华尔街见闻·2025-05-11 11:48Group 1 - The article highlights the significant economic events and data releases from May 12 to May 18, focusing on U.S. inflation metrics, retail sales, and earnings reports from major Chinese tech companies like Tencent and Alibaba [5][6][15][20]. - U.S. April CPI data showed a core CPI of 2.8%, the lowest in four years, while the overall CPI experienced a month-on-month decrease of 0.1% [7][10]. - Retail sales in March surged by 1.4%, the largest increase in over two years, driven by consumer panic buying amid tariff fears [12][14]. Group 2 - JD.com reported Q1 revenue of 347 billion yuan, a year-on-year increase of 13.4%, with a net profit of 9.9 billion yuan, indicating healthy growth across various business segments [15]. - Tencent's Q1 revenue is projected to be between 172.6 billion to 177.8 billion yuan, with a net profit forecasted between 50.9 billion to 56.7 billion yuan, reflecting a growth of 8.2% to 11.5% year-on-year [18][19]. - Alibaba's Q4 revenue growth reached its fastest pace in over a year, with significant increases in core business and cloud services, indicating a robust recovery [20][22].