Group 1 - A-shares opened lower with the Shanghai Composite Index down 0.01%, Shenzhen Component Index down 0.17%, and ChiNext Index down 0.18% on May 27, 2023, with declines led by sectors such as electric machinery and passenger vehicles [1] Group 2 - Guotai Junan indicates that uncertainties surrounding Trump's tax cuts and tariff threats may lead to fluctuating market sentiment, with metal prices expected to experience volatility [2] - Huatai Securities highlights that the price of natural uranium has rebounded from $65/lbs to $71/lbs following tariff exemptions, and global nuclear energy policies are strengthening, which may boost equipment opportunities in the nuclear power sector [3] Group 3 - CICC notes that since 2000, Korean companies have dominated the global TV market, but Chinese companies are now gaining ground due to improved supply chain positioning and accelerated R&D, leading to a shift in the competitive landscape [4] - The market share of Chinese black TV brands is expected to increase, with the global TV market's CR4 reaching 56.3% by 2024, indicating a significant market presence [4] - The adoption of mid-to-high-end Mini LED technology is anticipated to enhance the brand image and profitability of Chinese black TV companies, potentially reshaping the industry's valuation system and creating new growth opportunities [4]

A股市场今天还是延续震荡调整的行情，市场热点杂乱，行情轮动较快，缺乏持续上涨的主线机会。同时，市场成交额尚未出现明显放量，投资者情绪相 对谨慎。 核能概念股盘中集体异动！哈焊华通、保变电气、融发核电等近20只相关个股涨停或涨超10%。而在港股市场上，中核国际盘中一度大涨超180%。 核电板块今天突然爆发跟一则新闻有关： 当地时间23日，美国总统特朗普签署了一系列有关核能的行政命令，计划在2030年前启动10座大型核电站建 设，并在2050年前将美国核电产能翻四倍。有机构解读 核电迎来十年黄金周期，铀矿市场迎来结构性短缺时代。但由于最近板块轮动太快，咱们还是得 谨防"一日游"行情。 汽车板块盘中集体杀跌，市场分析普遍认为这波是比亚迪带崩的。最近，比亚迪又宣布降价了，涉及王朝网、海洋网共计22款智驾版车型，最高补贴优惠 可达5.3万元。公布消息后首个交易日，机构资金拔腿跑路，比亚迪A+H股大幅杀跌。此外，近日长城汽车魏建军关于汽车行业的言论可能也引发了业界 的担忧。他在接受媒体采访时表示，汽车产业安全正遭遇威胁。 | < ロ | | 汽车指数(886033) | | | --- | --- | --- | --- ...

美联储给出降息路径：如果特朗普政府征收约10%关税 美联储可能在下半年降息 凤凰网财经讯 5月23日，截至发稿，美股三大指数延续跌势，道指跌0.77%，纳指跌1.11%，标普500指 数跌0.91%。 大型科技股普跌，英伟达、英特尔、台积电均跌约2%。苹果跌超2%，特朗普威胁称，如果iPhone不在 美国制造，将对苹果征收25%的关税。 全球要闻 特朗普：建议自6月1日起对欧盟征收50%的关税 5月23日，美国总统特朗普在其社交媒体上表示，他建议从6月1日起对欧盟商品征收50%的关税。特朗 普称，"欧盟成立的主要目的就是在贸易上占美国的便宜，一直都很难打交道。我们和他们的磋商毫无 进展！" 特朗普想解雇鲍威尔？美最高法院：美联储成员受特殊保护！ 法院的裁决涉及被特朗普免职的独立机构领导人的案件。美国最高法院强烈暗示，美联储董事会成员将 受到特别保护，不会被总统解雇。目前，这项裁决允许特朗普总统解雇其他联邦机构的两名董事会成 员。 美国政府：剥夺哈佛大学招收国际学生资格 在读留学生必须转学 美国特朗普政府周四通过一纸极端行政命令，急剧升级了施压哈佛大学屈服于特朗普议程的行动。根据 美国国土安全部官网声明，哈佛大 ...

据报道，苹果公司计划明年年底发布智能眼镜，旨在进一步抢占人工智能增强设备市场，但该公司搁置 了研发配备内置摄像头可分析周围环境的智能手表计划。知情人士表示，苹果将在今年年底开始与海外 供应商合作，生产大量原型产品。 大型科技股普跌，英伟达、亚马逊、英特尔、台积电、AMD、META均跌超2%。苹果跌超3%，特朗普 威胁称，如果iPhone不在美国制造，将对苹果征收25%的关税。名创优品跌超19%，Q1调整后净利远低 于预期。 公司消息 【特朗普威胁对苹果征收关税】 5月23日，美国总统特朗普在其社交媒体上表示，我很久以前就告诉苹果公司的库克，希望他们在美国 销售的iPhone在美国制造生产，而不是在印度或其他任何地方。如果不是这样，苹果必须向美国支付至 少25%的关税。 受此消息影响，美股盘前，苹果一度跌近4%。 【苹果或明年推出智能眼镜，据悉搁置研发摄像头手表】 凤凰网财经讯 5月23日，美股大幅低开，道指跌1.12%，纳指跌1.59%，标普500指数跌1.24%。 【美国FTC撤销对百事公司的定价相关反垄断诉讼】 美国联邦贸易委员会（FTC）5月22日宣布，一致投票决定撤销拜登政府末期针对百事公司提起的反垄 ...

Market Overview - The three major indices in China opened lower, with the Shanghai Composite Index down 0.1%, the Shenzhen Component down 0.09%, and the ChiNext down 0.12% [1] - In the US market, the S&P 500 Index fell 0.04% to 5842.01 points, marking the third consecutive day of decline; the Nasdaq Composite Index rose 0.28% to 18,925.73 points; and the Dow Jones Industrial Average slightly decreased by 1.35 points to 41,859.09 points [2] Industry Insights - **Computer Industry**: China Galaxy Securities indicates that the computer industry may have shown bottom signals in Q1 2025, with revenue growth maintaining an upward trend and significant acceleration, suggesting a gradual market demand recovery. Cost control measures are becoming effective, and profits are expected to see a strong rebound due to last year's low base effect, particularly in AI computing power and related fields [3] - **Gold and Jewelry Industry**: Guotai Junan Securities reports that the gold and jewelry industry has entered a phase of clearing and upgrading since 2024, with leading companies shifting from store expansion to enhancing single-store efficiency. The collaboration between brand owners and franchisees is promoting high-margin products, and the industry is expected to continue its valuation enhancement logic throughout the year, favoring companies with strong product capabilities and consumer demand capture [4] - **Express Delivery Industry**: Huatai Securities expresses a long-term positive outlook on leading express delivery companies' market share growth, despite the sector being at historical low valuations. The report notes that while the volume growth has slightly slowed since April, leading companies are still focused on market share, and the application of digital tools is expected to enhance efficiency and reduce costs, helping to mitigate the impact of price declines [5] - **Carbon Fiber Industry**: Huaxi Securities highlights that the demand for carbon fiber is expected to be released again due to the material's characteristics. The period from 2019 to 2023 saw a significant increase in China's carbon fiber production capacity, which is projected to reach 135,500 tons by the end of 2024. However, the growth rate has significantly narrowed. The report mentions that new demand from emerging industries, such as wind power and robotics, is likely to drive further demand [6]

Group 1: Market Overview - The US stock market showed mixed results with the Dow Jones down by 0.15%, the Nasdaq up by 0.52%, and the S&P 500 down by 0.01% [1] - Popular Chinese concept stocks experienced varied performance, with Li Auto and Xpeng Motors both dropping over 1%, while Weibo rose by over 7% [1] - Major tech giants mostly saw gains, with Google increasing by over 2%, and the cryptocurrency sector rising nearly 2% [1] Group 2: Company News - Xiaomi - Xiaomi Group's chairman Lei Jun announced the launch of the first SUV, Xiaomi YU 7, positioning it as a "luxury high-performance SUV" [2] - The Xiaomi YU 7 features the Xiaomi Super Electric Motor V6s Plus, with a maximum horsepower of 690PS, 0-100 km/h acceleration in 3.23 seconds, and a top speed of 253 km/h [2] - The SUV will have three versions, with the standard version offering a range of 835 kilometers, and the official price will not be disclosed until July [2] Group 3: Company News - Kraken - Kraken, a cryptocurrency exchange, plans to allow non-US customers to trade popular stocks like Apple, Tesla, and Nvidia in tokenized form [3] - These "tokenized stocks" will enable easier investment in US stocks for non-Americans and will support continuous trading, even when the US stock market is closed [3] Group 4: Company News - Bawang Tea - Bawang Tea plans to expand its store presence significantly by 2025, targeting over 1,000 new stores in mainland China, 50 in Hong Kong, and over 100 in Southeast Asia, along with 10 in the US [4] - The company has not provided further comments on this expansion plan [4]

Group 1: Market Overview - US stock market opened mixed with Dow Jones down 0.24%, Nasdaq up 0.08%, and S&P 500 down 0.08% [1] - Bitcoin surpassed $110,000, reaching a new high, leading to a surge in cryptocurrency stocks, with MARA Holdings up over 5% and Riot Platforms and Bit Digital up over 4% [1] - Nuvia Semiconductor surged over 150% due to collaboration with Nvidia on the next-generation 800V power architecture [1] Group 2: Company News - Tesla CEO Elon Musk expressed willingness to license Full Self-Driving (FSD) technology to other major automakers, indicating ongoing discussions with several companies [2] - TSMC and Intel submitted a letter to the US Department of Commerce opposing tariffs on semiconductors and related equipment, arguing that such tariffs would increase costs and delay projects [3] - TSMC proposed exemptions for products that are difficult to produce domestically in the US and suggested no tariffs on semiconductors manufactured outside the US [3] - BlackRock reduced its stake in Alibaba-W from 5.12% to 4.97% as of May 16 [4]

5月中旬，中美关税博弈终于取得阶段性进展，关税战大降温：美方取消了对中方共计91%的加征关税，中方相应取消了91%的反 制关税。 市场在狂热与恐慌间反复摇摆，新一轮大博弈周期已经拉开。当巨大的不确定性席卷而来，危机如此近距离地影响着每一个个人 的命运，我们应该何去何从？答案或许藏在历史里。 近日，中信书院邀请到美国著名经济史学家、《伟大的博弈》作者约翰·S.戈登、北京大学光华管理学院院长刘俏，围绕当前最受 关注的时代议题展开了一场深度金融对话。 这场跨越时空的思想对话中，戈登和刘俏院长不仅探讨了当下最值得关注的议题：特朗普的真实意图到底是什么？关税战的终局 会是怎样？普通投资者的权益该如何得到保护？他们也再次解读了《伟大的博弈》的核心启示，以及从华尔街三百年的兴衰历史 中，我们能吸取哪些跨周期的治理经验。 这场对话，不仅关乎金融市场，更关乎百年不变的人性。 下面是本场对话的内容精编： 01 每隔20年，人类就会忘记上一次泡沫的教训 主持人：近期美国股市的动荡、特朗普政府的关税政策与经济衰退风险的加剧，引发了市场对牛市结束与熊市到来的担忧。我们 应该如何理性看待当前的市场过渡期？从1825年的华尔街运河股泡沫， ...

Market Overview - The three major indices opened mixed, with the Shanghai Composite Index down 0.17% and the Shenzhen Component Index down 0.19%, while the ChiNext Index opened slightly higher [1] - The sectors showing the highest gains included computing power supply, MLCC, and food and drug traceability, while the pet economy and shipping ports sectors experienced the largest declines [1] Stock Performance - Shanghai Composite Index: 3381.87, down 0.17%, with 451 gainers and 1464 losers [2] - Shenzhen Component Index: 10274.68, down 0.19%, with 476 gainers and 2045 losers [2] - ChiNext Index: 2065.41, unchanged, with 226 gainers and 1030 losers [2] U.S. Market Impact - U.S. stock markets fell sharply, with the S&P 500 down 1.61% to 5844.61 points, the Nasdaq Composite down 1.41% to 18872.64 points, and the Dow Jones Industrial Average down 1.91% to 41860.44 points, marking the largest decline in a month [3] - Chinese concept stocks also weakened, with the Nasdaq Golden Dragon China Index down 0.72%, and notable declines in Alibaba, JD.com, and Baidu, while XPeng Motors saw a significant increase of 13% after positive earnings [3] Industry Insights - Citic Securities forecasts a recovery in the domestic wind turbine industry, driven by improved supply-demand dynamics and a focus on product quality, with both onshore and offshore markets expected to expand [4] - China Galaxy Securities indicates that the recent asymmetric interest rate cuts will stabilize bank interest margins, with positive factors accumulating in the banking sector, suggesting an upcoming performance inflection point [5] - Huatai Securities highlights the global nuclear fusion industry benefiting from policy support and technological advancements, with the Tokamak industry chain poised for significant gains as commercial applications are anticipated by 2031-2040 [6]

收盘了，咱们一起来唠唠今天的市场。A股今天整体呈震荡格局，市场情绪中性偏暖。创业板和深证成指表现强劲，题材股表活跃，尤其是悦己消费题 材，但高位股普遍表现疲软，市场资金还在轮动中寻找热点。 涨幅较大个股： 宁新新材：涨幅30.0%，固态电池概念，行业利好影响。 舒泰神：涨幅20.02%，创新药概念，行业利好影响。 领湃科技：涨幅20.0%，固态电池概念，行业利好影响。 跌幅较大的个股： 昨天深夜，一则消息引发黄金飙涨，现货黄金价格强势突破3300美元关键点位！ 华夏幸福：跌幅10.14%，5月16号和19号曾连续两个交易日涨停，高位回调。 成飞集成：跌幅10.0%，最近的人气股，高位股回调。 信隆健康：跌幅9.95%，主力抛售的嫌疑较大。 昨天的头条咱们盘点了全固态电池这个板块的上涨逻辑和概念股名单，今天固态电池板块迎来了集体大爆发！ 金龙羽、国轩高科、滨海能源、圣阳股 份、领湃科技涨停 ， 这可都是咱们昨天表里提过的股。有兴趣的股友们可以去回顾下 → 千亿赛道爆发：全固态电池量产倒计时，多股涨停！最全概念股 一览（附股） | 601899.SH | | | | | --- | --- | --- | --- ...