今日小段子汇总20250507 1、脑机接口：央视新闻《面对面》栏目深度探访强脑科技（BrainCo），其为非侵入式脑机接口技术。 嘉事堂、狄耐克、麒盛科技 2、锦好医疗：网传公司AI助听器通过非侵入式脑机接口技术，能够实时采集用户的注意力、听觉疲劳度等脑电数 据，并结合深度神经网络算法优化语音信号处理。 （未证实） 3、军工(印巴)：当地时间5月7日5时10 今日小段子汇总20250507 1、脑机接口：央视新闻《面对面》栏目深度探访强脑科技（BrainCo），其为非侵入式脑机接口技术。 嘉事堂、狄耐克、麒盛科技 2、锦好医疗：网传公司AI助听器通过非侵入式脑机接口技术，能够实时采集用户的注意力、听觉疲劳度等脑电数 据，并结合深度神经网络算法优化语音信号处理。 （未证实） 3、军工(印巴)：当地时间5月7日5时10分左右，巴基斯坦三军新闻局发言人确认，迄今巴方击落5架印度战机，分 别为3架阵风、1架米格、1架苏-30。 中航成飞、通易航天、爱乐达 4、晨曦航空：公司长期以来专注于航空机电产品的研发、生产和销售，主要为国有大型军工企业及其他厂商配 套，最终用户主要为军方。 5、华伍股份：公司军工领域旗下有安德 ...

顺着昨晚的内容说吧，今天早上9点开的那个会确实发布了一系列的金融利好政策，主要有： 1、降低准备金0.5%，大概可以释放1万亿元流动性。但这个利好也就那么回事，这是2011年以来连续 第26次降低准备金，看这个次数你们就知道它对股市起不了太大作用。 这次降完大银行准备金率是9%，中小银行是6%，其实横向和其他国家比还是偏高的。发达国家准备金 率在2%左右，新兴国家在3-5%，这样一对比我们还有2-3%的操作空间。 2、下调政策利率0.1%，把逆回购利率从1.5%调到1.4%，这么做的效果是下个月的LPR下跌0.1%。 降准和降息的幅度基本都和彭博社之前的预测一致，彭博社还预测今年累计降息0.3%，累计降准1%。 3、下调公积金贷款利率0.25%，这个幅度算是比较大的，公积金的下调为之后商贷的下调留出了空 间，未来中国房贷大概率是要到3%以下的。不过和我没关系了，我去年基本把房贷都提前还了，就剩 一点零头做免税申报项。因为即便是下调后的房贷利率也有3.3%，市面上找不到比这个收益高且零风 险的产品。 想要房价彻底着陆，很重要的一个数据就是租售比和房贷利率持平，一线城市有流动性溢价可以有一点 差距，但三四五线城市 ...

智通财经APP获悉，央行组合拳发力叠加中美经贸高层将会谈，港股今日集体高开，恒指曾突破两万三 关口，但随即上行乏力，三大指数涨幅逐步收窄，国指及恒科指数午后则相继转跌。截止收盘，恒生指 数涨0.13%或29.17点，报22691.88点，全日成交额2400.5亿港元；恒生国企指数跌0.23%，报8242.25 点；恒生科技指数跌0.75%，报5200.04点。 国元国际近日指出，考虑到二季度开始为应对关税影响国内方面的政策预期或将抬高，年内我们继续看 好本次港股的结构性行情：如果后续刺激措施的出台带来国内需求面的显著回升，或者AI板块持续带 来相关板块的业绩提升，相信港股的长期行情可以期待。 蓝筹股表现 领展房产基金(00823)领涨蓝筹。截至收盘，涨6.68%，报39.95港元，成交额15.39亿港元，贡献恒指 10.74点。领展近日宣布，任命Steven Bass为其私募业务LREP日本区投资主管，以推动在日本的业务拓 展。据悉，领展于2月成立私募基金管理平台，标志其在"领展3.0"战略下多元化收入来源与扩大资产管 理业务。 其他蓝筹股方面，中升控股(00881)涨4.8%，报12.22港元，贡献恒指0. ...

大型科技股集体转跌，小米跌近3%，阿里巴巴跌超2%，网易、腾讯跌超1%，快手、京东、百度飘绿。 （原标题：港股收评：恒指微涨0.13%，大金融、军工股集体走强，弘业期货飙涨34%） 5月7日，一揽子金融政策重磅推出，涉及降准降息、股市、楼市等。港股三大指数走出高开低走行情，恒生科技指数最终收跌0.75%，国企指数 跌0.23%；恒生指数勉强维持涨势，收盘涨幅缩窄至0.13%。 盘面上，大型科技股集体转跌，小米跌近3%，阿里巴巴跌2%，网易、腾讯跌超1%，快手、京东、百度飘绿；受降准降息利好影响，大金融股总 体活跃，弘业期货大涨超34%表现最为抢眼；印巴冲突继续升级，军工板块避险或迎估值重估，中船防务盘中涨超14%；濠赌股、石油股、煤炭 股、海运股齐涨。另一方面，特朗普欲征药品关税，生物医药股全天表现低迷，百济神州跌近8%；机器人概念股、半导体股普遍下跌。 具体来看： 半导体股普遍下跌，华虹半导体跌超3%，中芯国际、上海复旦跌超1%。 军工股集体大涨，中航科工涨6.35%，中船防务涨5.97%，大陆航空科技控股、航天控股涨超1%。 汽车经销商股走强，中升控股涨4.8%，永达汽车、和谐汽车涨超1%。消息面上，央行 ...

Core Viewpoint - The recent military conflict between India and Pakistan has led to significant market reactions, particularly in Pakistan's stock market, which experienced a drop of over 5%, marking its lowest level since December 4 of the previous year [2]. Group 1: Market Reactions - Pakistan's stock market fell over 5% due to military strikes by India on nine locations within Pakistan, resulting in 26 deaths and 46 injuries [2]. - Following the initial drop, Pakistan's stock market recovered most of its losses, indicating some resilience [2]. - In contrast, Indian assets remained stable despite the conflict, with historical trends suggesting that Indian markets often recover quickly from geopolitical tensions [4][6]. Group 2: Economic Context - Pakistan is currently facing its worst monthly performance in two years for its stocks and dollar bonds, as the country grapples with an economic crisis and relies on a $7 billion International Monetary Fund loan program [6]. - The recent military actions have raised concerns about foreign investment in India, especially as the country had just announced a free trade agreement with the UK [7]. Group 3: Sector Performance - The A-share military industry sector surged in response to the India-Pakistan conflict, with several stocks hitting the daily limit up [7]. - Specific stocks such as Chengxi Aviation and Aerospace Changfeng saw significant increases, with gains of 19.96% and 17.05% respectively [8].

Core Insights - Former US Treasury Secretary Yellen highlighted that the US is vulnerable to China, particularly in the context of the ongoing tariff war, which she described as self-sabotaging for the US economy [1] Group 1: Dependence on Chinese Resources - The US defense supply chain relies on China for over 1,900 critical minerals used in weapon systems, including essential rare earth elements for advanced military equipment like the F-35 fighter jet and nuclear submarines [3] - China controls 90% of global rare earth refining capacity, making it difficult for the US to establish an independent supply chain despite significant investments [3] Group 2: Impact on Clean Energy Technology - The tariff war has adversely affected US clean energy technology, as China is the largest exporter of rare earths and a key producer of solar panels and lithium batteries, holding over 70% of global solar panel production capacity [5] - US companies face a potential 30% increase in costs if they attempt to bypass Chinese supply chains, leading to halted solar projects and delayed clean energy transition plans [5] Group 3: Economic Consequences of Tariffs - Since the escalation of US-China trade tensions in 2018, American households have seen an average annual increase of 7% in consumption costs, largely due to tariffs on Chinese goods [7] - Approximately 40% of imported products are used for domestic production, meaning tariffs have raised manufacturing costs, resulting in layoffs and reduced investments [8] - The US GDP experienced a 0.3% decline in Q1 2025, marking the worst performance since the pandemic recovery, underscoring the negative impact of the tariff war on the economy [8] Group 4: China's Resilience - China has shifted from an export-oriented model to a dual-circulation development strategy, allowing it to maintain a robust internal market and a complete industrial chain, giving it an advantage in the tariff conflict [9] Group 5: US Economic Policy Challenges - The US has misjudged globalization, benefiting from low-cost goods through offshoring while neglecting the fragility of its supply chains, leading to significant costs when attempting to decouple from China [8] - Yellen's warnings suggest that unilateralism will isolate the US further, and a cooperative approach is essential for economic recovery [8]

美国国防部2日发表声明，美国国务院批准向沙特出售1000枚中程空对空导弹、50个配套制导系统以及 其他相关设备和保障服务。外媒报道该交易总价值高达35亿美元，主要承包商为雷神技术公司。(央视 新闻) ...

香港海关查获大案，有人偷偷进口稀有金属，美媒对特朗普灵魂拷问。香港海关发布的最新稽查公告，传递出怎样的信号？面对中方的出口管制，美国现在 陷入了怎样的困境？ 日前，据香港海关发布消息，该部门不久前在北部集装箱码头进行例行检查时，发现的一个标签为出境的40英尺集装箱中，偷偷藏了将近25吨的锑锭。 早在去年9月份，中国商务部就宣布对锑及相关化合物制品实施出口管制。作为现代军工不可或缺的重要金属材料，锑化物可以用于夜视仪、红外制导导 弹，以及坦克复合装甲、炮弹引信等等军事装备的制造。 《纽约时报》则对特朗普发出灵魂拷问：中国能从巴西购买大豆、从欧洲进口空客飞机，但美国目前有72%的稀土进口来自中国，中国又是六种重稀土的唯 一生产国，美国要从哪里寻找稀土的替代品呢？ 第一是从盟友那里进口，但是英国《金融时报》报道指出，中方的管制措施，不仅让美国陷入困境，也引发欧洲和日本汽车行业对供应短缺和停产的担忧， 大家的库存估计都只能维持3到6个月，不少企业急于囤货并寻找替代供应，但建立新供应链面临诸多难以逾越的挑战。 第二是美国自己开采和生产，这就更是痴人说梦了。 早在2010年，中国曾对日本实施稀土禁运令，当时美国就意识到了 ...

每日晨报 智: H J 2025年4月28日 中国一季度规模以上工业企业利润由降转增, 同比增长 0.8% www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明 ● 宏观:加紧加快,加大加力--4 月政治局会议解读。4 月政治局会议在一季 度经济开门红和"外部冲击影响加大"的背景下召开,我们认为会议给出以下 三大重要信号:第一,对于经济形势有准确判断,将美国大肆加征关税等一系 列行为定义成"国际经贸斗争",要做好中长期战略筹划,保持国内储备政策 的弹性,"攻守兼备"不轻易亮出全部底牌;第二,强化底线思维,着力稳就 业、稳企业、稳市场、稳预期，其中稳就业为四稳之首,超常规逆周期政策的 出台和实施将以就业目标为主要出发点;第三,加紧加快既定政策的落实落地, 如加快政府债券发行使用,为下半年政策加码腾出空间;加大加力重点领域的 政策实施力度,重点是科技、消费和外贸三个方向,并据形势变化及时推出增 量储备政策。 宏观:利润转正可持续吗?——2025年1-3 月工业企业利润分析。展望未来, ● 一季度工业企业利润全面回升取得良好开门红,强有力的政策效果为全年经济 ...

Group 1 - The recent phenomenon of "triple kill" in the US financial market, where stocks, bonds, and the dollar all decline simultaneously, indicates a significant outflow of capital from the US market [2][4] - The S&P 500 index has seen a decrease of 5.9% from December 2022 to April 2025, while the 10-year Treasury yield has increased by 0.11 percentage points during the same period [3] - The decline in US Treasury prices is attributed to multiple factors, including increased tariffs leading to inflation, forced liquidation by hedge funds, and the upcoming debt ceiling crisis [4][5] Group 2 - Major US companies are beginning to estimate the impact of tariffs on their profits, with PepsiCo projecting a 5% decline and Pulte Homes estimating a 1% increase in new home costs due to tariffs [6][7] - The impact of tariffs on small and medium-sized enterprises is still unclear, as they lack the resources to mitigate risks compared to larger corporations [7] - The outlook for the US bond market is more predictable, with expectations of increased demand for Treasury issuance following the debt ceiling increase, but concerns remain about inflation and capital outflows [8][9] Group 3 - The US-China trade war has shifted from a broad approach to targeted measures, with tariffs being raised on specific industries such as automotive and medical devices [9][10] - There is a consensus among US elites regarding the need to increase tariffs on key industries to bring manufacturing back to the US, despite the challenges of re-industrialization [10] - China faces a significant challenge in balancing the need for dollar reserves while exploring alternatives to the dollar in international trade, including the promotion of digital currency [11]