你有没有发现，最近美国那边说话越来越像钓鱼执法？ 我查了下，现在美国军工对稀土的依赖度已经高到97%，这不是个可以拿来谈条件的数字，这是硬指标。你可以不信特朗普，但你不能不信五角大 楼急得像热锅上的蚂蚁。今年年初，美国国防部内部报告已经直接提到，稀土短缺会极大削弱美军的作战准备状态。这不是吓唬谁的，是F-35这类 先进战机都靠稀土当关键材料撑着，缺了就跟煮面没水一样，技术再好也下不去。 而且我看了一下数据，美国自己也有稀土矿，比如加州的Mountain Pass矿，但问题是，他们没有配套的提炼和分离能力。美能源部都承认，2023年 全美提炼能力不到全球的5%。你说你要跟人硬刚，连加工链都搭不全，还得转头看东方大国的脸色，这是不是有点讽刺？ 一边说要谈，一边下绊子。特朗普又来了，这次他在外交平台上放话，说东方大国要是不解除对美国稀土出口的限制，美国就不会让步。嚯，姿态 拿得挺高，像极了那种自己欠钱还摆谱的债主。 但问题来了，美国还真不是说翻脸就能翻回去的。 特朗普当然也不是看不出来这一点，所以他急。他要把谈判桌重新摆起来，但问题是，现在的牌不是他拿最多了。国际货币基金组织的数据也很直 接，2024年一季度，美元 ...

以下文章来源于东方财富网 ，作者十字路口 东方财富网 . | 3 0 3/ 4 | | --- | | 甲骨文 | 215.220 7.69% 5371万股 | | --- | --- | | ORCL | | | 苹果 | 196.450 -1.38% 5145万股 | | AAPL | | | 微软 | 474.960 -0.82% 1681万股 | | MSFT | | | | Meta Platforms Inc-A 682.870 -1.51% 927万股 | | META | | | 亚马逊 | 212.100 -0.53% 2934万股 | | AMZN | | | 维萨 | 352.850 -4.99% 1418万股 | | 谷歌-A | 174.670 -0.59% 2766万股 | | GOOGL | | | 博通 | 248.700 -2.88% 1903万股 | | AVGO | | | 超威半导体 | 116.160 -1.97% 3970万股 | | AMD | | | 联合健康 | 313.530 -1.56% 1376万股 | | UNH | | （图片来源：东方财富APP，统 ...

一觉醒来，全球股市遭重挫，道指跌超700 点， 标普指数跌回6000点下方， 德法意股指 收跌超1%， 英国富时100指数收跌0.39%。本周德国股指跌超 3.2%，丹麦股指累涨4.7% 。 欧元区蓝筹股指数本周累跌约2.6%。 由于担心原油供应减少， 原油价格一度飙涨13%， 收涨超7% 创2022年3月以来最大单日涨幅。 避险情绪则助推 黄金收盘创新高， 涨逾1.4% 。 不过油价引发的通胀担忧短期压制避险买盘，美债收益率先跌后涨。 发生了什么？ 以色列袭击伊朗，伊朗发起报复行动， 密集发射上百枚导弹 伊朗最高领袖哈梅内伊13日晚间通过伊朗官方媒体发表声明，称伊朗武装部队将采取武力行动，彻底摧毁以色列政权。 伊朗周五晚向以色列发射了"数百 枚"导弹。 此前据新华社报道，13日，哈梅内伊的国际事务高级顾问阿里·阿克巴尔·韦拉亚提发表声明，宣布美国参与了以色列的袭击。 声明中，韦拉亚提强调，此次袭击发生在国际原子能机构理事会通过反伊朗决议后，以及第六轮伊美核谈判即将开始之前，并将此次袭击描述为以色列面 对伊朗日益增长的实力而"绝望和恐惧"的表现。 声明中，韦拉亚提表示，当前伊朗伊斯兰革命卫队正在准备回应。 周 ...

东北话版 下载mp3 上海话版 下载mp3 今日优选 男生普通话版 下载mp3 女声普通话版 下载mp3 美国宣布23日起对钢制家电加征关税 美媒：以色列最快周日对伊朗发动袭击 特朗普称美中已达成协议，外交部回应 蚂蚁数科启动申请香港稳定币牌照 市场盘点 周四，数据显示美国就业和通胀都有所降温，从而支撑美联储年内降息两次。美元指数连续第二日走低，最终收跌0.78%，报97.864，创逾三年新低。美债 收益率延续跌势，基准的10年期美债收益率收报4.368%，2年期美债收益率收报3.918%。 受益于中东局势收紧和美联储降息押注回暖，现货黄金继续走高，盘中一度逼近3400美元关口，最终收涨0.94%，收报3386.83美元/盎司；现货白银走出V型 反转，最终收涨0.3%，报36.36美元/盎司。 由于交易员在前一交易日油价飙升后获利了结，国际原油高开后走低，但美盘前开启反弹，并收复日内全部跌幅。WTI原油一度跌超2%，最终收涨0.6%， 报67.58美元/桶；布伦特原油收涨0.32%，报69.68美元/桶。 美股三大股指小幅收涨，道指收涨0.24%、标普500指数涨0.38%，纳指涨0.2%。英伟达(NVDA. ...

当地时间6月11日（周三），美股三大指数小幅收跌，标普500指数结束此前连续三个交易日的上涨。投 资者正评估国际贸易局势的发展与美国5月消费者价格指数（CPI）。交易员加码押注美联储9月启动降 息。美国总统特朗普也再次敦促美联储降息。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 42865.77 | 19615.88 | 6022.24 | | -1.10 0.00% | -99.11 -0.50% | -16.57 -0.27% | 截至收盘，道指跌1.10点，报42865.77点；纳指跌99.11点，跌幅为0.50%，报19615.88点；标普500指数 跌16.57点，跌幅为0.27%，报6022.24点。 最近美股反弹后，交易员在周三下午的交易中获利回吐。标普500指数在过去7个交易日中有6个交易日 上涨，比2月份创下的最高纪录低不到2%。今年4月特朗普宣布所谓"对等关税"之后，该基准指数一度 比创纪录高点低约20%，此后迅速反弹。 英特尔跌超6%，苹果确认macOS将终止对英特尔芯片支持 板块方面，标普500指数十一大板块七跌四涨。非必需消费品板块和材料 ...

最近美股反弹后，交易员在周三下午的交易中获利回吐。标普500指数在过去7个交易日中有6个交易日上涨，比2月份创下的最高纪录低不到2%。今年4月特朗普宣 布所谓"对等关税"之后，该基准指数一度比创纪录高点低约20%，此后迅速反弹。 苹果 macOS操作系统计划于明年停止对英特尔芯片的支持。 当地时间6月11日（周三），美股三大指数小幅收跌，标普500指数结束此前连续三个交易日的上涨。投资者正评估国际贸易局势的发展与美国5月消费者价格指数 （CPI）。交易员加码押注美联储9月启动降息。美国总统特朗普也再次敦促美联储降息。 截至收盘，道指跌1.10点，报42865.77点；纳指跌99.11点，跌幅为0.50%，报19615.88点；标普500指数跌16.57点，跌幅为0.27%，报6022.24点。 美国5月CPI通胀环比微升0.1% 低于市场预期 美国劳工统计局周三公布数据显示，5月CPI涨幅低于预期，显示特朗普实施的关税政策尚未对通胀产生显著影响。 衡量全美各类商品与服务价格的CPI当月微升0.1%，年化通胀率维持在2.4%。道琼斯调查的经济学家此前预测值分别为0.2%和2.4%。 剔除食品和能源的核心CPI同 ...

1. Report Industry Investment Rating No industry investment rating is provided in the report. 2. Core Viewpoints of the Report - The allocation value of stock indices continues to increase, with a clear upward trend in the long - term. It is recommended to buy IF and IM far - month contracts on dips [1]. - The intention to protect liquidity in the bond market is clear, and the expectation of the bond market has slightly improved, but it is difficult to form a trend - based market [1]. - For precious metals, the short - term gold price is expected to be volatile, and the medium - to - long - term price center will rise. It is advisable to buy on dips or hold short out - of - the - money put options. Silver has a high probability of upward valuation repair [4]. - For base metals, copper, aluminum, and nickel prices are expected to be range - bound, while alumina prices are expected to be weakly volatile [4]. - For energy and chemical products, crude oil prices have limited upside potential and will maintain high volatility; methanol and polyolefin prices are expected to decline [10]. - For building materials, the prices of soda ash and glass are expected to be weakly volatile, and it is recommended to hold short positions [8]. - For steel and coal, the prices of steel products, iron ore, coking coal, and coke are expected to be volatile, with a weakening trend [5][8]. - For agricultural products, cotton prices are expected to be range - bound, and rubber prices are expected to be weakly volatile [10]. 3. Summary by Variety Stock Indices - Last week, the A - share market was strong, with communication and non - ferrous metals leading the gains, and home appliances and automobiles leading the losses. The trading volume on Friday decreased slightly to 1.18 trillion yuan. - In June, the A - share market started well, with technology stocks driving market sentiment and slightly boosting trading volume. - Overseas macro uncertainties have reduced global economic growth expectations, but Chinese assets have attracted the attention of foreign institutions. - The upward trend of stock indices is clear, but short - term breakthroughs require an increase in trading volume. It is recommended to buy IF and IM far - month contracts on dips [1]. Bonds - The central bank's intention to protect the market is clear, and the early announcement of repurchase operations has boosted market confidence. - Last Friday, bond futures closed higher. After the China - US call, China - US economic and trade consultations will be held in London. - The macro situation is uncertain, and the bond market is difficult to form a trend - based market. Short - term market conditions are mainly affected by liquidity [1]. Precious Metals - Gold: The short - term price is expected to be volatile, and the medium - to - long - term price center will rise. It is advisable to buy on dips or hold short out - of - the money put options. - Silver: The gold - silver ratio is high, and the valuation of silver is low. If the gold price remains strong, the probability of upward valuation repair of silver increases. It is advisable to hold short out - of - the money put options [4]. Base Metals Copper - Last week, copper prices fluctuated within a range. Macro uncertainties remain high, and the supply of copper ore is still tight. - The demand is affected by macro uncertainties and the domestic consumption off - season. - LME inventories are decreasing, while COMEX and SHFE inventories are increasing. Copper prices are expected to remain range - bound [4]. Aluminum and Alumina - Alumina: The supply is uncertain, but the short - term impact is weakening. The resumption of production is expected to increase supply pressure, and prices may continue to run close to the cost line. - Aluminum: The supply is constrained, with support at the bottom, but the demand policy is uncertain, and the directional driving force is limited [4]. Nickel - The supply of nickel ore is gradually recovering, and the supply of refined nickel is in excess. The demand from the stainless steel and new energy sectors is weak. - The price of nickel is expected to remain range - bound, and it is advisable to hold short call options [4]. Energy and Chemical Products Crude Oil - The US non - farm payrolls data exceeded expectations, and geopolitical disturbances continue. The number of US oil rigs has decreased significantly. - The demand for gasoline and diesel in the US is lower than expected. Oil prices have limited upside potential and will maintain high volatility [10]. Methanol - Overseas methanol plant operating rates have increased, and the price of thermal coal is stable. - Affected by positive factors such as the recovery of olefin plant demand and China - US talks, methanol futures prices have rebounded, but further upside is limited [10]. Polyolefins - The production of polyolefins has increased slightly, and more production capacity is expected to resume this week. - Downstream industries are entering the off - season, and the operating rate is decreasing. It is recommended to pay attention to the opportunity of going long the L - PP spread [10]. Building Materials Soda Ash - The production of soda ash is expected to increase in June, while demand is weak. The supply is relatively loose, and inventory is high. - It is recommended to hold short positions in the SA509 contract and go short on rebounds near the cash cost line [2][8]. Glass - The glass market has entered the off - season, with weak demand and high inventory. - It is recommended to hold short positions in the FG509 contract and consider long - short spread strategies [8]. Steel and Coal Steel Products - The spot prices of steel products are weak, and demand has entered the off - season. - The results of the China - US trade negotiations will affect market sentiment. It is recommended to hold short call options for rebar and short positions for hot - rolled coils [5][8]. Iron Ore - The static supply - demand structure of imported iron ore is healthy, but the supply is expected to increase seasonally, and demand may decline. - It is recommended to hold the 9 - 1 positive spread combination or short the I2601 contract with a stop - loss [5][8]. Coking Coal and Coke - The supply of coking coal is in excess, and the price rebound is not sustainable. - The demand for coke is weak, and the price is under pressure [8]. Agricultural Products Cotton - The weather in the Xinjiang cotton - producing area is normal, and downstream demand is gradually recovering. - It is advisable to hold positions patiently and wait for a breakthrough in the price range [10]. Rubber - The supply of rubber is increasing, while demand is decreasing. The price is expected to be weakly volatile [10].

非农数据今晚公布，整体市场处于观望状态，亚洲股市、欧股基本持平，其中印度意外大幅降息，印度股市涨约0.8%。 马斯克、特朗普吵翻天，特斯拉股价周四大跌后，亚洲特斯拉供应链企业跟跌。随后，特朗普和马斯克的口水战缓和， 白宫紧急安排周五晚与马斯克通话，美股三大股指期货小幅上涨，特斯拉盘前涨超6%。美元、美债小幅走高。 美油和布油均跌超0.5%。 比特币跌约1%至10.4万美元下方。以太坊跌约6%。 市场预计5月非农新增就业将放缓至12.5万人。巴克莱警告，若低于10万人，恐引发衰退担忧，若强于预期，可能打压风 险资产，并推高美债收益率。 Etoro分析师 Josh Gilbert表示： 贵金属因技术面突破和工业需求双重利好继续上涨，白银涨超1%，铂金涨超2%至2022年以来最高。 以下为核心资产走势: 标普500期指、道指期货、纳指100期货均涨超0.4%。 日经225指数收涨0.5%。MSCI亚太指数基本持平。 美元指数小幅上涨0.2%，欧元、英镑小幅下跌0.2%，日元贬值约0.3%。 美债收益率多数下行，10年期美债收益率下行约2个基点。 现货黄金小幅涨约0.2%。纽约银、现货银均涨超1.4%。 "今晚的非农 ...

央视网消息：据最高人民法院微信公众号消息，值此6月8日"世界海洋日""全国海洋宣传日"即将到来之 际，最高人民法院发布2024年全国海事审判典型案例，此次发布的案例，具有以下三个方面的特点： 【基本案情】 土耳其某公司作为连带借款人，加入英国某银行和案外人签订的借款合同，约定资金出借方可以在任何 有管辖权的法院对借款人或担保人提起诉讼相关程序。土耳其某公司所有的"A某"轮为英国某银行设立 第一优先登记船舶抵押权，并在马绍尔群岛共和国海事部门完成登记。英国某银行宣布借款全部到期 后，在"A某"轮锚泊东南亚某国期间，获悉该轮下一目的港为我国广西防城港，特地等待一个月后"A 某"轮停泊防城港卸货时，向北海海事法院申请扣押该轮。 【裁判结果】 北海海事法院经审查认为，英国某银行基于船舶抵押权请求扣押"A某"轮符合法律规定，依法裁定扣押 该轮并责令土耳其某公司提供1800万美元的担保。扣押期间，北海海事法院依法准许土耳其某公司将该 轮移泊至锚地等候进一步指令的申请，同时积极促成双方达成了和解。英国某银行向北海海事法院申请 解除了对"A某"轮的扣押。 【典型意义】 一是用"中国速度"和"东方经验"打造国际海事纠纷解决优选 ...

2025 年 6 月 5 日 股指期货偏强震荡 黄金、白银期货将偏强震荡 螺纹钢、 焦煤、原油期货将偏弱震荡 玻璃、纯碱期货将震荡偏弱 陶金峰 期货投资咨询从业资格号：Z0000372 邮箱：taojinfeng@gtht.com 【正文】 【声明】 本报告的观点和信息仅供风险承受能力合适的投资者参考。本报告难以设置访问权限，若给您造成不 便，敬请谅解。若您并非风险承受能力合适的投资者，请勿阅读、订阅或接收任何相关信息。本报告不构 成具体业务或产品的推介，亦不应被视为相应金融衍生品的投资建议。请您根据自身的风险承受能力自行 作出投资决定并自主承担投资风险，不应凭借本内容进行具体操作。 【期货行情前瞻要点】 通过宏观基本面分析和黄金分割线、水平线、日均线等技术面分析，预期今日期货主力合约行情走势大概率如 下： 股指期货将偏强震荡：IF2506 阻力位 3863 和 3879 点，支撑位 3833 和 3819 点；IH2506 阻力位 2689 和 2699 点，支撑位 2664 和 2644 点；IC2506 阻力位 5700 和 5749 点，支撑位 5668 和 5616 点；IM2506 阻力位 610 ...