Group 1 - Nvidia's stock rose by 3.2% following a quarterly earnings report that exceeded market expectations, marking a year-to-date increase of 3.6% [2] - Boeing's stock increased by 3.3% as the CEO announced plans to raise the monthly production of the 737 MAX jets to 42 units in the coming months, with a further increase planned for early 2026 [4] - Best Buy's stock fell by 7.3% after the company lowered its full-year same-store sales and profit forecasts, citing concerns that tariff factors would suppress consumer willingness to purchase high-priced items [4] Group 2 - The Nasdaq China Golden Dragon Index rose by 1.44%, with notable gains in popular Chinese stocks such as JD.com (up over 4%), Xpeng Motors (up nearly 4%), and Li Auto (up over 2%) [3] - The S&P 500 index has seen a cumulative increase of 5.7% in May, while the Dow Jones and Nasdaq indices rose by 3.5% and 9.5%, respectively, driven by strong corporate earnings and easing trade tensions [3]

Group 1 - The easing of tensions in the US-China trade war has led to a significant rebound in global risk assets, with US stock markets experiencing substantial gains [3][5][6] - The Dow Jones Industrial Average surged approximately 1000 points, while the Nasdaq and S&P 500 indices rose over 3.5% and 2.7% respectively [1][6] - Market optimism is driven by hopes for a broader agreement between the two largest economies, resulting in a decline in gold and safe-haven currencies [3][5] Group 2 - The reduction of tariffs between the US and China exceeded expectations, with a framework for ongoing dialogue established, which is positively viewed by the stock market [5][7] - US Treasury Secretary Scott Bessenet announced that both countries agreed to lower "reciprocal" tariffs by 115% within 90 days, reducing US tariffs on Chinese goods to 30% and Chinese tariffs on US goods to 10% [7] - UBS expects that the uncertainty surrounding trade has peaked, predicting that by the end of the year, the actual tariff levels in the US will gradually decrease to around 15% [8] Group 3 - Major technology stocks saw significant increases, with Apple rising nearly 6% as it considers raising prices for its upcoming iPhone series while avoiding attributing the price hike to US tariffs [8][9] - Individual stock performances included Micron Technology up 8.57%, Amazon up 7.54%, and Tesla up 6.79%, reflecting a strong rally in the tech sector [9] - The Chinese stock index also rose over 4%, and the Chinese yuan appreciated by 400 points, indicating a positive market response in China as well [9]

Employment Situation Report - The U.S. added +177K new jobs in April, surpassing the +133K expected by analysts, while the unemployment rate remained at +4.2% [1][2] - Previous months' job numbers were revised down, with March's jobs revised from +228K to +185K and February's from +151K to +117K [2] - Hourly wage growth slowed to +0.2% from +0.3% expected, with year-over-year growth at +3.8%, down 10 basis points from estimates [3] Sector Performance - Education & Health Services led job growth with +70K jobs added, followed by +29K in Transportation & Warehousing and +24K in Leisure & Hospitality [4] - Federal agencies saw a minor job loss of -9K, which was lower than expected due to severance packages associated with recent layoffs [4] Market Reaction - The labor market's resilience is reflected in pre-market index movements, with the Dow up +425 points, S&P 500 up +60 points, and Nasdaq up +215 points [5] Q1 Earnings Reports - ExxonMobil reported earnings of $1.76 per share, beating estimates by 4 cents but missing on revenue [6] - Chevron posted earnings of $2.18 per share, beating estimates by 3 cents but missing revenue expectations by -2% [6] - Shell reported a strong earnings beat of +19.5% ahead of the market opening [6] Company-Specific Earnings - Wendy's reported earnings of 20 cents per share, in line with estimates, but revenues of $523.47 million slightly missed consensus [7] - Piper Sandler achieved a +69% positive earnings surprise with earnings of $4.09 per share and revenues of $383 million, outperforming consensus by +7.8% [8]

Employment Situation Report - The U.S. added +177K new jobs in April, surpassing the expected +133K [1] - The Unemployment Rate remained stable at +4.2% [1] - March's job numbers were revised down from +228K to +185K, and February's from +151K to +117K [2] Wage Growth and Labor Participation - Hourly Wages increased by +0.2%, lower than the expected +0.3%, with year-over-year growth at +3.8% [3] - The Average Workweek increased by 10 basis points to 34.3 hours [3] - Labor Force Participation reached 62.6%, matching the highs of September last year [3] Sector Performance - Education & Health Services added +70K jobs, followed by +29K in Transportation & Warehousing and +24K in Leisure & Hospitality [4] - Federal agencies saw a slight reduction of -9K jobs, attributed to severance packages from recent layoffs [4] Market Reaction - The positive employment report contributed to pre-market gains, with the Dow up +425 points, S&P 500 up +60 points, and Nasdaq up +215 points [5] Q1 Earnings Overview - ExxonMobil reported a +69% positive earnings surprise at $4.09 per share, with revenues of $383 million, outperforming consensus by +7.8% [6] - Despite the earnings news, ExxonMobil shares are down -15% year to date [6]

Group 1 - The core viewpoint of the announcement is that Shanying International (600567) reported a revenue of 6.766 billion yuan in the first quarter of 2025, reflecting a year-on-year growth of 1.45% [1] - The net profit for the same period was 32.8145 million yuan, which represents a year-on-year decline of 16.00% [1]

Group 1 - The international gold price closed at $3343.74 per ounce on April 28, with an increase of $25.12 or 0.76% [1] - The highest and lowest prices during the day were $3352.86 and $3267.01 per ounce, respectively [1] - As of April 28, the gold ETF holdings remained stable at 946.27 tons compared to the previous trading day [1] Group 2 - Current market sentiment is influenced by trade tensions, economic recession fears, and monetary policy uncertainties, which could impact gold demand [2][3] - Upcoming economic data releases, including GDP figures and corporate earnings, are expected to shift market focus back to fundamentals [2] - The U.S. labor market report on Friday is anticipated to be a potential catalyst for market movements, particularly for the dollar index and gold prices [3] Group 3 - Recent gold price fluctuations indicate a bullish outlook, with potential for prices to challenge the $3500 per ounce mark [4] - The support levels established by previous lows and moving averages suggest a favorable environment for bullish positions in gold [4]

赛轮轮胎（601058）公告，2025年第一季度营收为84.11亿元，同比增长15.29%；净利润为10.39亿元， 同比增长0.47%。 ...