UK three-month rolling MoM GDP in April rose 0.7%, the largest increase since May 2024.

纽约期金率先收复4200美元/盎司关口，日内涨1.61%。

China A-shares rose at midday: Shanghai Composite +1.56%, Shenzhen Composite +1.69%, ChiNext +1.27% after an early jump above 2%. Gold sector led gains — Zhaojin Gold hit limit-up and Xiaocheng Technology rose over 9%. Aerospace names strengthened with Chenxi Aviation, AVIC High-Tech, Beimo Hi-Tech and Zhongtian Rocket among stocks at limit-up. Minor metals outperformed; tungsten and rare-earth permanent-magnet plays led, with Xiye, Jinmo and Shenglong at limit-up. Coal, batteries, lab-grown diamonds, brokers and diversified financials also outperformed. MLCC, helium, advanced packaging, photoresist and glass/fiberglass were laggards. Turnover on Shanghai and Shenzhen was about 2.06 tln yuan at midday, up roughly 465.6 bln yuan versus the same period yesterday; roughly 4,500 stocks advanced and 900 declined.