-- 週一早盤，金價小幅回落，在美元走軟、聯準會週三公佈利率決議前夕，金價仍維持區間震盪。 6月交割的黃金期貨價格下跌26.50美元，至每盎司4,714.40美元，自伊朗戰爭爆發以來一直徘徊在200美元的區間內。高油價引發了人們對通膨上升的擔憂，並可能推高利率。 聯邦公開市場委員會（FOMC）將於週三下午結束為期兩天的會議，並公佈最新的利率決議。芝加哥商品交易所（CME）的FedWatch工具顯示，FOMC維持利率不變的機率為100%。 盛寶銀行指出：“黃金價格仍維持在4750美元附近200美元的寬幅區間內，日內價格走勢主要受能源價格以及白宮和中東局勢新聞的影響。市場普遍預期FOMC將在周三維持利率不變。” 美元早盤走低，ICE美元指數最新下跌0.28點至98.26。美國公債殖利率上升，兩年期公債殖利率上漲1.0個基點至3.801%，十年期公債殖利率上漲1.3個基點至4.321%。
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Commodities
US Bets on Small Nuclear as SMR Push Gains Momentum, EIA Says
The US is accelerating efforts to revive its nuclear power sector through a new generation of small modular reactors and microreactors, as policymakers seek to overcome hurdles that have stalled large-scale projects for decades, the Energy Information Administration said on Monday.EIA analysts told US utilities currently operate about 98 gigawatts of nuclear capacity, but expansion has been limited by capital intensity and regulatory hurdles.SMRs, which produce up to 300 megawatts per unit, are being positioned as a more flexible and cost-effective alternative to conventional reactors, which can generate between 550 MW and 1,500 MW.The EIA said that, unlike traditional plants, SMRs rely on modular, factory-built components that can be shipped and assembled on site, potentially shortening construction timelines and reducing financing risks.Microreactors, a smaller subset with capacities of 20 MW or less, are designed for deployment in remote locations, military bases, or industrial facilities and can operate independently of the main grid.The technology has drawn increased interest from developers of energy-intensive operations, such as AI data centers and advanced manufacturing, where reliable, around-the-clock power is critical, but grid connectivity may be constrained.Meanwhile, the EIA said a wide range of reactor designs is under development across the US, reflecting differing approaches to efficiency, fuel use, and industrial application.Light water-cooled SMRs, which mirror existing reactor technology, are among the closest to commercial deployment. These systems use conventional low-enriched uranium and are designed to provide scalable baseload power to the grid.More advanced concepts include high-temperature gas reactors, which use helium cooling and graphite moderation to reach temperatures suitable for industrial heat applications, including hydrogen production.EIA analysts said that some designs incorporate high-assay, low-enriched uranium or TRISO fuel, engineered to withstand extreme conditions.Molten salt reactors represent another emerging category, using liquid salts as fuel or coolant. Their high operating temperatures and inherent safety characteristics make them candidates for both electricity generation and industrial processes.Sodium-cooled fast reactors, meanwhile, replace water with a liquid-metal coolant, enabling operation at lower pressures and higher temperatures and potentially enabling more efficient fuel utilization.Federal backing for these technologies has intensified, the EIA said. The US Department of Energy reissued a $900 million funding call in 2025 to support SMR development, alongside launching the Energy Reactor Pilot Program to accelerate testing and deployment outside national laboratories.The US military is also emerging as an early adopter. The Department of Defense is exploring microreactors to enhance energy resilience at bases, particularly in remote or strategically sensitive regions.The Department of the Air Force plans to deploy its first microreactor at Eielson Air Force Base in Alaska by 2027, using a sodium-cooled design developed by Oklo (OKLO) that is expected to generate between 1 MW and 5 MW.The Army, through its Janus Program, is evaluating multiple bases for potential reactor siting, building on earlier work under Project Pele.Meanwhile, the Department of Energy is working to establish a domestic supply chain for advanced nuclear fuels, including HALEU, through its Fuel Line Pilot Program, an effort seen as critical to scaling next-generation reactors.Price: $72.97, Change: $+1.97, Percent Change: +2.78%
$OKLO
Australia
CG Oncology Pivot-006 Data in Early June Seen as 'Complex' Catalyst, RBC Says
CG Oncology's (CGON) Pivot-006 study, currently evaluating Cretostimogene Grenadenorepvec in intermediate-risk non-muscle invasive bladder cancer, is a "complex" catalyst, RBC Capital Markets said in a Monday note.The firm said complexity stems from limited historical data to anchor readout expectations, combined with a recent run-up in shares and a more challenging tactical setup ahead of the catalyst.RBC expects data from the trial in early June and models Cretostimogene delivering a nearly 40% risk reduction, which it estimates would drive about 20% upside in the stock. The firm also highlights a greater than $1.2 billion US opportunity in intermediate-risk disease, adding to the drug's established profile in high-risk non-muscle invasive bladder cancer.Other key catalysts include additional clinical readouts across its bladder cancer program and a potential BLA filing in H2, RBC said.The firm has an outperform, speculative risk rating on the stock and raised its price target to $79 from $73.Price: $68.66, Change: $-0.02, Percent Change: -0.03%
$CGON
Australia
Dow's 2026 Earnings Outlook Strengthens on Plastics Margins, RBC Says
Dow (DOW) is positioned to generate more than $6 billion in EBITDA in 2026, helped by stronger polyethylene margins, lower maintenance spending in H2, and additional cost savings, RBC Capital Markets said Friday in a report.The company expects supply-chain conditions to take about three quarters to normalize, though Dow remains on track to meet or exceed its Q2 guidance despite disruptions tied to the Middle East conflict, the report said.RBC forecasts Q2 EBITDA of $2 billion, up from its prior $1.41 billion estimate. It also raised its EBITDA targets to $6 billion from $4.7 billion in 2026 and to $6.5 billion from $5.3 billion in 2027.RBC boosted its price target on Dow stock to $51 from $47 and reiterated its outperform rating.Price: $38.18, Change: $-0.48, Percent Change: -1.24%
$DOW