早报 (05.02）| 美股飙升，“榜一大哥”回归；特朗普威胁对伊朗石油买家二级制裁；零跑再破4万辆连续2月交付居榜首

Group 1 - The US and Ukraine have jointly established a reconstruction investment fund aimed at attracting global investments into Ukraine, with a 50:50 management structure between the two countries [2] - The fund will be filled entirely by new license revenues, covering 50% of funds from new licenses in key materials and oil and gas projects [2] Group 2 - In April, major domestic new energy vehicle manufacturers reported significant sales growth, with BYD selling 380,089 units, a year-on-year increase of 21.3% [3] - Geely's new energy sales surged by 144% year-on-year, while Leap Motor and Xpeng saw increases of 173% and 273% respectively [3] Group 3 - The US stock market saw collective gains, with the Dow Jones up 0.21%, Nasdaq up 1.52%, and S&P 500 up 0.63%, driven by large tech stocks [4][5] - Microsoft shares surged by 7.6%, reaching a market capitalization of over $3.20 trillion, surpassing Apple [4] Group 4 - Amazon's Q1 earnings per share were $1.59, exceeding expectations, but the guidance for Q2 revenue and operating profit fell short of analyst predictions [14] - Apple's Q2 earnings slightly exceeded expectations, with revenue of $95.36 billion and a net profit of $24.78 billion [15][16] Group 5 - The US initial jobless claims for the week ending April 26 reached 241,000, exceeding expectations and marking the highest level since February 2025 [20] - The ISM manufacturing PMI in the US showed significant contraction, indicating the largest decline in five months [22] Group 6 - The Macau gaming revenue for April increased by 1.7% year-on-year, reaching 18.858 billion MOP, marking three consecutive months of growth [25] - The average price of second-hand residential properties in 100 cities fell by 7.23% year-on-year in April [29] Group 7 - TrendForce reported a decline in visibility for solar module orders in May, with leading manufacturers reducing production and facing price drops [30]