对于苹果来说，今年真可谓多事之秋。 北京时间5月2日美股收盘，苹果的股价下跌3.74%，收盘时每股跌至205.35美元。今年以来，苹果股 价已经累计下跌15.79%，市值蒸发了超过6000亿美元，约4万亿元人民币。尽管第二财季953.6亿美元 的营收数据超过分析师预期，但资本市场显然嗅到了更危险的气息。 在最新的财报电话会议上，苹果CEO蒂姆·库克摊牌了：美国加征关税，让苹果下季度可能多掏9亿美 元成本。更扎心的是，中国消费者对iPhone的热情持续降温——曾经贡献超千亿营收的大中华区，如 今市场份额已被华为、小米全面反超。 面对愈发严峻的关税压力，苹果是否会用涨价来让消费者为所谓"对等关税"政策埋单？这也是全球都 万分瞩目的事情。在这次电话会上，库克也给出了答案。 01 三季度或损失约9亿美元 北京时间5月2日上午，美股盘后，苹果发布了2025财年第二财季业绩。 这份看似稳健的财报，却隐藏着不少危机。 财报显示，在截至2025年3月29日的第二财季，苹果公司总营收为953.6亿美元，市场预期为943亿美 元，去年同期为907.53亿美元；净利润为247.8亿美元，市场预期为242.6亿美元，去年同期为236 ...

以下文章来源于财经连环话 ，作者轱辘慧 财经连环话 . 一张图看懂财经万象，专业财经，轻松看懂。唯一正牌官方号。 沃伦·巴菲特和接班人格雷格·阿贝尔出席在内布拉斯加州奥马哈举行的伯克希尔·哈撒韦公司年度股东大会 沃伦·巴菲特和接班人格雷格·阿贝尔出席在内布拉斯加州奥马哈举行的伯克希尔·哈撒韦公司年度股东大会，时代要变了。 5月3日，一年一度的投资圈最重要盛会巴菲特年度股东大会在奥马哈落下帷幕，今年正好恰逢公司董事长兼CEO沃伦·巴菲特收购伯克希尔60周年。 大会进入尾声之时，94岁高龄的巴菲特突然宣布，他将提名现任副董事长格雷格·阿贝尔（Greg Abel）在年底接棒成为CEO。 "这就是今天的新闻亮点，"巴菲特说"谢谢你来。" 01 阿贝尔事前不知情 这一消息震惊 了董事会和投资者。尽管巴菲特早在2021年就指定分管非保险业务的副董事长阿贝尔为接班人，但"股神"的退休宣言仍然令人意外。 尽管阿贝尔长期以来一直被认为是巴菲特的继任者，但他在年度股东大会即将结束时才得知这一消息。 这一决定令现场数万名股东感到意外且感慨万千，标志着一个时代的谢幕。与会者全体起立，掌声久久不息。 巴菲特在这个略显伤感的时刻幽默回应 ...

Core Viewpoint - The article highlights the transformative journey of Yonghui Supermarket, emphasizing its strategic shifts in response to external pressures and internal reforms, particularly focusing on supply chain optimization and the integration of foreign trade products into domestic sales channels [1][2][12]. Group 1: Key Individuals Impacting Yonghui - Yu Donglai has significantly contributed to Yonghui's visibility and market presence, leading to increased stock prices and sales growth [1]. - Ye Guofu, as the largest shareholder, invested 6.27 billion RMB to support Yonghui's transformation during a period of financial distress [1]. - The U.S. tariff policy changes under Trump prompted many foreign trade companies to seek domestic partnerships, benefiting Yonghui's supply chain reform efforts [1][10]. Group 2: Export to Domestic Sales Shift - The increase in U.S. tariffs has led many foreign trade businesses to pivot towards domestic sales, with Yonghui emerging as a key beneficiary [2][3]. - Major retailers, including Yonghui, have established dedicated sections for foreign trade products, enhancing their product offerings and attracting more customers [3][6]. - The integration of foreign trade products has not only diversified Yonghui's inventory but also improved its reputation among consumers [6][19]. Group 3: Yonghui's Reform Phases - Yonghui has undergone three critical reform phases: the adjustment to the Pang Donglai model, store optimization, and deepening supply chain innovation [12][13]. - The company has successfully completed the first two phases, with store adjustments leading to increased foot traffic and revenue, despite an overall revenue decline due to store closures [13][14]. - Yonghui's supply chain reform is seen as a crucial step for its future growth, with plans to eliminate middlemen and establish direct relationships with suppliers [16][17]. Group 4: Supply Chain Transformation - Yonghui is moving away from its traditional KA model, which involved charging suppliers for entry fees, to a more streamlined direct procurement approach [16][17]. - The company aims to enhance its supply chain capabilities by reducing reliance on external suppliers and increasing the proportion of private label products to 40% by 2025 [27][29]. - The recent collaboration with over 200 foreign trade suppliers is expected to accelerate Yonghui's supply chain improvements and product innovation [19][29]. Group 5: Challenges and Future Directions - Yonghui faces challenges in fully distancing itself from the Pang Donglai model, as many of its products still align closely with this approach [22][23]. - The company is actively working to build its own brand identity and product offerings, which requires significant investment and strategic execution [27][28]. - Yonghui's recent actions indicate a strong commitment to transformation, but the long-term success of these initiatives remains to be seen [29].

以下文章来源于Tech星球 ，作者任雪芸林京陈桥辉 Tech星球 . Tech星球，聚焦互联网前沿科技和新商业。 来源丨Tech星球 " 五一 " 假期，本是 打工人 放松身心、打卡美景的好时光。不少人精心规划行程、满心期待 奔赴景点后，却迎来了一场 "照骗" 与现实的强烈反差冲击。 社交平台上，那些滤镜加持下美轮美奂、氛围感拉满的人造 山寨 景点，仿佛在招手呼唤游客 前去一探究竟。然而，当人们兴致勃勃抵达后，看到的却是粗制滥造的景观、拥挤不堪的人 群，以及与宣传天差地别的体验。 精心打造的 "网红打卡地"，成了让人哭笑不得的 "照骗现场"。不少游客自嘲 "在人造景点当 了大冤种"，不仅血亏金钱，更浪费了宝贵的假期时光。 王玉告诉Tech星球，一眼望过去，还以为自己误入了别人家的麦地。与王玉的经历相似，江鑫 和林夏也分别 在不同城市踩进了人造景点的"照骗陷阱"。 江鑫是 江苏 无锡本地人，今年 " 五一 " 选择了自驾近郊游，来 无锡 " 法老秘境 " 主要是想 跟风打卡。 为了避开高峰时间段，江鑫带着小孩5月1日上午10点半就到了现场，园区内游客 还不算太多，等下午一点多她离开的时候，人才渐渐多了起来。 " ...

Group 1 - The core viewpoint of the article revolves around Warren Buffett's investment strategies, particularly his cash reserves and potential future moves in the context of current market conditions [2][3][6] - Buffett has significantly reduced his holdings in U.S. stocks, increasing cash reserves to over $330 billion, indicating a cautious approach amid high market valuations [2][3] - Experts express differing opinions on whether ordinary investors should consider bottom-fishing in U.S. stocks, with some advocating caution due to high valuations and uncertain economic conditions [3][4][5] Group 2 - There is speculation about whether Buffett will further invest in the AI industry, with experts noting the inherent uncertainties in technology stocks and the need for lower valuations before making investments [6][7][8] - The discussion highlights a generational shift in investment strategies at Berkshire Hathaway, with a potential increase in technology and AI investments under new management [7][8] - Concerns are raised about the challenges Buffett may face in adapting to a changing global landscape, particularly regarding the decline of U.S. hegemony and the rise of alternative economic powers [8][9] Group 3 - The article discusses Buffett's historical reluctance to invest in gold, contrasting it with the current surge in gold prices driven by geopolitical uncertainties and the weakening of the dollar [10][11][12] - Experts present varied perspectives on gold as an investment, with some suggesting it could serve as a hedge against currency risks, while others argue it lacks the potential for significant returns compared to other assets [11][12] - The potential for gold to play a role in a diversified asset allocation strategy is acknowledged, especially in light of the evolving monetary landscape [12]

来源丨21财经客户端、极目新闻、潇湘晨报、公开信息 5月1日，浙江嘉兴一家名为胖都来的卖场举办开业活动。因其名称与品牌胖东来相似，引发争议。 2日，胖东来方面回应称，已经取证并向对方邮寄律师函。 5月2日晚间，"胖东来向胖都来寄律师函"话题一度登上微博热搜第二位。 01 浙江胖都来卖场开业，活动现场有女明星参与 5月1日，浙江胖都来卖场在其账号发布了开业视频，活动现场有女明星参与。该账号此前发布 的视频中，也有多位明星艺人送上祝福。主页信息显示，该卖场位于嘉兴市海宁市，地理位置接 近杭州市。 寓意着丰盈、富足、 张俊 | 普吕作曲家 7 128 ♥ 121 1647 V 盈中控股 胖都来" H # and Ha PANG DU LAI 视频 胖都来盛 c | 0Q乐享生活 购在都来 AA 日十十五元 ♡ 1676 2 286 学来更多丰富的生活 e 如何为社会创造价值 PANG DII LA AA ■Q乐享生活 购在都来 と 时间: 5月1-3日 e PANG DU LAI YINGZHONG HOLDIN 搜索 興特 著名艾演员、制片人 3110 咱们这个胖都来 764 浙江胖都来卖场开业（截图自卖场社交账 ...

要说去S姆有什么必买？ 床品一定在清单首列！ 不少人说，"论床品的选择眼光，你永远可以相信S姆。" 为了让大家夏天睡个好觉，我们找来了 S姆会员店热卖的 "报恩神被"！！！ 「100%桑蚕填充的长丝夏被」 面料： 100%纯棉。填充物：100% 桑蚕丝！ 带正规水洗唛和吊牌，S姆同源 ，质量有保证。 摸着良心说， 这品质放在 S姆实体店卖339.9元，也是太划算了！ 今天 重磅消息！！！ 直供 S姆的桑蚕丝夏被，库存开闸， 价格帮大家 做到 S姆店 5.9折 ！199元到手！ 点击下图即可购买 懂行的都知道， S姆验货的标准有多严格： 蚕丝长度差1cm或者面料密度少5根，都不能让产品进驻。 所以这次真的是妥妥的福利！ 大实话：这价格明年不会再有！ 厂里的员工也明说： 清完这 3000床就下架 ，复产也只供应新的高价高端线，现在拍的每一床都是在割 工厂的肉！（但没办法） 给爸妈换新被 /囤着给婚房/送礼/改善自己的床品...都非常值得。现在不抢，夏天必悔！ ▼ ✅ 与高端商超同厂同源，材质一致 ✅ 填充358克100%桑蚕长丝，五层手工均匀拉丝工艺 ✅ 肤感：80支高密活性印花面料，触感堪比贡缎睡衣 ✅ 200 ...

怡丰联合（北京）科技有限责任公司 2025年5月3日 我司于2023年7月转载的文章《KK集团二次上市失败，资金面临严峻危机》，我司于24年4月发布的视 频内容"2023年2月，有媒体报道广州北京路旗舰店传出因欠租被拉闸关门；随后，成都春熙路KKV旗 下X11全国首家旗舰店被拍到在营业时间闭门，原因已累计欠租过千万"经广东省深圳市中级人民法院 判决，案号(2025)粤03民终10622号，认定该篇文章中存在部分负面性评价用语，相关言论贬损了广东 快客公司的名誉，降低了广东快客公司的社会评价；该视频内容来源可信度存疑，我司亦未举证证明其 针对该内容的来源尽到了合理的核实义务，已超出舆论监督、评价的合理范围，对广东快客公司造成一 定程度上商誉贬损的后果，对此我司向广东快客公司致以诚挚的歉意。 ...

Core Viewpoint - The April delivery figures for new energy vehicles reveal a reshaping of the competitive landscape, with a focus on low-cost strategies, challenges in the high-end market, and difficulties in cross-industry ventures [4][12]. Group 1: Delivery Rankings and Performance - Leap Motor topped the delivery rankings with 41,039 units in April, a year-on-year increase of 173%, surpassing XPeng (35,045 units) and Li Auto (33,939 units) [6][8]. - XPeng's delivery volume increased by 2.7 times year-on-year, but it still lagged behind Leap Motor by 6,000 units [7][20]. - Li Auto's deliveries fell to third place, with a total of 33,939 units, reflecting a year-on-year growth of 32% but a month-on-month decline of 8% [26][28]. - NIO delivered 23,900 units, marking its first month of over 20,000 units this year, while its sub-brand, Ladao, struggled with lower sales [30][31]. Group 2: Market Strategies - Leap Motor and XPeng have successfully captured the market under 200,000 yuan by emphasizing high configuration and competitive pricing [12][14]. - Li Auto and NIO are relying on subsidies to boost sales, with Li Auto implementing cash subsidies and financing policies to attract customers [26][30]. - Xiaomi and Huawei are facing challenges in their respective strategies, with Xiaomi's sales impacted by a recent accident and Huawei focusing on technology output through its HarmonyOS alliance [33][35]. Group 3: Future Outlook and Challenges - Leap Motor aims for annual sales of 500,000 to 600,000 units by 2025, raising questions about the sustainability of its B-series models and profitability [18]. - XPeng needs to optimize its profitability model and ensure the quality of its high-end models to avoid losses despite high sales volumes [23]. - Li Auto's transition to pure electric vehicles and its ability to maintain market share in the high-end segment remain uncertain [27][28]. - NIO's success hinges on the performance of its sub-brands and the effectiveness of its financial incentives to drive sales [32]. Group 4: Competitive Landscape - The competition in the new energy vehicle market is intensifying, with a focus on achieving both sales growth and profitability [40][41]. - Key upcoming models, such as Xiaomi's YU7 and Li Auto's i8, are expected to play crucial roles in their respective companies' strategies [40][43]. - The market is evolving towards a scenario where companies must balance sales volume, profit margins, and technological advancements to survive [43].

受关税相关消息刺激，全球股市今日普遍走强。欧洲股市开盘，多国股市大涨，欧洲斯托克50指数、德 国DAX 30指数、法国CAC 40指数均涨超1%。亚洲交易时段，港股主要指数均录得大涨，恒生科技指 数涨超3%，日韩股市也集体收涨。 消息面上，中国商务部今日表示，美方近期通过相关方面多次主动向中方传递信息，希望与中方谈起 来。对此，中方正在进行评估。 与此同时，日美贸易谈判也正加速升温，日本首席谈判代表赤泽亮正 表示，双方目标在6月达成协议，但谈判路径布满荆棘。 离岸人民币汇率直线拉升，离岸人民币兑美元日内最高涨超630点，一度升至7.22，为自4月4日以来的 最高水平，截至21:00，报7.2149。 与此同时，今日港股市场亦全线爆发，截至收盘，恒生指数涨1.74%，国企指数涨1.92%，恒生科技指 数大涨3.08%，富时中国A50指数期货强势拉升。 有分析称，随着越来越多的迹象表明，贸易紧张局势出现了边际缓和，市场做多情绪开始释放，全球市 场集体反攻。 美股开盘后，三倍做多富时中国ETF盘初涨近10%，纳斯达克中国金龙指数涨2.7%，阿里巴巴涨近 5%，京东涨4%，小鹏汽车涨超6.5%，金山云涨超7%。 北京 ...