美国至6月15日3个月国债竞拍-得标利率 3.64%，前值3.64%。

CPCA data: China pickup market sales reached 61,000 units in May 2026, up 16.3% YoY and 2.4% MoM, the second-highest May in five years. Jan–May sales totaled 281,000 units, up 8.6% YoY. May production was 59,000 units, +14.5% YoY; Jan–May production 280,000 units, +10.1% YoY. Exports were especially strong in May. Great Wall Motor remains the pickup market leader domestically and overseas. Sustained export growth supported stronger performances from Changan, JMC (Jiangling), SAIC Maxus, JAC Motors and Zhengzhou Nissan. In domestic retail, top performers included Great Wall, JMC, Zhengzhou Nissan, Radar Auto and Jiangxi Isuzu; the market retains a one-leader, multiple-strong players structure.

Christina Clifton, senior currency strategist at Commonwealth Bank of Australia in Sydney, said the reopening of the Strait of Hormuz is positive for the global economy but oil and gas flows will take time to fully normalize. Markets will watch how quickly flows recover and production restarts. She said energy prices are unlikely to fall back to pre-war levels for an extended period, and shipping/transport normalization will also lag.