Domestic News:
1. China-EU export control dialogue and consultations were held in Brussels.
2. ICBC and CCB suspended physical gold bar withdrawals, but ICBC has since resumed them.
3. Chow Tai Fook Jewellery: Due to relevant tax policies, prices for some products will increase immediately.
4. China grants visa-free access to Sweden and extends visa-free access to France and other countries until the end of 2026. China will resume group tours to Canada.
5. The US Treasury Secretary stated that if China continues to block rare earth exports, the US may impose additional tariffs on China; China responded.
International News:
1. Amazon Web Services and OpenAI signed a $38 billion agreement.
2. Microsoft received its first export license to export Nvidia A100, H100, and H200 GPUs to the UAE.
3. Federal Reserve Governor Milan: The Fed may reach a neutral rate through a series of 50 basis point rate cuts, but does not need a 75 basis point cut.
4. OPEC Secretary General: Global oil demand is not expected to peak in the short term; oil demand is projected to grow by 1.3 million barrels per day this year.
5. Cryptocurrencies declined, with Bitcoin falling below $106,000 per coin; Ethereum fell below $3,600 per coin, down nearly 8% on the day.
