海关总署：中国4月集成电路出口320.4亿个，同比增长3.8%。

United States - April CPI (Tue), PPI (Wed), Retail Sales (Thu) Impact: Strong inflation data could further delay Fed rate-cut expectations and pressure bond markets. - Senate vote on Kevin Warsh Fed Chair nomination; Powell term ends Friday Impact: Leadership transition uncertainty may increase market volatility and reshape Fed policy expectations. - Key earnings: Cisco, Applied Materials, Constellation Energy Impact: Results will offer signals on AI spending, semiconductor demand, and power consumption trends. China - Trump visits China for Xi summit (Thu-Fri) Impact: Markets will watch for progress on tariffs, trade, AI restrictions, and geopolitical tensions. Any progress on de-escalation could ease oil prices and reduce global inflation pressure. - April CPI/PPI data (Mon) - Key earnings: Alibaba, Tencent, JD, Hon Hai Other Countries - UK King’s Speech (Wed) and Q1 GDP (Thu) - Eurozone GDP and Germany ZEW sentiment - Bucharest Nine security meeting (Wed) Impact: NATO and regional leaders will discuss Russia-related security risks and defense coordination.

CFTC-COMEX GOLD SPECULATORS RAISE NET LONG POSITION BY 4,090 CONTRACTS TO 95,664 IN WEEK TO MAY 5