伦敦金属交易所(LME)：铅库存减少2375吨，镍库存减少762吨，锡库存持平，铜库存减少2500吨，锌 库存减少2225吨，铝库存减少2550吨。 ...

美国劳工部最新数据显示，截至5月24日当周，初请失业金人数激增1.4万至24万人，远超预期的23万 人。密歇根州等制造业核心区的失业申领人数大幅攀升，暗示特朗普关税政策已开始反噬就业市场。 更令人担忧的是，第一季度美国企业利润创下四年最大跌幅，非金融行业拖累明显。独立金属交易商 Tai Wong指出："劳动力市场裂痕初现，可能迫使美联储提前降息。" 利率期货市场迅速反应，9月降息概率从前一天的60%飙升至84.4%，黄金作为零息资产的价值被重新定 价。 国际黄金周四（5月29日）日K收涨，美市尾盘，国际黄金收报3317.87美元/盎司，上涨30.94美元或 0.94%，日内最高上探3330.40美元/盎司，最低触及3245.29美元/盎司。 美国商品期货交易委员会(CFTC)数据显示，截至5月30日，黄金ETF持有量为930.20吨，较上一交易日 增持了4.59吨。 黄金ETF最新持仓数据： | 日期 | 净持仓量（盎司） | 净持仓量（吨） | 总价值（美元） | | --- | --- | --- | --- | | 2025-05-29 | 29906819.45 | 930.20 | 99032160 ...

1. 铜注册仓单77925吨，注销仓单74450吨，增加3275吨。 2. 铝注册仓单322225吨，注销仓单52850吨，减少1750吨。 3. 镍注册仓单172068吨，注销仓单28074吨，增加8952吨。 4. 锌注册仓单78950吨，注销仓单62425吨，减少1525吨。 5. 铅注册仓单233725吨，注销仓单54825吨，减少2500吨。 6. 锡注册仓单2125吨，注销仓单555吨，增加10吨。 LME注册及注销仓单日报 金十期货5月29日讯，伦敦金属交易所（LME）有色金属注册及注销仓单如下： ...

伦敦金属交易所（LME）：镍库存增加864吨，铅库存减少1325吨，铝库存减少4250吨，锌库存减少 7700吨，铜库存减少7850吨，锡库存增加20吨。 ...

Group 1: Interest Rates and Bonds - HSBC suggests that without support from the Bank of Japan, the Japanese government bond yield curve may continue to steepen due to unfavorable factors leading to a prolonged steep curve [1] - The clarity of Japan's fiscal policy trajectory and the Bank of Japan's bond purchasing plan will be crucial for stabilizing the long-term yield curve in the coming weeks [1] Group 2: Commodity Prices - ANZ analysts report that a weaker US dollar and tight market supply are expected to drive up base metal prices, with copper rising 1.2% to $9,614 per ton [2] - Concerns about the economic backdrop are limiting the price increases of other base metals, although aluminum market supply growth is slowing, which may keep the overall market tight [2] Group 3: Trade and Travel - The Royal Bank of Canada indicates that trade tensions are reshaping Canadian travel plans, potentially boosting domestic consumption while widening the US trade deficit [3] - A notable decline in Canadians returning from the US was observed, with a 20% drop in air travel and a 26% drop in car travel in April [3] Group 4: US Fiscal Policy - CICC reports that the "one big beautiful bill" passed in the House is likely to significantly increase the US fiscal deficit over the next decade, with a debt issuance wave expected between July and September [4] - The report highlights that the US may not have the conditions to effectively reduce the deficit due to structural issues and global competition [4] Group 5: Market Trends - Zhongyuan Securities suggests focusing on sectors like power equipment, grid equipment, and cultural media, as the market is expected to steadily trend upwards [5] - CITIC Securities notes that the trade war is causing structural changes in the global stock market, with a shift in capital allocation towards financial and technology sectors [6] Group 6: Nuclear Industry - CITIC Securities indicates that the controllable nuclear fusion industry is expected to accelerate due to favorable policies, increased financing, and technological advancements [7] - Huatai Securities sees opportunities in the nuclear power equipment sector as uranium prices recover and global nuclear energy policies strengthen [8]

LME注册及注销仓单日报 金十期货5月23日讯，伦敦金属交易所（LME）有色金属注册及注销仓单如下： 1. 铜注册仓单92650吨，注销仓单72075吨，增加3425吨。 2. 铝注册仓单322725吨，注销仓单61850吨，减少2325吨。 3. 镍注册仓单178794吨，注销仓单19842吨，减少2274吨。 4. 锌注册仓单80175吨，注销仓单73325吨，减少2725吨。 5. 铅注册仓单233725吨，注销仓单60300吨，减少1525吨。 6. 锡注册仓单2285吨，注销仓单380吨，持平。 ...

Summary of Key Points Core Viewpoint - The London Metal Exchange (LME) reports a decrease in the inventory of several base metals, indicating potential supply tightening in the market [1]. Inventory Changes - Copper inventory stands at 166,525 tons, a decrease of 2,300 tons [1] - Aluminum inventory is at 386,900 tons, down by 2,000 tons [1] - Nickel inventory is recorded at 200,910 tons, with a reduction of 876 tons [1] - Zinc inventory is at 156,225 tons, decreasing by 1,650 tons [1] - Lead inventory has increased to 295,825 tons, up by 13,700 tons [1] - Tin inventory is at 2,665 tons, with a slight decrease of 5 tons [1]

伦敦金属交易所(LME)：铝库存减少2000吨，锌库存减少1650吨，镍库存减少876吨，铅库存增加13700 吨，锡库存减少5吨，铜库存减少2300吨。 ...

智通财经APP获悉，港交所(00388)旗下伦敦金属交易所(LME)已批准在香港增设三家仓储设施，令香港 的仓储设施总数达到7家。首批四家仓储设施将于7月开始运营。LME行政总裁张柏廉(Matthew Chamberlain)昨天表示，仍有LME认证的仓库营运商正跟本地业者洽谈合作，打算把版图扩展至香 港，但港交所未能给予第三批申请获批的时间表，因为部分涉及改建或重新兴建一个仓库，以应对地面 承重问题，所以需要较长时间，预期香港认可仓库增加的速度会放慢。 他指在港仓库可面向高价值的铜、镍及锌等，在中国有更大需求的高价值金属运作，料便利实物交收及 满足与内地市场之间的套戥所需。现时和LME合作的营运商有25家。他认为未来在港增设仓库的需求 会由市场驱动。至于内地市场，因为内地未有批准外国交易所设仓，所以仍然聚焦于亚太区市场。该所 实物市场主管Georgina Hallett称，LME对在港增加更多仓库持开放态度。 张柏廉提到香港当前金属储放仓库面积并不如其他已建设地点，相对东南亚金属仓库具备低廉租金的特 点，香港仓库网络成本也可能最高，但因为存仓期短，香港物流服务又优质，可快速运送金属，有助交 付期压缩，抵销高 ...

智通财经5月22日电，CME据称商谈设立香港仓库，此前伦敦金属交易所批准在香港的仓储设施。 ...