智通财经5月8日电，菲律宾第一季度GDP同比增长5.4%，预估为5.7%。 ...

菲律宾第一季度GDP环比增长1.2%，预估为1.6%。 菲律宾第一季度GDP同比增长5.4%，预估为5.7%。 ...

2025年05月06日 | 国泰君安期货商品研究晨报 | | --- | 观点与策略 | 黄金：数据好于预期 | 3 | | --- | --- | | 白银：震荡回落 | 3 | | 铜：库存减少，支撑价格 | 5 | | 铝：震荡偏强 | 7 | | 氧化铝：仍处于磨底阶段 | 7 | | 锌：短期震荡 | 9 | | 铅：需求偏弱，短期承压 | 10 | | 镍：上下方空间收敛，镍价重回窄幅震荡 | 11 | | 不锈钢：现货补跌修复基差，盘面下方仍有支撑 | 11 | | 锡：假期间价格走弱 | 13 | | 工业硅：库存累库，盘面弱势格局 | 15 | | 多晶硅：关注五月份签单情况 | 15 | | 碳酸锂：供需双弱，偏弱震荡或延续 | 17 | | 铁矿石：预期反复，宽幅震荡 | 19 | | 螺纹钢：需求预期不佳，低位反复 | 20 | | 热轧卷板：需求预期不佳，低位反复 | 20 | | 硅铁：黑色板块共振，硅铁偏弱震荡 | 22 | | 锰硅：矿端信息扰动，锰硅偏弱震荡 | 22 | | 焦炭：二轮提涨受阻，底部震荡 | 24 | | 焦煤：底部震荡 | 24 | | 动力煤：观望情绪浓 ...

商 品 研 究 2025 年 5 月 6 日 黄金：数据好于预期 白银：震荡回落 | 王蓉 | 投资咨询从业资格号：Z0002529 | wangrong013179@gtjas.com | | --- | --- | --- | | 刘雨萱 | 投资咨询从业资格号：Z0020476 | liuyuxuan023982@gtjas.com | 【基本面跟踪】 贵金属基本面数据 | | | 昨日收盘价 | 日涨幅 | 昨日夜盘收盘价 | 夜盘涨幅 | | --- | --- | --- | --- | --- | --- | | | 沪金2506 | 780.30 | -0.62% | #N/A | #N/A | | | 黄金T+D | 779.50 | -0.26% | #N/A | #N/A | | | Comex黄金2506 | 3272.54 | -1.33% | - | | | | 伦敦金现货 | 3262.95 | -4.97% | - | - | | | 沪银2506 | 8182 | -0.40% | #N/A | #N/A | | 期货及现货电 | 白银T+D | 8163 | -0.41% ...

标普500指数终结九连涨，华纳一度跌超5%；董事会确认巴菲特今年底卸任CEO后，伯克希尔收 跌5%；原油期货创三年新低。 特朗普称将对所有在外国制作的电影征收100%关税。 美国4月ISM服务业指数意外不降反升至51.6，价格指数创两年多新高，就业和新订单改善。 美财长贝森特兜售押注美国：减税等特朗普政策组合拳会吸引在美投资，到明年此时美国GDP增 长可能接近3%。 潘功胜出席并主持东盟与中日韩财长和央行行长会，会议通过新设以人民币等可自由使用货币出 资的快速融资工具相关安排。 新台币盘中涨5%创1988年来最大涨幅，台湾寿险巨头对冲美元敞口被指是推手，"台湾央行"称对 美关税谈判未触及汇率议题。 香港金管局连续第三日护汇，周二创纪录卖出605.43亿港元。 董事会确认阿贝尔明年1月1日接替巴菲特任CEO，伯克希尔一度跌近7%。 提醒：周二将公布中国4月财新服务业PMI。 ...

Group 1 - Indonesia's GDP growth in Q1 was 4.87% year-on-year, slightly below the forecast of 4.92% [1]

智通财经5月2日电，香港1季度GDP同比增长3.1%，预估为2.1%。 ...

智通财经5月1日电，泰国财政部表示，第一季度GDP同比增长预计接近3%。 ...

泰国财政部：第一季度GDP同比增长预计接近3%。 ...

Investment Rating - The report indicates a positive outlook for the Vietnamese economy, with a projected GDP growth target of 8% for 2025, supported by increased public investment and domestic consumption [4][27]. Core Insights - Vietnam's GDP growth accelerated to 6.9% in Q1 2025, up from 5.9% in Q1 2024, driven by increases in domestic consumption and investment [2][11]. - Retail sales saw a significant increase of 10.8% year-on-year in March 2025, marking the highest monthly growth in nearly two years, attributed to rising wages and improved purchasing power [20][21]. - Industrial production improved with a year-on-year growth of 8.6% in March 2025, compared to 4.8% in March 2024, driven by sectors such as apparel, electronics, and machinery [13][31]. - Foreign Direct Investment (FDI) commitments decreased by 9.2% year-on-year in Q1 2025, reflecting cautious investor sentiment amid global trade uncertainties, although FDI disbursements remained resilient [17][18]. Economic Performance - The average monthly income in the first three months of 2025 rose by 9.5% compared to the same period in 2024, leading to a real wage growth of 6% [20]. - The inflation rate in March 2025 increased to 3.1%, driven by rising food and housing prices, but remained below the State Bank of Vietnam's target of 4.5-5% for 2025 [22][23]. - The trade surplus decreased to $3.2 billion in Q1 2025, down from $7.7 billion in Q1 2024, due to a slowdown in export growth to 10.6% from 16.8% [11][12]. Fiscal Overview - Fiscal revenue in the first quarter of 2025 reached 36.7% of the annual budget, up from 31.7% in the same period of 2024, primarily due to increased VAT and corporate income tax collections [3][27]. - Public investment disbursement rates slowed to 9.5% of the annual plan by the end of March 2025, compared to 12.3% in the previous year, posing challenges for achieving the GDP growth target [27].