Stock Market Impact: U.S. futures rose; Dow futures +281 points (0.6%), S&P 500 futures +41 points (0.6%), Nasdaq 100 futures +220 points (0.8%). Indices closed higher after Memorial Day holiday.
Listed Companies and Sectors: Lenovo Group shares jumped 15.1% to HK$18.13, reaching a record HK$18.7 intra‑day, after Q1 revenue $21.6 bn and net profit $521 m (+479%). Infrastructure solutions revenue grew 37%, the fastest‑growing segment, driven by AI server demand.
Investment Flows: Higher Brent crude ($98.39/barrel, +2.4%) may attract oil‑related foreign investment; a stronger US dollar index (up 1.3% over three months) could influence capital flows toward dollar‑denominated assets.
Interest Rates, Inflation, and Liquidity: Spot gold fell 0.8% to $4,533.55 per ounce; a stronger dollar may heighten inflation expectations and prompt central banks to consider rate hikes, pressuring non‑yielding assets.
Fiscal or Monetary Policy: No direct policy announcements; markets are pricing geopolitical risk and energy‑driven inflationary pressures.
