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华尔街见闻早餐FM-Radio | 2025年5月7日
Hua Er Jie Jian Wen·2025-05-06 23:07

Market Overview - US stock market experienced two consecutive declines ahead of the Federal Reserve's interest rate decision, with Palantir dropping 12% after its earnings report [2][5] - Offshore RMB rose over 100 points, breaking the 7.20 mark, while the Nasdaq 100 gained over 1% in after-hours trading [2] - 10-year US Treasury auction showed strong demand, leading to a decline in bond yields [2][5] - Crude oil prices rebounded nearly 5%, and spot gold surged above $3,400 [2] Key News - He Lifeng will visit Switzerland and France for high-level economic talks, including discussions on US-China trade [3][8] - The EU plans to impose tariffs on $100 billion worth of US goods if trade negotiations fail [9] - The US trade deficit reached a record high of $140.5 billion in March, with imports surging 4.4% to a record $419 billion [10] - Nvidia's CEO projected that China's AI market could reach $50 billion [10] Domestic Macro - China's April Caixin Services PMI was reported at 50.7, indicating a slowdown in new orders [13] - The Chinese government aims for a 5% growth target by 2025, with plans for more proactive macro policies [14] Domestic Companies - Apple is expected to launch a domestic AI version supported by Baidu and Alibaba, ensuring compliance with local regulations [15] Overseas Macro - The US Treasury Department reported a successful 10-year bond auction, indicating a return of overseas demand [16] - Concerns over inflation may lead the Federal Reserve to delay interest rate cuts [16] Industry Insights - The AI Agent development is transforming the software landscape, making databases essential for AI applications [23] - The military industry is facing pressure, with revenue and profit at low levels, but potential recovery is expected in 2025 [23] - The industrial control sector shows signs of recovery, with strong performance from leading companies [23]