Market Overview - The US stock market experienced a decline this week, with the Dow Jones falling by 0.61%, the S&P 500 down by 0.67%, and the Nasdaq decreasing by 1% [1] - The dollar index dropped by 0.82%, while copper and aluminum prices rose on the London Metal Exchange [1] Economic Events - Trump threatened to impose a 50% tariff on EU goods starting June 1, which negatively impacted European stock markets [1] - Recent bond auctions in Japan and the US were poorly received, raising concerns about global market liquidity [4][5] Investment Insights - Analysts are optimistic about sectors such as technology, high-dividend assets, and non-ferrous metals [8][11] - The potential for a decline in the dollar index is seen as beneficial for international non-ferrous metal prices [11] Upcoming Events - Japan will conduct several important bond auctions on May 28, June 3, and June 5, with the June 3 auction of 10-year bonds being particularly significant [4] - The 61st simulated stock trading competition is set to begin, with participants focusing on opportunities in controllable nuclear fusion and the pet economy [2][3]

据最新消息，在中美关税战刚刚缓和之际，美国政府又开始升级科技战，目标直指中国的华为AI芯片。美国商务部宣布：全球都要禁用华为昇腾910芯片， 否则就是违反美国的出口管制，违者最高可判20年监禁！ 特朗普美国政府为什么总是像狗一样，硬是咬着华为不放？华为到底哪里得罪它了？相对于以前对华为的制裁，美国总是找一个"危害国家安全"的理由，而 这次美国没有以任何理由。如果硬要给它找出一些理由，无外乎以下3个。 一：这是美国发出的最后的嘶吼，想找回点脸面。 关税战是特朗普高喊着打起来的，想让全世界所有国家都屈服于它。可让特朗普没想到的是，中国一改以往的韬光养晦姿态，开始全面硬刚，打了特朗普一 个措手不及，最终导致美国关税战失败。所以，特朗普想通过封杀华为AI芯片，来找回一点颜面。 但美国经过关税战的失败后，其它国家还会理它吗？还会像以前那样听美国的话吗？这就要打上一个"大大的问号"了。 二：美国是真的急了，想拿华为AI芯片禁令，来换中国的稀土。 这次中美关税谈判中，美国想要的稀土，中国压根就不和美国谈，因为中国不是因为关税战而禁止稀土出口的。 现在特朗普手中可打的牌，已经所剩无几了，也就唯独华为这张牌还有点分量，所以，特 ...