Market Performance - The majority of European and American stock markets closed higher, with the Nasdaq rising over 1% [1][2] - The three major U.S. stock indices all closed up, with the Dow Jones increasing by 0.62%, the S&P 500 by 0.58%, and the Nasdaq by 1.07% [3] - The "Tech Seven" in the U.S. stock market collectively rose, with the index increasing by 1.08%. Tesla saw a rise of 3.11%, while Google and Amazon increased by nearly 2% [5][6] Chinese Stocks - Most Chinese stocks listed in the U.S. also saw gains, with the Nasdaq Golden Dragon China Index rising by 0.97% and the Chinese Tech Leaders Index increasing by 2.19% [7] - Notable performers included Bitdeer, which surged over 19%, and Pony.ai, which rose over 13% [7] Commodity Prices - Gold prices fell, with London spot gold and COMEX gold futures dropping by 1.74% and 2.4%, respectively, both breaking below $3300 per ounce [9] - In contrast, international oil prices rebounded significantly, with WTI and Brent crude oil futures rising by 3.81% and 3.27%, respectively, both returning above $60 per barrel [9][10]

今日导读 1. 国家发展改革委表示，今年将在交通运输、能源、水利、新型基础设施、城市基础设施等 重点领域，推出总投资规模约3万亿元的优质项目。 2. 5月8日晚间，中国船舶公告，拟向中国重工全体换股股东发行A股股票的方式换股吸收合 并中国重工。中国船舶为吸收合并方，中国重工为被吸收合并方。 5月8日，公司收到上交所 出具的《关于受理中国船舶工业股份有限公司发行股份购买资产申请的通知》。上交所决定予 以受理并依法进行审核。 3. 天眼查APP显示，近日，千寻智能（杭州）科技有限公司发生工商变更，新增华为旗下深 圳哈勃科技投资合伙企业（有限合伙）等为股东。公开资料显示，千寻智能是一家具身智能与 通用人形机器人技术研发商。 市场热点 1、 上金所发布 《关于持续加强市场防范风险工作的通知》 指出，近期国际市场贵金属价格波动较 大，不确定因素依然较多，为防范市场剧烈波动可能带来的市场风险，请各会员单位做好风险应急预 案，维护市场平稳运行，并及时采取相应风控措施，提示投资者做好风险防范工作，合理控制仓位， 理性投资，切实保障投资者合法权益。 2、 近日，广期所发布 《关于调整套期保值交易手续费减收执行方式的通知》 ，自 ...

今天（5月8日）上午，国新办就民营经济促进法有关情况举行新闻发布会。 国家发展改革委副主任郑备在会上表示，支持民营企业积极参与"两重"建设和"两新"工作， 正在加快 完善民营企业参与国家重大项目建设的长效机制 ，已经在核电、铁路等领域推出了一批重大项目。目 前有的核电项目中民间资本的参股比例达到20%。在工业设备更新、回收循环利用领域，支持民营企业 的资金占比超过80%。 郑备介绍，今年还将在交通运输、能源、水利、新型基础设施、城市基础设施等重点领域， 推出总投 资规模约3万亿元的优质项目 。 来源：央视新闻客户端 涨幅全行业第一！多股"20cm"涨停 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 于东来刘强东联手！ ...

创立于2013年的沪上阿姨，以加盟模式快速扩张，截至2024年底，门店总数已超9000家，超半数门店位 于三线及以下城市。 2022年至2024年，沪上阿姨加盟相关收入从20.72亿元增长至31.69亿元，占总收入的比例从94.3%提升 至96.5%。截至2024年12月31日，沪上阿姨9176间门店中，有9152间由加盟商经营。 2024年沪上阿姨商品交易总额（GMV）为107.36亿元；同比增长10.3%，但平均单店GMV同比下降 12.1%至137万元，平均单店每日GMV下滑至3753元。 5月8日，茶饮新股 沪上阿姨在港交所主板挂牌上市 ，早盘以190.6港元/股开盘，最高涨至197.6港元/ 股，较招股价大涨74.68%。截至午间收盘，沪上阿姨报172.8港元/股，涨幅为52.76%。 沪上阿姨香港公开发售最终发售股份数量（经重新分配后调整）为120.57万股，国际发售的最终发售股 份数量（经重新分配后调整）为120.57万股；最终发售价为每股113.12港元，全球发售净筹资约1.95亿 港元。 沪上阿姨招股书显示， 2024年沪上阿姨实现营业收入32.85亿元，同比下降1.9%；实现净利润3.29 ...

Core Viewpoint - The recent large-scale share reduction by a major shareholder of Pop Mart has raised concerns, but it is primarily attributed to the natural reduction due to the expiration of a fund rather than issues with the company's fundamentals [1][3][4]. Group 1: Shareholder Actions - A major shareholder has sold approximately 11.91 million shares of Pop Mart, accounting for about 0.9% of the total share capital, involving funds of around HKD 2.2 billion [1]. - The reduction was executed by Fengqiao Capital, which stated that the shares sold were acquired before Pop Mart's IPO, and the fund is now fully divested from the company [3][4]. - Following the announcement, Pop Mart's stock price fell by 5.43% on May 7, closing at HKD 184.5 [3]. Group 2: Company Performance - Since its listing on December 11, 2020, Pop Mart's stock price has increased significantly, with a maximum cumulative increase of over 10 times [6]. - In 2024, Pop Mart reported revenue of CNY 13.04 billion, a year-on-year increase of 106.9%, and an adjusted net profit of CNY 3.4 billion, up 185.9% [6]. - The company has seen a cumulative stock price increase of 349.60% in 2024, with continued upward momentum into the current year [6]. Group 3: Market Expansion - Pop Mart's overseas market has shown explosive growth, with revenue from international markets increasing by 475% to 480% in the first quarter of 2025 [7]. - The company achieved a revenue of CNY 5.07 billion from overseas and Hong Kong-Macau-Taiwan markets in 2024, marking a year-on-year growth of 375.2% [7]. - In the first quarter of 2025, revenue from the Americas surged by 895% to 900%, while Europe and Asia-Pacific regions also experienced significant growth [7].

Core Viewpoint - The People's Bank of China announced a reduction in personal housing provident fund loan interest rates, effective from May 8, 2025, with a decrease of 0.25 percentage points for both first and second home loans [1][9]. Summary by Sections Interest Rate Adjustments - The new interest rates for first home loans will be 2.1% for loans of 5 years or less and 2.6% for loans over 5 years [1][3][9]. - For second home loans, the rates will be adjusted to a minimum of 2.525% for loans of 5 years or less and 3.075% for loans over 5 years [1][3][9]. Implementation Details - Loans issued before May 8, 2025, with a term of one year or less will continue to follow the original interest rates, while loans with a term longer than one year will switch to the new rates starting January 1, 2026 [3][9]. - The adjustments were also confirmed by housing provident fund management centers in major cities such as Shanghai, Beijing, Guangzhou, and Shenzhen [4][8][11]. Comparative Analysis - A comparison table shows the previous and new interest rates for both first and second home loans, highlighting the reductions [7][10]. - For first home loans of 1-5 years, the previous rate was 2.35%, now reduced to 2.1%, and for loans over 5 years, it was 2.85%, now reduced to 2.6% [7][10]. - For second home loans, the previous rates were 2.775% for 1-5 years and 3.325% for over 5 years, now adjusted to 2.525% and 3.075% respectively [7][10].

Market Overview - On May 8, A-shares experienced a volatile rise, with the ChiNext Index increasing by over 1%. More than 3,800 stocks were in the green, and the total trading volume reached 1.32 trillion yuan [1][2]. Satellite Navigation Sector - The satellite navigation concept stocks showed strong performance in the afternoon, with companies like Hai Neng Da (002583) hitting the daily limit. Other notable performers included Hua Ru Technology, Lei Dian Wei Li, and Tian Jian Technology, all achieving significant gains [4][6]. - Hai Neng Da, a leading company in the domestic wireless communication industry, launched new multi-mode smart intercom products aimed at the emergency sector, enhancing positioning capabilities [8][9]. - According to a report by Zhongshan Industrial Research Institute, the total output value of China's satellite navigation and positioning service industry is expected to reach 602.1 billion yuan by 2025, indicating a promising growth trajectory for the sector [10]. Cross-Border E-commerce Sector - Cross-border e-commerce stocks performed strongly, with companies like Hua Fang Co. and Qi Feng Precision achieving consecutive daily limits. The sector is benefiting from favorable policies aimed at enhancing financial services for cross-border e-commerce [11][12]. - According to data from the General Administration of Customs, the total import and export volume of China's cross-border e-commerce is projected to reach 2.63 trillion yuan in 2024, reflecting a year-on-year growth of 10.8% [15].

Core Viewpoint - The article emphasizes the significant rainfall and strong convective weather expected across both southern and northern regions of China from May 8 to 9, with warnings issued for heavy rain and severe weather conditions [1][3][10]. Summary by Sections Rainfall Forecast - Heavy to torrential rain is anticipated in regions such as Jiangnan, Huazhong, and parts of Huabei, with specific areas like southwestern Anhui, eastern Hubei, northeastern Jiangxi, western Zhejiang, and northern Guangxi expected to experience extreme rainfall [3][5]. - The Central Meteorological Observatory has issued yellow warnings for heavy rain and strong convective weather [3][4]. Severe Weather Alerts - From May 8 at 14:00 to May 9 at 14:00, areas including southern Jianghuai, southwestern Jiangnan, northern Huanan, and northern Huabei are forecasted to experience heavy rain, with some regions facing extreme conditions [5][7]. - Wind gusts of 10 or more are expected in certain areas, with maximum wind speeds potentially reaching 11 [7][10]. Temperature and Wind Changes - A temperature drop of 4 to 8 degrees Celsius is expected in the northwest and northern regions, with wind speeds of 4 to 6 levels and gusts reaching 7 to 10 levels [12][15]. - The article notes that after the rain, temperatures in northeastern and northern regions may rise significantly, with highs potentially reaching 36 degrees Celsius shortly after the rain [15]. Public Safety Recommendations - The article advises the public to stay informed about weather forecasts and warnings, and to avoid outdoor activities during severe weather periods [10][20]. - Specific safety measures include avoiding areas prone to flooding, securing loose items, and refraining from using metal tools during thunderstorms [20][26].

5月8日，胖东来发布和田玉、翡翠退货说明。 声明提到，顾客在胖东来珠宝部自营区购买的和田玉、翡翠商品只要对价格品质有任何质疑，可到第三 方权威鉴定机构及相关行政部门进行评估。如有退货需求，可到胖东来珠宝部柜台办理退货，不扣手续 费及税费等任何费用。退货时商品无人为损坏的断裂、裂纹；持购物凭证、商品标签、鉴定证书等购买 凭证即可办理退货。 5月6日午间，胖东来创始人于东来抖音官方账号发布十条消息，而此前视频仍不可见。 记者发现胖 东来商贸集团官网显示"已关闭"状态，无法查看网页任何内容。 （ 此前报道 → 《 于东来连发10 文，邀请柴怼怼到胖东来深入考察！胖东来官网显示"已关闭"→ 》） 值得注意的是，5月5日晚间，胖东来销售和田玉的有关情况已被官方通报披露。经检查，许昌市胖 东来唯初珠宝有限公司2025年1至4月份共销售和田玉商品4177件，销售金额2959.2175万元，平均 毛利率不超过20%；目前在售和田玉商品均按规定明码标价；被随机抽查的在售13件和田玉商品进 货手续齐全，进货台账完备，鉴定机构具有合法资质，鉴定证书有效。 （此前报道 → 《 市监通 报：胖东来玉石合规，平均毛利率不超20％！网红称 ...

在今日举行的鸿蒙电脑技术与生态沟通会上， 首款鸿蒙电脑正式亮相，而华为智慧办公将升级为鸿蒙办公 。在鸿蒙电脑应用适配方面，头 部150个应用已经启动开发，预计到年底将支持超过2000个应用。 来源：财联社 往期推荐 于东来刘强东联手！ 涨幅全行业第一！多股"20cm"涨停 关注" 新华网财经 "视频号 更多财经资讯等你来看 ...