港股方面，香港恒生指数开盘涨0.33%，恒生科技指数涨0.48%，随后持续走高。截至发稿，恒指涨幅扩大至1%以上，恒生科技指数涨3%。 韩国股市盘初探底，随后震荡拉升，韩国KOSPI指数翻红。 此外，美股主要股指期货盘中也大幅拉升翻红。 今日早盘，亚太市场总体表现强势。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | HSI | 恒生指数 | 22418.34 | 298.93 | 1.35% | | HSTECH | 恒生科技 | 5217.86 | 130.44 | 2.56% | 富时中国A50指数期货早盘小幅高开，盘中拉升走高，截至发稿，涨幅扩大至约0.7%。 | W | | SGX A50期货连续 | | | | | --- | --- | --- | --- | --- | --- | | | CN00.SG | | | | | | 13126 | 昨结 | 13033 | 总手 | | 3.83万 | | +93 | +0.71% 开盘 | 13039 | 现手 | | 1 | | 最高价 | 13130 持 仓 | 7 ...

全球市场强势。 今日早盘，亚太市场总体表现强势。 港股方面，香港恒生指数开盘涨0.33%，恒生科技指数涨0.48%，随后持续走高。截至发稿，恒指涨幅扩大至1%以上，恒生科技指数涨幅超过2%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | HSI | 恒生指数 | 22418.34 | 298.93 | 1.35% | | HSTECH | 恒生科技 | 5217.86 | 130.44 | 2.56% | 富时中国A50指数期货早盘小幅高开，盘中拉升走高，截至发稿，涨幅扩大至约0.7%。 | W | | SGX A50期货连续 | | | | | --- | --- | --- | --- | --- | --- | | | CN00.SG | | | | | | 13126 | 昨结 | 13033 | 总手 | | 3.83万 | | +93 | +0.71% 开盘 | 13039 | 现手 | | 1 | | 最高价 | 13130 持 仓 | 79.28万 | 外 盘 | | 1.92万 | | 最低价 | 12977 增 ...

2025.05. 02 本文字数：427，阅读时长大约1分钟 商务部新闻发言人表示，中方注意到美方高层多次表态，表示愿与中方就关税问题进行谈判。同时， 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。 中方立场始终如一，打，奉陪到底；谈，大门敞开。关税战、贸易战是由美方单方发起的，美方想谈 就应拿出谈的诚意，要在纠正错误做法、取消单边加征关税等问题上做好准备，拿出行动。我们注意 到，美方近期不断就调整关税措施放风。 中方想要强调的是，任何可能的对话、会谈中，如果美方 不纠正错误的单边关税措施，则说明美方完全没有诚意，且会进一步损害双方互信。说一套、做一 套，甚至试图以谈为幌子，搞胁迫讹诈，在中方这里是行不通的。 微信编辑 | 格蕾丝 推荐阅读 多地宣布发钱奖励结婚！ 据央视新闻客户端，5月2日，商务部新闻发言人就中美经贸对话磋商情况答记者问。 有记者问：近期美方多次表示，正与中方就经贸问题进行谈判，并会达成协议，请问商务部对此有没 有进一步的消息和评论？ ...

Core Viewpoint - The Chinese Ministry of Commerce emphasizes its readiness for dialogue with the U.S. regarding trade issues, while also insisting that the U.S. must show sincerity by correcting its unilateral tariff measures [1] Group 1: U.S.-China Trade Negotiations - The U.S. has expressed willingness to negotiate with China on tariff issues, indicating a potential for dialogue [1] - China is currently evaluating the U.S. proposals and communications regarding trade negotiations [1] - The Chinese stance remains firm: if the U.S. does not correct its unilateral tariff actions, it demonstrates a lack of sincerity in negotiations [1] Group 2: Tariff and Trade War Context - The trade war and tariff conflict were initiated unilaterally by the U.S., and China is prepared to respond accordingly [1] - China highlights that any dialogue must be based on the U.S. taking concrete actions to rectify its previous mistakes, particularly the imposition of additional tariffs [1] - The Chinese government warns against the U.S. using negotiations as a facade for coercion or intimidation [1]

Core Insights - OpenAI has launched a new shopping experience within ChatGPT, allowing users to search for products and compare prices directly in the chat interface, with a "buy" button linking to merchant websites for transactions [1][3]. Group 1: OpenAI's Entry into E-commerce - The introduction of this shopping feature marks OpenAI's official entry into the e-commerce sector, positioning it in direct competition with traditional search engine giants like Google [3]. - OpenAI's move into e-commerce is seen as a challenge to Google's core dominance in search and information distribution, indicating a deeper struggle for control over information access [3]. Group 2: User Experience and Personalization - Users can initiate shopping-related queries in ChatGPT, and the AI will recommend products based on user preferences, historical dialogue, and online product reviews, displaying multiple retailer links [4]. - The shopping recommendations emphasize a personalized experience, adjusting future suggestions based on users' expressed preferences for brands, colors, or price ranges [4]. - The sources of product information and reviews are diverse, including professional media evaluations and community feedback from platforms like Reddit, with users able to specify preferred review types [4]. Group 3: Revenue Sharing and Industry Impact - The launch raises questions about how OpenAI will distribute traffic and potential sales revenue generated from AI recommendations, with no final revenue-sharing model established yet [4]. - OpenAI is focusing on user experience and recommendation quality in the initial phase, with plans to explore various revenue-sharing options in the future [4]. - The company aims to achieve a revenue target of $125 billion by 2029, with e-commerce recommendations seen as a significant growth opportunity [6]. Group 4: Competitive Landscape - OpenAI's AI-driven shopping recommendations are not unique, as competitors like Google and Perplexity have also introduced similar features to enhance user shopping experiences [6]. - The trend of AI-driven e-commerce recommendations is emerging as a new industry standard, with platforms exploring smarter, more personalized ways to improve shopping efficiency [6]. - OpenAI's strategy is viewed as a potential reshaping of the e-commerce information distribution and revenue-sharing logic, emphasizing the importance of AI's ability to understand and provide genuine recommendations [6].

4月29日，外交部发言人郭嘉昆主持例行记者会。有外媒记者提问，今天中国商务部表示希望能够同波 音持续合作，而几天前中方拒绝了波音向华交付几架飞机，这对于中美现在的形势有什么样的重要性？ 是否是中方缓解局势的一个动向？郭嘉昆表示，有关具体的项目合作，中国商务部已经发布了消息稿， 你可以查阅。中方在关税问题上的立场是一贯的，我们也想再次强调，如果美方希望通过对话来解决问 题的话，就要停止威胁和施压，在平等、尊重和互惠的基础上同中方开展对话。(智通财经) ...

Core Viewpoint - The Chinese government emphasizes that there are no winners in the trade war initiated by the United States, advocating for dialogue based on equality, respect, and reciprocity [1] Group 1 - The Chinese Ministry of Foreign Affairs reiterates its stance that the trade war and tariff conflict have no winners [1] - The spokesperson, Guo Jia Kun, states that the trade war was initiated by the U.S. [1] - The Chinese side calls for the U.S. to cease threats and pressure if it wishes to resolve issues through dialogue [1]

Core Viewpoint - The recent phone call between Russian Foreign Minister Sergey Lavrov and U.S. Secretary of State Marco Rubio indicates a mutual agreement to continue engagement at various levels, focusing on key aspects of U.S.-Russia political dialogue, particularly the Ukraine crisis and other international issues [1] Group 1 - The dialogue between Russia and the U.S. has reportedly "significantly strengthened" recently, suggesting a potential shift in diplomatic relations [1]

Core Viewpoint - The company reported a revenue of 5.118 billion yuan for 2024, representing a year-over-year increase of 19.16%, and a net profit attributable to shareholders of 1.628 billion yuan, up 11.41% year-over-year [1] Group 1: Financial Performance - In Q1 2025, the company achieved a revenue of 1.353 billion yuan, reflecting a year-over-year increase of 3.46% and a quarter-over-quarter increase of 13.62% [1] - The net profit attributable to shareholders for Q1 2025 was 518 million yuan, showing a year-over-year growth of 21.57% and a quarter-over-quarter growth of 48.71% [1] - The company’s gross margin for 2024 and Q1 2025 was 81.28% and 83.57% respectively, with a slight year-over-year decrease of 2.19 percentage points for 2024 but an increase of 1.53 percentage points for Q1 2025 [3] Group 2: Product Development and Market Position - The new product "Dragon Valley World," co-published with Shengqu Games, topped the App Store game rankings on its first day and generated over 20 million yuan in revenue within five days of its launch [2] - The company has a strong pipeline of self-developed projects, including "Tomb Raider: Journey" and "Douluo Continent: Legend of the Evil," which are expected to drive future growth [2] - The company’s overseas revenue reached 375 million yuan in 2024, marking a significant year-over-year increase of 221.48% [2] Group 3: Strategic Outlook and Valuation - The company has adjusted its net profit forecasts for 2025 and 2026 to 2.04 billion yuan and 2.41 billion yuan respectively, reflecting a downward adjustment of 9% and 7% due to delays in product launches [4] - The target price for the company is set at 23.88 yuan, based on a 25X PE for 2025, which is an increase from the previous target of 20.81 yuan [4] - The company maintains a "buy" rating, supported by a rich product pipeline and successful overseas expansion [4]

据报道，在当天的会谈期间，范明政表示，"我们将日本定位为最重要且长期的伙伴之一。希望（日 本）为维护地区和平稳定做出贡献"。石破茂则高度评价越南在地区和国际舞台上的地位与作用，并重 申日本将在新时期继续与越南同行。 此外，日本时事通讯社28日报道称，日越领导人当天发表了联合声明，内容涉及安保、经济、文化等广 泛领域的交流与合作。石破茂当天在领导人会谈后的联合记者会上强调，日本"加强与越南的关系，将 有助于地区和平稳定"。范明政表示，"我们在将（日越）全面战略伙伴关系提升到新高度的方向上，达 成了一致"。 【环球时报特约记者 王辉】据日本《读卖新闻》28日报道，日本首相石破茂当天上午在越南河内与越 南总理范明政举行会谈。越南通讯社称，双方一致同意，将外交副部长级战略伙伴对话机制升级为外 交-国防副部长级"2+2"对话机制，并于2025年召开首届会议。《读卖新闻》称，日越双方旨在强化外交 和安保防务领域的合作。 另据日本广播协会（NHK）网站28日报道，石破茂当天与范明政进行了近2个小时的会谈。会谈期间， 两国领导人讨论了美国关税措施等对世界经济、多边自由贸易体制的影响等问题。此外，两国领导人同 意进一步深化以经 ...