瑞士与美国举行建设性贸易谈判，希望紧随英国之后达成协议 金十数据5月9日讯，周五，瑞士方面表示，他们与美国官员举行了"建设性"贸易谈判，并希望很快效仿 英国，与特朗普政府签署一项协议。在日内瓦与美国财长贝森特和贸易代表贾格里尔会面后，瑞士联邦 主席凯勒-祖特尔表示，瑞士可能是下一个与美国就关税达成协议的国家。此前，特朗普威胁要对瑞士 出口到美国的商品征收31%的关税，理由是瑞士对美国存在巨大的商品贸易逆差。但祖特尔在谈判时的 主要论点是，如果把服务业考虑在内，赤字就会被抵消。 ...

Group 1 - The US dollar has depreciated against the Swiss franc, dropping over 0.1% to a daily low of 0.8291 [1] - The Swiss Federal President suggests that Switzerland may be the next country to sign a tariff agreement with the US, following the UK [1] - The US is expected to avoid raising tariffs again [1]

瑞士联邦主席表示，瑞士可能是下一个与美国签署关税协议的国家。 ...

Group 1 - The core point of the news is the volatility of gold prices, with significant fluctuations observed during the Asian trading session, driven by various market factors [1][3][4] - Gold prices saw a sharp increase, reaching a high of $3414.706 per ounce before experiencing a decline to a low of $3319.835 per ounce, indicating a drop of over $90 from the peak [1][3] - Goldman Sachs reported that the recent surge in gold prices was primarily due to active buying by Asian officials, with most price movements occurring during Asian trading hours [7][8] Group 2 - The data from the ETF market shows a net outflow of over 7 billion, while the SGE Gold 9999 ETF recorded a net inflow of 936 million, highlighting a shift in investment preferences [9][11] - The report indicates that Bitcoin ETFs have seen significant inflows, surpassing those of gold ETFs, with the BlackRock Bitcoin ETF receiving $6.96 billion this year, compared to $6.5 billion for the largest gold ETF [13] - The People's Bank of China has increased its gold reserves for six consecutive months, with a total of 73.77 million ounces as of the end of April, reflecting a slower growth rate compared to previous months [14] Group 3 - The public fund industry in China has introduced a significant reform document aimed at transitioning from a focus on scale to one on quality, with 25 reform measures outlined [19][20] - Key measures include establishing a performance-based fee structure for funds, enhancing long-term performance assessments, and promoting the growth of equity investment within public funds [19][20] - This reform is expected to have a profound impact on the industry landscape and wealth management for residents, emphasizing the importance of returns over mere asset accumulation [20]

2、上周五美国最新4月的非农就业数据，录得17.7万人，高于市场预期的13万人。非农就业数据公布之后，市场大幅降低6月份美联储的降息预期，低至 50%。大家似乎可以不用太过担心美国陷入经济衰退的风险，不过有意思的是，上个月公布的非农就业数据再次下修5万人。 你的假期余额已经不足，好消息是A股明天开市，大家有可以愉快的投资了！ 这个节假日，重大消息并不多。外围市场最为关注的三件事情： 1、日本央行议息，此次继续按兵不动，没有继续加息。不过在周末最新一年一度的伯克希尔股东大会上，股神巴菲特表示会在未来50年内继续投资日本 五大商社。近期日本股市基本上走出了4月初毛衣战的阴霾，收复了大部分跌幅。 预计明天A股开盘小幅高开是板上钉钉的事情，但是高开之后会怎么走？是继续高走还是低走？这是大家关心的事情。 鉴于此前多次节假日期间港股，A50等中国资产涨幅较好，结果轮到A股开盘之后就是高开低走的画面。这次会有什么不一样？ 此次，节前利好预期并不满，别忘了周三的市场格局是银行调整，小票回暖的格局。另外，五一假日出行人数，消费数据预计会有不错的涨幅。当然，重 点是要看人均消费数据，而不是整体的量。 总之，这次五一假期，持仓过节 ...

Domestic News - The Ministry of Transport reported that on May 1, the total inter-regional mobility reached 33,271.4 million trips, a year-on-year increase of 6.2%. Railway passenger volume was 23.11 million trips, up 11.7% year-on-year. Road mobility was 30,561 million trips, increasing by 4.7%. Waterway passenger volume was 1.649 million trips, up 87.5%. Civil aviation passenger volume was 233.6 million trips, a rise of 8.9% [1] - On the first day of the "May Day" holiday, Zhuhai, connecting Hong Kong and Macau, experienced a peak in cross-border travel with approximately 700,000 travelers and nearly 38,000 vehicles checked, representing year-on-year increases of 39% and 23% respectively [1] - The Hong Kong stock market saw significant gains, with the Hang Seng Index rising by 1.74%, the Hang Seng China Enterprises Index up 1.92%, and the Hang Seng Tech Index increasing by 3.08%. Notable stock performances included Alibaba up 3.83%, Xiaomi up 6.31%, Tencent up 2.22%, BYD up 3.30%, JD.com up 3.28%, Horizon Robotics up 14.50%, Xpeng Motors up 6.66%, and WuXi Biologics up 5.70% [1] International News - The U.S. proposed a tariff agreement framework with Japan, centered on reciprocal tariffs, which includes a refusal to lower tariffs on automobiles, steel, and aluminum. Japan's negotiators firmly opposed the U.S. proposal [3] - U.S. President Trump announced that any country or individual purchasing oil or petrochemical products from Iran would face U.S. sanctions, prohibiting them from doing business with the U.S. [3] - Apple CEO Tim Cook indicated that U.S. tariffs could negatively impact Apple's second-quarter profits, estimating an increase in costs by $900 million due to current trade policies. Cook also mentioned plans to invest $500 billion to expand operations in the U.S., including building server and chip factories [4]

据日经新闻：美国推动将汽车和钢铁关税排除在美日关税协议之外。 ...

智通财经5月2日电，美国关税谈判代表提出了与日本的协议框架，推动将汽车和钢铁关税排除在美日关 税协议之外。 ...

美国财政部长贝森特认为，美国国债市场传递出的信号显示，美联储应该降低利率。 贝森特在接受福克斯商业频道（Fox Business）采访时称："我们看到，如今两年期国债收益率已低于联 邦基金利率。这是一个市场信号，表明市场认为美联储应该降息。" 截至纽约时间下午12点56分，两年期美国国债收益率为3.66%，而联邦基金基准利率为4.33%。目前， 美联储将关键利率目标设定在4.25%至4.5%的区间内。 萨默斯评价贝森特的观点道："如果他发表的言论可以被合理地解读为是在对美联储的政策指手画脚， 那么对于一位财政部长来说，这似乎是一个非常不寻常的选择，同时也是一个有问题的选择。" 尽管特朗普一直关注美联储的基准利率（一种隔夜利率），但贝森特表示，他和总统关注的是10年期美 国国债收益率——正如他所说，他们"紧盯收益率曲线上的这一节点"。 贝森特强调，自特朗普上任以来，10年期国债收益率已经下跌。周四，该收益率约为4.22%，而1月20 日时约为4.63%。美国国家经济委员会主任凯文・哈塞特（Kevin Hassett）在接受美国全国广播公司财 经频道（CNBC）采访时表示，10年期国债收益率的下降"为联邦政府节省 ...

美国总统特朗普：与印度的进展顺利，我认为我们在关税问题上达成了协议。 ...