4月30日早餐 | 人工智能再获催化；市场业绩披露完毕

Group 1 - US Commerce Secretary mentioned progress in tariff negotiations, boosting hopes for trade agreements and leading to a rise in US stock markets, with the Dow Jones up 0.75%, S&P 500 up 0.58%, and Nasdaq up 0.55% [1] - Trump signed an executive order related to tariffs on auto manufacturers, resulting in Tesla shares rising over 2%, while General Motors initially dropped 4% before recovering most of the losses [2] - US economic data showed weakness, with US Treasury yields hitting a three-week low, and the dollar index rebounding [3] Group 2 - Gold prices fell over 1% due to tariff negotiation pressures, while crude oil prices dropped for two consecutive days, reaching a two-week low [4] - The AI competition is intensifying, with Alibaba launching Qwen 3 and Elon Musk announcing Grok 3.5, while Meta introduced an independent AI application [5] - The Hong Kong Stock Exchange and the Securities and Futures Commission are in discussions regarding the potential return of Chinese concept stocks to the Hong Kong market [8][12] Group 3 - Major Chinese companies reported strong earnings for Q1, with Tianqi Lithium achieving a net profit of 104 million yuan, reversing losses from the previous year [18] - Sanhua Intelligent Controls reported a net profit of 903 million yuan, up 39.47% year-on-year, while Industrial Fulian's net profit increased by 24.99% to 5.231 billion yuan [19] - Guizhou Moutai's net profit for Q1 was 26.847 billion yuan, reflecting an 11.56% year-on-year increase [23]