陆家嘴财经早餐2025年5月30日星期五

Group 1 - The U.S. Court of Appeals has suspended a ruling that blocked Trump's global tariffs, with considerations for further extensions ongoing [2] - The U.S. Department of Commerce stated that communication between China and the U.S. regarding trade concerns has been maintained at multiple levels since the Geneva trade talks [2][3] - The Chinese Ministry of Foreign Affairs condemned the U.S. decision to revoke student visas for Chinese students, asserting it harms their legitimate rights [2] Group 2 - The Central Committee of the Communist Party of China and the State Council issued opinions to improve the market-oriented allocation system for resource and environmental factors by 2027 [3] - The Chinese Ministry of Commerce emphasized the need to address structural contradictions in certain sectors despite ongoing financial policy measures [3] - The Ministry of Commerce held a meeting to promote the construction of intelligent supply chains, focusing on digital economy and AI opportunities [3] Group 3 - Shanghai Customs reported that the city's foreign trade import and export value reached 1.4 trillion yuan in the first four months of the year, a 1% year-on-year increase [4] - The China Light Industry Federation indicated that revenue for large-scale light industry enterprises reached 7.35 trillion yuan, with a 4.9% year-on-year growth [4] Group 4 - A-shares experienced a strong performance with over 4,400 stocks rising, particularly in sectors like autonomous driving and AI hardware [5] - The Hang Seng Index closed up 1.35%, with significant gains in stablecoin and pharmaceutical stocks [5] Group 5 - Li Auto reported Q1 revenue of 25.9 billion yuan, a 1.1% year-on-year increase, but a 20.5% decline in adjusted net profit [6] - Shanghai Linqingxuan Biotechnology submitted a prospectus for an IPO, potentially becoming the first high-end skincare stock in Hong Kong [6] Group 6 - The U.S. government has effectively cut off certain semiconductor technology exports to China, impacting companies like Synopsys and Cadence [8] - China's fusion device has achieved new records in plasma current and ion temperature, marking significant progress in fusion research [8] Group 7 - The U.S. initial jobless claims rose by 14,000 to 240,000, the highest level since November 2021, indicating labor market challenges [13] - The U.S. first-quarter GDP was revised to a 0.2% contraction, with consumer spending growth significantly downgraded [13] Group 8 - The U.S. Federal Reserve's statement indicated that future monetary policy will depend on upcoming economic data [13] - The U.S. housing market showed signs of weakness, with a 6.3% drop in the pending home sales index, the largest decline since September 2022 [14]