市场洞察 - 重点报道 --- Market Insights - Marque e Market Insights | Markets | Asia 市场洞察 | 市场 | 亚洲 GS Macro: Five things you need to know ⾼盛宏观：你需要了解的五件事 Hope you had a great weekend 希望你度过了⼀个愉快的周末 Five things you need to know: 你需要了解的五件事： 1/ ⾼盛周末——思想领袖观点及周末宏观预测 2/ China xing thoughts; USDCNH to 7.10 in next 2-3mths 2/ 中国汇率调整观点；未来 2-3 个⽉美元兑离岸⼈⺠币将⾄ 7.10 3/ GS clients now see US equities to outperform Europe; Dollar shorts remain cons; still curve steepener 3/ ⾼盛客⼾现预期美国股市将跑赢欧洲；美元空头仍被视为错误；曲线仍呈陡峭趋势 4/ AUD: revising foreca ...

Group 1 - The Trump administration's tariffs faced legal challenges, with a federal appeals court temporarily halting a lower court's ruling that blocked several tariff orders [2] - The U.S. stock market showed positive performance, with the Dow Jones up 0.28%, Nasdaq up 0.39%, and S&P 500 up 0.4% [3][5] - Major Chinese concept stocks mostly rose, with the Nasdaq China Golden Dragon Index increasing by 1.44% [4] Group 2 - The White House indicated that a judge's ruling on tariffs would be overturned, and multiple trade agreements are nearing completion [8] - The Federal Reserve's Goolsbee suggested that if trade policies revert to pre-tariff conditions, there could be room for interest rate cuts [9][10] - Goldman Sachs predicted gold prices could reach $4,000 per ounce by mid-next year, viewing gold as a safer hedge compared to Bitcoin [11] Group 3 - Nvidia's CEO plans to sell up to 6 million shares, potentially worth around $809 million based on recent closing prices [12] - Dell Technologies saw a significant stock increase after reporting Q1 revenue of $23.38 billion, exceeding analyst expectations [13] - Hyundai is considering a 1% price increase on all its U.S. products to mitigate the impact of Trump’s tariffs [14] Group 4 - NIO reported Q1 revenue of 25.93 billion yuan, a year-on-year increase of 1.1%, with a delivery volume of 92,864 vehicles, up 15.5% [17] - JD.com and Xiaohongshu launched a strategic cooperation plan to enhance business growth for brands and merchants [18] - Tesla plans to deliver its first autonomous Model Y vehicles in June, ahead of schedule [19]