陆家嘴财经早餐2025年5月29日星期四

Group 1 - The Federal Reserve's recent meeting minutes indicate increased uncertainty regarding the economy, with officials expressing caution about interest rate cuts and concerns over tariffs potentially driving inflation [2] - BYD's dealer in Shandong, Jinan Qiancheng, faces a liquidity crisis due to reckless expansion and leverage, prompting BYD to assist in managing the situation [2] Group 2 - Nvidia reported Q1 FY2026 earnings of $0.76 per share, with revenue of $44.062 billion, slightly above expectations, but net profit fell short of forecasts at $18.775 billion [3] - Nvidia's data center revenue was $39.1 billion, slightly below expectations, while gaming revenue surged 42% year-over-year, driven by Blackwell sales [3] Group 3 - Morgan Stanley's co-president met with China's Vice Premier, emphasizing the importance of U.S. financial institutions' participation in China's capital market development [4] - China's Vice Premier stressed the need for a fair market environment and strict regulation of the live-streaming e-commerce sector to curb malicious competition [4] Group 4 - The Hong Kong Legislative Council passed a tax amendment bill to implement a global minimum tax starting January 1, 2025, in response to digital economy tax evasion risks [5] - The National Health Commission reported a slowdown in the COVID-19 pandemic trend, with most provinces reaching peak levels or showing a decline [5] Group 5 - A-shares experienced slight declines, with the Shanghai Composite Index closing down 0.02% at 3339.93 points, while the Shenzhen Component fell 0.26% [6] - Hong Kong's stock indices also saw minor declines, with the Hang Seng Index down 0.53% [6] Group 6 - The third batch of insurance capital long-term investment pilot programs is being approved, with new small and medium-sized insurance companies expected to participate [6] - Over 150 companies are currently waiting to list in Hong Kong, many with fundraising targets exceeding $1 billion [6] Group 7 - Honor's CFO confirmed that preparations for an IPO are underway, with a focus on entering the robotics sector as a core business area [7] - SHEIN is reportedly seeking to go public in Hong Kong, planning to submit a prospectus in the coming weeks [7] Group 8 - Kingsoft reported Q1 revenue of 2.338 billion yuan, a 9% year-over-year increase, while net profit remained stable [7] Group 9 - The Ministry of Finance announced plans to issue 68 billion yuan in government bonds in Hong Kong this year, with the third phase set for June 4 [21] - The U.S. Treasury yields rose collectively, with the 10-year yield reaching 4.477% [21][22]