① 12:55 Fed's Mester participates in group discussion ② 12:55 Fed's Board Member Bowman participates in group discussion ③ 18:00 UK May CBI Retail Sales Difference ④ 21:00 US March FHFA House Price Index MoM ⑤ 21:00 US March S&P/CS 20-City Composite Home Price YoY ⑥ 21:30 US stock trading settlement period changes from T+2 to T+1 ⑦ 22:00 US May Conference Board Consumer Confidence Index ⑧ 22:30 US May Dallas Fed Business Activity Index ⑨ 01:05 Fed's Powell and Daly deliver speeches on artificial intelligence

金十数据6月2日讯,中CS建建研报指出,3月底以来硅料价格快速下降,当前除颗粒硅以外的其他厂商均已开始亏损现金成本。 硅料价格下降主要系行业库存快速积累,截至5月24日硅料行业库存已经来到30.3万吨,对应硅料库存周期1.5个月,对应硅片库存周期2.4个月。 基于过剩+价格压力,5月开始硅料企业停产检修、推迟投产情况显有增加。 综合考虑硅料现有产能及检修情况,预计2024年硅料产量约为190万吨左右(此前预期全年产量230万吨),但即使当前行业检修、technical reform 数量增加,今年硅料供给相对于需求而言仍较过剩,在需求端出现超出预期的非线性增长之前,预计硅料价格将长期处于L型底部稳定。

1. Monday: ①Data: Eurozone April Industrial Confidence Index, Consumer Confidence Index Final Value, Economic Sentiment Index; German April CPI Monthly Rate Initial Value; US April Dallas Fed Business Activity Index. ②Event: Domestic refined oil will start a new round of price adjustment window. ③Tokyo Stock Exchange closed. 2. Tuesday: ①Data: Japan March Unemployment Rate; China April Official Manufacturing PMI; China April Caixin Manufacturing PMI; France Q1 GDP Annual Rate Initial Value; France April CPI Monthly Rate; Switzerland April KOF Economic Leading Indicator; German April Seasonally Adjusted Unemployment Number, Unemployment Rate; German Q1 GDP Annual Rate Initial Value; UK March Bank of England Mortgage Approvals; Eurozone April CPI Annual Rate Initial Value, CPI Monthly Rate, Q1 GDP Annual Rate Initial Value; Canada February GDP Monthly Rate; US Q1 Labor Cost Index Quarterly Rate; US February FHFA House Price Index Monthly Rate; US February S&P/CS 20-City Composite Home Price Index Annual Rate; US April Chicago PMI; US April Conference Board Consumer Confidence Index. ②Closed: China Shanghai Futures Exchange, Dalian Commodity Exchange, Zhengzhou Commodity Exchange, Shanghai Gold Exchange, no night trading due to Labor Day. ③Earnings Report: Amazon. 3. Wednesday: ①Data: US Weekly API Crude Oil Inventories, Weekly EIA Crude Oil Inventories, Weekly EIA Strategic Petroleum Reserve Inventories; UK April Nationwide House Price Index Monthly Rate; UK April Manufacturing PMI; US April ADP Employment Change; US April Markit Manufacturing PMI Final Value; US April ISM Manufacturing PMI; US March JOLTs Job Openings; US March Construction Spending Monthly Rate. ②Closed: China, China Taiwan, China Hong Kong, South Korea, France, Germany, Italy stock markets closed. 4. Thursday: ①Data: US Federal Reserve Interest Rate Decision; Switzerland April CPI Monthly Rate, Switzerland April CPI Monthly Rate; France, Germany, Eurozone April Manufacturing PMI Final Value; US April Challenger Job Cuts; US Weekly Initial Jobless Claims and US March Trade Balance; US March Factory Orders Monthly Rate; US EIA Natural Gas Stocks as of April 26. ②Event: Federal Reserve Chairman Powell holds a press conference on monetary policy. ③Closed: China Shanghai and Shenzhen Stock Exchanges, domestic futures exchanges closed; Hong Kong Stock Exchange opens as usual, southbound and northbound trading closed. ④Earnings Report: Apple, Shell. 5. Friday: ①Data: France March Industrial Production Monthly Rate; UK April Services PMI; Eurozone March Unemployment Rate; US April Unemployment Rate and Non-Farm Payrolls; US April Markit Global Services PMI Final Value; US April ISM Non-Manufacturing PMI. ②Closed: Tokyo Stock Exchange, China Shanghai and Shenzhen Stock Exchanges, domestic futures exchanges closed; Hong Kong Stock Exchange opens as usual, southbound and northbound trading closed. 6. Saturday: ①Data: US Total Oil Rigs as of May 3. ②Event: FOMC Permanent Voters, New York Fed President Williams, Fed Governor Lael Brainard speak; Berkshire Hathaway Annual Shareholders Meeting. 7. Sunday: ①Event: Saudi Aramco announces official crude oil prices around the 5th of each month.

Jinse Finance reported that according to the Beosin EagleEye security risk monitoring, early warning and blocking platform monitoring of the blockchain security audit company Beosin, on May 24, 2023, the CS (CS) token project on the bsc chain was attacked. The reason is that the sellAmount in the transfer function of the token is not updated in time. The Beosin security team will briefly analyze and share as follows: 1. The attacker uses the flash loan to borrow BSC-USD and convert it into CS tokens. 2. The attacker starts to sell 3000 CS tokens, and this step will set sellAmount. 3. The attacker will trigger sync() by transferring money to himself. In this function, the sellAmount of the previous step is used and this function will destroy the CS tokens in the pair. After Sync, sellAmount will be set to 0. Repeat steps 2 and 3 to continuously reduce the number of CS tokens in the pair, and increase the price of CS tokens, so that more BSC-USD can be exchanged in the next step. Borrow 80,000,000 BSC-USD, exchange for 80,954,000 BSC-USD, repay 80,240,000 BSC-USD, and make a profit of about 714,000 BSC-USD.