台湾加权指数 (TWII) 加自选

周一，离岸人民币兑美元汇率在7.21左右走强，对美中贸易谈判取得重大突破的乐观情绪抵消了国内日益加剧的通缩压力。两国同意在90天内暂停对彼此商品征收大部分关税，将美国对中国商品的互惠关税从145%降至30%，而中国将把对美国进口商品的关税从125%降至10%。两国承诺继续就更广泛的经济和贸易政策进行谈判。与此同时，中国4月份的通胀数据凸显了经济疲软，消费者价格连续第三个月同比下降0.1%，生产者价格指数下降2.7%，为六个月来最大跌幅。这些数据反映了国内需求疲软和外部风险上升，包括贸易不确定性和劳动力市场疲软。

The offshore yuan strengthened around 7.21 per dollar on Monday, as optimism over a major breakthrough in US-China trade talks offset mounting domestic deflationary pressures. The two countries agreed to suspend most tariffs on each other’s goods for 90 days, cutting US reciprocal tariffs on Chinese goods from 145% to 30%, while China will lower tariffs on US imports from 125% to 10%. Both nations pledged to continue talks on broader economic and trade policy. Meanwhile, China’s April inflation data underscored economic weakness, with consumer prices down 0.1% year-on-year for the third straight month and producer prices falling 2.7%, the steepest drop in six months. The data reflects sluggish domestic demand and rising external risks, including trade uncertainty and soft labor market conditions.