A · Important
[Overnight global news you need to know on Tuesday: European and American stock markets generally fell, many institutions raised their forecasts for U.S. bond yields at the end of the year, and Trump said he was willing to negotiate with Iran]
1. All three major U.S. stock indexes closed slightly lower, with the Nasdaq falling 0.56%, the S&P 500 falling 0.48%, and the Dow Jones Industrial Average falling 0.29%. The Philadelphia Semiconductor Index closed down 5.86%, its largest decline since July 1. The optical communications and memory chip sectors fell sharply, and the Roundhill Storage ETF fell more than 7%. Cybersecurity concept stocks bucked the trend and strengthened, with the Global X Cybersecurity ETF rising 10.66%, the largest single-day increase in history. Most major European stock indexes closed lower, with Germany's DAX30 index falling 0.6%.
2. Citigroup, Goldman Sachs and JPMorgan Chase have raised their forecasts for U.S. Treasury yields at the end of the year.
3. Bank of America’s Subramanian raised his year-end target for the S&P 500 to 7,400 points.
4. Trump said he was "open" to negotiations with Iran, and said that the United States helps oil transportation in the Strait of Hormuz and that countries should provide "escort compensation" to the United States.
5. Rezai, Secretary of Iran’s Supreme National Security Council, said that there is no doubt that Iran will never negotiate before Iran’s conditions are met.
6. Trump said that Ukraine has agreed not to attack Russian energy targets, and Russia has also agreed to stop attacking Ukrainian energy targets.
7. Iran claims that the Strait of Hormuz has been blocked and is under "smart control."
8. Sources say Saudi Arabia is seeking to further increase oil supplies through the Strait of Hormuz.
9. Data from London’s Baltic Exchange shows that tanker leasing costs on the oil industry’s benchmark routes have exceeded US$1 million per day for the first time.
10. Two regional officials revealed that a key Saudi oil pipeline was damaged in an attack last week. Due to maintenance work, the pipeline's main capacity will be out of service for several weeks.
11. According to reports, Trump called Huang Renxun on Monday and wanted to discuss artificial intelligence with Huang Renxun.
12. Apple launches Siri artificial intelligence, which will be tested in English today and will be expanded to 5 languages in the future.
13. Nvidia, Palantir and Booz Allen Hamilton are asking OpenAI and Anthropic to provide new security guarantees and reduce or stop using the two companies’ most advanced AI models.
14. Anthropic launches the Claude model for financial advisors.
15. Google Cloud announced that the pause/resume function of data streaming batch processing jobs is officially online and supports NVIDIA RTX PRO 6000 Blackwell GPU.
16. Traders are fully pricing in four 25 basis point interest rate hikes by the European Central Bank by the end of 2027.
17. COMEX gold futures fell 1.56% to US$4,340 per ounce; COMEX silver futures fell 2.2% to US$63.76 per ounce.
18. The settlement price of international crude oil futures closed up by more than 1%. WTI crude oil futures 10 contract rose 1.34%, Brent crude oil futures November contract rose 1.07%.
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