中方正式停止接收预订的客机订单后，美国波音公司终于坐不住了，要求中方接收飞机，然而中方没搭理，反手和别国签下大单。 据悉，中国加速从美国市场转移，开始将订单倾斜到其他"替代国"。近日，中国不仅大量购买巴西产大豆，还向加拿大进口石油，以及增加澳大利亚和阿根 廷进口牛肉订单等。 对于美国来说，中国的地位是不可替代的。而对于中国来说，美国并非"无可替代"的贸易伙伴。特朗普的步步紧逼，换来的是中国的疏远。美国疯狂施压中 国，最终适得其反。 奥特伯格还透露，目前，已经有几架在中国等待交付的波音737 Max客机飞回美国。而其他部分原定交付中国，以及计划在今年内为中国生产的客机，将转 让给其他客户。 就在中国"退单"后，特朗普给波音出了个"好点子"，不过中方的一个动作，就让美方图谋破产。 什么点子呢？特朗普要求波音指责中方退回波音飞机的行为"违约"。说白了，就是想逼迫波音就此事向中方索要"赔偿金"，以挽回波音公司遭受的损失。表 面上看，这完全符合美国"全球霸主"的作风，但实际上这是一个馊主意。因为一旦波音向中方开口索赔，中方肯定会坚决反对，并且有充分的理由的证据。 届时波音非但没有让中国回心转意，反而会进一步激怒中国，引 ...

据证券时报报道，中国商务部周五表示，美方近期通过相关方面多次主动向中方传递信息，希望与中方谈起来。对此，中方正在进行评估。 这一消息瞬间点燃市场乐观情绪，全球股市周五普遍走强。与此同时，美国科技巨头业绩喜忧参半，而投资者正将目光转向周五即将公布的美国 非农就业报告。 富时中国A50指数涨近1%。港股大涨，恒指涨逾1%，恒生科技指数一度涨逾3%，小鹏汽车领涨，小米集团涨逾4%。A股因五一劳动节休市。 | 名称 | 最新价 V | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | | 恒生指数 | 22358.15 | +238.74 | +1.08% | | 800000 | | | | | 国企指数 | 8172.59 | +96.33 | +1.19% | | 800100 | | | | | 恒生科技指数 | 5218.67 | +131.25 | +2.58% | | 800700 | | | | 欧美市场方面，标普500指数期货扭转早前跌势，跃升0.7%，道指期货涨0.8%，纳指100指数期货涨0.4%。 亚太股市周五显著走高，MSCI亚太指数上涨0.6%，日经225指数一度 ...

此外，近日中国与越南签署了《中华人民共和国商务部与越南社会主义共和国工贸部关于加强产供链合作的谅解备忘 录》。双方将充分发挥双边机制的作用，鼓励两国企业通过贸易、投资和技术合作等方式，进一步加强在多领域的产供 链合作。近年来，中越经贸合作日益加深，两国的产供链逐步融合。《备忘录》的签署，将推动双方携手打造中越畅 通、稳定且富有韧性的产业链供应链，进一步深化贸易投资合作。统计数据显示，中国已连续20年保持越南最大贸易伙 伴的地位，越南也是中国西部多个省区市在东盟的第一大贸易伙伴。2024年，重庆与越南的进出口总额达397.7亿元，占 重庆与东盟外贸总额的33.8%；而广西今年一季度对越南的进出口已达706.3亿元。位于广西凭祥的友谊关口岸，已成为 中国西部乃至全国通往越南最便捷的陆路大通道之一。在这里，载满水果的货车从越南驶入中国－东盟（崇左）水果交 易中心。 近日，中国国防部长与越南国防部长潘文江共同主持了中越第九次边境国防友好交流活动。期间，潘文江参观了边防部 队、智慧口岸、学校和村庄，种植了友谊树，视频观摩了北部湾联合巡逻起航仪式，并举行了会谈。国防部长表示，在 两党两国领导人的战略引领下，两军将进一步加 ...

Group 1 - The US government is considering multiple tariff proposals against China, with potential rates ranging from 50% to 100% depending on the classification of goods [3] - The International Monetary Fund has downgraded the global economic growth forecast for 2025 from 3.3% to 2.8%, citing the negative impact of the tariff war on global trade and the multilateral trade system [3] - The US Treasury Secretary described the current situation as a trade embargo, indicating that negotiations for a comprehensive agreement with China have not yet begun [4] Group 2 - The US debt subscription rate has hit a historical low, with countries like China, Brazil, and Japan reducing their holdings of US debt, indicating a shift towards a multipolar currency system [6] - The imposition of high tariffs is expected to lead to reduced US import demand, which could shrink tariff revenue and increase inflation risks domestically [8] - The "America First" policy has severely damaged the credibility of the US, leading to significant protests and market volatility [8]

Core Viewpoint - Amazon's upcoming earnings report for Q1 2025 is anticipated to reflect consumer resilience amid the challenges posed by tariffs from the Trump administration, with analysts projecting earnings-per-share of $1.36 on revenue of $155 billion, compared to $0.98 per share on $143 billion in the same quarter last year [1][2][3]. Group 1: Earnings Expectations - Analysts estimate Amazon's earnings-per-share will be $1.36 on revenue of $155 billion, indicating a potential growth despite economic challenges [2]. - In the first quarter of the previous year, Amazon reported earnings of $0.98 per share on sales of $143 billion, highlighting a year-over-year comparison [2]. Group 2: Market Context - Amazon's stock price has decreased by 17% this year due to concerns that consumer spending may decline in response to tariffs, particularly as many products are shipped from China facing a 145% tariff [3]. - The company is expected to report its slowest revenue growth rate since 2022, coinciding with a reported contraction of the US economy at a 0.3% annualized pace in Q1 [3]. Group 3: Industry Impact - The earnings report is significant for the broader tech sector, as companies like Meta and Microsoft have reported strong earnings despite tariff uncertainties, indicating varying levels of exposure to import duties [4]. - UBS analysts noted that at least 50% of items sold on Amazon are subject to tariffs, which could lead to increased prices and affect consumer spending decisions [5]. Group 4: Company Response - Amazon's CEO, Andy Jassy, stated that the company has not observed a decline in consumer demand and aims to keep prices low, although some third-party sellers may need to pass on tariff costs to consumers [6]. - Following reports of Amazon's plans to itemize tariff-related price increases, the company denied these claims, stating that such a plan was never approved [7][8].

Core Viewpoint - Analysts predict that if the Reserve Bank of Australia (RBA) lowers interest rates, house prices may accelerate in the coming months, but factors such as affordability issues and slowing population growth will limit significant price increases [1][2][3]. Group 1: Economic Indicators - The adjusted average inflation rate has dropped to 2.9% over the past 12 months, marking the first time in three years it has fallen below 3% [3]. - Financial markets widely expect the RBA to announce a 0.25% rate cut after the meeting on May 20 [3]. Group 2: Housing Market Trends - In April, the annual growth rate of Australian house prices slowed to 3.2%, the smallest increase since August 2023 [5]. - Major cities like Sydney and Melbourne saw monthly price increases of 0.2%, while Brisbane, Perth, and Canberra increased by 0.4%, and Darwin by 1.1% [5][6]. - Despite anticipated interest rate cuts, house price growth is expected to remain in single digits due to a slowdown in immigration and increased housing supply [5]. Group 3: Affordability Issues - Over the past three years, housing affordability has worsened across all major Australian cities, with Sydney experiencing the most severe decline [6]. - In Sydney, house price growth is now 9.8 times the wage growth, requiring buyers to allocate 62% of their household income to mortgage repayments [7]. - Nationally, house price growth is 8 times the wage growth, with buyers needing to use 50.5% of their income for mortgage payments [7].

Core Viewpoint - China has requested domestic airlines to stop accepting Boeing aircraft and suspend purchases of related equipment and parts as a countermeasure against U.S. tariffs, significantly impacting Boeing's market position in China [1][3]. Group 1: Impact on Boeing - Boeing's stock has dropped over 10% since the beginning of the year, with a 2.4% decline following the news of China's actions [1]. - The cost of U.S.-made aircraft and parts is expected to double due to tariffs, making them uncompetitive in the Chinese market [1]. - The price of a Boeing 737 Max, originally $120 million, could rise to $270 million after tariffs, far exceeding the cost of Airbus A320 series aircraft [1]. Group 2: Market Dynamics - In 2018, China accounted for 25% of Boeing's global deliveries, but this figure is now approaching zero due to the new tariffs [1]. - Chinese airlines have historically been significant customers for Boeing, with a total of approximately 616 Boeing aircraft in operation by major Chinese airlines as of the end of 2023 [3]. Group 3: Strategic Responses - Boeing's CEO has indicated that the company may not continue manufacturing aircraft for Chinese airlines if they return the planes, highlighting the strained relationship [3]. - Analysts suggest that the refusal to accept Boeing aircraft is a reasonable response to the high tariffs imposed by the U.S., which have made purchasing Boeing planes financially unfeasible for Chinese airlines [5]. Group 4: Broader Implications - The ongoing tariff war is seen as a significant factor in the decline of Boeing's market share in China, with potential long-term consequences for the company's revenue [5][7]. - Some analysts underestimate the impact of Boeing's potential supply halt on China, failing to recognize that China has already been reducing its Boeing aircraft purchases [7].

Core Viewpoint - The ISM manufacturing PMI provided some reassurance to the market, indicating that orders have not collapsed despite ongoing trade tensions [1] Group 1: Market Reactions - The USD/JPY exchange rate returned to the 145 level for the first time since April 8, following the PMI announcement [1] - Analysts noted that manufacturers are at the center of the trade war, and the ISM survey results have improved market sentiment [1] Group 2: Economic Outlook - There are signs that the sentiment regarding the tariff war is improving, with companies expressing optimistic comments during Q1 earnings releases [1] - The upcoming non-farm payroll report is expected to cause some volatility, but there are currently no widespread discussions about layoffs among companies [1]

Group 1 - The core viewpoint of the articles indicates that the Reserve Bank of Australia (RBA) is likely to cut interest rates on May 20 due to the current economic conditions and inflation data aligning with expectations [1][3][4] - The overall consumer price index (CPI) in Australia remained unchanged at a year-on-year increase of 2.4%, while the trimmed mean inflation rate fell to 2.9%, both within the RBA's target range of 2%-3% [1][4] - Analysts believe that the RBA's decision to lower interest rates is a necessary measure to support economic growth amid rising global uncertainties and domestic economic challenges [2][3] Group 2 - Australia's economy has shown signs of weakness, with the latest data indicating that the country only recently emerged from a period of negative per capita GDP growth that lasted for seven consecutive quarters [2] - The ongoing trade tensions initiated by the Trump administration have raised concerns about a potential recession in Australia, with the International Monetary Fund (IMF) predicting a loss of AUD 13 billion to the Australian economy due to these trade policies [3][4] - The RBA's anticipated rate cut is seen as a response to the softening labor market and the need to mitigate the risks posed by global economic uncertainties [3][4]

Core Viewpoint - The article discusses the implications of the recent tariff increases announced by the Trump administration, particularly focusing on the impact on U.S. imports from China and the potential for new trade routes through third-party countries [5][10][12]. Group 1: Tariff Impacts - The U.S. announced a 145% tariff on Chinese goods, which is expected to lead to a significant increase in prices for imported goods and a reduction in the volume of imports [5][6]. - The CEO of the Port of Long Beach predicts a 44% decrease in the number of ships arriving in the week of May 4-10 compared to the previous year, indicating a substantial drop in import volumes [7]. - The U.S. is likely to enter a phase of inventory depletion due to reduced imports, which could lead to rising prices and job losses in the logistics sector [9]. Group 2: Trade Opportunities - The article suggests that a new trade route involving China, third-party countries, and the U.S. will emerge, creating significant opportunities for global traders [12][14]. - The 137th Canton Fair saw a notable increase in foreign buyers, with participation from 224,372 overseas purchasers, a 20.2% increase from the previous year, indicating heightened interest in Chinese goods [15][17]. - The article posits that global traders are recognizing the potential for profit through intermediary trade routes as U.S.-China direct trade diminishes [19]. Group 3: Regional Trade Shifts - Vietnam and Mexico are highlighted as beneficiaries of the trade war, with exports to the U.S. from Vietnam projected to nearly double from $83.9 billion in 2018 to $161.9 billion in 2024, a 92.9% increase [27]. - Exports from China to Mexico are expected to grow from $44.0 billion in 2018 to $90.2 billion in 2024, reflecting a 105% increase [28]. - Taiwan is also expected to benefit, with exports from China projected to rise from $48.6 billion in 2018 to $75.2 billion in 2024, a 54.6% increase [29]. Group 4: Global Trade Dynamics - The article emphasizes that the global trade network is vast, and even with reduced direct trade between the U.S. and China, trade will continue through third-party channels [37][38]. - The U.S. faces challenges in imposing tariffs on other countries, as many nations are economically strained and may not easily concede to U.S. demands [31]. - The article argues that the U.S. lacks a coherent long-term strategy for revitalizing its manufacturing sector, which complicates its ability to compete globally [39][43].