关税风云再起！ 5月23日，美国总统特朗普在其社交媒体上表示，建议从2025年6月1日起对欧盟直接征收50%的关税。 受此消息影响，美股三大指数导致期货、纳指期货、标普500指数期货纷纷跌超1%。 | 0 10 14 0 46 1 491 2 20:12 == 2 = | | | | --- | --- | --- | | COMEX黄金 | | 7 | | GC00Y | | | | 3352.5 今开 3295.1 最高 3354.2 最低 3285.5 | | | | 175% 575 忌寺 10.26万 持仓 15.21万 日曜 -8801 | | | | 结算 -- 昨结 3295.0 | | 重宝 | | 分时 五日 日Ｋ 周Ｋ 月Ｋ 更多・ | | | | 均价:3320.0 最新:3352.5 57.5 1.75% | | | | 3354.2 | | 1.80% 卖1 3352.5 | | 型1 | | 3352.2 | | 分时成交 | | | | 08:02 3352.3 | | | | 08:02 3352.14 | | | | 08:02 3352.04 | | | | 08:02 ...

Core Viewpoint - Spring Airlines is aggressively expanding its international routes in response to significant challenges in its domestic business, where revenue growth has sharply declined [1][3]. Group 1: Revenue Growth Trends - The revenue growth rate for Spring Airlines has been continuously declining, with a reported revenue of 20 billion yuan in 2024, reflecting an 11.5% year-on-year increase, compared to 114.34% in 2023 [3]. - In Q1 2024, the company's revenue growth further slowed to 2.88%, while net profit decreased by 16.39% year-on-year [4]. - The main business revenue growth for 2024 was only 11.1%, significantly lower than the previous year's 114.52% [5]. Group 2: Business Performance Analysis - Despite a recovery in the civil aviation market, Spring Airlines faces intense competition, leading to a decline in domestic business revenue growth to just 2.89% in 2024, down from 89.56% in 2023 [7]. - The company reported a total passenger turnover of 50.4 billion person-kilometers in domestic routes, a growth of 18.79%, but domestic revenue only reached 15.32 billion yuan [7]. - International business revenue grew by 66.89% to 4.017 billion yuan in 2024, increasing its share of total revenue from 13.42% to 20.08% [8]. Group 3: Cost and Profitability Challenges - The gross margin for the main business decreased by 0.63% to 12.04% due to rising operational costs [6]. - The average revenue per passenger-kilometer for domestic and international routes fell by 6.35% and 14.77%, respectively, indicating pressure on pricing [9]. Group 4: Shareholder Actions - Major shareholders of Spring Airlines are continuously reducing their holdings, with a recent announcement of a potential sale of up to 781,470 shares, representing 0.8% of the total share capital [10]. - Since 2018, these shareholders have repeatedly sold shares, with the latest reduction in March 2023, amounting to 1.05% of total shares [11]. - Institutional investors are also reducing their stakes, with one major shareholder decreasing its holdings by 54.7% from Q1 2023 to Q1 2024 [12].

新消费，新空间，新青年。冷静观察，理性热爱~ 调味品行业龙头海天味业即将启动香港上市程序。 这并非空穴来风——早在今年4月30日，中国证监会官网就已发布海天味业境外发行上市的备案通知书，为这场资本动作埋下伏笔。 作为年营收超200亿的"酱油一哥"，海天此次转战港股绝非偶然。在经历"双标门"风波、市值缩水4000亿的阵痛后，这家老牌企业正站在关 键的十字路口。 以下文章来源于氢消费 ，作者阿森 氢消费 . 不过，资本市场向来残酷。在消费者信任尚未完全修复、行业增长持续放缓的当下，海天能否凭借此次上市实现华丽转身？ 01 港股再上市，海天为了啥 众所周知，海天味业曾以"酱油茅"之名叱咤A股，巅峰市值超7000亿，但2022年"双标门"事件后，这家老牌企业遭遇前所未有的信任危机， 消费者信任崩塌叠加行业竞争白热化。 图片来源：海天味业官方微博 其营收、净利润连续两年下滑，2022年营收256.1亿元（同比-7.09%），2023年营收245.6亿元（同比-4.09%），两年累计下滑约10.8%， 市值蒸发超4000亿。 尽管海天2024年前三季度业绩回暖，营收增9.4%、净利增11.2%，国内调味品市场增速已降至1 ...

来源|财联社 5月23日本周五，日本政府公布的数据显示，日本4月份核心通胀率加速至3.5%，部分原因是大米 价格飙升。 在日本通胀升温之际，外界猜测日本央行有望在今年10月再次加息。不过，美国对日本征收的高昂 关税可能会是影响日本央行决策的因素之一。 01 日本大米价格在过去一年接近翻番 今年4月，日本总体通胀率较上年同比攀升3.6%，与上月持平。该数据在过去三年多来一直高于日 本央行2%的目标。 据报道，日本首相石破茂已经承诺，要将大米价格降至每5公斤4000日元（约合200.82元）以下， 否则他的首相职位可能不保。据最新民调显示，石破茂领导的内阁支持率已经下跌至20.9%，较4月 民调结果下降2.2%，连续两个月刷新石破内阁上台后的最低纪录——而"米荒"正是民众对其内阁不 满的原因之一。 其中，日本4月核心通胀率（剔除新鲜食品价格）同比增长3.5%，不仅高于预期的3.4%，也高于上 月的3.2%，是自2023年1月以来的最高水平。 "消费者感受到的物价水平对日本央行而言非常重要，因此大米的价格绝对不能被忽视。"Sompo Institute Plus经济学家小池正人（Masato Koike）此前曾表示 ...

Core Viewpoint - Pizza Hut is facing a public relations crisis due to its recent collaboration with the anime "Neon Genesis Evangelion," which has sparked controversy over the sexualized portrayal of female characters on pizza box designs. This follows a previous incident involving a similarly controversial product named "Double Snake Sisters Double Cultivation" [1][7]. Group 1: Controversy and Public Reaction - The pizza box featuring characters Rei Ayanami and Asuka Langley has been criticized for its exaggerated sexualization, leading to consumer backlash and calls for boycotts [1][6]. - A consumer expressed strong dissatisfaction, stating that the packaging disrespects women and promotes unrealistic body standards [1]. - Despite the backlash, Pizza Hut's customer service indicated that there were no orders to withdraw the controversial packaging, attributing the absence of related products to the end of the collaboration period [4]. Group 2: Marketing Strategy and Brand Image - The controversy highlights the need for Pizza Hut to consider appropriate marketing strategies, especially given its family-oriented brand image [6]. - Previous marketing efforts have also faced criticism for being inappropriate, such as the use of suggestive language in promotional materials [7]. - The company has been attempting to reposition itself as a more mainstream brand, focusing on menu innovation and pricing adjustments to regain market share [14]. Group 3: Financial Performance and Market Position - Pizza Hut's revenue has faced challenges, with a decline from $2.11 billion in 2018 to $1.96 billion in 2022, except for a growth spike in 2021 [13]. - In contrast, competitors like Domino's have seen significant growth, with a compound annual growth rate of 34% during the same period [13]. - However, Pizza Hut reported a recovery in 2023, achieving an operating profit of $142 million, a 102% increase, and a total revenue of $2.26 billion, reflecting some resilience in a challenging market [14].

Core Viewpoint - The article emphasizes the cultural and historical significance of the Forbidden City, highlighting its architectural beauty and the rich history behind its artifacts, while promoting a special book that encapsulates this heritage. Group 1: Cultural Significance - The colors red, yellow, and blue symbolize the grandeur and history of the Forbidden City, representing 600 years of imperial legacy and timeless craftsmanship [2][4]. - The Forbidden City is not just an architectural marvel but a living history of Chinese civilization, housing 1.86 million artifacts that reflect the aesthetic values and artistic achievements of ancient China [15][18]. Group 2: Historical Narratives - The article recounts poignant historical moments, such as Emperor Shunzhi's grief for his wife and Emperor Yongzheng's dedication to his work, illustrating the human stories behind the palace [6][9][11]. - It critiques the portrayal of the Forbidden City in media, which often focuses on sensationalized narratives, overshadowing the true historical depth and the significance of its collections [14][15]. Group 3: Book Promotion - A special book titled "The Most Beautiful Forbidden City" is introduced, featuring a comprehensive collection of artifacts from four major palaces, aiming to provide an immersive experience of Chinese art and history [27][28]. - The book is presented as a lifelong treasure, designed to enhance understanding of architectural aesthetics and Eastern art, making it suitable for both personal enjoyment and as a gift [30][71]. Group 4: Visual and Artistic Value - The book includes over 400 representative works, showcasing the evolution of Chinese aesthetics from various dynasties, and is described as a visual feast that captures the essence of Chinese culture [115][139]. - It features high-quality reproductions and detailed photography, allowing readers to appreciate the intricate details of the artifacts and artworks [142][146]. Group 5: Accessibility and Pricing - The book is offered at a promotional price of 399 yuan, significantly lower than its original price of 1298 yuan, making it more accessible to a wider audience [63][160]. - Additional gifts are included with the purchase, enhancing the value proposition for potential buyers [67][164].

Market Performance - The U.S. stock market showed mixed results, with the Dow Jones remaining flat, the Nasdaq rising by 0.28%, and the S&P 500 declining by 0.04% [1] - Major tech stocks mostly increased, with Tesla up nearly 2%, Google rising over 1%, and other tech giants like Microsoft, Nvidia, Amazon, and Meta showing less than 1% gains [1] - Cryptocurrency and computer hardware sectors performed well, with Quantum rising over 11% and Coinbase up 5% [1] Economic Indicators - U.S. economic activity showed signs of recovery in May, with Markit manufacturing and services PMI exceeding expectations, although inflationary pressures resurfaced [1] - Following the economic data release, the stock market initially rebounded, but the S&P and Dow later turned negative despite a strong performance from large tech stocks [1] Legislative Developments - The U.S. House of Representatives narrowly passed Trump's tax reform bill, which is expected to significantly reduce taxes and increase federal debt, potentially adding approximately $2.7 trillion to the budget deficit over ten years [2] - The bill faces opposition from Democrats and some Republicans, who argue it disproportionately benefits the wealthiest 1% at the expense of healthcare for millions [2] Bond Market Dynamics - Concerns over the tax reform's impact on fiscal health led to a sell-off in U.S. Treasuries, with the 30-year bond yield reaching 5.149%, the highest since October 2023 [3] - The steepening of the yield curve between 5-30 year bonds expanded to 100 basis points, indicating investor anxiety about long-term fiscal sustainability [3] Emerging Market Outlook - Amidst turmoil in the U.S. bond market, there is a renewed focus on emerging markets, with many U.S. investors having only a 3%-5% allocation to these markets compared to 10.5% in the MSCI global index [4] - Analysts suggest that global investors are seeking diversification and long-term returns outside of U.S. equities, with emerging markets becoming a focal point [4] Federal Reserve Insights - Jamie Dimon, CEO of JPMorgan, warned of significant risks to the U.S. economy, including geopolitical tensions and fiscal deficits, suggesting a potential for stagflation [4] - Federal Reserve Governor Waller indicated that the Fed would not purchase bonds in primary auctions and hinted at possible rate cuts in late 2025 if tariff impacts stabilize [4][5]

被外界普遍认为当前中国车市最有希望超过 Model Y 的小米 YU7 ，在 5 月 22 日晚间发布。 新车提供三个版本，分为单电机后驱、双电机四驱和双电机高性能四驱，雷军直言是对标 ModelY 设计。 而在本次发布会上，虽然没有直接提及那场事故，但处处都有小米针对性调整的影子。例如，小米为 YU7 标配了全系激光雷达，雷军称激光雷达探测距 离达到 200 米，异形障碍物识别精度也有所提高。此前出事的小米 SU7 为标准版，未配置激光雷达。 此时距离小米 SU7 致命交通事故过去 1 个月左右。雷军介绍 YU7 时表示，侧碰一直是行业内的技术难点，新车采用 2200 兆帕超强钢，前门承载能力提 升 50% ，后门提升 37% ，有效提高侧碰安全性。 此外，他介绍高阶驾驶培训时强调，"遇到紧急状况，最好一脚踩死刹车"。小米训练营里提供的一项课程包括，如何在最短的时间内于锥桶前刹车。 至于仍然保密中的价格，雷军表示，按照 YU7 的配置，至少应该比 ModelY 价格贵 6-7 万，" 19.9 万不可能的，以 Model Y 定价逻辑， YU7 配置绝对 30 万以上。 " 雷军还表示，YU7目标受众群体是 ...

01 在挫折中寻找自我："我会尽全力去实现目标" 十七岁的一门电影艺术课上，老师布置了4-12分钟的短片剧本作业。为此，埃文·凯尔埋头写了一部六七十页的剧本——这个看似失控的开端，似乎成为 了他人生剧本的隐喻。 从那时起，写故事的梦想在他心里扎了根，他想要去做娱乐行业做编剧，他想在好莱坞工作。 从典当行店主到和平使者， 埃文·凯尔用一场跨越文化的舍得之旅诠释： 人生的答案不在终点，而在每一次直面历史的勇气与选择中。 由凤凰卫视、凤凰网、舍得酒业联合出品的访谈节目《舍得智慧人物》第七季，本期对话中国外交国礼瓷获得者、国际友人埃文·凯尔。 毕业后，这个坚信故事力量的年轻人不断与现实碰撞。 他把所有的精力都投入到"写电影剧本、制作短视频、写音乐剧"中 ，但现实总在给他泼冷水：寄出的剧本被退回，制作的短片无人问津，最艰难时连房 租都付不起。最穷困潦倒的时候，他一年内带着行李箱搬了七次家。 然而这些年的不如意并没有磨掉他的棱角， "当我想要达成某个目标时，我会尽全力去实现它"。 不过他 舍去了做电影的单一执念，转而在现实生活中积攒跨界智慧。 2019年，他的父亲把一位老人介绍给他，这位老人正在招收学徒。此后，他便开始做 ...

真没想到，"瑞士军工"的鞋居然这么强！ "户外运动"早已成为各大媒体追捧的潮流词！然而做户外运动鞋也有七八年了， 还真没见过如 此"强悍"的一双鞋！ 户外越野运动休闲情侣鞋 这双能满足户外运动登山+ 休闲不累脚的 —— 【SWISS MILITARY 瑞士军工】 外观时尚非常 好看，显高显瘦显腿长！ 说起SWISS MILITARY瑞士军工 1884年在瑞士创立 （和户外巨头猛*象同级别）！！ 其一开始的理 念就是 "硬核功能性服饰定制" 。 轮胎级防滑大底， 超强抓地力，征服复杂地形！ 可见其品牌名气有多大！ 点击下图即可购买 ▼ 讲真的， 瑞士军工 这个牌子是真懂中国人！ 先看这双"硬核"的瑞士军工情侣鞋的几大特点： 普通户外登山鞋鞋底光是用手捏一下就凹陷进 去了 ， 软绵绵的材质，穿久了鞋底很快就会被磨 平！ 而瑞士军工的鞋子， 鞋底 采用EVA+ 高密度橡胶 轮胎级鞋底， 多角度轮胎式纹路设 计， 有效提高高山地行走的 抓地力， 保证了每一步的稳定性！ 同时，结合 "分区防滑科技" 搭配轮胎级鞋底， 硬质大底非常抗造，几乎按压不动！ 普通户外登山鞋 这样的鞋底不仅可以 防止行走时打滑， 还能 增强复杂 ...