凤凰网财经讯 5月16日，美股三大指数震荡整理，截至发稿，道指涨0.04%，纳指涨0.04%，标普500指 数涨0.07%。英伟达涨0.32%，特斯拉涨0.76%，苹果跌0.46%。热门中概股涨多跌少，纳斯达克中国金 龙指数涨逾1%，唯品会涨逾8%，哔哩哔哩涨超7%，小马智行涨超6%。 全球要闻 美官方将使用华为芯片视作违反美出口管制行为 外交部回应 林剑指出，美方泛化国家安全概念，滥用出口管制和"长臂管辖"，无端对中国芯片产品和人工智能产业 进行恶意封锁和打压，严重违反市场规则，严重扰乱全球产供链稳定，严重损害中国企业正当权益，中 方对此坚决反对，绝不接受。 美联储主席：供应冲击或更频繁 将重新评估货币政策方法中的通胀和就业因素 全球零售巨头沃尔玛周四发布了季度业绩，但同时警告称，由于关税和日益加剧的经济动荡，公司将从 本月开始上调部分商品价格。沃尔玛当天发布业绩报告显示，在截至4月30日的一个季度，公司实现约 1656.1亿美元营业收入，同比增长2.5%，低于市场预期；合并净利润为44.87亿美元，同比下降12.1%。 根据当地时间5月15日提交给美国证券交易委员会（SEC）的监管文件，"股神"巴菲特旗下 ...

Summary of Key Points Core Viewpoint - Duan Yongping's investment strategy reveals a shift in focus towards technology companies, with new positions in Microsoft, Nvidia, and TSMC, while reducing holdings in several other major companies like Apple and Alibaba [1][2]. Group 1: Investment Portfolio Changes - As of Q1 2025, Duan Yongping's H&H International Investment holds 11 US stocks with a total market value of $12 billion, approximately 86.3 billion RMB [1]. - New investments include Microsoft, Nvidia, and TSMC, while he increased his stakes in Pinduoduo and Occidental Petroleum [1][2]. - Significant reductions were made in holdings of Apple, Berkshire Hathaway B, Alibaba, Google C, Disney, and Moderna [1]. Group 2: Specific Stock Holdings - Apple remains the largest holding with a market value of $7.602 billion, accounting for 63.33% of the portfolio, despite a reduction of 6.640396 million shares [2]. - Berkshire Hathaway B is the second-largest holding at $1.801 billion, representing 15% of the portfolio, with a decrease of 239,800 shares [2]. - Pinduoduo is the third-largest holding, with a market value of $918 million and an increase of 525,200 shares [2]. Group 3: Insights on New Investments - Duan Yongping expressed interest in Nvidia, acknowledging the company's potential in AI, despite not fully understanding its business model [3][4]. - He views TSMC and Microsoft as strong B2B companies, indicating a late realization of their significance in the tech sector [4]. - Pinduoduo is seen as a company with future potential, although it has not yet generated significant profits [4].

Group 1 - Gan Wei announced her divorce from Jia Yueting, citing a "widow-style marriage" as the reason, and denied rumors of asset transfer and a 4 billion yuan settlement [2] - Japanese restaurant chain SASAYA apologized for a discriminatory notice against Chinese customers, emphasizing their commitment to equal service for all [2] - Xiaomi's founder Lei Jun limited comments on his Weibo posts to followers who have been following for over 100 days to combat spam [3] Group 2 - Microsoft announced a company-wide layoff of 6,000 employees, representing less than 3% of its total workforce, to streamline management [4] - Burberry reported a 94% drop in adjusted operating profit to 26 million pounds and plans to cut 1,700 jobs globally as part of a restructuring [4] - Ford is recalling over 273,000 vehicles in the U.S. due to brake failure issues that could increase the risk of accidents [10] Group 3 - Tencent reported a 23% year-on-year increase in international game revenue, reaching 16.6 billion yuan, driven by successful titles like PUBG MOBILE [15][16] - Sony projected a 7 million USD impact from U.S. tariffs, affecting its operating profit growth expectations [7] - Alibaba opened its video generation and editing model, Tongyi Wanshang Wan2.1-VACE, which supports various video creation capabilities [13]

第一财经每日精选最热门大公司动态。 微软将裁员6000人，降本以押注人工智能 当地时间5月13日，微软宣布将裁员3%，影响约6000 人，裁员范围覆盖各个级别、团队和地区。微 软发言人在一份声明中表示，公司将继续实施必要的组织变革，以使公司在动态市场中取得成功。 哪吒汽车内部人士回应被申请破产 5月14日，"哪吒汽车被申请破产"的话题冲上热搜。对此，哪吒汽车内部人士回应称，某广告公司向 法院申请哪吒汽车母公司合众新能源汽车股份有限公司破产审查，这是这家公司应有的权力，目前哪 吒汽车内部没有申请破产相关事宜。 小米汽车销量已连续3周环比下滑 【今日推荐】 雷军微博设置关注100天才能评论，王化回应：为了防水军，已有一段时间 有媒体报道称，小米集团创始人雷军最新更改了微博设置，现在只允许关注100天以上的粉丝评论。 5月14日晚间，小米集团公关部总经理王化发文称，"#雷军微博设置关注100天才能评论#这个热搜 有点小题大做，雷总设置关注100天才能评论已经好长一段时间了，主要是为了防水军。" 京东外卖：系统曾出现短暂故障 目前已全面恢复 据京东外卖官博消息，14日午间，因京东外卖618活动订单量暴涨，导致系统出现 ...

每经记者｜宋欣悦 每经编辑｜高涵 ①【三大期指齐跌】截至发稿，道指期货跌0.03%、标普500指数期货跌0.09%、纳指期货跌0.12%。金 价延续下跌趋势，截至发稿，现货黄金报3231.662美元/盎司，跌幅0.58%。 ②【热门中概股盘前多数上涨】热门中概股盘前多数上涨，阿里巴巴涨1.39%，拼多多涨1.11%，百度 涨2.15%，理想汽车涨2.61%。 ⑥【瑞银上调迪士尼目标价至120美元】瑞银将迪士尼的目标价从105美元上调至120美元，维持"买 入"评级。 ⑦【特斯拉计划自5月底起，恢复从中国运输零部件至美国】据路透社报道，特斯拉计划自5月底起，恢 复从中国运输零部件至美国，用于Cybercab自动驾驶出租车和Semi电动卡车的生产。截至发稿，特斯拉 涨1.8%。 ⑧【瑞银下调美股评级，看好中国科技股】瑞银下调美股评级，警告"不确定性仍然很高"。瑞银还提 出，在贸易紧张局势缓和之际，中国企业盈利前景有望上行，看好中国互联网和电动汽车等科技成长型 股票。 ⑨【美国鹰牌服饰撤销全年业绩指引】美国超人气牛仔品牌美国鹰牌服饰撤回2025年业绩指引，并宣布 一季度业绩低于预期。截至发稿，美鹰服饰跌13.7%。 ...

Group 1 - The U.S. stock market showed mixed results, with the Nasdaq rising by 1.61% and the S&P 500 increasing by 0.72%, while the Dow Jones fell by 0.64% [1] - Nvidia and Tesla saw significant gains, with Nvidia up over 5% and Tesla rising approximately 5%, both reaching their highest closing prices since late February [1] - Trump's comments on the market did not lead to the expected rally, as investors appeared less enthusiastic and began to leave the market [1] Group 2 - The U.S. Consumer Price Index (CPI) for April showed a month-on-month increase of 0.2% and a year-on-year increase of 2.3%, both below market expectations [2] - Core CPI, excluding volatile food and energy prices, also rose by 0.2% month-on-month and 2.8% year-on-year, matching expectations [2] - Trump pressured the Federal Reserve to lower interest rates, citing the weak inflation report and claiming that prices for gasoline, energy, and groceries were decreasing [2][4] Group 3 - Trump's trade policies have led to increased tensions with the EU, as he accused them of not paying their fair share in trade and threatened to impose additional tariffs [5][6] - The EU has attempted to negotiate with the U.S. to lift tariffs but has not achieved any breakthroughs, and is preparing retaliatory measures against U.S. exports worth €95 billion (approximately $108 billion) [7][8] - India and Japan are also showing resistance to U.S. trade demands, with India proposing a "zero-for-zero" tariff exchange and Japan refusing to compromise on auto tariffs [9][10]

每经编辑｜杜宇 当地时间5月13日，美股三大指数收盘涨跌不一。纳指上涨301.74点，涨幅1.61%；标普500指数涨0.72%；道指跌0.64%。其中，标普收复年内跌幅。 英伟达报129.93美元，涨幅5.63%，市值3.17万亿美元，其市值一夜增加1691亿美元（约合人民币12174亿元）。 | 特斯拉 | | | --- | --- | | TSLA US 空 | | | 337.589 昨收 318.380 量比 1.38 334 070 " | | | 316.800 市值1.08万亿 换 | 4.85% | | 15.690 4.93% # 320.000 市盈™ 168.89 额 444.94亿 | | | 相关ETF 2 标普消费ETF 10.04% 含特斯拉 13.0% > | | | -1.260 -0.38% ⊙ 17:14 美东时间 盘后 332.810 | | | 盘中 × 日K 周Ｋ 月Ｋ 五日 更多▼ | | | 时间04:00 均价:328.024 最新334.070 涨幅+4.928% | | | 337.589 | NA838 卖价 | | 买价 | | 特斯拉涨近5%，创 ...

| 德国DAX30 | 23,610.85 | 23,924.05 | 23,564.52 | +121.41 | +0.52% | | --- | --- | --- | --- | --- | --- | | 英国富时100 | 8.595.65 | 8,640.05 | 8.544.76 | +40.85 | +0.48% | | 法国CAC40 | 7,846.16 | 7.880.29 | 7.783.69 | +102.41 | +1.32% | | □ 欧洲斯托克50 | 5,390.65 | 5,422.35 | 5,348.55 | +80.91 | +1.52% | 3. 截至发稿，WTI原油涨4.08%，报63.51美元/桶。布伦特原油涨3.77%，报66.32美元/桶。 盘前市场动向 1. 5月12日(周一)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨2.34%，标普500指数期货涨2.89%，纳指期货涨 3.78%。明星科技股、热门中概股盘前普涨。 | = US 30 | 42,213.40 | 42,328.90 | 41,600.90 | +964.00 | +2.34% ...

当前，市场的焦点仍聚焦于贸易谈判进程。 过去一周，英美就关税贸易协议条款达成一致。全球市场情绪有所缓和，截至上周结束，美股实现连续 三周未出现超1%的下跌，较低位反弹近15%，不过大盘指数仍未重新站上关键的200日均线，观望情绪 依旧强烈。此前持续流入港股的南向资金在近一周也陷入观望模式，上周三、周四出现两日罕见的连续 净流出。 当前，华尔街的悲观情绪已经逆转，但各界仍抱着审慎乐观的态度。高盛G10外汇策略师Michael Cahill 表示，以英、美的贸易协议为例，双方都希望公布这项从2020年甚至2016年就开始酝酿的协议。对美国 总统特朗普团队而言，这协议"好谈"：一是大部分早就谈好了；二是美国对英国有贸易顺差。 美股情绪改善但仍受制于200日均线 早在4月初，"对等关税"给了美股当头一棒，标普500指数直接从6000点以上一路回调，4月7日狂泻至 4835点附近，美元资产被全球疯狂抛售。而特朗普推迟"对等关税"后，美股开始逆转。 高盛对冲基金业务负责人Tony Pasquariello提及，在关税、地缘政治的喧嚣中，生成式AI的发展被忽略 了。例如， 在各大科技公司一季度财报电话会上，微软披露其处理t ...

Group 1: Company Updates - Zhongxi Culture (INHI) has completed overseas listing filing, planning to issue 1.25 million shares at a price range of $4 to $5 per share, aiming to raise between $5 million and $6.25 million [1] - Meihua Chuangfu (MGRT) plans to issue 3.75 million shares at a price range of $4 to $5 per share, with a fundraising target of $15 million to $18.75 million [2] - Pitanium (PTNM) intends to issue 1.75 million shares at a price range of $4 to $5 per share, seeking to raise between $7 million and $8.75 million [4] Group 2: Financial Performance - Zhongxi Culture reported revenue of $20.63 million for 2024, a slight decrease from $21.03 million in the previous year, with net profits of $4.19 million compared to $3.28 million [2] - Meihua Chuangfu generated revenue of $3.33 million for the fiscal year ending September 30, with a net profit of $0.4 million [4] - Pitanium achieved revenue of $9.59 million for the fiscal year ending September 30, with a net profit of $1.14 million [5]