法国央行行长：法国必须继续削减财政赤字。

U.S. President Donald Trump said Iran provided 10 oil tankers as a goodwill gesture during sensitive negotiations, ending earlier uncertainty over a reported “gift” from Tehran. Speaking at a cabinet meeting, Trump said the initial offer was eight tankers transiting the Strait of Hormuz, later increased to 10 following what he described as an apology from Iranian counterparts. U.S. officials had previously declined to detail the matter, citing the sensitivity of ongoing peace discussions.

国外 1. 多家机构上调美国经济衰退概率。 2. 瑞银：当前只是黄金长期上涨轨迹中的回调。 3. 道明证券：此次油价波动不太可能促使美联储采取激进的政策应对措施。 4. 澳大利亚国民银行：通胀虽趋缓，料难阻澳洲联储5月加息25个基点。 5. 麦格理：美伊局势可能进入“边谈判边战斗”的第三阶段。 国内 1. 华西证券：黄金新一轮行情启动，或要等到美联储降息预期重启。 2. 华泰证券：欧洲及东南亚有望成为电动车渗透率提升的核心增量来源。 3. 中信证券：新能源行业有望迎来戴维斯双击。 4. 中信建投：证券板块三重边际向好，2026年业绩超预期可期。 5. 国泰海通：油价刺激海外新能源汽车需求，看好自主品牌出海。 6. 东方证券：中国资产具有三重“安全溢价”，依然看好其投资机会。