariff concerns in the Sino - US London economic and trade consultations led to short - position reduction, driving the rebound of Shanghai zinc. The average price of SMM 0 zinc was reported at 22,300 yuan/ton, and the premium to the delivery - month contract changed to a discount of 15 yuan/ton. By the end of the trading session, the discount to the delivery - month contract was once as high as 185 yuan/ton. With only 3 trading days left until delivery, it is profitable to deliver goods to the warehouse. Attention should be paid to the change in the registered warehouse receipts of the Shanghai Futures Exchange. Fundamentally, the supply of ore has become looser, but the TC is generally at a low level. Shanghai zinc still has strong support around 21,500 yuan/ton. However, the raw material inventory of domestic smelters is at a high level of 27.7 days, and the output in June is expected to increase by 40,000 tons to 590,000 tons compared with the previous month. The consumption performance in the off - season is weak, and Shanghai zinc is still mainly recommended for short - selling on rallies [4] Tin - Shanghai tin rose with a positive line, using the MA60 moving average as the boundary for morphological strength. The current tin price was 265,800 yuan, and the premium of the spot to the delivery - month contract was 510 yuan. The market expects the domestic smelter tin output to continue to decline month - on - month in May and June. Some short positions were reduced or shifted to far - month contracts [8] Lithium Carbonate - Lithium carbonate rebounded, and the market trading was average. The overall market inventory remained stable at a high level, and the intermediate links increased inventory. The downstream replenishment and upstream inventory reduction continued, and the mentality of traders in the intermediate links changed positively, with the spot bottom - fishing sentiment continuing. The latest quotation of Australian ore was 607.5 US dollars, and the decline rate slowed down, indicating resistance at the ore end. The output of the mid - stream increased again, with a month - on - month increase of 7%. Technically, the decline of the lithium carbonate futures price slowed down, and the open interest indicated risk accumulation. The decline rate of Australian ore slowed down, and the core driving force of short - selling was delayed. It is recommended to participate in the rebound with a light position [9] Industrial Silicon - The industrial silicon futures rose with a reduction in positions, closing at 7,560 yuan/ton, and the market trading was active. The spot price remained stable compared with the previous day. Driven by the resumption of production of leading enterprises in Xinjiang, the supply of industrial silicon in June is expected to increase month - on - month. On the downstream demand side, the production schedules of polysilicon and organic silicon enterprises in June both increased month - on - month, but the monthly supply - demand balance estimate shows that industrial silicon may still have a slight inventory accumulation in June. In terms of the trading - floor performance, it is in a phased oscillatory adjustment driven by technical factors, and the short - cycle indicators show a large callback pressure. It is recommended to be cautious about chasing up at the current position, and attention should be paid to the resistance performance of the MA20 moving average above [10] Polysilicon - The polysilicon futures rose with a reduction in positions, and the market trading was average. The spot price remained stable. According to SMM, the latest production schedule of polysilicon in June was revised up to 101,000 tons, a month - on - month increase. However, the production schedules of downstream silicon wafers and battery cells both decreased, and the fundamental improvement was limited. In terms of the trading - floor performance, it is close to the lower support level, and it is expected to oscillate in the short term, waiting for a driving force [11]

金十数据6月10日讯，由于经济前景改善和贸易紧张局势缓解，英国富时100指数势将自3月份以来首次 收于创纪录高位，收复因关税引发的暴跌。这个出口导向型指数上涨0.4%，至8871.41点，超过了3月份 的高点8871.31点。英国富时100指数正在追赶全球股市基准指数和欧洲主要股指德国DAX指数，这两个 指数在4月份的暴跌后都重新创下了历史新高。英国富时100指数仍比盘中纪录高点8908.82点低0.4%， 市场情绪依然脆弱，因为伦敦面临大批公司将上市地点迁至美国，并搁置IPO的问题。国防承包商巴布 考克国际集团（Babcock）、贝宜系统公司（BAE Systems）以及贵金属矿业公司弗雷斯尼洛（Fresnillo Plc）是今年该指数涨幅最大的公司。 关税担忧缓解 英国富时100指数突破3月创下的收盘新高 ...