沪镍主力 (SHF_NI) 加自选

特朗普称赞“达成协议”后等待中国回应。该“协议”主要只是放松出口管制的交换。中国将放宽对稀土和磁铁的限制，但有报道称这只是暂时的。

China response awaited after Trump lauds "done deal".The "deal" is mainly just an exchange of easing of export controls. China will be easing that for rare earths and magnets but reports are suggesting it will only be temporary.

周四，上证综指下跌0.2%，至3400点以下，而深证综指下跌0.15，至10237点，在美中贸易关系持续存在不确定性的情况下，收窄了前一交易日的涨幅。本周早些时候，美国和中国谈判代表在伦敦达成了一项初步协议，其中包括取消中国对稀土矿物的出口限制，恢复中国学生进入美国大学的资格。然而，该协议仍需获得美国总统唐纳德·特朗普和Xi的正式批准。特朗普总统宣布该协议“完成”，商务部长霍华德·卢特尼克表示，对中国商品的关税不会超过目前的55%。尽管如此，关键细节仍不清楚，北京方面也没有发布官方确认。周四消费类股领跌，贵州茅台下跌1.5%，宜宾五粮液下跌1.3%，比亚迪公司下跌1.7%。

The Shanghai Composite fell 0.2% to below 3,400 while the Shenzhen Component shed 0.15 to 10,237 on Thursday, paring gains from the previous session amid lingering uncertainty over US-China trade relations. Earlier this week, US and Chinese negotiators reached a preliminary deal in London that includes the removal of Chinese export restrictions on rare earth minerals and the reinstatement of access for Chinese students to US universities. However, the agreement still requires formal approval from Presidents Donald Trump and Xi Jinping. President Trump declared the deal “done,” and Commerce Secretary Howard Lutnick said tariffs on Chinese goods would not rise above the current 55%. Still, key details remain unclear, and no official confirmation has been issued by Beijing. Consumer stocks led Thursday’s losses, with Kweichow Moutai falling 1.5%, Wuliangye Yibin down 1.3%, and BYD Company shedding 1.7%.

中国将10天免签证过境扩展到55个国家。中国国家移民局宣布，从6月12日起，印尼旅客将有资格享受该国240小时免签证过境政策。这使参与国总数达到55个。

China Expands 10-day Visa-Free transit to 55 countries in total.China's National Immigration Administration announced that, starting June 12, Indonesian travellers will be eligible for the country's 240-hour visa-free transit policy. This brings the total number of participating countries to 55.

ICYMI-中国向美国授予稀土许可证，但仅为期六个月。据知情人士透露，中国将恢复向美国汽车制造商发放稀土出口许可证，但仅持续六个月。《华尔街日报》刊登了这篇报道。

ICYMI - China grants rare-earth licenses to U.S., but only for six months.China will resume issuing rare-earth export licenses to U.S. automakers and manufacturers, but only for six months, according to sources familiar with the discussions. The Wall Street Journal carried the report (gated).