Core Points - Germany's exports to the United States fell by 2.5% in August, marking the fifth consecutive month of decline [2][3] - The export value to the U.S. reached €10.9 billion, the lowest level since November 2021, with a year-on-year decrease of 20.1% [3] - The automotive and parts sector is a significant contributor to Germany's trade surplus with the U.S., but U.S. tariffs have pressured exports [3] Trade Situation - The German wholesale and foreign trade association indicated that the external trade situation remains severe, with stagnation persisting for several months [5] - The German federal government’s autumn economic forecast reported a 0.3% decline in GDP for Q2, with continued weak performance expected in Q3 [7] - Economic growth is projected to be modest at 0.2% for the full year of 2025, with potential acceleration to 1.3% starting in 2026, although external uncertainties from U.S. trade policies pose risks [7]

日本央行：不确定性仍然极高，包括贸易政策影响在内。 ...

智通财经APP获悉，当地时间5月2日至5月3日，伯克希尔哈撒韦公司(BRK.A.US,BRK.B.US)的股东大会 将会如期举行，大约4万名伯克希尔哈撒韦股东将齐聚美国奥马哈。该公司股东大会将由其首席执行官 沃伦•巴菲特主持，投资者将有机会向这位"奥马哈先知"提问有关市场的最新观点。 巴菲特今年已经95岁，每一次的巴菲特股东大会都会显得非常珍贵。本次会议恰逢伯克希尔哈撒韦公司 成立60周年，除了美股估值高企、地缘政治风险升级、全球资本流动重组等复杂背景外，巴菲特的投资 理念和战略方向将成为全球资本市场的风向标。 股票投资 当前资本市场正经历三个结构性变化： 1.科技竞争格局重构：中国大模型DeepSeek打破了美国在AI领域的垄断，2025年第一季度A股科技股上 涨27%，而同期纳斯达克指数下跌18%。这种"东升西降"的趋势引发了资本的重新配置，富时中国A50 指数期货持有量增加了42%，表明外资加速流入中国市场。 根据最新数据，巴菲特旗下的伯克希尔哈撒韦公司的现金储备约为3340亿美元，巴菲特的现金储备再度 创出历史新高。与此同时，在3340亿美元的现金储备背后，巴菲特更偏爱短期美债，在接下来如何盘活 这笔 ...