Group 1 - German Chancellor Merz stated that there are currently no plans to supply "Taurus" cruise missiles to Ukraine, and this issue is not on the agenda [2] - Russian President Putin signed a presidential decree appointing Oleg Salyukov as the Deputy Secretary of the Russian Security Council, relieving him of his position as Commander of the Russian Ground Forces [3] - The official announcement regarding the new Commander of the Ground Forces has not yet been made by Russian authorities [4] Group 2 - The UAE and the US reached an agreement worth over $200 billion, covering cooperation in aviation, aluminum, oil, and natural gas [5] - The agreement includes a commitment from Etihad Airways to invest $14.5 billion in purchasing 28 Boeing 787 "Dreamliner" and Boeing 777X aircraft [5] - The UAE Global Aluminum will invest $4 billion in a smelter project in Oklahoma, and several US companies will collaborate with the UAE in semiconductor, cybersecurity, cloud services, and artificial intelligence development [5]

Group 1 - The Chinese government emphasizes strengthening the domestic circulation as a strategic move to stabilize and promote long-term economic growth, aiming for high-quality development [2] - The Ministry of Commerce urges the U.S. to correct its restrictive measures on Chinese chips, asserting that such actions hinder sustainable cooperation between enterprises [3] - The Ministry of Commerce reiterates that all parties involved in the sale of the port by CK Hutchison must not evade regulatory scrutiny, highlighting the importance of fair market competition [4] Group 2 - Bridgewater's latest holdings report reveals significant changes, including a substantial increase in positions in Alibaba and a new investment in JD.com, while reducing its stake in Nvidia [6] - The Federal Reserve is reassessing its policy framework to adapt to post-pandemic inflation dynamics, with potential adjustments expected to be announced in August or September [7] - The China Securities Regulatory Commission has revised regulations on the use of raised funds by listed companies, emphasizing dedicated use for core business and supporting the real economy [8] Group 3 - Alibaba's latest financial report shows a revenue of 236.45 billion yuan for Q4 of fiscal year 2025, marking a 7% year-on-year increase, with adjusted EBITA rising by 36% [21][22] - Xiaomi announces the upcoming release of its self-developed SoC chip named "Xuanjie O1," which is expected to enhance mobile performance [20] - Wahaha responds to production issues due to capacity constraints, indicating adjustments in production and outsourcing to meet market demands [23][24]

美股盘初，主要行业ETF涨跌不一，能源业ETF跌超1%，可选消费ETF跌近1%，公用事业ETF涨超 1%。 | 目选股票 | 自选基金 自选组合 | | | | | 10 | | --- | --- | --- | --- | --- | --- | --- | | 行业类 V | 当前价 ÷ | 涨跌幅 * | 成交量 ^ | | 总市值 ; 年初至今 ; | 0 | | 能源业ETF - ... | 84.22 | -1.02 (-1.20%) | 114.04万股 | 210.92亿 | -0.91% | = == | | us XLE | | | | | | | | 可选消费ET ... | 214.01 | -2.10 (-0.97%) | 19.37万股 | 268.80亿 | -4.35% | n … | | us XLY | | | | | | | | 半导体ETF --- | 245.87 | -2.12 (-0.85%) | 43.87万股 | 29.06 乙 | +1.53% | 금 … | | us SMH | | | | | | | | 医疗业ETF - ... | 127.79 | ...

Market Overview - Major industry ETFs showed mixed performance, with semiconductor ETFs rising over 1% and global technology stock index ETFs increasing nearly 1%, while utility and energy ETFs declined by over 1% [1] Semiconductor Sector - Semiconductor ETF price reached 248.30, with an increase of 2.74 (+1.12%), and a trading volume of 714,800 shares, totaling a market value of 29.35 billion, reflecting a year-to-date increase of 2.53% [2] Technology Sector - Global technology stock index ETF priced at 85.42, up by 0.70 (+0.82%), with a trading volume of 5,259 shares and a market value of 11.96 billion, showing a year-to-date increase of 0.79% [2] - Technology sector ETF at 234.27, increased by 1.65 (+0.71%), with a trading volume of 414,300 shares and a market value of 745.11 billion, reflecting a year-to-date increase of 0.93% [2] Utility and Energy Sectors - Utility ETF priced at 78.58, decreased by 1.07 (-1.34%), with a trading volume of 853,600 shares and a market value of 11.41 billion, showing a year-to-date increase of 4.56% [2] - Energy sector ETF at 85.12, down by 0.65 (-0.76%), with a trading volume of 1,037,900 shares and a market value of 21.32 billion, reflecting a year-to-date increase of 0.14% [2]

航空业年报及一季报点评：客座率持续提 升，旺季弹性值得期待 2025 年 5 月 13 日 看好/维持 交通运输 行业报告 | | | 投资摘要： 业绩概览：量升价降，24Q4-25Q1 航司盈利仍然承压 24 年下半年以来，航空业承受了较大的经营压力。24Q4 三大航扣非归母共计亏损约 108 亿元，虽然较 23Q4 的合计亏损 143 亿有所收窄，但亏损金额依旧较大。25 年 Q1 三大航扣非后亏损皆同比扩大，合计亏损由 24 年 Q1 的 21 亿提升至今年的 44 亿。"量升价降"的现象贯穿了整个 2024 年。以国内航线为例，24 年上市公司国内航线客座率显著超过 23 年，25Q1 客 座率进一步提升；另一方面，经济舱平均票价明显下降，根据航班管家数据 24 年国内经济舱平均票价同比 23 年下降 12.1%， 较 19 年同期下降 3.8%，淡旺季票价差距较往年有所放大。 国内航线展望：民航局推动供需再平衡，运力投放有序缩减 展望 2025 年，我们认为国内航线在经历持续过剩后，有望向供需再平衡演进。今年民航工作会议要求航空业必须统筹好政 府和市场关系，促进航空市场规范有序发展。要着力增强航空市 ...

投资咨询业务资格：证监许可【2011】1778 号 资讯早班车 资讯早班车-2025-05-12 一、 宏观数据速览 | 发布日期 | 指标日期 | 指标名称 | 单位 | 当期值 | 上期值 | 去年同期值 | | --- | --- | --- | --- | --- | --- | --- | | 20250416 | 2025/03 | GDP:不变价:当季同比 | % | 5.40 | 5.40 | 5.30 | | 20250430 | 2025/04 | 制造业 PMI | % | 49.00 | 50.50 | 50.40 | | 20250430 | 2025/04 | 非制造业 PMI:商务活 | % | 50.40 | 50.80 | 51.20 | | | | 动 | | | | | | 20250430 | 2025/04 | 财新 PMI:制造业 | % | 50.40 | 51.20 | 51.40 | | 20250506 | 2025/04 | 财新 PMI:服务业经营 活动指数 | % | 50.70 | 51.90 | 52.50 | | 20250414 | 2025/ ...

【深圳商报讯】（记者李佳佳）5月9日，记者从第九届"深圳（湾区）国际品牌周"主场活动——2025粤 港澳大湾区质量品牌峰会上获悉，国际著名品牌价值评估咨询机构Brand Finance联合深圳工业总会，发 布了"2025中国品牌价值500强"中英文榜单。 作为全球领先的国际品牌价值评估机构，Brand Finance每年会对全球数千个知名品牌进行评估，并在每 年初的世界经济论坛期间年会上发布新一年的"全球品牌价值500强报告"，在国际上具高度权威性。 今年，粤港澳大湾区共有109个品牌上榜，深圳入榜的34个品牌中有17个"深圳知名品牌"和13个"国际信 誉品牌"。榜单前十的深圳品牌有腾讯、中国平安等。 报告显示，中国500强品牌总价值同比增长3%，达到2万亿美元，展现出中国品牌在全球竞争中的强劲 韧性与创新活力。 短视频平台抖音以1058亿美元的品牌价值连续两年蝉联榜首，其全球化布局与内容生态创新持续释放商 业潜力。 国家电网凭借绿色转型与数字化升级战略，品牌价值跃升至856亿美元，首次超越中国工商银行（791亿 美元），跻身第二。 工商银行、建设银行、农业银行等国有大行稳居前十，其中，中国银行以26.5%的 ...

英美就关税协议达成一致，特朗普又来"喊单"，乐观情绪提振美股，美元指数站上100关口，比特币重回10万美元。 随着市场情绪好转，美债和黄金转跌。 受贸易利好消息提振，美股三大指数齐涨，科技股、芯片股、AI概念股多数涨： 美股三大股指： 标普500指数收涨32.66点，涨幅0.58%，报5663.94点。 道琼斯工业平均指数收涨254.48点，涨幅0.62%，报41368.45点。 纳指收涨189.98点，涨幅1.07%，报17928.14点。纳斯达克100指数收涨195.59点，涨幅0.98%，报20063.57点。 罗素2000指数收涨1.85%，报2026.41点。 恐慌指数VIX收跌4.67%，报22.45。 "科技七姐妹"表现优异： 美股行业ETF： 全球航空业ETF收涨3.31%，区域银行ETF涨2.41%，银行业ETF涨1.99%。 能源业ETF、网络股指数ETF、可选消费ETF至多涨1.32%，科技行业ETF、半导体ETF至少涨0.88%，医疗业ETF则 收跌0.9%。 科技七巨头冲高回落。谷歌A盘初涨约2%，特斯拉盘初涨超3.8%，微软盘初涨近1.8%，Meta盘初涨约2.5%，亚马逊 盘初涨 ...

| 行业类 v | 当前价 ÷ | 涨跌幅 ◆ | 成交量 # | | 总市值 = 年初至今 = | 0 | | --- | --- | --- | --- | --- | --- | --- | | 区域银行ET ... | 56.16 | ↑ +0.65 (+1.17%) | 78.68万股 | 46.87 亿 | -6.33% | [] ... | | us KRE | | | | | | | | 可选消费ET ... | 201.33 | +2.24 (+1.13%) | 99362服 | 252.88亿 | -10.01% | [] *** | | us XLY | | | | | | | | 能源业ETF - ... | 81.41 | +0.86 (+1.07%) | 77.63万股 | 203.87 亿 | -4.22% | ( ) == | | us XLE | | | | | | | | 银行业ETF - ... | 52.41 | +0.53 (+1.02%) | 33907股 | 40.57 Z | -4.84% | = == | | us KBE | | | | | | | | 全球 ...

特朗普政府的关税措施及可能引发的反制措施正在扰乱长期处于"免关税"状态的航空业。 当地时间5月6日，空客首席执行官福里表示，如果正在进行的美欧贸易谈判无法取得积极成果，欧盟或 将对美国飞机加征关税。 "欧洲正处于谈判阶段，如果这些谈判未能取得积极成果，我认为——这也是我们所希望看到的——将 征收针对飞机的对等关税以推动更高层级的谈判并促使各方回归1979年达成的协议。"福里称："这对美 国和欧洲的产业都有利。" 此前有报道称，若美欧贸易谈判结果不能让欧盟满意，欧盟计划对约1000亿欧元（约合1130亿美元）的 美国商品征收额外关税。另有消息人士称，民用飞机将出现在这一关税清单中。 据悉，欧盟拟议的反制措施最早将在当地时间7日与欧盟各个成员国分享，并在最终确定清单之前，进 行为期一个月的磋商，期间清单上的产品可能发生变化。 目前，欧盟27国面临美国对钢铁、铝和汽车征收25%的进口关税。美国还对几乎所有欧盟其他商品征收 10%的关税，在特朗普所谓的"对等关税"暂缓90天征收期限过后，这一税率可能会升至20%。 而美国航空航天行业的高管一直在游说特朗普政府取消关税。 空客和波音的主要供应商、发动机制造商通用电气CE ...