据福克斯商业频道记者：消息人士称，特朗普白宫内部的人正在提醒华尔街高管，他们正在接近与印度 达成原则性贸易协议。 ...

Market Overview - The Hang Seng Index rose by 510 points, closing at 22,072, marking a three-day cumulative increase of 1,015 points or 4.8% [3] - The total market turnover for the day was HKD 260.619 billion [3] - The Hang Seng Tech Index increased by 150 points or 3.1%, closing at 5,049 [3] Economic Indicators - Hong Kong's inflation rate for March remained at 1.4%, consistent with February's rate, but lower than the average of 1.7% for the first two months of the year [7] - The basic inflation rate, excluding government relief measures, was 1%, slightly down from 1.1% in February [7] - The Consumer Price Index for the first quarter showed an annual increase of 1.6% [7] Company News - New Oriental reported a slight increase in third-quarter profit of 0.1%, with net revenue of USD 1.183 billion, a year-on-year decrease of 2.01% [12] - NIO's founder expressed confidence that the Chinese automotive industry will eventually capture 40% of the global market share, citing current production levels of approximately 30 million vehicles [13] - Cathay Pacific's passenger numbers increased by 19.8% year-on-year in March, with a total of 2.2562 million passengers [14] Industry Developments - The MPF (Mandatory Provident Fund) scheme is set to allow employees to transfer their employer's contributions once a year, balancing various considerations to avoid administrative costs [8] - The Hong Kong government aims to expand its commercial network by signing free trade agreements with more economies, promoting opportunities for SMEs [9] - The U.S. Treasury Secretary indicated that the current tariff standoff with China is unsustainable and expects a resolution, which could ease market tensions [10]

Group 1: U.S. Trade Policy and Economic Outlook - U.S. Treasury Secretary Becerra emphasizes the need for economic rebalancing, focusing on manufacturing and exports rather than consumption, suggesting a potential "major agreement" with other economies [1] - Becerra reiterates the commitment to a strong dollar policy and believes that Wall Street can continue to perform well [1] - The U.S. is seeking deeper cooperation with trade partners and aims to restore fairness in the international economic system through leadership roles in institutions like the IMF and World Bank [1][2] Group 2: European Economic Indicators - Eurozone's April composite PMI is at 50.1, indicating near-zero growth, with service sector PMI unexpectedly contracting at 49.7 [3][4] - Germany's April composite PMI is at 49.7, with service sector PMI at a recent low of 48.8, indicating a contraction in the private sector [3][4] - The IMF has downgraded the Eurozone's economic growth forecast for the year to 0.8%, reflecting a slowdown in economic activity [4] Group 3: Automotive Industry Developments - Trump is considering exemptions for certain auto parts tariffs, which has led to a temporary increase in stock prices for major automakers like General Motors and Ford [5][6] - The automotive industry is facing pressures from ongoing trade tensions, but recent tariff exemptions may provide some relief [6] - O'Reilly Automotive reports a 4% year-over-year revenue increase, with analysts suggesting the company may benefit from consumers opting to maintain existing vehicles rather than purchasing new ones [7] Group 4: SAP's Financial Performance - SAP's Q1 results show a 58% increase in operating profit to €2.5 billion, exceeding market expectations, with a revenue growth of 11% to €9 billion [9] - The company's cloud business is growing rapidly, with a 26% increase in cloud revenue, helping to mitigate the impact of tariff uncertainties [9] - SAP's stock surged by 10.62%, marking its largest single-day gain in six years, driven by strong financial performance [9] Group 5: Fanuc's Financial Results - Fanuc reports a 6.73% increase in Q4 revenue to ¥212.1 billion and a 10.81% increase in net profit for the fiscal year [11] - The company is unable to provide earnings forecasts for the upcoming fiscal year due to uncertainties related to U.S. tariffs and their impact on the global economy [11] - Fanuc's sales in China increased by 31%, while sales in Europe decreased by 23%, highlighting regional disparities in performance [11]

美国总统特朗普在与意大利总理梅洛尼会晤时表示，他预计将与欧盟达成一项贸易协议，但同时表明他 并不急于敲定一项旨在降低关税的协议。 "会达成贸易协议的，"特朗普周四表示，并补充说："我完全预期会这样，但这将是一项公平的协议。" 特朗普没有提供他预计何时能与寻求避免高关税的贸易伙伴敲定首批协议的时间表，只表示这将在"某 个特定时刻"发生，并坚称其他国家需要做出让步。"我们不着急，"特朗普补充道。"我们与欧洲或其他 任何人达成协议不会有什么大问题。" 梅洛尼感谢特朗普接受了"在不久的将来"访问意大利的邀请，并表示希望他能与欧盟官员会面讨论贸易 问题。与欧盟进行面对面谈判将使欧盟委员会主席冯德莱恩有机会与特朗普进行直接对话，并将有助于 巩固梅洛尼作为欧洲与美国之间沟通渠道的角色。 在会晤开始时，梅洛尼曾对达成贸易协议表示乐观，但强调特朗普需要与其他欧洲领导人接触，她 说："我不能代表欧盟来做这笔交易。" 梅洛尼表示，她与特朗普讨论了两国可以合作的领域，包括国防、太空和能源，并补充说意大利"将不 得不增加其液化天然气（LNG）进口"。特朗普已将促进美国能源出口作为其贸易议程的关键要素。 梅洛尼说："对我来说，目标是让西 ...

意大利总理梅洛尼当地时间4月17日抵达白宫，与美国总统特朗普进行会晤。双方预计在会晤中讨论贸 易、移民和乌克兰冲突等议题。特朗普政府官员表示，特朗普"非常重视此事"，白宫"已准备好达成协 议"。当被问及对与意大利达成贸易协议的信心时，特朗普用口型回答："非常有信心"。此外，特朗普 当天表示，"百分之百"有信心在90天的关税暂停期结束前与欧盟达成贸易协议，并称"肯定会达成贸易 协议，百分之百肯定"。(央视新闻) ...

美国总统特朗普：对与欧盟的贸易协议非常有信心。 ...

先回应昨晚关于诉讼维权的提问，每一个股票诉讼都有一个时间窗口期，从x年x月x日到x年x月x日，具体可以查看维权的报名列表，在窗口期内你不能清 仓股票，否则就没机会诉讼了。所谓窗口期通常是证监会立案调查的揭露日，出了那个区间，你卖了也没影响。 具体维权个股列表点击查看： 索赔报名 目前有125个项目推进中。 今天的行情依然无聊，日内成交1.11万亿，比昨天高一丢丢，但依然处于低量区间。中位数下跌1.76%，这就属于有一定痛感的跌幅，但尾 盘发生了和昨天一样的情况，国家队大约百亿规模的资金涌入多只宽基etf抬轿。 比如我截图的这个华夏沪深300（510330），昨天尾盘偷袭30亿，今天尾盘偷袭50亿，不惜代价也要达成一个目的，就是把主板指数拉红。 只要舍得花钱，国家队是可以达到局部目的的，跌了一天的上证指数最后时刻翻红，自贸易战以来已经实现7连涨。我昨天已经分析过这个现象，官方不 愿意让a股成为贸易战中方阵脚不稳或者国内信心不足的符号，所以这一次护盘力度是很大的。 2、之前那个预测美国大选的区块链赌场，最近又开了关于特朗普的几个盘口，我把其中比较有意思的分享一下。第一个是美国将在7月份 之前和哪些国家达成贸易协议 ...

美国白宫表示，目前有超过15项贸易协议正在积极审议中。特朗普还没有就提高企业税率做出决定。 (智通财经) ...

美国白宫：我们目前有超过15项贸易协议正在积极审议中。 ...

在前所未有的关税阴影笼罩市场的时期，投资者对前瞻性指引的关注远超过去季度的财务数据。有观点 认为，90天的关税暂缓可能让企业感到喘息空间，暂时推迟收益修正，并寄希望于未来达成协议。 不过目前看来，企业管理层的发言更多地指向了持续性担忧——政策的反复无常正在损害增长和商业前 景。 美股财报季拉开帷幕，管理层对未来的预测至关重要。 在全球贸易局势反复无常的背景下，随着美股财报季的到来，投资者密切关注公司管理层对未来的展望 和对潜在下滑的预警。 当地时间11日美股财报季开启，贝莱德、摩根大通、摩根士丹利和富国银行陆续公布2025年一季度财 报。其中，摩根大通和摩根士丹利的营收利润数据双双超出分析师预期；贝莱德和富国银行一季度的每 股收益也均高于分析师预期，贝莱德的营收与预期一致，而富国银行的营收略显疲软。 这些财务数据反映了2月中旬美股创新高后，因关税冲击导致的市场暴跌带来的影响，但尚未完全体现4 月2日关税政策正式宣布后的疯狂抛售行情。 财报仅为脚注，管理层评论才是重点 事实上，标准普尔500指数今年每股收益的共识预期为267美元，实现两位数的同比增速，而这一数字似 乎过于乐观，因为即使是温和的关税也会影响经济增 ...