来源|每日经济新闻、央视新闻 美国政府滥施关税的影响正在持续恶化。 国际码头及仓储工会成员 迪科斯坦佐： 关税政策自然而然就会导致失业。 据美国媒体6日报道， 目前第一批装载被加征145%关税货物的轮船已经抵达美国。 但是，在美国加州的洛杉矶港，已经明显变得冷清。码头的工 人们正在面临失业的风险。 值得注意的是，美国总统特朗普却表示，关税会让美国富有，"我认为关税非常棒"。 特朗普近来频频号召普通美国家庭减少给孩子购买的娃娃数量，"也许孩子们会有两个娃娃，而不是30个。" 目前，美国大约八成的进口玩具产自中国。美泰公司预计，为弥补关税在今年年内造成的大约2.7亿美元损失，其在美国市场上销售的部分产品将不 得不涨价。 美媒记者： 我们只能眼睁睁看着人们失业吗？ 国际码头及仓储工会成员 迪科斯坦佐： 是的。 01 "关税政策根本就是在剥夺工作" 美国有线电视新闻网解说词： 现在美国最忙碌的港口变得不那么忙了。 洛杉矶港执行董事 吉恩·塞罗卡： 本周我们的业务量比去年同期下降了约35%。 这些货船是上个月对中国等国家征收关税以来，首批受影响的船 只。 洛杉矶港执行董事 吉恩·塞罗卡： 有些卡车司机上周还能每天运输4 ...

Core Viewpoint - The rising popularity of konjac products, particularly "konjac snacks," has significantly impacted the stock prices of several listed companies, driven by consumer demand for low-calorie snacks [1][2][3] Group 1: Market Dynamics - The price of konjac has surged dramatically, with raw material prices increasing more than gold, reflecting a growing demand in the market [1] - The price of white konjac rose from 6000 yuan/ton to 9500 yuan/ton, a 58% increase, indicating a supply-demand imbalance [3][7] - The planting area for konjac has shrunk by 23% over the past three years, compounded by a 15% reduction in yield due to drought, leading to a significant shortage of raw materials [7][22] Group 2: Company Performance - Companies like Weilong and Yanjinpuzi have seen substantial stock price increases due to their konjac product lines, with Weilon's stock rising 142% and Yanjinpuzi's by 39% [2] - Yizhi Konjac, a smaller player in the konjac processing sector, experienced a staggering 742% increase in stock price, highlighting the potential for smaller companies in this niche market [2][11] - The revenue from konjac products for Weilon reached 3.371 billion yuan in 2024, a 59.1% year-on-year growth, marking a significant shift in their product portfolio [9][11] Group 3: Consumer Trends - The demand for konjac snacks has been fueled by health-conscious consumers seeking low-calorie options, with the retail sales of konjac snacks in China surpassing 12 billion yuan in 2024, growing over 20% year-on-year [22][25] - Other snack brands are also capitalizing on the konjac trend, with Yanjinpuzi reporting an 76% increase in revenue from konjac products [11][12] - The introduction of konjac in various forms, such as jelly and tea drinks, has further expanded its market presence, appealing to a broader consumer base [15][18] Group 4: Quality Concerns - There are concerns regarding the quality of konjac products, with reports of inferior ingredients being used to cut costs, potentially harming consumer perception and market growth [23][24] - The high sodium content in many konjac snacks has raised health concerns, as some products exceed recommended daily sodium intake levels [18][21] - The industry faces challenges in maintaining quality standards, as the rapid growth has led to a proliferation of lower-quality products that could undermine the market's reputation [22][25]

Core Viewpoint - The article discusses the downfall of Lin Chunhao, chairman of Guangdong Jin Yao Shi Group, who fled to the UK after losing 2 billion yuan, claiming business failure rather than fraud, which has left thousands of investors in financial ruin [1][10][13]. Group 1: Company Background - Jin Yao Shi Group was established by Lin Chunhao, who took over the family business in 2014 and aimed to transform it into a large-scale international conglomerate integrating various industries [5][6]. - The company was known for its high-interest investment products, often marketed as "government-backed" projects, attracting many middle-aged and elderly investors [7][9]. Group 2: Investment Scheme and Collapse - The investment scheme promised annual returns of 6%-9% through municipal engineering projects, which were falsely claimed to be associated with state-owned enterprises [7][9]. - Lin Chunhao's public letter revealed that the company had consumed 1.34 billion yuan in investment funds, with Lin himself losing 715 million yuan [10][14]. - The company’s financial practices were characterized by high-risk investments in P2P lending, virtual currencies, and stock markets, leading to significant losses [10][14]. Group 3: Investor Impact - Many investors, particularly elderly individuals, reported substantial losses, with some claiming to have invested amounts as high as 6.5 million yuan [1][2]. - The collapse of Jin Yao Shi Group has raised serious concerns about investor education and the risks associated with high-yield investment schemes [14].

Group 1 - The Federal Reserve announced to maintain the benchmark interest rate at 4.25%-4.50%, marking the third consecutive meeting without changes [1][3] - Fed Chairman Jerome Powell emphasized that the Fed is not in a hurry to take action and will not preemptively lower rates in response to potential tariff impacts [1][3] - The uncertainty regarding the economic outlook has increased, with both inflation and unemployment risks rising [3][4] Group 2 - Goldman Sachs predicts that there may be three rate cuts within the year, starting with a 25 basis point cut in July, followed by additional cuts in September and October [5][6] - The current labor market remains robust, with non-farm payrolls increasing by 177,000 in April, which provides a buffer for the Fed to maintain interest rates [5][6] - Powell criticized President Trump's tariff policies, suggesting they could lead to economic slowdown and long-term inflation [3][5] Group 3 - The market reacted to the Fed's decision with the Dow Jones rising by 0.7%, S&P 500 by 0.43%, and Nasdaq by 0.27% [1] - Major tech stocks showed mixed performance, with Google dropping over 7% and Nvidia rising over 3% [1] - The Nasdaq Golden Dragon China Index fell by 2.34%, indicating a decline in popular Chinese stocks [1]

Core Viewpoint - Transsion Holdings, known as the "King of Mobile Phones in Africa," is facing a significant decline in profitability, with a more than 60% year-on-year drop in net profit for Q1 2025, attributed to intensified competition and rising supply chain costs [1][2]. Group 1: Q1 Financial Performance - In Q1 2025, Transsion Holdings reported revenue of 13.004 billion yuan, a decrease of 25.45% year-on-year, and a net profit of 490 million yuan, down 69.87% year-on-year [2]. - The company's gross profit margin fell to 19.27%, a decline of 2.88 percentage points compared to the previous year [2]. - Cash flow from operating activities was negative 740 million yuan, a drastic decline of 583.95% year-on-year, primarily due to a decrease in cash received from sales [2]. Group 2: Global Market Position - Transsion Holdings has dropped out of the top five smartphone manufacturers globally, with its Q1 2025 shipment volume categorized under "Others" [3]. - In Q1 2024, the company shipped 28.5 million units, accounting for 9.5% of the global market, ranking fourth [3]. Group 3: Market Challenges in Africa - The African market, once a stronghold for Transsion, is increasingly competitive, with brands like Xiaomi and Realme gaining market share [5]. - In Q4 2024, Transsion held a 49% market share in Africa, but its growth was only 1% year-on-year, while Xiaomi and Realme reported significant increases in their shipments [5][6]. - Transsion's revenue in Africa for 2024 was 22.719 billion yuan, a growth of 2.97%, which is a slowdown compared to 6.74% in 2023 [6]. Group 4: Expansion Challenges in Emerging Markets - In India, Transsion's market share is only 5.7%, ranking eighth, facing strong competition from established brands [7]. - The company is experiencing greater competitive pressure in Southeast Asia, where it has yet to establish a strong brand presence [7]. - Revenue from Asia and other regions in 2024 was 44.737 billion yuan, a year-on-year increase of 13.96%, but the gross margin decreased by 2.52 percentage points to 17.66% [7]. Group 5: Ineffectiveness of Diversification Strategy - Transsion is attempting to diversify its business model by integrating mobile internet services, home appliances, and digital accessories, but the results have been underwhelming [8]. - The company has launched various applications and partnered with mobile payment services, yet it struggles to compete with rivals that have established comprehensive ecosystems [8]. - Revenue from non-mobile businesses, including home appliances and digital accessories, was only 4.259 billion yuan in 2024, accounting for less than 10% of total revenue [9].

2025年5月6日凌晨，纽约华尔街的电子屏刚熄灭交易数据，香港金融管理局的紧急操作指令已跨越太平洋——78.12亿美元沽盘被接下，605.43亿港元流动 性如潮水般涌入市场。 这还没完，当天晚些时候，香港金管局又卖出127.9亿港元，这也是上周五以来香港金管局第四次重拳出击，累计投放量已达1294.02亿港元。 1998 年 8 月 28 日，香港会展中心新翼五楼弥漫着紧张与振奋交织的气氛。身着深色西装的投行精英们步履匆匆，额间未干的汗渍与紧绷的面容仍 残留着金融风暴的惊心动魄。 在铺满庆贺花篮的大会堂前厅，新任总经理高西庆宣布：中国一家新的国际投资银行——中银国际控股公司正式成立。 但真正让空气为之震颤的，是时任香港特首董建华先生的发言，"香港守住了！联系汇率制度没有被撼动！" 2025 年的今天，这套历经 1987 年股灾、 1997 年亚洲金融风暴、 2008 年金融危机考验的机制，又一次迎来了历史性考验。 01 四天累计投放上千亿港元 时针回拨至5月3日，当港元汇率触及7.75的强方兑换保证红线，465.39亿港元如开闸春水冲入银行体系。这是自2020年10月28日以来，强方兑换保证首次被 触发。48 ...

美国政府近期要求多所高校改革，于3月撤销对哥伦比亚大学4亿美元的联邦拨款。受此影响，哥伦比亚大学本月6日宣布裁员近180人。 2020年3月10日，在美国纽约哥伦比亚大学，学生在图书馆的台阶上学习、聊天。新华社记者王迎摄 哥伦比亚大学当天发表声明说，校方"不得不就财务资源分配做出慎重、周全的决定"。此次收到不续约或终止合约通知的员工人数，约占联邦拨款 撤销所影响员工总人数的20%。 美国大学教授协会哥伦比亚大学分会秘书马塞尔·阿格罗斯说，尽管裁员在意料之中，对教职工来说仍"令人沮丧"。 美国大学教授协会已在联邦法院提起诉讼，控告美国政府撤销联邦拨款的行为违法。 这是2024年4月26日在美国纽约的哥伦比亚大学拍摄的"声援加沙营地"抗议活动现场。新华社记者刘亚南摄 自今年1月唐纳德·特朗普出任总统以来，美国政府要求国内多所顶尖高校调整政策，根除所谓的反犹主义，废除向少数族裔倾斜的招生政策等举 措，如不调整政策将面临削减资金的后果。 特朗普政府3月撤销对哥伦比亚大学的4亿美元联邦拨款。校方几周后作出妥协，同意按照政府要求推行一些改革，包括彻底改革学生纪律处分程 序、使用"反犹主义"的新定义，以及将中东研究项目置于 ...

蓝天白云，阳光明媚，现在的季节简直是出门旅游的天选日子。 踏青、登山、户外出游……但在出行前， 一双舒适的鞋子可得提前准备好！ 运动休闲鞋作为鞋子界的常青藤， 是很多人的首选，不论男女、裙装裤装都很百搭，还显得人特别朝气 蓬勃~ 不 过 市 面 上 的 品 牌 运 动 鞋 ， 动 不 动 就 是 上 千 的 价 格 ， 钱 包 是 真 承 受 不 起 ， 而 且 真 没 必 要 为 品 牌 溢 价 买 单！ 今天就给大家推荐一款我 私藏已久的 欧洲皇室73年老牌鞋—— 【Weiko Vasaci高端轻奢手工鞋】 维客瓦萨奇是一个奢品级的高端鞋履品牌， 起源于十九世纪初期，成立至今已有73年历史。 由欧洲皇室鞋履名匠维克-休斯创立， 拥有欧洲贵族定制级别的工艺底蕴，主打 产品的功能性与舒适 度。 今天给大家带来的这款 【Weiko Vasaci情侣款手工鞋】 ，不单单是舒适的运动鞋，同时也是超高颜值的 时尚单品： 英国73年老牌 自带防伪码可查 老师傅手工锻打，时尚耐穿百搭 减震防滑皮包底工艺 注重细节设计与做工 性能超好，透气软弹不闷脚 英国 Weiko Vasaci "维客瓦萨奇" 高定轻奢手工鞋 点击下图 ...

来源|财联社 摩根大通表示，尽管美国总统特朗普越来越迫切地呼吁美联储降息，但美联储目前处境艰难，可能 束手无策。 该行分析师在最新报告中表示，市场几乎认定了美联储在本周的议息会议上不会降息，但值得注意 的是， 美联储在后续会议上降息的可能性也很低。 根据小摩的说法，美联储官员在货币政策方面束手无策、不敢轻举妄动有以下两个原因： 1.通胀预期正在上升 摩根大通表示，通胀前景加上不断恶化的"软数据"是目前不会降息的原因之一。 最新的消费者通胀报告显示，3月份同比增长2.4%，高于美联储2%的目标。但与未来可能发生的 情况相比，这一数字仍相当低：密歇根大学（University of Michigan）编制的未来一年预测为 6.5%。 分析师指出，特朗普的关税政策预计会提高消费者的成本，这是预期上升的主要原因。对贸易战的 担忧加剧了滞胀风险，加大了美国经济陷入增长停滞、物价持续上涨的可能性。这种情况实际上会 使美联储陷入瘫痪，因为它无法同时应对这两个问题。 尽管未来通胀预期等"软数据"可能最终会给投资者带来问题，但令人鼓舞的"硬数据"似乎暂时盖过 了这些问题。 尽管未来通胀预期等软数据在走弱时可能最终会给投资者带来 ...

以下文章来源于光子星球 ，作者文烨豪 来源|光子星球 撰文 | 文烨豪 编辑 | 吴先之 2023年盛夏，上海黄浦江畔一套顶级豪宅以1.58亿元成交，引发外界瞩目——买主正是潮流电商 独角兽得物的创始人杨冰。不到一年，得物传出裁员5%的消息，约500名员工被"优化"。 一边是创始人刷新豪宅成交纪录，一边是公司以"市场环境严峻"为由的瘦身。最近一年，这家估值 一度高达700亿元的电商玩家，似乎还未摆脱成长的代价。 最近几年间，得物一路狂飙，凭借年轻人近乎狂热的追捧——自球鞋交易起步，快速扩展至奢侈 品、潮流服饰、美妆、3C电子乃至白酒等多个品类。尽管得物尚未上市，尚且缺乏权威披露的财务 数据，但按其官方口径，多项业务指标同比增长一度达到三位数，冲劲可谓迅猛。 光子星球 . 细微之处，看见未来 表面看，这家公司似乎牢牢抓住了95后、00后消费群体的心智，成为潮流消费领域最大的赢家之 一。然而，繁荣表象下暗流涌动。 一度造就神话的炒鞋热潮渐趋退散，去泡沫化的年轻用户不再盲从，真假罗生门亦在使信任度"漂 浮"，叠加全面扩张带来的品类激增，种种因素，正让这匹黑马走到岔路口。 01 驯服潮流，还是被潮流驯服？ 标榜潮流的 ...