当地时间5月3日，伯克希尔·哈撒韦年度股东大会在美国召开。现年94岁的伯克希尔·哈撒韦公司首席执 行官、被称为"股神"的沃伦·巴菲特宣布，计划于2025年底退休。他还在现场回答关于美国关税政策问 题，指出美国不应该"将贸易当作武器"。2023年11月，南都记者曾在巴菲特好友查理·芒格去世时梳理 两人相识故事，他们还曾在2010年时到广东深圳参观车企。 据悉，当地时间5月3日，被誉为"投资界春晚"的伯克希尔·哈撒韦年度股东大会在美国内布拉斯加州奥 马哈召开。现年94岁的伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特出席会议。 2010年9月27日下午3点半，巴菲特和芒格乘坐专机降落深圳宝安机场。当天，他们参观了比亚迪位于深 圳的总部公司和生产工厂。 工厂里，巴菲特、芒格和比尔·盖茨乘坐着绿色的导游小车，衣着都很简便。巴菲特穿着一件颜色艳丽 的紫色Polo衫，上印着车企的标志，芒格则是一身低调的白衬衫，敞着领口。 当时，巴菲特、芒格和比尔·盖茨还在该广东车企内拍摄了一张纪念合影。他们站在这家公司一辆当时 最新款的汽车旁，竖起大拇指，笑容满面。在他们背后的大屏幕上，写着"Build Your Dream"。 当地时间2 ...

#时事热点我来评#规矩改了？对不住，这店，关了！ 风，有时会改变方向。 吹到很远的地方。 吹到，太平洋的另一端。 美国。那里。 规矩，变了。 关 于，那些小小的包裹。 那些，带着商品，飞过千山万水的小东西。 以前，它们可以，轻轻松松地，跨过边境。 带着免税的身份。 成本不高。速度不慢。 但近日。规矩，变了。 5月2日。一个日子。被路透社报道了。 美国，取消了，针对中国商品的小额包裹免税政策。 这就像在一条原本通畅的小路上，突然 设了一道，极高的收费站。 收费，有时高达，145%。 商人。逐利的。水，往低处流的。 成本变高了。利润，没了。甚至，亏损了。 有人，做出了选择。 简单。直接。 不卖了。 停止向，美国客户销售产品。 或者，看看别的路子。别的玩法。别的江湖。 这就像，开着一家小店，生意好好的，突然门前的路被 封了，或者过路费高得离谱。 怎么办？ 关店。或者，挪个地方。 这事一出，网上看热闹的不嫌事大，买惯了便宜货的美国顾客，可能要傻眼了。 你看，有人就带着幸灾乐祸的口吻： "这叫什么？这叫'杀敌八百，自损一千'！想通过关税把羊毛薅回来，结果羊直接不过来了！美国顾客：'我的小玩意儿呢？我的中国制造呢？怎么一 ...

Group 1: Amazon and Jeff Bezos - Jeff Bezos plans to sell up to 25 million shares of Amazon stock, valued at approximately $4.8 billion, as part of a long-term financial strategy [1][3] - The share sale will be executed under a 10b5-1 plan, which allows executives to set up a trading plan to avoid insider trading allegations [2] - Amazon's recent quarterly earnings exceeded expectations, but the company's guidance for the next quarter's operating profit is below market expectations, influenced by trade policies and tariffs [3][4] Group 2: Hong Kong Market Dynamics - The Hong Kong Monetary Authority (HKMA) intervened in the market by absorbing $6 billion in sell orders, marking the first such action since April 2020 [6][7] - The HKMA's actions reflect a shift in market conditions from capital outflow to inflow, with the banking system's liquidity expected to double following the intervention [9][10] - Factors contributing to the strong demand for the Hong Kong dollar include global capital flow changes and increased demand for Hong Kong stocks due to the upcoming dividend season and IPO activities [11][13][15] Group 3: Credit Bond ETF Market - The total market size of credit bond ETFs has surpassed 100 billion yuan, with a net inflow of 29.655 billion yuan in 2025 [19][20] - The rise of credit bond ETFs indicates a shift in the capital market towards "certainty" rather than "high yield," appealing to investors seeking stable returns [24] - Recent regulatory changes allow credit bond ETFs to participate in general repo transactions, further accelerating their growth [25][26]

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]

本报记者 顾梦轩 夏欣 广州 北京报道 在经过持续上涨后，近日，国际金价高位盘整后连续下跌。5月1日，现货黄金日内大跌超过50美元，一 度下探3234美元/盎司，跌幅超1.6%。 国内金饰价格跟跌。5月1日，老庙黄金金饰最新标价995元/克。金饰价格20天来首次跌破千元。4月22 日，周六福足金999.9还曾涨破1100元。 其他金饰品牌标价也都跌回千元附近。5月1日上午，周六福足金饰品报价1009元/克；周生生足金饰品 报价1002元/克。 金价下跌，让许多狂热的投资者措手不及，有媒体报道称，有黄金投资者一夜损失47万元。 受金价下跌影响，黄金股以及黄金ETF表现也受到影响。但机构认为，从长期看，黄金股和黄金ETF以 及黄金股ETF的投资价值依然存在。 贸易政策缓和削减避险需求 狂飙已久的黄金价格为何突然大跌？ 格上基金研究员焦冰在接受《中国经营报》记者采访时表示，近期金价波动与美国关税扰动、美元指数 震荡关系及交易过热较为密切。 首先，2025年4月美国对华关税政策落地后，市场对贸易摩擦升级的担忧一度推高金价至历史高位，而 后白宫释放对各国的缓和信号，并且特朗普公开发表对华关税将大幅下降等言论，导致金价快 ...

Ryman Hospitality Properties (RHP) Q1 2025 Earnings Call May 02, 2025 12:00 PM ET Company Participants Jennifer Hutcheson - Executive VP & CFOColin Reed - Executive Chairman of the Board of DirectorsMark Fioravanti - President and CEOPatrick Chaffin - Executive VP & COO - HotelsJack Armstrong - Equity Research AssociatePatrick Moore - CEODuane Pfennigwerth - Senior MDSmedes Rose - DirectorAri Klein - Director - Equity ResearchDavid Katz - Managing DirectorJay Kornreich - VP - Equity ResearchJohn Decree - Di ...

Core Insights - Amazon reported Q1 2025 net sales of $155.67 billion, a 9% increase year-over-year from Q1 2024 [2] - The company's net profit reached $17.13 billion, marking a 64% increase compared to Q1 2024 [2] - Earnings per share (EPS) were $1.59, up 62% from the same period last year [2] Revenue Breakdown - Product net sales for Q1 2025 were $63.97 billion, up from $60.92 billion in Q1 2024 [2] - Service net sales reached $91.70 billion, an increase from $82.40 billion in Q1 2024 [2] - Amazon Web Services (AWS) net sales for Q1 2025 were $29.27 billion, a 17% increase from $25.04 billion in Q1 2024, although growth slowed from 19% in Q4 2024 [2] Profitability Metrics - AWS operating income was $11.55 billion, up 23% from $9.42 billion in Q1 2024 [2] - The operating margin for AWS was 39.5%, an increase from 37.6% in Q1 2024 [2] Future Guidance - For Q2 2025, Amazon expects net sales between $159 billion and $164 billion, representing a year-over-year growth of 7% to 11% [3] - The company anticipates operating income for Q2 2025 to be between $13 billion and $17.5 billion, compared to $14.7 billion in Q2 2024 [3] External Factors - Amazon's guidance includes potential impacts from tariffs and trade policies, with CEO Andy Jassy expressing optimism about navigating the current tariff environment [3] - The company has proactively purchased inventory to mitigate potential supply chain disruptions [3]

Group 1 - President Trump calls for the Federal Reserve to lower interest rates following a stronger-than-expected April jobs report, emphasizing that consumers have been waiting for prices to drop and asserting that there is no inflation [2][4] - The U.S. Bureau of Labor Statistics reported an increase of 177,000 non-farm jobs in April, surpassing market expectations of 133,000, although it is lower than the revised figure of 185,000 for March [2][4] - Despite previous criticisms, Trump has softened his stance towards Fed Chair Jerome Powell, stating he has no intention of firing him and expressing a desire to be respectful towards the Federal Reserve [3][4] Group 2 - The April employment growth remains strong, with the unemployment rate stable at 4.2%, indicating that uncertainties surrounding Trump's trade policies have not significantly impacted hiring plans [4][5] - The report shows a broad distribution of job growth, particularly in healthcare, while the manufacturing sector experienced layoffs, marking the most significant production decline since 2020 [5] - The Federal Reserve officials are cautious about lowering interest rates until the specific impacts of the Trump administration's policies on the economy are clearer, with expectations that the Fed will maintain the benchmark interest rate in the upcoming meeting [5]

惠誉：非农报告展示出经济弹性而不是经济衰退 美联储将继续袖手旁观 金十数据5月2日讯，惠誉评级惠誉评级Olu Sonola表示，这是一份不错的就业报告。本报告中劳动力市 场展示的"R"字是弹性（resilience），当然不是衰退（recession）。目前，鉴于贸易政策可能会拖累经 济，我们应该抑制对未来的热情。从本周的整体数据中得出的关键信息是，美国经济在4月的第一周基 本面强劲，但前景仍然非常不确定。美联储将继续袖手旁观，直到劳动力市场出现真正的疲软。 ...

美股高开 英伟达涨2% 金十数据5月2日讯，非农数据好于预期，美股高开，道指涨1.03%，标普500指数涨0.99%，纳指涨 0.9%。英伟达(NVDA.O)涨2.2%，据悉其在美国出口规定后调整AI芯片。苹果(AAPL.O)跌4%，库克预 计特朗普贸易政策将增加9亿美元成本。纳斯达克中国金龙指数涨2.6%。 ...