Workday-adjusted South Korean exports rose 60.7% YoY in May, customs data showed; imports climbed 20.8%, yielding a $26.9 bln trade surplus. Unadjusted exports increased 53.2% YoY, the largest rise since January 1984; April's gain was revised to 48% YoY. Semiconductors led the export surge on strong global AI and data-center investment. The strength further cements the Bank of Korea's increasingly hawkish stance despite rising geopolitical and inf risks.

英伟达(NVDA.O)CEO黄仁勋：英伟达PC芯片将于今秋上市，适用于笔记本电脑和台式机。

CITIC Securities says the Fed's internal dovish camp has clearly weakened. Board turnover is steady: over the next two years only Jerome Powell faces potential turnover when his term ends in 2028; regional Fed presidents face no formal departure pressure before 2028. New chair Wash was sworn in on May 22 and did not signal dovishness. Overall policy stance is dominated by neutral to neutral‑hawkish views; US economic data and geopolitical risks remain key watch points.