New York City Council speaker said OpenAI, ANTHROPIC and Google (GOOG.O) have agreed to attend a hearing on AI safety and regulation.

美股开盘，道指跌0.64%，标普500指数跌0.43%，纳指跌0.47%。英伟达(NVDA.O)涨2.3%，公司宣布将股票回购授权规模增加1500亿美元。Meta Platforms(META.O)跌0.9%，此前一周累涨近13%。SpaceX(SPCX.O)接近持平，其星舰首次进入轨道。

Zhuochuang Info says sow culling accelerates in 2026 Q2–Q3, moving from low-efficiency toward high-efficiency sows; policy and market forces may extend the capacity-reduction cycle. Based on its assessment of sow stocks and productivity, total hog slaughter in 2027 is likely to sit between 2025 and 2026 levels. Monthly supply-demand ratios are expected to decline gradually, with a larger drop after Q2. Using projected annual slaughter and pork consumption, Zhuochuang forecasts a 2027 annual average live-hog price of 12.0–12.5 yuan/kg, a cautiously optimistic outlook.