印尼第一季度GDP环比-0.98%，预估为-0.90%。 印尼第一季度GDP同比+4.87%，预估为+4.92%。 ...

一季度各大城市GDP相继出炉。 前十强排名依旧，但仔细观察发现：武汉与杭州的差距拉大，并被南京步步紧逼。 但在社会消费品零售总额方面，武汉却颇为亮眼，连续赶超南京、苏州和深圳，排在第六位。 今年GDP前十强城市的竞争让人充满期待！#武汉GDP 01 2025年一季度各城市的经济数据陆续披露。 武汉几乎要掉出十强。 可以说，武汉面临着标兵渐远，追兵渐近的局面。 GDP前十城市排名依然是上海、北京、深圳、重庆、广州、苏州、成都、杭州、武汉、南京。 | | | | 2025年一季度GDP十强城市数据 单位: 亿元 | | | | --- | --- | --- | --- | --- | --- | | 城市 | 2025第一季度 | 2024第一季度 | 增量 | 名义增长率 | 实际增长率 | | 上海市 | 12735.06 | 12155 | 580.06 | 4.77% | 5.1% | | 北京市 | 12159.9 | 11519 | 640.9 | 5.56% | 5.5% | | 深圳市 | 8950.49 | 8314.98 | 635.51 | 7.64% | 5.2% | | 重庆市 | 7 ...

中国香港一季度GDP同比初值 3.1%，预期 2.1%，前值 2.4%。 ...

智通财经5月1日电，美国财长贝森特表示，GDP下降可能是由于进口商品的库存积压所致；预计GDP数 据将被修正。 ...

此前，由选举预测机构"决策台总部"（Decision Desk HQ）与《国会山报》（The Hill）联合发布的民意 调查也反映出类似趋势。报告指出，在当前美国面临经济困难和政治分裂的背景下，特朗普的支持率已 跌至其所谓"第二任期"以来的最低水平。 新华财经北京4月30日电（崔凯）美国经济在2025年第一季度出现了萎缩，根据美国商务部公布的初步 数据，第一季度实际GDP年化季率初值收缩了0.3%。这一结果主要归因于企业为了规避预期中的成本 上涨而大量囤积进口商品，这直接导致了贸易逆差的扩大，并对经济增长构成了拖累。 尽管消费支出仍保持温和增长，显示出一定程度的消费者信心，但整体经济前景依然显得黯淡。 此次GDP数据的公布正值特朗普执政百日之际，无疑加剧了公众对其经济政策有效性的质疑。去年11 月，特朗普正是利用选民对经济状况的担忧赢得了选举。但现在，随着消费者信心接近五年低点，商业 情绪也急剧恶化，民众对特朗普政府的不满情绪正在上升。 一项由哥伦比亚广播公司（CBS）与YouGov联合开展的最新民意调查显示，超过半数美国人对特朗普 的执政表现持负面评价。调查结果显示，在受访者中，有55%的人对特朗普担任总统 ...

Economic Overview - The U.S. GDP declined at an annualized rate of 0.3% in Q1 2025, disappointing economists who had forecasted a growth of 0.4% [1] - Concerns about a slowdown in the economy are negatively impacting oil and gas stocks, with WTI crude oil prices down 1.4% to approximately $59.50 per barrel and Brent crude also down 1.4% to about $63.30 [2] Stock Performance - ConocoPhillips stock decreased by 2% and Chevron by 2.2%, while Cheniere Energy experienced a more significant drop of 3.6% [3] - The U.S. Energy Information Administration reported a decrease in crude inventories by 2.7 million barrels, which contrasts with a previous report indicating an increase [4] Market Dynamics - The conflicting reports on crude supply are leading investors to focus on the GDP report, assuming that a shrinking economy will reduce oil demand and weaken future prices [5] - Wolfe Research downgraded Cheniere Energy to "peer perform," citing concerns over increased competition in the LNG market, which is contributing to its stock's poor performance [6] Investment Insights - The oil and gas industry is cyclical, characterized by cycles of undersupply and oversupply, necessitating a long-term investment perspective [7] - Among the stocks analyzed, Chevron appears to be the most attractive option, with a total return ratio of just over 1.0, a 4.9% dividend yield, and an expected growth rate of nearly 8% annually over the next five years [8][9] - ConocoPhillips has a lower P/E ratio than Chevron but offers a lower dividend yield of 3.4% and a growth rate of 6% [9] - Cheniere Energy is deemed unattractive, with a high P/E ratio of nearly 17, a low dividend yield of 0.8%, and expected earnings to decline over the next three years [9][10]

特朗普贸易顾问纳瓦罗：GDP被拖累下跌，但下季度不会再出现。 ...

Core Insights - The U.S. economy experienced a contraction in the first quarter of 2025, raising concerns about a potential recession as President Trump's second term begins [1] - Some Wall Street economists have revised their GDP forecasts to negative growth due to unexpected increases in imports driven by inventory accumulation by businesses and consumers [1] - Imports negatively impacted GDP by over 5 percentage points, while exports grew by 1.8% [1] Economic Indicators - Personal consumption expenditures grew by 1.8%, marking the slowest quarterly growth since Q2 2023, down from 4% in the previous quarter [1] - Private domestic investment saw a significant increase of 21.9% [1]

早盘速递 2025/4/30 热点资讯 1. 近日，国家发展改革委已印发通知，会同财政部及时向地方追加下达今年第二批810亿元超长期特别国债资金，继续大力支 持消费品以旧换新。下一步，国家发展改革委将充分发挥"两新"部际协调机制作用，强化统筹推进和跟踪调度，督促各地各 有关部门加快已拨资金审核兑付，切实减轻企业垫资压力，确保真金白银优惠直达消费者，推动消费品以旧换新政策发挥更大 效果。 2. 中国人民银行发布数据显示，2025年第一季度全国新发放商业性个人住房贷款加权平均利率为3.11%。 3. 外交部发言人郭嘉昆强调，中方多次阐明关税战、贸易战没有赢家。这场关税战是美方发起的，如果美方想通过对话谈判 解决问题，就应该停止威胁施压，在平等、尊重、互惠的基础上同中方开展对话。 4. 高盛最新研报表示，美国3月份商品贸易逆差扩大幅度超过预期。三月份货物进出口双双增长。贸易逆差扩大的主要原因是 消费品进口增加，这可能反映了在关税上调之前进口的"抢跑"。总体而言，我们将美国第一季度GDP跟踪预测下调了0.6个百 分点至-0.8%（季度环比年化）。美国GDP数据将于30日晚间公布。 5. 巴基斯坦信息部长Attaull ...

加拿大2月GDP同比 1.6%，预期 1.7%，前值 2.2%。 ...