Apple CEO Tim Cook poses as Apple holds an event at the Steve Jobs Theater on its campus in Cupertino, California, on Sept. 9, 2024.The most anticipated part of Apple's Thursday earnings won't be iPhone sales or Mac forecasts – it'll be CEO Tim Cook's comments on how the company is dealing with President Donald Trump's tariffs. Apple is one of the most exposed companies to Trump's tariffs and expected retaliation. It makes about three-quarters of its overall revenue from physical goods — iPhones, Macs and A ...

特朗普"生气了" 相关风波源于Punchbowl News 29日早间发布的一则报道。报道称，亚马逊即将"在商品总价旁边 显示每件商品的成本中有多少来自关税"，此举可能直接向美国消费者展示特朗普的关税政策如何 影响商品成本。目前，特朗普已对来自中国的进口商品征收145%的关税，并对所有其他国家征收 10%的最低关税。 美国有线电视新闻网（CNN）报道称，一位高级官员致电总统并告知了此事。"他（特朗普）当然 生气了。"一位不愿透露姓名的官员告诉CNN，"一家价值数十亿美元的公司为什么要把成本转嫁 给消费者？" 同日，在与财政部长贝森特举行的联合新闻发布会上，白宫发言人莱维特表示，她"刚刚与特朗普 通完电话"，讨论了亚马逊的计划，并对该公司提出了批评。"拜登政府将通胀率推高至40年来最 高水平时，亚马逊为什么不这样做呢？"在莱维特发表上述言论后，亚马逊的股价随即下跌。 资料图。本文来源：澎湃新闻 南博一 亚马逊拟为商品标注"关税成本" ，特朗普致电贝索斯 讨说法 据新华社报道，美国媒体29日曝出美国电商巨头亚马逊公司计划在商品价格中标注"关税成本"， 白宫立即做出强烈反应，称这一做法是"敌对行为"，总统特朗普则怒 ...

新华社北京4月30日电 加拿大媒体4月29日公布的计票估算结果显示，3月才上任总理的加拿大自由 党领袖马克·卡尼成功连任，自由党所赢联邦众议院议席数距成为多数党所需席位仅差三席。而先前一 度无限接近总理一职的反对党保守党党首皮埃尔·普瓦列夫尔连议席都没保住。 卡尼29日与获称为自由党胜选送上"神助攻"的美国总统唐纳德·特朗普通电话。加方称两位领导人 同意近期面对面会晤，而白宫却仍称加拿大为美国"第51州"。卡尼自己也承认，今后他需带领加拿大迎 接艰巨挑战。 接近多数席位 据加拿大广播公司估算，自由党将赢得343个众议院议席中的169个，比获得多数席位所需172席仅 少三席。保守党将赢得144席，但该党党首、三个月前还在民意调查中大幅领先的普瓦列夫尔丢掉已坐 了20年的议席。另一主要反对党新民主党则经历惨败，仅赢7席，其党首贾格米特·辛格同样败选，已宣 布辞去党首职务。 据法新社分析，加拿大四分之三出口产品销往美国，特朗普政府的关税、特别是针对汽车和钢铁领 域的关税，已开始损害加拿大经济。 据路透社报道，仅个别选区需重新清点选票，大选正式结果料将数天内公布。据美联社报道，自由 党仍需争取另一小党支持以通过立法， ...

穆迪评级机构周二晚将泰国信用评级展望从"稳定"下调至"负面"，主要基于对泰国经济和财政状况进一 步恶化的担忧。穆迪特别提到，美国关税政策带来的不确定性对依赖出口的泰国经济构成重大挑战。 尽管面临多重经济压力，穆迪确认了泰国Baa1主权信用评级，认可其稳健的制度和治理结构，以及有 效的货币政策，这体现在泰国长期以来保持较低且稳定的物价水平，并有效控制通胀预期。 本月中旬，泰国央行助理行长Sakkapop Panyanukul表示，泰国应为外国投资放缓做好准备，因全球贸易 不确定性增加可能带来长期冲击。 鉴于美国计划提高关税，泰国央行已将美国经济增长放缓及全球出口萎缩纳入考量，并下调了GDP增长 预期。泰国央行称，若美国加征关税，泰国今年的经济增长率可能仅为1.3%。 泰国央行指出，经济下行的风险还源于游客减少。相较之下，这与泰国国家旅游局局长此前的讲话存在 较大分歧。 新华财经北京4月30日电（崔凯）泰国央行决定将关键利率降至1.75%，这是自2024年10月以来的第三 次降息。此次降息使利率降至两年来的最低点，符合多数经济学家的预期。 4月27日，泰国国家旅游局局长塔帕妮表示，尽管中国等市场的外国游客数量出现 ...

世界黄金协会（WGC）最新数据显示，一季度黄金需求总量同比增长1%，达到1206吨，创下自2016年 以来第一季度的最高水平。推动总投资需求增长至552吨，同比增长170%，这是自2022年第一季度以来 的最高水平。 其中，金条和金币需求保持高位，达325吨，比五年季度平均水平高出15%。 报告还显示，2025年第一季度黄金支持的ETF出现自2022年以来最大规模资金净流入，规模高达227吨 黄金——这些资金推动黄金价格在此期间上涨了19%，并在4月22日创下3500美元/盎司的历史新高。 关税政策助推避险潮，全球一季度黄金需求创历史新高，ETF流入激增推动金价飙升。 WGC高级市场策略师John Reade表示： "持续上涨价格所缺少的关键因素一直是西方对黄金的需求。现在通过ETF，我们已经获得 这一因素。我们开始看到欧洲黄金条和金币需求的改善，但美国尚未出现。" 此次黄金ETF的强劲表现尤为引人注目，因为在过去四年里，尽管黄金价格开始上涨，这类产品一直经 历资金持续流出。这表明西方投资者正重新将黄金视为关键避险资产。 分析指出，美国主导的贸易战扩大似乎成为吸引西方投资者重返黄金市场的主要催化剂，投资者为了 ...

Financial Performance - The company's consolidated net profit for 2024 is CNY 157.6 million, representing a year-on-year increase of 25.44% [2] - Basic earnings per share is CNY 0.76, up 22.58% year-on-year [2] - The weighted average return on equity is 6.14%, an increase of 0.97% compared to the previous year [2] Impact of Trade War - The ongoing US-China trade war has led to some downstream customers adopting a wait-and-see approach, which may impact business in the short term [3] - The company aims to minimize the trade war's effects by focusing on high-end and overseas markets, optimizing product structure, and exploring new market potentials [3] Strategic Direction - The company will continue to receive strategic support from its major shareholder, focusing on core business and increasing investment in high-quality development [3] - The long-term strategy for the stainless steel business includes enhancing product quality, expanding into new applications, and strengthening overseas market presence [4][5] Industry Outlook - The textile industry, part of the company's two main businesses, is expected to maintain steady demand, while stainless steel decorative materials are projected to have good application prospects [5] - The company remains optimistic about future growth points by enhancing R&D investment and increasing the proportion of high-value-added products [5] Collaboration and Market Position - The company is monitoring its partnership with Beijing Lingban Instant Intelligent Technology Co., Ltd., which is a minor stake investment [6] - The company is committed to solid operational performance to reward investors, while acknowledging that convertible bond prices are influenced by various factors [6]

周三，日本航运板块炸了。 商船三井在东京午盘时段发布季度财报后，股价一度暴跌16%，创2011年3月以来最大单日跌幅。它的 同行——川崎汽船和日本邮船股价也双双重挫约10%。截至周三下午，这三家公司的股票成为日经225 指数中表现最差的成分股。 此次暴跌由商船三井发布的悲观业绩预期引发，该公司预警美国关税政策将导致海运货运量放缓，并给 巴拿马型及小型船舶的市场运价带来下行压力。这意味着贸易战的负面冲击正在加速显现，日本航运业 可能正迎来比预期更为惨淡的寒冬。 关税冲击下，三大航运巨头同日暴跌 商船三井、日本邮船、川崎汽船并称为日本三大海运公司，在全球航运业占有重要地位。其中，商船三 井以纯利润及市值计算居日本第一位，而销售额则仅次于日本邮船。 此次股价暴跌是在商船三井发布令人失望的财测后触发的。该公司预计2026财年的营业收入为1000亿日 元，大幅低于分析师平均预期的1475亿日元。公司在财报中警告，美国关税政策可能导致海运货运量放 缓，并对巴拿马型及较小型船舶的市场运价构成下行压力。 彭博分析师Kenneth Loh表示： "市场仍不确定贸易战将对航运盈利产生何种影响，但商船三井的指引表明，情况可能比预 ...

1、现货市场：日照嘉吉一级豆油 8140 元/吨，较上一交易日持平。 2、宏观：特朗普时期的"对等关税"政策通过重塑全球贸易流、产业链定价权及市场风险 偏好，对期货市场形成了系统性冲击。 3、市场分析：当前时间窗口下，正处美豆播种与南美豆收割、出口季，目前巴西豆收割基 本完成。总体来看，南美新作丰产格局或将大概率成为事实。后市豆油中期新增供给与下 游需求或维持中性，豆油中期库存或维持整理。 4、参考观点：豆油 2509 合约，短线或区间震荡整理。 现货信息：43 豆粕各地区现货报价：张家港 3320 元/吨（-130）、天津 3400 元/吨（-180）、 日照 3580 元/吨（-70）、东莞 3620 元/吨（-70）。 市场分析：（1）宏观面: 中美贸易关税问题暂未解决，影响中美大豆贸易。 （2）国际大豆：美豆开启播种，进度超过预期。巴西大豆即将进入出口高峰期。 （3）国内豆粕供需面：巴西大豆逐渐到港，油厂开机率回升，豆粕供给预期将逐渐转为宽 松。现货市场五一节前备货与油厂开工出现错配，豆粕库存降至低点。 参考观点：豆粕短线或偏弱运行。 现货信息：东北三省及内蒙重点深加工企业新玉米主流收购均价 2128 ...

智通财经4月30日电，泰国央行表示，如果贸易战升级，泰国经济预计2025年将增长约1.3%。 ...

Report Industry Investment Ratings No relevant content provided. Core Views of the Report - The market is influenced by various factors such as supply - demand dynamics, geopolitical situations, tariff policies, and seasonal trends across different industries. Different commodities show diverse price trends and investment outlooks, with some recommended for short - selling on rebounds, some for holding short positions, and others for cautious observation or waiting for policy changes [2][3][4] - The overall market is complex and volatile, affected by factors like the US economic data, trade policies between China and the US, and global political and economic uncertainties [2][3][20] Summaries by Commodity Categories Energy - **Crude Oil**: International oil prices fell overnight. The market focuses on the bearish supply - demand outlook, with an unexpected increase in US API crude oil inventories. It's recommended to hold low - cost bearish option combinations [2] - **Fuel Oil & Low - Sulfur Fuel Oil**: Russian fuel oil shipments increased, Singapore fuel oil inventories rose, and the supply - demand of high - sulfur fuel oil weakened. The gasoline cracking strength boosted low - sulfur fuel oil, but the LU 5 - month contract declined after an increase in warehouse receipts [21] - **Asphalt**: Some refineries in Shandong stopped production at the end of the month, and pre - holiday downstream stocking demand increased. Inventory decreased, and the price was supported to move strongly [22] - **Liquefied Petroleum Gas**: Overseas PG market has support from chemical demand, but domestic PDH plants are shutting down, and there is a temporary surplus of imported gas. The price is expected to oscillate [23] Metals - **Precious Metals**: US job vacancy data had limited impact on the market. Gold prices are supported in the long - term by the US dollar credit crisis and global uncertainties. Precious metals may fluctuate sharply this week [3] - **Base Metals**: - **Copper**: Copper prices oscillated overnight. The US GDP was revised down due to a record trade deficit. There are concerns about post - May consumption. It's recommended to hold short positions above 78,000 for the 2507 contract [4] - **Aluminum**: Shanghai aluminum oscillated strongly. The market sentiment improved, and inventory decreased, but the price may face resistance in the 20,000 - 20,300 yuan range [5] - **Zinc**: Due to approaching holidays and high macro uncertainties, zinc prices fluctuated narrowly. Downstream demand was weak, and it's recommended to short on rebounds [7] - **Lead**: The supply - demand of lead was weak. The price is expected to oscillate between 16,300 - 17,000 yuan/ton [8] - **Nickel & Stainless Steel**: Nickel prices declined, and the market was quiet. Inventory increased, and it's time for short - sellers to look for new entry opportunities [9] - **Tin**: Tin prices fell overnight. With future production resumptions, it's recommended to short on rebounds and hold short positions near 265,000 - 270,000 [10] - **Ferroalloys**: - **Manganese Silicon**: Tariff policies are unstable, and the price hit a new low. Short - ore inventory increased, and it's recommended to short on rebounds [18] - **Silicon Iron**: Tariff policies are uncertain, and the price declined. Supply decreased, and demand weakened marginally. It's recommended to short on rebounds [19] Chemicals - **Polycrystalline Silicon**: The futures price continued to fall. Supply may decrease in May, and demand is weak. The price is expected to decline [12] - **Industrial Silicon**: The futures price dropped significantly. Supply from Xinjiang was stable, and the southwest recovery was slow. Demand from the polysilicon and organic silicon sectors was weak, and the price is expected to be under pressure [13] - **Urea**: Daily production exceeded 200,000 tons, and the futures price fell. Demand from agriculture and industry weakened before the holiday, but it's not advisable to be overly bearish during the peak season [24] - **Methanol**: Coastal inventory decreased, and inland production decreased. After the holiday, supply may increase, and demand will enter the off - season [25] - **Benzene Ethylene**: Crude oil may fluctuate widely, and the cost is not favorable. Production is expected to increase, and the supply - demand contradiction may intensify [26] - **Polypropylene & Plastic**: Polyethylene demand is weak, and the market sentiment is bearish. Polypropylene supply pressure is not high, but demand is poor [27] - **PVC & Caustic Soda**: PVC prices are low. Production is recovering, and demand is weak. Caustic soda prices are weak, and downstream demand is poor [28] - **PX & PTA**: Oil prices fell, and PX and PTA prices oscillated. It's recommended to go long on the PTA - oil price spread, with the risk of polyester production cuts [29] - **Ethylene Glycol**: Supply - demand is stable, and the price is at the bottom. Attention should be paid to trade policies and oil prices [30] - **Short - Fiber & Bottle - Chip**: Short - fiber prices rose due to raw material price increases and pre - holiday stocking. Bottle - chip production increased, and attention should be paid to raw material prices and production cuts [31] Building Materials - **Glass**: The spot price in Shahe decreased, and the futures price dropped below 1100. Inventory is expected to increase, and the price may not fall much further, pending macro - stimulus policies [32] - **20 - Number Rubber & Natural Rubber & Butadiene Rubber**: International oil prices fell, and Thai raw material prices rose. Rubber supply is increasing, and demand is weak. It's recommended to wait and hold cross - commodity arbitrage [33] - **Soda Ash**: The night - session price dropped significantly. Inventory is high, and production may decrease in May. In the short - term, it's not advisable to be overly bearish, but in the long - term, short on rebounds [34] Agricultural Products - **Soybean & Soybean Meal**: The price of soybean meal decreased. After May Day, the supply pattern will change. In the short - term, pay attention to the supply pressure, and in the long - term, the futures price may be strong before supply risks are resolved [35] - **Soybean Oil & Palm Oil**: The prices of soybean oil and palm oil decreased. After May Day, soybean supply will increase, and palm oil is in the production season. The prices are expected to oscillate [36] - **Rapeseed Meal & Rapeseed Oil**: After May Day, soybean supply will improve. The long - term supply of rapeseed meal may ease. The price is expected to oscillate [37] - **Soybean No. 1**: The contract decreased in position. Pay attention to the change in the supply pattern after May Day and policy changes [38] - **Corn**: The inventory pressure at ports decreased, but traders have different views. It's recommended to wait and see, and the futures price may oscillate downwards later [39] - **Pig**: The price of the September contract dropped significantly. The supply of pigs is expected to increase in the future, and attention should be paid to the decline in spot prices [40] - **Egg**: The spot price decreased, and the futures price continued to correct. After May Day, demand will weaken, and egg production will increase. A bearish view is recommended in the long - term [41] - **Cotton**: US cotton prices fell, and the planting rate increased. Domestic cotton trading is dull, and domestic sales are okay, but external demand is under pressure [42] - **Sugar**: US sugar prices fell. Brazilian sugar production is uncertain. Domestic supply and demand are favorable, but the price is expected to oscillate [43] - **Apple**: The futures price oscillates. The spot sales are good, and attention should be paid to the new - season production [44] - **Wood**: The futures price is weak. Supply will decrease after May, and demand is in the off - season. The price is expected to remain weak [45] - **Pulp**: The price dropped significantly. Port inventory is high, and the market sentiment is weak. It's recommended to wait and see [46] Financial Products - **Stock Index**: A - shares oscillated narrowly, and index futures showed different trends. The market is affected by tariff policies, and the index is expected to oscillate in a range. The dividend - paying sector has investment value [47] - **Treasury Bond**: Treasury bond futures prices rose. The government issued special bonds, and the RMB exchange - rate pressure eased. Treasury bond futures may oscillate in a range [48]