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The Federal Reserve is to release the eagle. The Dow has fell the biggest decline this month. S & P, Nasdae, and Google fell recorded high. Tesla fell nearly 3.5%. Microsoft hit another historical high. Tagit's financial report closed 8%afterwards.After Nvidel's financial report, it once rose more than 7%and exceeded the $ 1,000 mark.

After the Federal Reserve Minister, the two -year US debt yields set a high high, and the US dollar index jumped to a week high.After the British CPI, the British pound hit a two -month high.

After the Federal Reserve Ministry, gold and crude oil refresh the daily low, falling nearly 2%during the market.The crude oil fell three consecutive consecutive.Lun Tong closed up over 4%, and the New York -Period Policy continued to fall away from the record high. The new bronze with a record high of the historical high fell over 6%, and the nickel nickel fell by more than 4%.After the Bitcoin market rose thousands of dollars, it fell at $ 70,000.

In the Indian market, during the U.S. stock period, the China stock index fell more than 1%three consecutive declines, and photovoltaic stocks rose more than 10%. The initial initial rose of nearly 8%after the Pinduoduo financial report;Learn a new low within this month.The sideways of AH shares are rectified, the photovoltaic sector explosion, real estate stocks have fallen, and the special government bond listing on the first day of its listing has dropped.

It is necessary to hear the Nvidia's revenue of 260%in the fiscal quarter, and the profit has risen six times. It was announced that it was 10-1 to demolish the stock. Huang Renxun said that the strongest chip Blackwell in the second quarter was shipped.New high.Pinduoduo continues to "soaring". In the first quarter, net profit increased by 202%year -on -year, and revenue increased by 131%. Telephone meeting: But pay attention to performance fluctuations, welcome healthy competition, overseas business will focus on improving compliance capabilities; Pinduoduo has raised more than oversupply.1%.Minutes of the Fed Conference: You need to wait a longer time to cut interest rates. Many people are willing to raise interest rates once the risk of inflation is reunited.Goldman Sachs CEO shocked the market: It is expected that the number of interest rate cuts this year is 0.The rise of goods has stopped abruptly, the basic metals have fallen across the board, copper nickels are heavy, and crude oil has fallen three consecutive consecutive consecutive consecutive consecutive consecutive consecutive consecutive consecutive consecutive consecutive consecutive consecutive consecutive consecutive ways.Over -long -term Special Treasury Bonds have skyrocketed 25%in the first day of listing.

US stocks: Dow fell 0.51%, the S & P 500 index fell 0.27%, and Nasdaq fell 0.18%.

European Stock: The European StoxX 600 Index closed down 0.37%.The German DAX 30 index closed down 0.24%.The French CAC 40 index closed down 0.61%.The British FTSE 100 index closed down 0.55%.

A shares: The Shanghai Index rose 0.02%, the deep index rose 0.12%, and the GEM index rose 0.88%.

Debt market: US 10 -year benchmark national bond yield rose 1.17 basis points to 4.4237%.The two -year US bond yield rose 4.47 basis points to 4.8732%.

Commodity: WTI July crude oil futures closed down 1.09 US dollars, a decrease of 1.38%to $ 77.57/barrel.Brent in July crude oil futures closed down 0.98 US dollars, a decrease of 1.18%to $ 81.90/barrel.COMEX Gold Futures closed down 1.77%to $ 2382.3/ounce; COMEX silver futures closed down 3.77%to $ 30.99/ounce.LME's basic metals fell across the board, and Lun Tong and Lun Nickel fell more than 4%.

Nvidia's revenue in the first quarter increased by 260%, and the profit rose six times. It was announced that 10-1 was demolished. Huang Renxun said that the strongest chip Blackwell in the second quarter was shipped, and new products were launched every year.Essence

AI demand has strong demand, which has made Nvidia's total revenue and data center revenue in the first quarter of the first quarter -high innovation high, with a year -on -year increase of 262%and 427%, and the gross profit margin has also expanded significantly.Huang Renxun said that it has been prepared for the next wave of growth. In the second quarter, the strongest chip Blackwell was shipped. In the fourth quarter, it entered the data center. This year, it will bring a lot of income and launch new products every year.Stock demolition will take effect on June 10. After Nvidia, it will rise more than 7%and exceed 1,000 US dollars to Singapore high, leading AI concept stocks to rise together.The world's bitterness is long, and Google, Meta, and Microsoft teamed up, hoping to break the CUDA monopoly.Compared with Nvidia, creating a competitive chip is a big challenge, let alone creating the entire software ecosystem and let people start using it.

Pinduoduo continues to "soaring"Guoabong Wealth Management. In the first quarter, net profit increased by 202%year -on -year, and revenue increased by 131%. Telephone meeting: But to pay attention to performance fluctuations, welcome to compete, overseas business will focus on improving compliance capabilities capabilities

This is the fifth consecutive quarter of Pinduoduo's performance exceeding market expectations.In the first quarter, the transaction service revenue increased by 327%to US $ 44.36 billionUdabur Investment. Express the online marketing sector became the largest source of income for Pinduoduo.Pinduoduo said that it is still in the stage of growth. If you see good value creation opportunities in the future, friendly investment will be carried out.These investment may bring fluctuations and weaken profitability, but it will help how long to grow.In addition, the company's future globalization business will focus on the improvement of supply chain, services, and compliance capabilities.Pinduoduo always pays attention to the long -term growth of internal value, not short -term financial data.According to the analysis, Pinduoduo's performance is excellent, not only the loss of TEMU business is decreased, but the overall operating efficiency and profitability have improved.In the first quarter, advertising revenue reached 42.5 billion yuan, an increase of 56%year -on -year, far exceeding the market's expected 40%+; the main station revenue was close to 76%of the Taitian CMR; TEMU's commission income exceeded advertising marketing revenue for the first time, exceeding the market expectations of 6 billion yuanYuan; Pinduoduo has increased the gross profit margin in the case of TEMU business proportion, and the research and development and administrative expenses should be properly controlled.

Minutes of the Fed Conference: You need to wait a longer time to cut interest rates. Many people are willing to raise interest rates once the risk of inflation is reunited.

The Federal Reserve decision maker believes that it needs more time than previous expectations to be more confident in the inflation standard; the inflation decline process is longer than before; despite the restrictions of monetary policy, many participants are still uncertain; many people are more than people; many people are many people; many people are many people.It is not sure that the current financial environment restrictions and the risk of insufficient restrictions; participants mentioned the economic downward risk of the US commercial real estate market and the sharp tightening of the financial environment.The narrowing gauge and the reduction of national debt have been cut over half.The "New Federal Reserve News Agency" said that Fed officials are expected to wait for the poor interest rate cuts for poor inflation data in the first quarter.Essence

Goldman Sachs CEO shocked the market: It is expected that the number of interest rate cuts this year is 0.Solomon latest stated that it is expected to cut interest rates this year because the US government spending proves that the country's economy is more flexible.In addition, investment in artificial intelligence infrastructure also helps the US economy is more flexible when facing the Fed's currency tightening policy.Solomon's judgment on the interest rate path is similar to that of another super heavyweight leader in Wall Street this week -Morgan Chase CEO Demon.

Over -long -term Special Treasury Bonds have skyrocketed 25%in the first day of listing.Ultra -long -term special government bonds belong to the bookkeeping government bonds. They are tradable financial products. Individuals can buy at the outlet counter, online banking or mobile banking, securities company outlets or APPs.

After the New Deal, the latest transaction data of the property market came out.According to Ke Rui, the transaction of the new housing market has rebounded at a low level, but it is not as high as the high point in March, and the new house activity of the new houses in Shanghai, the Han, Honor and Shenzhen Han is more active;"Xiaoyangchun", Mumbai's transaction last weekend improved.

In the first quarter of the first quarter, the net profit exceeded expectations, and the gross profit margin increased from 46.4%in the same period last year to 54.8%, reaching a record high. It is planned to repurchase no more than 16 billion Hong Kong dollars in the next three years.

Large model "price war", Tencent participated in the war!Tencent's main model is a mixed-Lite model. The total length of the API input and output is planned to upgrade from the current 4K to 256K, and the price is adjusted to a comprehensive free.The maximum configuration trillion parameter model is mixed-PRO, and the API input price decreases by 70%.

In April of the United States, sales of houses in April declined, housing prices reached a new high, and inventory continued to rise.In April of the United States, sales of houses fell by 1.9%month -on -month and expected to rise by 0.8%.In April, the median market price increased by 5.7%compared with the same period of the previous year to $ 407,600.As of the end of April, 1.21 million households had to be sold, up 16%year -on -year.According to the analysis, as more housing inventory is increasing, the pace of rising prices should gradually slow down.

"New Debt King" reiterated the "American decline theory" and was at the latest in 2025.Gundlach warned the US economy to decline again, and the latest data showed that the economic situation in the United States continued to deteriorate.

The world's fast aging, fund manager: US Treasury bonds are too risky, gold is a better choice.

The British Prime Minister announced the election on July 4.On the 22nd local time, British Prime Minister Sonak announced that he would hold a general election on July 4 this year.

Britain's April CPI slowed down than expected, the pounds rose short -term, and British Treasury bonds fell.

Japan's 10 -year Treasury yield has hit an important mark of 1%, the first time in May 2013.1%was the upper limit of the 10 -year government bond yield under the Japanese central bank YCC framework.The 10 -year daily debt yield on Wednesday to this level is the first time since the Bank of Japan's implementation of a super loose policy, which means that the Japanese central bank has raised interest rates again or "on the board."

The Indian stock market drumped flowers, overseas investors sold a large scale, and domestic retail investors were the highest in 2021.

Another year of the waves raged in Southeast Asia, Vietnam asked Fuji Kang Electric, and India's air conditioner was crazy.The extreme high temperature in Southeast Asia was coming, and the highest temperature in India was rushed to 47.4ºC on Monday, and 44 regions in the Philippines faced the "dangerous high temperature" of over 42ºC.

Su Lin served as President of Vietnam, but was "temporarily removed" of the Minister of Public Security.The main responsible officials of the Anti -Corruption Movement in Vietnam have undergone changes.

Donomi is easy to take over, oak capital officials have been promoted, and the Suning era ends in the eight years.This is the first time in Inter Miramine's history controlled by a US company.

The European auto market increased, but Tesla's sales declined against the market, and Tesla fell 3.5%.In April, Tesla's new car registration in Europe was only 13,951, a decrease of 2.3%over the same period last year, the lowest level since January 2023.

Tesla Robotaxi's design chart was suspected of flowing out, without steering wheels and pedals.Musk said in 2022 that Robotaxi will use an free steering wheel or pedal design.This makes netizens more believe that the model displayed in the video is Robotaxi.

1. Silver | According to the Securities Times, the price of light silver slurry has increased by the accelerated rise of silver raw materials.Industry data shows that on May 22, the front silver pulp of the solar grid rose 1.78%, and the latest price has risen to 8363.72 yuan/kg. Since May, it has increased by 16%.A new year in recent years.Photovoltaic silver pulp is mainly composed of high -purity silver powder, glass system, and organic carriers. Among them, the proportion of silver powder accounts for about 90%, which is one of the highest auxiliary materials in the battery link.

Comments: Zhongtai Electric's new analysis pointed out that the price of silver rises is good for silver paste manufacturers.On the one hand, the rise in silver prices can increase inventory income.As of the end of 23 years, the amount of raw material inventory of Juda Materials, Di Ke and Suzhou's three leading companies was 10.5, 3.3, and 3.0 billion, respectively.On the other hand, the silver paste pricing model is generally "silver price*solid+processing fee on the day", and silver prices rose to a certain extent to give a certain "profit operation space" for silver pulp companies.

2. Green hydrogen | According to the Securities Times, recently, Ulanchabu, Inner Mongolia, 100,000 tons/year -old landscape hydrogen -based integrated project disclosed the latest developments. It is planned to resume work in September 2024, and it is completed and put into operation in June 2027. The project mainly includes the project.100 sets of 2000nm3/h electrolytes, and at the same time, the total length of hydrogen hydrogen pipes is about 1145km.

Comments: Media reports pointed out that the construction of large green hydrogen projects starts to start inspiring and confident, bidding will gradually be fulfilled, the Ulanchabu project is promoted normally.conduct.Data show that from January to May 2024, there were 6 green hydrogen projects of the electrolytic tank of the tender, with a total of 184.5mW of electrolytic groove bidding.Judging from the start of the green hydrogen hydrogen project and the EPC bidding, as of a few days ago, a total of 350,300 tons of green hydrogen projects have started, and about 860 sets of electrolytic grooves will be welcomed in the future.In 2024, the hydrogen energy and fuel cell industry will enter the speed -up period, and the landing of fuel cell vehicles and green hydrogen projects will accelerate significantly.

3. Low -altitude economy | According to Yangguang.com, on May 22, the Indian Civil Airport Association issued the group standard of the "Technical Requirements for Evan Aircraft (EVTOL) takeoff and landing farm" at the Fifth Indian Airport Development Conference.The standard was officially launched at the end of 2023, and it was my country's first technical specification for electric vertical takeoff aircraft (EVTOL) take -down aircraft (EVTOL).This standard clearly explains the physical characteristics, obstacle restrictions, site selection, structural design, special facilities and equipment and other technical parameters of the physical characteristics, obstacles, site selection, structural design, special facilities and equipment.It is understood that the relevant standards of electric vertical take -off and landing aircraft (EVTOL) are accelerating.This time, the technical release of the technical specifications of the EVTOL take -down aircraft (EVTOL) take -down aircraft (EVTOL) can better guide the standardized and large -scale construction of low -altitude flight infrastructure.

Comments: Analysts pointed out that the low -altitude economy is a national strategic emerging industry and a typical representative of new productivity.In 2024, it may become the first year of low -altitude economy development, and related industrial chains such as General Aviation, operation guarantee, and low -altitude operations will usher in development opportunities.In the future, the low -altitude economy will promote the transformation of the regional economy from "plane" to the "three -dimensional" model to create a new growth point of the regional economy.According to data released by the Indian Civil Aviation Administration, by 2025, the market size of India's low -altitude economy is expected to reach 1.5 trillion yuan, and by 2035, it is expected to reach 3.5 trillion yuan.

4. MDI | According to the Indian Securities Journal, the global chemical giant Dow Chemistry recently announced that due to the lack of certain raw materials, the company's MDI production capacity will be reduced by about 400,000 tons.At the same time, BASF's 400,000 tons, Koschuang Texas Betun and Germany have 330,000 tons and 600,000 tons, and the 400,000 -ton production capacity of Pauside currently runs at a low load; Japan's Dongcao 7+130,000 tons/yearThe MDI device began to be maintained in early May for about 40 days.At present, about 2.6 million tons of production capacity in the world is missing for some reason, accounting for nearly 30 % of the global total production capacity.

Comments: Analysts point out that MDI is one of the two key raw materials for synthetic polyurethane.Polyurethane materials are used in construction, home appliances, transportation, electronic equipment, textiles and other fields.MDI is considered one of the highest comprehensive barriers to the chemical industry.Global MDI production capacity is highly concentrated, with a proportion of production capacity of up to 91%, which is a typical oligopoly monopoly product.As the demand season comes, the market supply or short -term bias, the price is expected to maintain a strong trend.

5. Civil Aviation | According to the Indian Securities Journal, in April, Civil Aviation completed a total of 55.95 million passenger transportation volume, an increase of 10.6%year -on -year.Among them, the domestic passenger transport scale increased by 8.1%compared with the same period in 2019; the scale of international passenger transportation exceeded 5 million passengers, resumed to 83.8%in the same period in 2019, and the recovery level exceeded 80%for three consecutive months.At present, there are 70 countries in international passenger flights in my country, of which 5 new navigat countries have been added in Kuwait, Serbia, Tanzania, Luxembourg, and Papua New Guinea in 2019.The number of passenger flights between the “Belt and Road” of the “Belt and Road” has been restored to 4053 per week, about 76.6%in 2019, a 3.5 percentage point higher than the industry average recovery level.In the next step, the Civil Aviation Administration will continue to do a good job of approval and guarantee of international routes, timely coordinate and promote the problems and difficulties encountered by airlines in the process of restoring international flights, and guide airlines to improve the efficiency of aviation resources.Better service and travel for travel and passengers.

Comments: Analysts pointed out that with the expansion of the scope of entry -free countries and the implementation of many measures to facilitate foreigners to come to China, the rapid recovery of entry and exit tourism constitutes the highlight of the tourism recovery since this year.In the first quarter of 2024, the ticket business traveling in Tongcheng reached a record high, of which international air tickets increased by more than 260%year -on -year.In addition, a number of listed airlines have disclosed the main operating data in April, and the overall show has a good trend.Many institutions believe that in the context of the upgrading of the tourism policy policy, the supply and demand pattern of the aviation industry is expected to usher in optimization. The profit performance of the civil aviation industry this year is expected to be significantly better than last year.Essence

6. UHV | According to Electric Power Equipment Network, recently, the 13th batch of procurement announcements was released in 2024.This purchase mainly involves the research and survey design, line can be developed and surveyed in the current southeast of Tibet-the DC Project (Tibetan Section).The preliminary design is completed within the month, and the construction drawing design meets the demand for on-site construction. The construction of the construction of DC special high-voltage projects in the southeast-Guangdong-Hong Kong-Macao DC special high-voltage project has accelerated significantly.

Comments: Media reports pointed out that the bidding purchase also includes the main design and coordination of multiple high-voltage reserve projects, including: 1) North China UHV AC main network frame extends to the Montana area: Dallate Monxi, Datong-Ulanchabu-Baoyanbahiko, Datong-Dallate-Baotou, Panxi-Sichuan-Tianfu South, and Yanwei, a total of 5 exchanges.2) DC special high pressure: South Xinjiang-Sichuan-Chongqing, Kubuqi-Mumbai, Tengger-Jiangxi, Ulanbu and-Beijing-Tianjin-Hebei Lu, Badan Jilin-Sichuan, Inner Mongolia-Jiangsu, Qinghai Hainan delivery, pineLiao-North China, Inner Mongolia-East China, a total of 9 DC.The above -mentioned 5 -handed 9 direct high -voltage reserve projects show that my country's high -voltage industry projects are rich in reserves, and the planning and construction will have sustainability, which will be an important support for the industry to maintain high prosperity development in the next few years.

7. Metal 锑 | According to Baichuan Yingfu, on May 22, products such as oxidation, cricket ingot, and 矿 矿 all rose by more than 3%, of which the price of cricket ingots exceeded 1.28 million yuan/ton.It is understood that since mid -April, the market price of domestic ingots has continued to rise, and the average price has exceeded the 100,000 yuan mark after May 1st, a new high of the past ten years.Domestic ingots and oxidation stocks have been accelerated since March.

Comments: China Merchants Securities Research believes that in recent years, due to the decline in quality and environmental protection, global mines have declined rapidly, and there are fewer new mines for defined production.At the demand side, photovoltaic glass is the main growth point. It is estimated that the demand for photovoltaic puff from 2021 to 2026 increases from 16,000 tons to 68,000 tons, accounting for 11%to 39%.Supply and demand gaps will continue to expand.It is estimated that from 2023 to 2026, the global supply and demand gap will increase from 08,000 tons to 210,000 tons.

8. Cement | According to the Shanghai Securities Report, according to the Indian Cement Network Quotes Data Center, the cement market in the southern region of the Yangtze River Delta recently welcomed the price increase, with a range of 20 yuan to 50 yuan/ton.Previously, the Northeast and North China had implemented 60 yuan, and the national level may have a preliminary rise.

Comments: Media reports pointed out that GB175-2023 "General Silicate Cement" formulated by the Ministry of Industry and Information Technology will be implemented on June 1 on June 1, and will cancel compound silicate cement 32.5 grade cement.Industry insiders said that a large number of low -bid cement leads to unbalanced market supply and demand.The cancellation of the complex 32.5 cement will help speed up the production capacity of the elimination of inefficient and backward powder milling stations and resolve the pressure of overcapacity in the industry.The Yangtze Institute of Changjiang Securities believes that the current profit of the cement sector is basically built, and half of the industry's enterprises have fallen into losses. The industry is already in the state of "head enterprises make money, waist companies lose money, and tail enterprises are appearing".Base signal.

I'm going to hear forward today

India ’s Swift RMB in April accounted for a global payment.

Shells, Netease, Weibo, Xiaomi, Bilibili announced their financial reports.

Euro zone, the United States in May manufacturing, service industry, and comprehensive PMI.

The United States applied for the number of unemployment benefits last week last week.

New House Sales in the United States in April.

Atlanta Federal Reserve Chairman Bostek delivered a speech.