有迹象显示，债券和利率市场交易员眼下正逐渐接受美联储主席鲍威尔传递出的鹰派信息——美联储并 不急于启动降息周期。在鲍威尔上周重申美联储将对放松货币政策采取观望态度后，交易员大幅调整了 相关押注，预计2025年基准利率降幅将小于75个基点(≤三次降息)，同时首次降息最早也要到7月才会启 动。 凤凰网财经讯 5月12日，美股三大指数集体走高，截至发稿，道指涨2.37%，纳指涨3.5%，标普500指数 涨2.59%。热门中概股普涨，金龙指数涨超4%，万国数据涨超9%。小鹏汽车涨近7%，拼多多涨近8%， 阿里巴巴涨超6%，京东涨超6%，富途控股涨6.7%。 全球要闻 中美日内瓦经贸会谈联合声明 美国将（一）修改2025年4月2日第14257号行政令中规定的对中国商品（包括香港特别行政区和澳门特 别行政区商品）加征的从价关税，其中，24%的关税在初始的90天内暂停实施，同时保留按该行政令的 规定对这些商品加征剩余10%的关税；（二）取消根据2025年4月8日第14259号行政令和2025年4月9日 第14266号行政令对这些商品的加征关税。 鲍威尔"鹰风"下华尔街终于"认命"：美联储不急于降息 特朗普对医药突然出手！杀 ...

"美方取消了共计91%的加征关税，暂停实施24%的'对等关税'！"5月12日下午，瑞士日内瓦传来中美经 贸高层谈判的最新消息，让国内焦急等待的外贸人们为之沸腾，纷纷测算起最新关税税率。 "简直要欢呼起来了，这真是天大的好消息！"义乌外贸公司老板宋英坤难得轻松地笑了。他公司的业务 高度聚焦美国市场，对美出口占公司总销售额的90%，主营服装轻纺类个人消费品，在这场关税战中受 到不小的影响。"现在的结果，对我们双方经营者都将会是重大利好。"他说。 这场贸易战，给他敲响了警钟。他意识到，公司出口国家与供应链渠道高度单一，过度依赖美国市场， 使得公司在贸易战冲击下面临风险。痛定思痛，宋英坤决心做出改变。在销售市场布局上，准备全力加 快拓展非美国市场，积极开展营销活动，试图在全球版图上开辟新的"战场"；在供应链建设方面，他准 备逐步将部分订单转移至东南亚国家，以此构建更具韧性、更加安全的供应链体系。 邓泽的外贸业务同样深受关税飙升之苦，一时间，百万美金量级的订单全部搁置，客户要求他寻求中国 以外的生产途径。 这段时间，邓泽团队同样时刻关注着谈判动态，不放过任何蛛丝马迹。"订单能否顺利恢复，还要看后 续美国客户的选择。他们 ...

凤凰网财经讯 5月12日，三大指数集体高开，沪指高开0.33%，深成指高开0.92%，创业板指高开 1.55%，CPO、消费电子、服装纺织等板块指数涨幅居前。 | | | | | | 沪深京重要指数 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | *● | 最新 | 张幅% | | 涨跌 涨跌家数 | | 总手 | 现手 | 金额 | | 上证指数 | | 3352.97 | 0.33 | 10.97 | 1758/315 | 0.12 | 4137 | 413万 | 47.82 乙 | | 深证成指 | | 10220.33 | 0.92 | 93.50 | 2326/372 | 0.27 | 7107 | 710万 | 87.83 乙 | | 北证50 | | 1398.15 | 1.37 | 18.84 | 196/59 | 0.39 | 15.57 | 15.5万 | 3.62 乙 | | 创业板指 | | 2042.90 | 1.55 | 31.13 | 1148/180 | 0.32 | ...

近日，有网友反映，在使用百度地图查看路线时，屏幕上竟出现了"累了困了，喝东鹏特饮"的广告语，甚至还有虚拟广告牌的图像。这种做法迅速在网络上 掀起轩然大波。 百度又热搜了！ 广告在现代社会虽已司空见惯，但此次百度地图在导航路面上直接投放广告的行为，却引发了强烈争议。 许多网友惊呼"《黑镜》成真"，认为这与科幻剧《黑镜》中描绘的、因广告过度侵入而引发悲剧的情节不谋而合，形成了一种荒诞的现实映射。也有部分人 认为"百度太会赚钱了"，竟能想到在导航路面上打广告的点子。然而，更多人的担忧集中在驾驶安全上："这都影响驾驶了！" 01 "广告焊死在路面上，关都关不掉" 近日，一位山东网友讲述了使用百度地图的遭遇：驾车前往客户公司途中查看剩余里程时，屏幕骤然弹出"累了困了喝东鹏特饮"的动态广告，橙色包装特写 几乎占满界面。视线被吸引的瞬间，导航语音提示右转的时机已迫在眉睫，方向盘险些错过最佳转向角度。该司机坦言，此后每次确认导航信息时，类似广 告总会强势占据屏幕中央，严重干扰驾驶者对关键路况的捕捉。 另据多名用户反馈，百度地图的广告以"文字+图片"形式直接嵌入导航路面，且无法手动关闭。用户争议呈现两极分化：支持者认为"位置合 ...

Core Insights - The "2025 China Enterprises Going Global Summit" will be held in Shenzhen on June 28-29, focusing on strategies for emerging markets and providing a platform for resource integration and systematic solutions for Chinese enterprises' globalization [1][6] Group 1: Strategic Upgrades in Global Expansion - Over the past decade, Chinese enterprises have undergone three strategic upgrades in their global expansion: from cost-driven exports of labor-intensive goods to capital expansion through acquisitions, and now to standard output driven by new energy, AI, and digital technology [3] - In Q1 2025, exports of Chinese new energy passenger vehicles increased by 19.8% year-on-year, becoming a core driver of export growth [3] - Companies like Huawei and ZTE are deploying 5G networks in Southeast Asia, while Geely's acquisition of Lotus has significantly increased the brand's value [3] Group 2: Challenges and Systematic Solutions - The current global landscape presents challenges such as major power competition, regional policy differentiation, and heightened ESG compliance requirements, necessitating systematic solutions for enterprises going global [5] - The summit aims to address these challenges by facilitating dialogue among leaders from government, business, and academia, focusing on technology standards, industry collaboration, and local integration [6][7] Group 3: Cultural and Technological Integration - The summit will explore how technology innovation can solve industry efficiency issues and how cultural integration can overcome market entry barriers, emphasizing the importance of a sustainable ecosystem for global expansion [4][6] - Various leading companies will share experiences on transitioning from product output to technology standard output, highlighting the significance of cultural fusion and localization in their strategies [7] Group 4: Future Directions and Globalization Narrative - The summit will establish the "Globalization Council for Chinese Enterprises," aiming to create a collaborative platform that addresses policy, legal, and implementation challenges in cross-border investments [7] - The narrative of globalization is shifting from mere scale expansion to value co-creation, with a focus on hard technology, compliance, and cultural empathy as essential components for success in the global market [9][10]

Core Insights - Brand Finance released the "2025 China Brand Value Top 500" report, highlighting the significant growth and positioning of Chinese brands in the global market [1] Group 1: Company Performance - China National Petroleum Corporation (CNPC) remains the most valuable oil and gas brand in China, with a brand value increase of 17%, reaching $33.2 billion [1] - CNPC's ranking improved to 12th place, up two spots from 2024, with a brand strength rating of AA [1] - The company's strong operational performance and positive reputation, particularly in upstream operations, contribute to its sustained leadership [1] Group 2: Strategic Initiatives - CNPC is actively responding to the global energy revolution by accelerating its transition into new energy sectors [1] - The company is leveraging its advantages in the natural gas sector to develop a comprehensive hydrogen energy value chain, including hydrogen production, storage, and refueling [1] - Significant achievements in wind and solar power generation, energy storage, geothermal energy, and Carbon Capture, Utilization, and Storage (CCUS) have been made, enhancing energy efficiency and promoting green low-carbon development [1] Group 3: Brand Positioning - CNPC's initiatives demonstrate its keen insight into new technologies and rapid responsiveness, which help enhance its market positioning [1] - The company's efforts are aimed at establishing a leading position in the new energy sector [1]

Group 1 - The core report "Brand Finance 2025 China Brand Value Top 500" was officially released on May 9, 2025, with Phoenix News as the exclusive media partner [1] - TSMC's brand value increased to $34.24 billion, a growth of 36.7%, and its ranking rose from 18th to 11th, with a brand strength rating of AAA+ [1] - TSMC has significantly increased its investment in advanced process research and development, solidifying its leading position in the chip manufacturing sector [1] Group 2 - A total of 17 semiconductor brands made it to the China Top 500, with 10 brands contributing $46.9 billion to the semiconductor industry's brand value, accounting for 89% of the total brand value in this sector [1]

Group 1 - The core report "Brand Finance 2025 China Brand Value Top 500" was officially released on May 9, 2025, with Phoenix News as the exclusive media partner [1] - Sinopec's brand value reached $29.78 billion in 2025, representing a year-on-year growth of 4.6%, maintaining its national ranking at 15th place with a brand strength rating of AA+ [1] - The growth in Sinopec's brand value is attributed to its robust operations in refining and sales, as well as continuous investments in green and low-carbon development, which have solidified its brand position in the oil and gas industry [1] Group 2 - Sinopec has successfully established and put into operation a smart oil and gas field production command center, achieving digital control of the entire exploration and development process, which has reduced labor costs and improved production efficiency [1]

Group 1 - The Brand Finance report indicates that the brand value of China Telecom has decreased by 9.4% to $12.87 billion, dropping three places to rank 32nd in 2024, with a brand strength rating of AA+ [1] - In 2024, China Telecom's mobile communication service revenue reached RMB 202.5 billion, representing a year-on-year growth of 3.5%, with mobile value-added and application revenue increasing by 16.1% [1] - The number of mobile users for China Telecom reached 425 million, with an average revenue per user (ARPU) of RMB 45.6 [1] Group 2 - China Telecom slowed down its fixed asset investment in 2024, with capital expenditure decreasing by 5.4% year-on-year, while R&D expenses increased by 11.3%, focusing more on cutting-edge technology research and breakthroughs [1]

Group 1 - The core report from Brand Finance reveals that CITIC Bank's brand value is 119.2 billion yuan, an increase of 21.9% compared to 2024, ranking 24th, up 6 places from the previous year, with a brand strength rating of AA- [1] - As of the end of 2024, CITIC Bank's total assets reached 9,532.722 billion yuan, growing by 5.31% year-on-year; total loans and advances (excluding accrued interest) amounted to 5,720.128 billion yuan, up 4.03%; total customer deposits (excluding accrued interest) were 5,778.231 billion yuan, increasing by 7.04% [1] - In 2024, CITIC Bank achieved an operating income of 213.646 billion yuan, a year-on-year increase of 3.76%; net interest income was 146.679 billion yuan, up 2.19%; net non-interest income reached 66.967 billion yuan, growing by 7.39%; net profit attributable to shareholders was 68.576 billion yuan, an increase of 2.33% [1] Group 2 - Brand Finance is a global independent third-party brand valuation and strategic consulting firm, collaborating with the International Organization for Standardization (ISO) to establish international standards for brand valuation and assessment [2] - The "Brand Finance 2025 China Brand Value Top 500" report includes key performance indicators of listed brands, highlights innovations and technological developments, and provides insights into global brands in sustainability, all based on international accounting standards and ISO standards [2] - Brand Finance has conducted brand value assessments and consulting services for nearly ten thousand brands across major economies, focusing on top Chinese brands since its establishment [2]