五部门约谈外卖平台，DeepSeek使用率下降50%

Economic Indicators - The US April CPI rose by 2.3% year-on-year, the lowest level since February 2021, with a month-on-month increase of 0.2% [1] - Core CPI increased by 2.8%, marking the slowest pace since the inflation surge in spring 2021 [1] - The market's expectation for multiple rate cuts by the Federal Reserve has significantly cooled, with an over 80% probability of maintaining rates in June [1] Corporate Performance - In April, national corporate sales revenue grew by 4.3% year-on-year, continuing a steady growth trend since last year's fourth quarter [3] - Industrial sales revenue increased by 3.7%, with manufacturing sales up by 4.4% [3] - High-tech and digital economy sectors saw sales revenue growth of 15.3% and 13.4% respectively [3] Currency Exchange - The RMB/USD exchange rate returned to below 7.2, with the central bank setting the midpoint at 7.1991, a strengthening of 75 points [7] - The RMB has appreciated against a basket of currencies, with the RMB exchange rate index rebounding significantly since April's low [7] Regulatory Actions - Five departments, including the Market Supervision Administration, have held talks with major food delivery platforms like JD, Meituan, and Ele.me to address competition issues [6] - The focus of the discussions includes ensuring compliance with laws and regulations, promoting fair competition, and protecting the rights of consumers and delivery personnel [6] IPO Developments - CATL is set to launch its IPO in Hong Kong, potentially becoming the largest global IPO of the year, with expected fundraising of up to HKD 41 billion [9] - The company has received over USD 50 billion in institutional orders, indicating strong market interest [9] AI Market Trends - The usage rate of DeepSeek has dropped by over 50%, from a peak of 7% in mid-February to 3% by the end of April [11] - OpenAI's new features have led to a surge in usage for its models, indicating a competitive landscape in the AI sector [11][12] Employment Changes - Microsoft announced a reduction of nearly 3% of its workforce, affecting about 6,000 employees, as part of a strategy to streamline management levels [13][14] - This move aligns with similar actions taken by other tech giants to adapt to market changes and the challenges posed by AI advancements [13]