不锈钢主力 (SHF_SS) 加自选

中国将购买200架波音喷气式飞机并放宽对美国稀土贸易的限制。中国宣布将购买200架波音喷气式飞机，审查民用稀土出口许可证，并寻求与美国互惠削减300亿美元或更多商品的关税，作为广泛贸易计划的一部分。

China to buy 200 Boeing jets and ease rare earth curbs in US trade breakthrough.China announced it will purchase 200 Boeing jets, review rare earth export licences for civilian use and pursue reciprocal tariff cuts on $30 billion or more of goods with the US as part of a broad trade package.

中国P加拿大央行 政策制定者避免急于放松，保持关键贷款利率稳定。中国人民银行在5月保持基准贷款利率不变，将政策暂停延长至整整一年，因为尽管国内势头放缓，但当局表示没有必要实施额外的货币宽松政策。1年期贷款最优惠利率保持在3.00%，而广泛用作抵押贷款定价参考的5年期LPR保持在3.50%，与市场预期相符。

China's PBoC Holds Key Lending Rates Steady as Policymakers Avoid Rush to Ease.The People's Bank of China left its benchmark lending rates unchanged in May, extending its policy pause to a full year as authorities signaled little urgency to deliver additional monetary easing despite slowing domestic momentum. The 1-year loan prime rate was held at 3.00%, while the 5-year LPR, widely used as a reference for mortgage pricing, remained at 3.50%, matching market expectations.

中国：4月份喜忧参半的数据预示着挑战——汇丰银行。中国：4月份喜忧参半的数据预示着挑战——汇丰银行

China: Mixed April data signals challenges – HSBC.China: Mixed April data signals challenges – HSBC

贝森特：特朗普政府。不急于延长将于11月到期的中国贸易休战。这些评论表明，美国和中国正试图在11月休战最后期限之前建立更稳定、更有条理的贸易关系。市场可能会认为这些头条新闻具有适度的积极风险，因为双方似乎都专注于避免关税急剧升级，同时有选择地降低一些非关键商品的关税。

Bessent: Trump Admin. is not in a hurry to extend China trade truce due to expire in Nov.The comments suggest the U.S. and China are trying to build a more stable and structured trade relationship ahead of the November truce deadline. Markets are likely to view the headlines as modestly risk-positive because both sides appear focused on avoiding a sharp escalation in tariffs while selectively reducing duties on some non-critical goods.