伦敦金属交易所（LME）：锌库存增加1800吨，锡库存减少75吨，镍库存增加120吨，铜库存减少1525吨，铝库存减少100吨，铅库存减少3600吨。

State Street senior fixed-income strategist Masahiko Loo said the U.S. Treasury’s potential use of its general account to fund recently announced Treasury buybacks “can buy time but cannot buy fiscal credibility.” CNBC, citing two senior U.S. Treasury officials, reported the Treasury may tap its general account for the increased buybacks. Loo said buyback operations could improve market functioning and temporarily stabilize the yield curve, but would not reduce the underlying debt burden or fully offset fiscal concerns, rising AI-driven capital demand, or longer-term refinancing risk from heavy reliance on short-term Treasury issuance.

德国财长：债券收益率飙升是特朗普战争的结果。