Core Viewpoint - The annual Berkshire Hathaway shareholder meeting highlighted Warren Buffett's investment philosophy, emphasizing rational decision-making over emotional reactions, cautious optimism towards AI, and the importance of patience in investment strategies [3][4][5][8]. Group 1: Investment Philosophy - Buffett stated that even a 30% drop in Berkshire's stock price would be viewed as a "very good opportunity," underscoring the importance of rational judgment during market volatility [4]. - He emphasized that good investment opportunities are not frequent, advocating for patience and a willingness to wait for attractive situations rather than forcing investments [8]. - Buffett expressed that incorrect investments are more dangerous than not investing at all, indicating a preference for maintaining a significant cash reserve until better opportunities arise [11]. Group 2: AI and Technology - Despite the hype surrounding AI, Buffett remains cautious, asserting that not all investments should revolve around AI, and he has delegated AI-related decisions to insurance head Ajit Jain [5]. - Jain acknowledged that AI could bring disruptive changes to the insurance sector but confirmed that Berkshire would adopt a "wait-and-see" approach to avoid being a trend follower [5]. Group 3: Trade and Global Relations - Buffett reiterated his support for free trade, arguing that balanced and stable global trade benefits all countries in the long run [6][7]. Group 4: Company Operations and Strategy - Vice Chairman Greg Abel highlighted that Berkshire's strong balance sheet and ample cash reserves provide a strategic advantage, allowing the company to operate without relying on external financing [9]. - Buffett remarked that the size of Berkshire makes finding high-return investments more challenging, indicating that the company's scale is a significant hurdle [10].

巴菲特：不是说我没有情绪，只是我不会对股价特别有情绪化的反应 面对市场波动，巴菲特表示，即使伯克希尔股价暴跌30%，他也会视作"非常好的机会"。"有些别人会 怕的东西我不怕，尤其是在金融行业。"他强调，关键时刻要靠理性判断，而不是被情绪牵引。 巴菲特：不会把所有东西都围绕AI来进行投资 尽管AI炙手可热，巴菲特态度依旧谨慎。他表示不会将全部赌注押在AI上，并点名由保险主管阿吉特· 贾恩来负责相关判断。贾恩则称，AI将在保险领域带来颠覆性影响，但伯克希尔会采取"观望"策略，避 免成为盲目跟风的"时尚追逐者"。 巴菲特重申理性投资、持有现金的重要性，并表达对自由贸易的坚定支持。 当地时间5月3日，一年一度的伯克希尔·哈撒韦股东大会在奥马哈举行。正值"股神"沃伦·巴菲特掌舵伯 克希尔60周年，这场"资本界的朝圣之旅"格外引人瞩目。 94岁的巴菲特携手副董事长格雷格·阿贝尔和保险业务主管阿吉特·贾恩，围绕投资、人工智能（AI）、 风险管理和企业传承等核心议题，回答投资者长达四个半小时的提问。第一财经记者整理了本届大会上 巴菲特及管理层的十大金句。 巴菲特：我们应该寻求与世界其他国家进行贸易，贸易不应该成为武器 巴菲特 ...

Group 1 - The core message emphasizes the strengthening of Brazil-China relations, highlighting mutual trust and cooperation across various sectors, which serves as a model for South-South cooperation [1][2] - Brazil's President Lula expressed admiration for China's strong response to "reciprocal tariffs," indicating a shared commitment to resist unilateral actions by certain countries and promote multilateralism [1] - Both countries aim to enhance high-level exchanges and deepen economic ties, particularly in finance and energy sectors, while also pushing for the success of the BRICS mechanism [1][2] Group 2 - Wang Yi conveyed President Xi Jinping's greetings and underscored the strategic decision to deepen the comprehensive strategic partnership between China and Brazil, aligning with the long-term interests of the Brazilian people [2] - The Chinese side is committed to countering unilateral bullying actions, which not only protect its own rights but also uphold the common interests of developing countries and international justice [2] - During his visit, Wang Yi participated in the BRICS Foreign Ministers' meeting and held discussions with key Brazilian officials, reinforcing bilateral cooperation [2]

Group 1: Multilateralism and Trade - The foreign ministers reaffirmed their commitment to a rules-based multilateral trading system centered around the WTO, emphasizing the importance of an open, transparent, and fair trade environment [1][2] - Concerns were raised regarding unilateral protectionist measures that violate WTO rules, which could disrupt global supply chains and increase economic uncertainty [1][2] - The ministers expressed their dedication to reforming the WTO to enhance its functions and principles in response to rising unilateralism and protectionism [1][2] Group 2: Human Rights and Global Governance - The foreign ministers emphasized the need for cooperation based on equality and mutual respect, advocating for the protection of human rights, including the right to development [2] - They reiterated the importance of a more just and representative international governance system, ensuring meaningful participation of developing countries, particularly in Africa [2] Group 3: International Financial Architecture - The ministers called for comprehensive reforms of the international financial architecture to enhance the voice and representation of developing countries in financial institutions [4][5] - They highlighted the necessity for developed countries to fulfill their development financing commitments to assist developing nations [4] Group 4: Climate Action and Technology - The foreign ministers committed to supporting multilateral efforts to achieve the goals of the Paris Agreement and emphasized the importance of responsible AI development for socio-economic growth [6][7] - They opposed unilateral and discriminatory protectionist measures under the guise of environmental concerns, advocating for a collaborative approach to climate action [6] Group 5: Infrastructure and Sustainable Development - The importance of the New Development Bank in promoting infrastructure and sustainable development among member countries was recognized, with a call for innovative financing mechanisms [5] - The ministers agreed to strengthen the use of local currencies in trade and financial transactions among BRICS nations and their partners [5]

新华社北京4月30日电 加拿大媒体4月29日公布的计票估算结果显示，3月才上任总理的加拿大自由 党领袖马克·卡尼成功连任，自由党所赢联邦众议院议席数距成为多数党所需席位仅差三席。而先前一 度无限接近总理一职的反对党保守党党首皮埃尔·普瓦列夫尔连议席都没保住。 卡尼29日与获称为自由党胜选送上"神助攻"的美国总统唐纳德·特朗普通电话。加方称两位领导人 同意近期面对面会晤，而白宫却仍称加拿大为美国"第51州"。卡尼自己也承认，今后他需带领加拿大迎 接艰巨挑战。 接近多数席位 据加拿大广播公司估算，自由党将赢得343个众议院议席中的169个，比获得多数席位所需172席仅 少三席。保守党将赢得144席，但该党党首、三个月前还在民意调查中大幅领先的普瓦列夫尔丢掉已坐 了20年的议席。另一主要反对党新民主党则经历惨败，仅赢7席，其党首贾格米特·辛格同样败选，已宣 布辞去党首职务。 据法新社分析，加拿大四分之三出口产品销往美国，特朗普政府的关税、特别是针对汽车和钢铁领 域的关税，已开始损害加拿大经济。 据路透社报道，仅个别选区需重新清点选票，大选正式结果料将数天内公布。据美联社报道，自由 党仍需争取另一小党支持以通过立法， ...

Core Points - The BRICS Foreign Ministers' meeting in Brazil emphasized the importance of multilateralism and expressed serious concerns over rising unilateral protectionism [1] - The meeting reaffirmed the commitment to maintaining the core role of the United Nations in the international system and condemned any attempts to undermine multilateral institutions [1] - There is a call for measures to defend free trade and the multilateral trading system in light of concerns over unilateral tariffs and non-tariff measures that could disrupt global supply chains [1] Summary by Sections - **Multilateralism and Trade** The BRICS meeting issued a strong statement against unilateral bullying and highlighted the need for cooperation to address global challenges [1] Concerns were raised regarding the rise of unilateralism and protectionism, which could exacerbate global economic uncertainty [1] - **Role of the United Nations** This year marks the 80th anniversary of the United Nations, and the BRICS countries reiterated their commitment to uphold its central role in the international system [1] The meeting condemned any actions that threaten the integrity of multilateral institutions [1] - **Global Economic Stability** The BRICS nations are seen as a progressive force in promoting the democratization of international relations, contributing to global stability and certainty [2] A united and cooperative Global South is expected to enhance global stability [2]

Group 1: Japan's Emergency Measures - The Japanese government announced an emergency plan on April 25 to mitigate the negative impacts of U.S. tariff policies on Japanese businesses and consumers [1][3] - The plan includes improving corporate consultation systems, enhancing financing support for businesses, maintaining employment, stimulating domestic consumption, transforming industrial structures, and increasing competitiveness [1][3] - Specific measures involve lowering gasoline prices, providing subsidies for electricity and gas, and easing conditions for companies to receive employment adjustment subsidies without layoffs [3] Group 2: Impact on Japanese Economy and Monetary Policy - Bank of Japan Governor Kazuo Ueda indicated that if Japan's core inflation approaches the 2% target, the central bank will continue to raise interest rates [2][5] - Analysts warn that the impact of U.S. tariff policies will be a significant factor in the Bank of Japan's future policy decisions [2][6] - The Bank of Japan is expected to maintain interest rates at 0.5% during the upcoming policy meeting, with a potential downward revision of growth forecasts due to the complexities introduced by U.S. tariffs [6] Group 3: U.S. Corporate Earnings Warnings - Major U.S. companies, including Procter & Gamble, PepsiCo, Delta Air Lines, AT&T, and NextEra Energy, have issued profit warnings due to the impact of tariffs [7][8] - Over 90% of S&P 500 companies mentioned tariff impacts during their Q1 earnings calls, with mentions of "recession" rising from under 3% to 44% [7] - Procter & Gamble attributed its lowered guidance to tighter consumer spending and the impact of tariffs on its cost structure [8] Group 4: Sector-Specific Concerns - In the airline industry, executives from American Airlines and Delta Air Lines expressed concerns over rising aircraft costs due to tariffs, leading to the withdrawal of financial guidance [8][9] - Telecommunications companies AT&T and Verizon warned that tariffs could increase prices for mobile phones and routers, with Verizon stating it would not absorb the high costs [9] - Medical device manufacturer Boston Scientific projected a $200 million loss this year due to tariffs, while Johnson & Johnson highlighted a $400 million cost impact from medical device tariffs [9]

王毅会见巴西外长维埃拉 金十数据4月30日讯，当地时间2025年4月29日，中共中央政治局委员、外交部长王毅在里约热内卢会见 巴西外长维埃拉。王毅说，中方愿同巴西一道，深化战略互信和沟通协作，努力打造更紧密团结、更成 熟坚韧、更务实高效的中巴全面战略伙伴关系。维埃拉表示，巴西愿同中方密切高层交往，拓展经贸、 航天、科技、医疗等各领域务实合作。当前国际局势复杂因素增多，多边主义和自由贸易遭受严重冲 击，巴中两国和金砖国家有必要加强团结协作，共同应对全球性挑战。 （外交部） ...

维埃拉表示，巴中建交50多年来，两国关系高水平发展，互利合作不断取得新成果。习近平主席去年对 巴西成功进行历史性访问，推动两国关系迈上新台阶。巴西愿同中方密切高层交往，拓展经贸、航天、 科技、医疗等各领域务实合作。当前国际局势复杂因素增多，多边主义和自由贸易遭受严重冲击，巴中 两国和金砖国家有必要加强团结协作，共同应对全球性挑战。 双方就中拉合作交换了意见，愿推动即将举行的中拉论坛第四届部长级会议取得丰硕成果，助力中拉命 运共同体建设。 新华社里约热内卢4月29日电（记者陈威华 赵焱）当地时间4月29日，中共中央政治局委员、外交部长 王毅在里约热内卢会见巴西外长维埃拉。 王毅说，中巴关系强劲有力，两国元首建立了牢固互信。去年11月，习近平主席同卢拉总统共同宣布携 手构建更公正世界和更可持续星球的中巴命运共同体，开启了中巴关系新的篇章。双方还就共建"一带 一路"倡议同巴西发展战略对接达成共识，擘画了两国各领域务实合作新的蓝图。中方愿同巴西一道， 深化战略互信和沟通协作，努力打造更紧密团结、更成熟坚韧、更务实高效的中巴全面战略伙伴关系。 王毅祝贺巴西发挥金砖轮值主席国作用，积极推进改革完善全球治理，表示中方将全力 ...

4月24日，瑞士联邦委员兼外长卡西斯来华工作访问。在美国破坏国际贸易规则，对华大打关税战、贸 易战，并以关税威慑其他国家与中国脱钩断链，世界经济发展面临不确定性加剧的背景下，卡西斯此次 来访更加具有特殊意义。捍卫多边主义并加强对华合作，正是卡西斯此次访华的主基调。 卡西斯在华期间表示，在当前形势下，国际社会应加强团结，携手捍卫多边主义和自由贸易，维护以规 则和法治为基础的国际秩序。瑞方愿同中方就此加强沟通，共同应对各种挑战。瑞士作为世界贸易组 织、联合国贸发会议、国际贸易中心等众多国际经贸领域权威国际组织总部的所在地，自美国发动此轮 关税战、贸易战以来，已经多次发声支持和捍卫多边主义。 卡西斯介绍，自去年起，瑞士与印度、泰国、马来西亚新签订了自贸协定，并且升级了与智利等国的自 贸协定。同时，瑞士对于与南方共同市场、越南签订自贸协定以及升级与英国、墨西哥、南非关税同盟 之间的自贸协定持乐观态度。卡西斯还称，2013年，瑞士成为首个与中国签署自贸协定的欧洲大陆国 家，协定帮助瑞士对华出口额增加了60%，中国也因此成为瑞士在亚洲的最大经济伙伴。今后，瑞士将 努力强化与中国之间的自贸协定。 卡西斯在其演讲中称，中国的 ...