每经记者｜郑雨航 宋欣悦 兰素英 每经编辑｜兰素英 王嘉琦 ◆ 印度和巴基斯坦爆发50年来的最大冲突。当地时间5月10日，巴基斯坦也正式启动代号为"铜墙铁壁"的军事行动，回应印度7日发动的"朱砂行动"。互不 示弱的行为让印巴局势迅速升级，也削弱了印度作为相对安全投资目的地的吸引力。彭博社数据显示，外国银行在5月8日一天净卖出1063亿卢比（约合12亿 美元）的印度国债。针对此次印巴冲突升温的原因以及影响，《每日经济新闻》连线上海国际问题研究院南亚研究中心印度问题专家李红梅进行深入解读。 ◆ 8月"X日"逼近，美国36万亿美元债务上限警报再响；美英贸易协议被指缺乏实质性内容；李在明正式登记参选下届韩国总统；日本松下计划全球裁员 10000人；以太坊周涨29%，比特币重返10万美元上方，布油美油周涨均超4%。更多内容，尽在《一周国际财经》。 "铜墙铁壁"回应"朱砂行动"！印巴爆发50年来最大冲突 外资狂抛12亿美元印度国债，3.91万亿美元经济体现隐忧 当地时间2025年5月9日，印控克什米尔地区，居民区遭受损坏。过去几周，巴基斯坦持续对乌里和库普瓦拉地区的边境区域进行炮击。图片来源：视觉中 国-VCG31N22 ...

欧洲股市周五集体收涨，德国DAX指数涨0.63%，报23499.32点；法国CAC40指数涨0.64%，报7743.75 点；英国富时100指数涨0.27%，报8554.80点。本周，欧股涨跌不一，德国DAX指数涨1.79%，法国 CAC40指数跌0.34%，英国富时100指数跌0.48%。 美股大型科技股多数收涨，特斯拉涨4.73%，苹果涨0.53%，亚马逊涨0.51%，微软涨0.13%，英伟达跌 0.61%，脸书跌0.92%，谷歌跌0.99%。 美股银行股涨跌不一，摩根大通跌0.16%，高盛涨0.21%，花旗跌0.31%，摩根士丹利跌0.15%，美国银 行涨0.47%，富国银行跌0.64%。 （原标题：美股三大股指涨跌不一！国际油价走强） 随着美国和英国达成贸易协议，投资者希望更多贸易协议达成。 在此背景下，美国三大股指多数收跌，道琼斯工业指数跌0.29%，标普500指数跌0.07%，纳斯达克指数 微涨。本周以来，标普500指数累计下跌约0.5%，纳斯达克指数跌幅约为0.3%，道琼斯工业指数则下跌 近0.2%。 欧洲股市方面，当地时间，5月9日，德国DAX指数涨0.63%，法国CAC40指数涨0.64%， ...

随着美国和英国达成贸易协议，投资者希望更多贸易协议达成。 在此背景下，美国三大股指多数收跌，道琼斯工业指数跌0.29%，标普500指数跌0.07%，纳斯达克指数微涨。本周以来，标普500指数累计下跌约0.5%，纳斯达克指 数跌幅约为0.3%，道琼斯工业指数则下跌近0.2%。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | | | DJI | 道琼斯工业指数 | 41249.38 | -119.07 | -0.29% | -3.04% | | 2 | IXIC | 纳斯达克指数 | 17928.92 | 0.78 | 0.00% | -7.16% | | 3 | SPX | 标普500 | 5659.91 | -4.03 | -0.07% | -3.77% | 欧洲股市方面，当地时间，5月9日，德国DAX指数涨0.63%，法国CAC40指数涨0.64%，英国富时100指数涨0.27%。本周以来，德国DAX指数涨1.79%，法国CAC40 指数跌0.34%，英国富时100指数跌0.48%。 特斯 ...

Domestic News - The People's Bank of China released the monetary policy implementation report for the first quarter of 2025 [1] - Premier Li Qiang chaired a State Council executive meeting to study and implement President Xi Jinping's important speech on economic and social development during the "14th Five-Year Plan" period, and discussed measures to deepen the reform and innovation of national-level economic and technological development zones [1] - The central bank established a re-lending program for service consumption and elderly care with a quota of 500 billion yuan, aimed at encouraging financial institutions to increase support for key sectors such as accommodation, catering, cultural and sports entertainment, and education [1] - The China Securities Regulatory Commission issued the legislative work plan for 2025 to maintain stable and healthy market development and protect the legitimate rights and interests of small and medium investors [1] - The China Futures Association strengthened the management of futures intermediaries and standardized their behavior [1] - The Guangzhou Futures Exchange modified trading rules and published settlement rules for the first time [1] - The General Administration of Customs and six other departments adjusted management measures related to special customs supervision areas, bonded supervision places, and processing trade outside the zones [1] International News - ECB Governing Council member Simkus stated that a rate cut in June is necessary for the European Central Bank [2] - Japan is considering exporting next-generation jet fighters developed jointly with Australia, the UK, and Italy [2] - India requested the US to eliminate all current and future tariffs, proposing to reduce the tariff gap with the US from nearly 13% to less than 4% under a potential trade agreement [2] - Fed Governor Barr indicated that the Federal Reserve may face difficulties if inflation and unemployment rise simultaneously [2] - Fed Governor Kugler noted that the labor market may be approaching full employment [4] - Fed officials announced that regular operations of the Standing Repo Facility (SRF) are forthcoming [4] - Von der Leyen mentioned a potential visit to the US if a specific trade agreement is reached [4]

每经编辑｜张锦河 北京时间5月9日晚，美股开盘，三大指数集体上涨。截至发稿前，道指上涨0.04%，纳指上涨0.35%，标普500指数上涨0.17%。 大型科技股涨跌不一，特斯拉上涨6.58%，一度涨超7%，至2月26日以来最高水平。苹果、微软、亚马逊微涨，英伟达、谷歌、Meta下跌。 | 199.225 苹果 | | +0.88% | 1.73 | | --- | --- | --- | --- | | US AAPL - - - 198.750 盘前 | | 0.64% | 1.26 | | 特斯拉 | 303.560 +6.58% 18.74 | | | | US TSLA 290.210 盘前 | | 1.89% | 5.39 | | 597.318 Meta | | -0.12% | -0.69 | | US META 603.020 图前 | | 0.84% | 5.01 | | 438.285 微软 | | +0.03% | 0.11 | | US MSFT 440.570 園前 | | 0.55% | 2.40 | | 亚马逊 192.894 +0.42% | | | 0.81 | | US A ...

当天，特朗普还表示，如果贸易协议与减税相结合能够取得成果，"你最好现在就去买股票"。 中概股走强。 当地时间5月9日，美股三大指数集体高开，截至发稿，道指涨0.08%，标普500指数涨0.26%，纳指涨0.50%。 | 道琼斯指数 | 41401.52 | +0.08% | | --- | --- | --- | | .DJI | | | | 标普500指数 | | | | | 5678.51 | +0.26% | | SPX | | | | 纳斯达克综合指数 | 18018.64 | +0.50% | | .IXIC | | | | 纳斯达克中国金龙指数 | | | | | 7166.13 | +0.93% | | .HXC | | | 大型科技股多数上涨，截至发稿，特斯拉涨超5%，脸书母公司Meta、苹果、微软、英伟达、亚马逊小幅上涨；谷歌A小幅下跌。 热门中概股普涨，纳斯达克中国金龙指数一度涨超1%。个股方面，微博涨近3%，腾讯音乐涨超2%，富途控股、蔚来、新东方、阿里巴巴、拼多多等涨超 1%，百度、京东等小幅上涨；理想汽车跌超1%。 据新华社消息，美国总统特朗普8日在白宫宣布，美国与英国达成一项新的贸 ...

Core Viewpoint - The article discusses the recent developments in U.S.-U.K. trade relations and the implications for the stock market, highlighting a new trade agreement and its potential impact on investments [1][4]. Market Performance - On May 9, U.S. stock indices opened higher, with the Dow Jones up 0.08%, S&P 500 up 0.26%, and Nasdaq up 0.50% [1][2]. - Major tech stocks saw gains, with Tesla rising over 5% and other companies like Meta, Apple, Microsoft, Nvidia, and Amazon experiencing slight increases [2]. - The Nasdaq China Golden Dragon Index rose over 1%, with individual stocks like Weibo and Tencent Music also showing positive movement [2]. Trade Agreement Details - President Trump announced a new trade agreement with the U.K., which includes a partial rollback of tariffs and expanded market access for certain products [3][4]. - The agreement stipulates that the first 100,000 cars exported from the U.K. to the U.S. will be subject to a 10% tariff, while any additional cars will incur a 25% tariff [3]. U.S.-China Trade Talks - Trump indicated that substantial negotiations with China regarding trade would take place soon, suggesting that the current 145% tariffs on Chinese goods would likely be reduced [4]. - Chinese officials reiterated their opposition to unilateral tariffs imposed by the U.S. and emphasized the need for negotiations based on equality and mutual respect [6][7].

美国国家经济委员会主任哈塞特：另外24项贸易协议即将达成解决方案。 ...

美国总统特朗普：许多贸易协议正在酝酿中，都是好的（伟大的！）协议。 ...

英国央行首席经济学家Pill：不愿透露贸易协议将如何影响英国央行的预测。 ...