标普：印尼控制商品出口的计划可能会影响其出口，压缩政府收入和印尼的国际收支。这些因素增加了我们对印尼评级的下行不确定性。

China & U.S. - China Commerce Ministry: U.S., China to seek extension of Kuala Lumpur trade arrangement - China Commerce Ministry: both sides agreed in principle to discuss framework arrangement for reciprocal tariff reductions on products of equal size under the trade council - Xi, to the press: relations between both countries have continued to improve, achieving the highest level of comprehensive strategic partnership - Trump says U.S. in “final stages” of talks with Iran: pool report - U.S. CFTC scrutinizing surge in oil futures trading that occurred moments before Trump postponed strikes on Tehran in March - WSJ China - Two Chinese supertankers carrying 4 million barrels of crude oil exit Strait of Hormuz on Wednesday, data shows - China to speed up construction of strategic mineral reserve sites - Xinhua - China April survey-based jobless rate for 25-29 years old at 7.4% - Stats Bureau - Japan to deploy surveillance drones to monitor Chinese naval activity in Pacific Tech & AI - Alibaba Cloud unveils Zhenwu M890, its latest-generation AI training and inference chip - Alibaba Group integrates Qwen AI with Taobao for full conversational shopping experience - China adds Nvidia China-specific gaming chip to banned list during Jensen Huang visit - OpenAI plans to file confidentially for U.S. IPO in coming weeks, source says - Nvidia 1Q rev. $81.62B, est. $79.19B - Nvidia Corp: to date, have not generated any revenue under H200 licensing program & do not yet know whether any imports will be allowed into China - SpaceX files publicly for Nasdaq IPO under ticker SPCX Geopolitics & Middle East - Pakistan’s interior minister is in Tehran for fresh talks, according to Al Arabiya sources, as negotiations between the U.S. and Iran grow more difficult over Tehran’s nuclear program and security in the Strait of Hormuz - Pakistani army leader may visit Iran tomorrow to announce the final version of the agreement text - Al Hadath, citing sources - Trump, Benjamin Netanyahu held tense call over Iran policy - N12 - Vladimir Putin: we are ready for cooperation with our partners, including United States, that’s what we discussed with China’s Xi today - Russia considers possibility of joint projects with U.S. and China, Russian TV cites head of Russian Direct Investment Fund Markets & Central Banks - Fed minutes: majority of participants said some policy firming would likely become appropriate if inflation were to continue running persistently above 2% - Samsung Electronics South Korea union says to go on strike on Thursday - Yonhap

【国债期货早盘开盘】2年期国债期货（TS）主力合约涨0.01%，5年期国债期货（TF）主力合约涨0.03%，10年期国债期货（T）主力合约涨0.05%，30年期国债期货（TL）主力合约涨0.12%。