China A-share energy and metals sector strengthened in early trade; Zhongkuang Resources and Shengxin Lithium Energy rose over 4%, while Yongxing Materials, Ganfeng Lithium, Tibet Mining and TTANQT LITHIUM also gained.

US consumer prices accelerated in May, with CPI up 4.2% YoY in the 12 months to May — the biggest gain since April 2023 — and 0.5% MoM versus 0.6% in April. Higher gasoline and energy prices linked to the Middle East conflict were a key driver. CPI’s third consecutive monthly jump and the second month in which inflation exceeded wage growth add to downside risks for activity and bolster the case for the Fed to keep policy rates on hold into 2027. There are signs consumers are drawing on savings to cover spending, and the sharp rise in living costs is a political headwind ahead of November’s midterms.

重要新闻 1. 国家统计局：2026年5月份居民消费价格同比上涨1.2%。 2. 5月我国汽车出口量同比增长68.7%，延续快速增长态势。 3. 工信部：到2028年城域算力1毫秒时延圈覆盖率不低于75%。 个股新闻 1. 主力资金流向数据显示，海光信息主力资金净流入14.44亿元居首位，宏景科技、雅克科技、拓维信息、宗申动力获主力资金净流入居前；沪电股份主力资金净流出23.29亿元居首位，中天科技、京东方A、兆易创新、工业富联主力资金净流出居前。 2. 在津布局锂精矿已陆续批量启运？中矿资源、盛新锂能等回应。 3. 青云科技与江原科技达成生态合作，共建国产算力词元工厂。 4. 兆易创新推出全新光模块专用MCU。 5. 正式开工，国轩高科承建澳洲最大光储直流耦合项目。 6. 子公司中标山铁数科5亿元算力服务器？华策影视：不属实。 7. 南网能源子公司联合中标全国首个智慧低碳公共机构虚拟电厂项目。 8. 每日互动与浙江移动战略合作，在数据要素基础设施、人工智能应用落地等场景协同合作。 9. 深城交携手南科大海洋高等研究院，共筑“AI+海洋低空”科教融合新范式。 10. 力诺药包与Changjiang Investment Holding就埃及项目建设签署协议。