Group 1 - The recent easing of global trade tensions and the signing of a new policy by President Trump to relax auto tariffs have led to increased global risk sentiment, reducing the appeal of gold as a safe-haven asset [1] - Gold prices have shown strong bearish performance, breaking below the key support level of 3300 USD and opening a downward gap, indicating a dominant bearish market trend [1] - Following the release of non-farm payroll data, gold prices experienced significant declines, completely erasing previous gains and suggesting a potential short-term peak for gold [1] Group 2 - After breaking the important support level of 3257 USD, gold prices are now targeting the 3200 USD mark, with a potential further decline if this level is breached [1] - A rebound in gold prices above 3260 USD could signal a significant upward movement, while traders are advised to manage risk and avoid holding positions blindly due to high volatility [1] - Silver prices are expected to follow a similar trend, with resistance around 32.5 USD and a strategy in place for short positions [1]

智通财经5月3日电，美国国内外专家近期不断发出警告，表示所谓的"对等关税"政策会重创自身经济。 南非学者谭哲理也表达了类似的观点。他认为，美国关税政策首先打击的是美国自己。某种程度上，美 国是在"自毁面子"和"自断后路"。美国将自己置于一个非常被动的局面，愿意与它贸易的国家正在减 少。全球贸易正从传统的西方中心，转向其他新兴中心，很多国家开始摆脱对美元的依赖。以非洲自贸 区为例，我认为非洲国家现在有了加速推进一体化政策的动力。此外，东南亚等地区也会加速经济一体 化，并保持其内部的多样性。 (央视新闻) 南非学者警告：美国关税政策是在"自断后路" ...

Core Viewpoint - South Africa's new vehicle sales in April increased by 11.9% year-on-year, indicating a recovery in market demand [1] Sales Performance - Total new vehicle sales reached 42,401 units in April, with passenger car sales at 30,101 units, up 16.9% year-on-year [1] - Light commercial vehicles, pickups, and small passenger vehicles saw sales of 9,961 units, a 3.2% increase, marking the first year-on-year growth in several months [1] - Medium commercial vehicle sales reached 629 units, reflecting a 10.2% increase [1] - Heavy trucks and buses experienced a decline in sales, totaling 1,710 units, down 11.1% year-on-year [1] Export Trends - South Africa's total vehicle exports in April amounted to 31,822 units, a decrease of 6.6% year-on-year [1] - The CEO of the National Association of Automobile Manufacturers of South Africa (Naamsa) highlighted potential challenges for exports due to global trade policy changes [1] - The impact of increased tariffs on imported vehicles in the U.S. and uncertainty surrounding the renewal of the African Growth and Opportunity Act (AGOA) may weaken South Africa's competitiveness in the U.S. market [1] - In 2024, South Africa's total exports of vehicles and parts to the U.S. are projected to reach 18.3 billion rand (approximately 1.54 billion USD), making it one of the major automotive suppliers to the U.S. [1]

Core Viewpoint - Mexico is expanding its largest and most strategically significant port, Manzanillo, to become a leading maritime hub in Latin America, aiming to attract more trade from China in response to changing global trade dynamics [1] Group 1 - The expansion of Manzanillo port is being supervised by President Claudia Sheinbaum [1] - The initiative is part of Mexico's strategy to enhance its position in the global trade landscape [1] - The move is specifically targeted at increasing trade relations with China [1]

智通财经APP获悉，3月，日本劳动力市场在很大程度上依旧保持紧张态势，为薪资上涨提供了动力， 然而全球贸易战带来的不确定性，仍令其前景蒙上阴影。 日本央行在其最新展望中表示，"由于女性和老年劳动力供应的增加将变得更加困难"，劳动力市场将继 续保持紧张状态。央行还补充称，名义工资增长率在短期内可能会维持在较高水平。 在日本央行做出决策前进行的一项调查显示，关注日本央行政策的观察人士预计加息将会推迟，且本轮 政策周期结束时关键政策利率的水平也会更低。预计9月前会加息的人士比例，从上次调查中的89%骤 降至45%。 在沸沸扬扬美国加征关税之际，尤其是对汽车征收的25%关税对一些日本企业造成了冲击，日本政府正 加大对经济的支持力度。本周早些时候，特朗普签署了部分指令以缓解部分关税对汽车行业的影响，但 25%的关税仍然保留。 日本内务省周五发布的数据显示，3月失业率从前一个月的2.4%微升至2.5%。厚生劳动省的另一份报告 指出，求职倍率从2月的1.24升至1.26，这意味着每100位求职者对应着126个工作岗位，经济学家此前预 测的数值为1.25。 由于企业纷纷试图通过提高薪酬来招聘和留住员工，紧张的劳动力市场将持续 ...

专题：聚焦美股2025年第一季度财报 高盛分析师Eric Sheridan：我这里有两个问题。首先，从战略角度来看，鉴于全球贸易环境在未来几个 月可能发生变化，存在各种不确定性。中期来看，管理层认为公司在此种环境下应如何定位？哪些关键 战略能让公司无论出现何种结果，都能通过某种方式获利？在未来几个月里，在投资优先级排序方面公 司有怎样的考虑？另外，关于下一季度的营业收入展望，从成本方面来看，有没有哪些成本纯粹是应对 当下贸易形势的投入，这些成本在今年晚些时候或明年有没有可能继续存在？ 亚马逊发布第一季度财报：净销售额为1556.67亿美元，同比增长9%，不计入汇率变动的影响为同比增 长10%；净利润为171.27亿美元，同比增长64%；每股摊薄收益为1.59美元，与上年同期的0.98美元相比 实现增长。亚马逊第一季度每股摊薄收益超出华尔街分析师预期，但营收则未能达到预期，对第二季度 营收作出的展望也未能达到预期。 详见： 亚马逊第一季度营收1556.67亿美元 净利润同比增长64% 财报发布后，亚马逊CEO安迪·贾西（Andy Jassy）、CFO布莱恩·奥萨维斯基（Brian Olsavsky）和投资 者关 ...

Core Viewpoint - Tesla's production of the "Optimus" humanoid robot is significantly impacted by China's export restrictions on rare earth magnets, highlighting the complex global trade dynamics and the nuanced competition between China and the U.S. in critical resource sectors [1][3]. Group 1: Rare Earth Resources - Rare earth elements are essential in various industries, including electronics, renewable energy, environmental protection, healthcare, and defense, often referred to as the "vitamins" of modern industry [1]. - China holds a dominant position as the largest producer and holder of rare earth resources, having established a comprehensive and efficient supply chain from mining to deep processing [3]. Group 2: Export Restrictions - China's export restrictions on rare earth magnets are a response to U.S. trade protectionism, aiming to protect its legitimate rights and ensure fairness in global trade [3]. - The new export process requires exporters to apply for licenses from the Chinese Ministry of Commerce, which can take several weeks to months, creating significant challenges for companies reliant on Chinese rare earth magnets, including Tesla [4]. Group 3: Tesla's Dependency - Tesla's production of the "Optimus" robot heavily relies on rare earth magnets, which are crucial for manufacturing high-performance motors that control the robot's movements [6]. - The company had ambitious plans to produce thousands of "Optimus" robots this year, but the export restrictions pose a serious threat to this timeline and the broader robot application ecosystem [6]. Group 4: U.S.-China Competition - The situation reflects the intense competition in the technology sector between the U.S. and China, with the U.S. striving to maintain its leadership in advanced technologies like AI and robotics [6]. - Despite having considerable rare earth reserves, the U.S. faces significant challenges in self-sufficiency due to its reliance on imports and underdeveloped domestic processing capabilities [6]. Group 5: Strategic Implications - Tesla's efforts to negotiate with China for export licenses indicate a strategic necessity, as failure to secure these resources could hinder its competitive position in robotics and impact its other core business areas, including electric vehicles [9]. - The company's proactive approach to engage with Chinese authorities contrasts with the U.S. government's push for manufacturing repatriation, potentially leading to internal pressures on Tesla from the Trump administration [7][9].

昨天，发生了哪些财经大事？ 美国一季度GDP负增长 美国商务部4月30日公布最新数据显示，2025年第一季度美国国内生产总值（GDP）环比 按年率计算萎缩0.3%。2024年第四季度，美国GDP环比按年率计算增长2.4%。 据路透社30日报道，由于第一季度美国国内生产总值不及预期，引发了在全球贸易战背景 下市场对美国经济放缓的担忧，美国股指期货应声下跌。 金价大跳水！ 有人一夜亏超47万 北京时间4月30日晚，黄金价格大跳水，截至30日21时30分， 现货黄金跌破3280美元/盎 司关口，最新报3279.27美元/盎司，日内跌1.13%；COMEX黄金期货主力最新报3294.1 美元/盎司，日内跌1.18%。 据消费日报30日报道，多位受访者指出，当前不少消费者更加关注黄金价格走势，或希望 以较低的价格"上车"，或希望将手中金饰高位变现，也有消费者持保守观望态度。但金价 正处于震荡阶段，黄金买卖需理性，切勿追涨杀跌。消费者在黄金回购时应提前了解回收标 准、要求，并保留好相关凭证。 据华夏时报报道，记者注意到，在某金融平台， 有投资者高位上车，于4月22日以829元/ 克均价买入超千万元黄金积存金，并在次日金价 ...

Core Insights - South Korea's exports unexpectedly increased in April due to strong semiconductor sales, despite challenges in the automotive sector from U.S. tariffs [1] Group 1: Export Performance - In April, South Korea's export value reached $58.21 billion, marking a 3.7% year-on-year increase, which is the largest growth in four months [1] - This growth exceeded market expectations, which had a median forecast of 2.0% [1] - Semiconductor exports rose by 17.2%, representing the largest increase in four months, while steel product exports grew by 5.4%, ending a three-month decline [1] Group 2: Sector-Specific Trends - Automotive exports declined by 3.8%, although automotive parts saw a 3.5% increase [1] - Wireless communication devices and biopharmaceutical products experienced significant growth, with increases of 26.5% and 21.8% respectively [1] Group 3: Trade Relationships - Exports to the United States fell by 6.8%, while exports to the European Union surged by 18.4%, reaching a record $6.7 billion [1] - South Korea is the first major exporting economy to release trade data each month, providing early insights into global trade conditions [1]

美国商务部4月30日公布最新数据显示，今年第一季度美国GDP环比按年率计算萎缩0.3%。这一数据的 糟糕程度超出市场预期，凸显美国政府关税政策引发的不确定性持续上升，并导致企业与消费者信心下 滑，同时引发了在全球贸易战背景下市场对美国经济放缓的担忧，美国股指期货开盘也应声下跌。与此 同时，总统特朗普对美经济前景仍然乐观，呼吁民众"保持耐心"。(央视新闻) ...