【期货热点追踪】印度2025-26年铁矿石进口量预计创七年新高，必和必拓罕见向印度出口粉矿，传统矿石贸易流向是否已发生长远转移？

Markets / Commodities - Shanghai Gold Exchange warns of heightened volatility in precious metals, urges risk controls and prudent trading - Gold erased its 2026, dropped nearly 5% below $4,300, its worst weekly loss since 1983 - China imposed temporary controls on refined fuel prices, with gasoline and diesel prices effectively raised by 1,160 yuan and 1,115 yuan per ton, respectively Rates / Macro - Yield gap between 10-year Chinese government bonds and U.S. Treasuries widens to about 260 basis points, largest since August 2025 - Goldman Sachs raises U.S. recession probability to 30% Technology / AI / Semiconductors - TSMC’s 2nm capacity oversubscribed, orders pushed beyond 2028 - Alibaba Damo Academy may unveil major AI chip tomorrow - Sources: Alibaba to launch JVS Book laptop and JVS Box mini PC, both based on OpenClaw-like architecture; hardware led by Aliyun Wuying team to extend AI agent experience from software to devices - Several private equity firms in talks for minority stakes in OpenAI, Anthropic JVS, sources say - Apple sets June 8 WWDC to unveil key AI push Corporate / Capex - Xiaomi's Lei Jun says the company has invested over 100 billion yuan in the last five years, and to invest 200 billion yuan in the next five years Geopolitics / Energy / Iran - China’s state-owned refiners are exploring purchases of Iranian crude after the US allowed some oil already on tankers to ease Middle East war price pressures - Iran’s defence council says an attack on Iran’s coast or islands will cut Gulf routes and communication lines, lead to laying of explosive sea mines including from Iran's coast - Trump: Have had talks with Iran regarding end to hostilities - Trump to Fox Business: Deal with Iran could be 5 days or sooner - Trump suggests Hormuz will open soon, not clear on conditions - Iran has not responded to US requests for talks: TV - Iran's parliament speaker: No negotiations have been held with the US, and fakenews is used to manipulate the financial and oil markets and escape the quagmire in which the US and Israel are trapped: X post - Thousands of U.S. Marines are set to enter U.S. Central Command on Friday, the same day President Donald Trump’s deadline for Iran to reopen the Strait of Hormuz Policy / Regulation / Industry - Beijing authorities summon 12 platforms over “cutthroat” competition - China industry minister meets heads of several enterprises and business associations including as Apple, Qualcomm, SK Hynix, Volkswagen, Mercedes-Benz and Siemens - statement

巴西央行：伊朗战争爆发后，通胀风险加剧。