欧洲央行管委Knot：（欧元区）经济增长和通胀短期内都面临不确定性。 ...

欧洲央行管委诺特：短期内不确定性对经济增长和通胀构成负面影响。 ...

Group 1 - The core point of the article is the significant change in the US-China tariff situation, where both countries agreed to cancel 91% of tariffs, providing a boost to the global economy and alleviating market tensions [2] - Following the announcement, Li Ka-shing's CK Hutchison Holdings issued a statement regarding a $22.8 billion global port deal, emphasizing that it would not proceed in an illegal or non-compliant manner, contrasting with their previous stance [4][6] - The company attempted to downplay the political implications of the port deal, asserting it was a purely commercial transaction, but public scrutiny intensified instead of subsiding [8][9] Group 2 - Li Ka-shing's shift in position reflects a strategic response to the easing of US-China tensions, as the company seeks to find a balance in its business strategy amidst changing circumstances [11][13] - The company stated that the port deal must meet three conditions to proceed: legal and regulatory approval, no violations of laws, and shareholder consent, indicating a commitment to compliance [15][18] - To regain public trust, the company could consider three remedial measures: terminating the deal and accepting legal consequences, shifting core business operations back to domestic markets, and engaging in charitable projects to improve its corporate image [20][30] Group 3 - The cancellation of tariffs is expected to lead to a recovery in commodity markets, particularly benefiting copper demand due to potential renewed cooperation in the renewable energy sector [38] - Chinese steel companies may also benefit from domestic growth policies, particularly in infrastructure projects, which will enhance demand expectations for rebar and hot-rolled coils [38] - Oil prices are anticipated to rise alongside improved macroeconomic sentiment, indicating a broader positive outlook for various sectors [38]

在商界风云变幻的舞台上，李嘉诚的一举一动向来备受瞩目。而近来，他的一系列操作，犹如巨石投入 平静湖面，激起千层浪，引发了全社会的广泛关注与热议。先是传出低价打包出售长和旗下 43 个港口 的消息，这一涉及全球多个关键战略位置港口的交易，瞬间成为舆论焦点。紧接着，又惊爆他开始着急 大降价抛售自己在北京的豪宅房产。如此密集且大规模地出售固定资产，不禁让人疑窦丛生：李嘉诚， 究竟怎么了？是深陷资金困境急需现金，还是背后隐藏着更为复杂的谋划？ 回顾历史，北京御翠园这块地，早在 2001 年就已被李嘉诚收入囊中。彼时，中国经济刚刚踏上腾飞的 征程，地价相对较低，李嘉诚拿下这块地时，平均每平方米仅花费 1750 元。本以为地块到手后，开发 进程会迅速推进，可谁能想到，直到 2024 年，"御翠园" 项目才正式开盘。在此期间，北京的房价犹如 坐上了火箭，一路飙升，该地区房价早已突破 9 万 / 平方米，部分地段甚至高达 10 万 / 平方米，涨幅 高达 50 倍。 这漫长的开发周期，不禁让人质疑，李嘉诚将房子留到 2024 年才开盘，是否是刻意为之？毕竟，早在 2010 年，中国就明确规定，所有购买的土地，开发商必须在三年 ...

Group 1 - The US-China Geneva negotiations resulted in a significant reduction of tariffs, with the US suspending a 24% tariff increase on Chinese goods and eliminating 91% of new tariffs, while China reciprocated with corresponding measures [3] - The announcement from CK Hutchison Holdings (CKHH) regarding the sale of global port assets coincided with the US-China trade agreement, highlighting the interconnectedness of global economic dynamics [3][5] - CKHH's planned asset sale involves 43 ports across 23 countries, including strategically important ports at both ends of the Panama Canal, which account for 39% of Panama's container throughput in 2024 [5] Group 2 - The sale of port assets is expected to generate $19 billion in cash flow for CKHH, but the geopolitical sensitivity of the transaction has raised concerns among various stakeholders [5] - Chinese regulatory authorities have emphasized the need for compliance with antitrust reviews and the protection of national sovereignty, indicating a shift in the landscape of international business transactions [7][8] - The recent actions of CKHH reflect a broader trend of risk management in response to changing geopolitical realities, as evidenced by previous asset sales in Europe and the current focus on strategic compliance [7][8]

Company News - TaiLing Pharmaceutical (01011.HK) proposed to split the assets of its joint venture company while ensuring the protection of all shareholders' rights, dissolving the joint venture relationship for independent operations [2] - China Evergrande (03333.HK) has filed a joint application with the liquidators of CEG Holdings to the Hong Kong court on May 12 [2] - Yanzhou Coal Mining (01171.HK) plans to invest approximately $300 million in cash to acquire shares of Highland Resources, becoming its largest shareholder [2] - Baolong Properties (01238.HK) has postponed the hearing for its liquidation application to July 21 [2] - Sunny Optical Technology (02382.HK) reported a smartphone lens shipment of 103 million units in April, a month-on-month increase of 9.2% and a year-on-year increase of 1.3%; vehicle lens shipments reached 11.566 million units, with a month-on-month increase of 17.8% and a year-on-year increase of 28.9%, driven by increased customer demand and improved product structure [2] Industry News - CK Hutchison (00001.HK) issued a statement regarding port transactions, asserting that it will never engage in any illegal or non-compliant activities [3] - Contemporary Amperex Technology (CATL) saw its Hong Kong public offering portion oversubscribed by 21 times, attracting HKD 51.7 billion in financing subscriptions [3] - Kweichow Moutai has no current plans for a Hong Kong listing [3] - China Merchants Securities (06099.HK) announced the resignation of Vice President Zhang Haochuan due to personal reasons, effective May 12, 2025 [3] - Rongchang Biopharmaceutical (09995.HK) received a notice of acceptance for its clinical trial application for the antibody-drug conjugate RC278 [3] - China CNR Corporation (01766.HK) and its subsidiaries have recently signed several major contracts worth approximately CNY 54.74 billion [3]

第一财经每日早间精选热点新闻，点击「听新闻」，一键收听。 【今日推荐】 日内瓦会谈取得实质性进展，中美双方先降税再协商 当地时间5月12日上午9:00，中美双方发布《中美日内瓦经贸会谈联合声明》。对此，商务部新闻发言 人表示，本次中美经贸高层会谈取得实质性进展，大幅降低双边关税水平，美方取消了共计91%的加征 关税，中方相应取消了91%的反制关税；美方暂停实施24%的"对等关税"，中方也相应暂停实施24%的 反制关税。 美股狂飙黄金重挫！道指暴涨1100点，纳指进入牛市 周一美股全线走高，中美日内瓦会谈取得实质性进展，提振市场信心。三大股指均创下自4月9日以来的 最大单日百分比涨幅，标普500指数自3月下旬以来首次突破200日移动平均线，纳指较4月份抛售中的最 低收盘价高出22%，进入技术性牛市。截至收盘，道指涨2.81%，纳指涨4.35%，标普500指数涨 3.26%。避险情绪降温重创金价，纽约商品交易所5月交割的COMEX黄金期货跌3.46%，报3220.00美元/ 盎司。 美国4月关税收入激增 特朗普贸易新政效果显现 美国4月关税收入激增，这有助于抑制预算赤字的进一步扩大。但由于美国总统特朗普寻求与被征 ...

【要闻报道】 中美首轮谈判发布联合声明：90天关税暂停，中美经济重新审视互补性 中美在瑞士日内瓦举行经贸高层会谈，双方在经贸领域达成一系列重要共识。当地时间5月12日上午9： 00，双方发布《中美日内瓦经贸会谈联合声明》。 联合声明发布后，引发了金融市场强烈反应。富时中国A50指数期货一度涨超2%；离岸人民币兑美元 一度大涨超400点。美股三大期指亦快速拉高。与此同时，外资机构对中国资产的后市展望愈发乐观。 在中美日内瓦经贸会谈联合声明发布前夕，花旗银行报告称，假设中美就关税问题谈判取得进展，上调 恒生指数今年底目标价2%至25000点，并予明年上半年目标价26000点。 相关解读：中信建投解读中美会谈：2点超预期3大影响 牛弹琴：中美日内瓦会谈，最大亮点有三个 商务部：严打战略矿产走私出口，加大口岸查验和打击查处力度 今天，商务部新闻发言人就开展打击战略矿产走私出口专项行动应询答记者问。 问：我们注意到，近日国家出口管制工作协调机制办公室部署开展了打击战略矿产走私出口专项行动， 请问专项行动是出于什么考虑？还将开展哪些工作？ 答：加强战略矿产资源出口管制事关国家安全和发展利益。我们对部分战略矿产实施出口管制 ...

每经编辑｜张喜威 王晓波 受中美贸易谈判利好推动，美股三大指数均大幅收涨，纳指涨4.35%，标普500指数涨3.26%，均创3月3日以来收盘新高；道指涨1160.72点，涨幅2.81%，创 3月27日以来收盘新高；大型科技股多数上涨，亚马逊涨超8%，Meta涨超7%，苹果、特斯拉涨超6%，英伟达涨逾5%，谷歌、英特尔涨逾3%，微软涨超 2%；奈飞跌超2%。纳斯达克中国金龙指数大幅收涨5.4%，创4月4日以来新高，中概股普涨，文远知行涨超27%，小马智行涨近12%，小鹏汽车、哔哩哔哩 涨近8%，京东、拼多多、理想汽车涨逾6%，蔚来、阿里巴巴、百度涨超5%。 国际金价大幅走低，现货黄金跌2.73%，报3235.58美元/盎司；COMEX黄金期货跌3.06%，报3241.80美元/盎司；COMEX白银期货跌0.36%，报32.80美元/盎 司。 国际油价走强，美油主力合约涨1.54%，报61.96美元/桶；布伦特原油主力合约涨1.63%，报64.95美元/桶。 美元指数涨1.39%，报101.81；离岸人民币兑美元报7.1996，较上一交易日涨406个基点。 欧洲三大股指收盘全线上涨，德国DAX指数涨0.29%报2 ...

以下文章来源于拾遗地 ，作者十一弟 拾遗地 . 我们是一家专注房地产业与财经领域的自媒体。 作者：十一弟 来源：拾遗地 两个月前，李嘉诚家族旗下的上市平台——长和，计划将其在全球23个国家的43个港口，出售给 美国大型财团贝莱德集团。 这笔对价高达1363亿的交易事项，闹得沸沸扬扬，争议不断。 在长和打包出售的港口资产里，包含了巴拿马运河两端的巴尔博亚和克里斯托瓦尔两处港口的转 让。 李嘉诚家族为何选择在此时套现退出，引发了外界的许多猜测。 但从纯商业角度来看，李超人纵横商场的七十多年里，他的嗅觉足够灵敏，眼光十分老辣。 李嘉诚又一次被置于聚光灯下，他的每一笔交易事项、每一个商业动作，都会更受关注。 在北京东四环，李嘉诚家族拥有唯一在售的豪宅项目—— 御翠园。 它是当年李嘉诚进入北京的第一个住宅项目，也是他在北京囤地捂盘到现在的最后一个住宅项 目。 目前在售的御翠园，属于逸翠园项目二期。 早在2001年，通过协议出让的方式，李嘉诚旗下的和记黄埔，以7个亿的代价，拿到了逸翠园地 块。 这块地的规划建筑面积超过了44万平米，折算下来，当时拿地的平均楼面价，还不到1600块钱/ 平米。 十年前，李嘉诚家族旗下的两家 ...