5月6日，恒生科技指数低开高走，午后一度翻红。成分股中，美团、腾讯音乐、快手、腾讯控股、阿里 巴巴、地平线机器人等涨幅居前。上周五，港股正常开市，恒生科技指数收涨3.08%，A股上市的恒生 科技指数ETF（513180）今日迎来补涨，盘中涨近3%。 公开信息显示，恒生科技指数ETF（513180）在A股上市的同赛道ETF中规模和流动性双双领先，支持 T+0交易。恒生科技指数ETF（513180）兼具新科技与新消费属性，在外围扰动下具备韧性：1）新科 技：恒生科技代表了中国AI核心资产，成分股深度聚焦AI产业链的上中下游，其中阿里、腾讯、小 米、美团、中芯国际、联想等有望成为中国科技股"七巨头"；2）新消费：恒生科技超一半权重在电商 零售、汽车、家电、消电、旅游等可选消费板块，包含"蔚小理"、小米、联想等硬件厂商，携程、同程 等OTA平台，以及海尔、美的等家电龙头。（场外联接A/C：013402/013403） 消息面上，饿了么官方宣布，截至5月5日20时28分，来自淘宝闪购的当日订单已突破1000万单，此时距 离淘宝闪购业务正式上线仅6天。截至目前，包括重庆、深圳、广州、成都、徐州、台州、临沂在内的 39个城 ...

智通财经5月3日电，美国5月2日正式终止了对中国小额包裹免税政策。据报道，一些电商平台不得不因 此重组物流体系，部分产品价格上涨幅度超一倍，用户普遍抱怨发货延迟。还有外国品牌已停止向美国 发货，一些中小企业甚至选择退出美国市场。有专家也指出，这项政策对低收入家庭的影响尤其明显， 因为他们更依赖价格较低的跨境电商商品，比如衣服、生活用品和小型电子设备。 (CCTV国际时讯) 多国零售商停止向美国发货 ...

智通财经5月2日电，亚马逊盘前跌近3%，Q2利润指引逊色，并预警关税冲击。 ...

Core Insights - Amazon plans to build dozens of warehouses in rural areas of the U.S. by the end of next year to expand its business and reduce reliance on other carriers [1] - The company expects to have approximately 210 delivery stations operational as part of a broader effort to establish a dedicated rural delivery network that began in 2020 [1] - As of the end of 2023, Amazon operates around 70 such facilities, although the exact current number was not disclosed [1] - Amazon will invest a total of $4 billion in this project by the end of 2026 [1]

Core Viewpoint - Amazon plans to display the tariff costs associated with its products, leading to a strong backlash from the White House, which labeled the move as "hostile" and politically motivated [1][3][5]. Group 1: Amazon's Actions - Amazon is considering showing the tariff costs on certain products, specifically within its low-price shopping segment, Amazon Haul, but this has not been approved or implemented [5]. - The initiative aims to inform consumers about the financial impact of tariffs on their purchases [3]. Group 2: Government Response - The White House criticized Amazon's plan, with Press Secretary Levitt questioning why the company did not take similar actions during the Biden administration's inflationary period [3][5]. - President Trump expressed his dissatisfaction with Amazon's actions and communicated directly with CEO Jeff Bezos [3][5]. Group 3: Economic Context - The backlash against Amazon's plan occurs amid growing concerns about the impact of tariffs on the U.S. economy, with economists and business leaders disputing the notion that trade partners bear the cost of tariffs [5]. - Recent polling indicates that a significant portion of the American public views the economy negatively, with 73% believing the economic situation is poor and 64% opposing Trump's tariff policies [9]. Group 4: Impact on Related Companies - UPS, Amazon's largest shipping partner, announced plans to reduce approximately 20,000 operational positions, correlating with a decrease in business volume from Amazon [11]. - UPS's first-quarter revenue fell to $21.546 billion, a 0.7% year-over-year decline, with expectations of further revenue drops due to changing tariff policies [11].

Group 1 - The core point of the article is that BERSHIHE, a domestic outdoor products company, is preparing for an IPO on the Hong Kong Stock Exchange, showcasing significant growth in revenue and profit [2][3]. - BERSHIHE's revenue from 2022 to 2024 is projected to grow from 379 million yuan to 1.766 billion yuan, with a compound annual growth rate (CAGR) of 241.27% for net profit [3]. - The company's main products are outdoor clothing, particularly jackets, with revenue from clothing products expected to increase from 305 million yuan in 2022 to 1.608 billion yuan in 2024, reflecting a CAGR of 129.5% [3]. Group 2 - BERSHIHE has capitalized on channel advantages, with direct-to-consumer (DTC) online sales growing from 331 million yuan to 1.351 billion yuan, achieving a CAGR of 102% [5]. - The founder of BERSHIHE, Liu Zhen, highlighted the importance of content marketing through platforms like Douyin, Xiaohongshu, and Bilibili, which has significantly reduced customer acquisition costs [5]. - BERSHIHE's product-centric approach includes offering a lifetime warranty, contributing to a repurchase rate of over 20% [5]. Group 3 - The overall analysis indicates that China's complete industrial chain and channel advantages are shaping new brand possibilities, contrasting with the operational pressures faced by established brands like Nike [6][7].

Group 1: Gree Electric - Dong Mingzhu re-elected as chairman, Zhang Wei appointed as president, indicating a stable management transition and preparation for future leadership development [1] - The new board includes professionals like former vice president Shu Lizhi and chief engineer Zhong Chengbao, enhancing the company's governance [1] Group 2: JD and Meituan - JD accuses competitors of enforcing a "choose one" policy, impacting delivery riders' ability to accept orders from JD [2] - JD offers to waive delivery fees for orders delayed by over 20 minutes, highlighting the competitive pressure in the instant delivery market [2] Group 3: E-commerce Refund Policy - Major platforms like Taobao and Douyin announce the cancellation of the "refund only" policy, reflecting a shift towards empowering merchants [3] - The adjustment aims to balance the interests of consumers and businesses amid regulatory encouragement for improved business environments [3] Group 4: Xiaohongshu's Employee Policy Changes - Xiaohongshu cancels the "big and small week" work schedule and competitive agreements, promoting a trust-based relationship with employees [4] - The changes align with broader industry trends against "involution" and excessive work hours [4] Group 5: Tesla's Optimus Recruitment - Tesla's Optimus team initiates large-scale recruitment, focusing on R&D positions primarily in California [5] - The company aims to ramp up production of Optimus robots, with plans for significant output by the end of the year [6] Group 6: Midea's Humanoid Robot - Midea announces its humanoid robot will start operations in May, marking a significant step in the domestic humanoid robot industry [7] - The robot is expected to serve as a commercial guide in stores later this year [7] Group 7: Hisense's Q1 Performance - Hisense reports Q1 revenue of 13.375 billion yuan, a 5.31% increase, and a net profit of 554 million yuan, up 18.61% [8] - The introduction of new technologies and AI integration in TVs contributes to the growth [8] Group 8: Ecovacs' Recovery - Ecovacs reports a 6.7% increase in revenue to 16.542 billion yuan for 2024, with a net profit growth of 31.69% [9] - The company benefits from government incentives and new product launches in the cleaning appliance sector [9] Group 9: Vanward's Export Growth - Vanward Electric reports a 20.29% revenue increase to 7.342 billion yuan in 2024, with a 41.43% rise in export revenue [10] - The company focuses on smart and energy-efficient products while expanding its global market presence [10] Group 10: OPPO's Management Change - OPPO's China president Liu Bo steps down for a learning program, with senior vice president Duan Yaohui taking over [11][12] - The leadership change comes amid competitive pressures from Huawei and Apple, necessitating a proactive market strategy [12] Group 11: Domestic Smartphone Market Surge - Domestic smartphone shipments in February reach 19.662 million units, a 37.9% year-on-year increase, driven by government subsidies [13] - Local brands see a 43.8% increase in shipments, with many manufacturers lowering prices to capitalize on subsidy benefits [13] Group 12: Gaming Industry and Traditional Culture - Game companies like Youzu Network report revenue growth driven by themes from Chinese classical culture [14] - The integration of traditional cultural elements into games is gaining global popularity, enhancing market performance [14] Group 13: 360's AI Tool Launch - 360's Nano AI launches the "MCP Universal Toolbox," integrating over 110 tools for various applications [15] - The MCP protocol is expected to enhance AI capabilities, benefiting platforms with rich data and business experience [15] Group 14: Investment Trends - The biopharmaceutical sector sees a decrease in financing events, while the semiconductor and AI sectors maintain stable activity levels [16] - Notable financing includes a significant round for Shenzhen Zean Biopharmaceuticals and Nanjing Renxin Technology [16]

公开信息显示，恒生科技指数ETF（513180）在A股上市的同赛道ETF中规模和流动性双双领先，支持 T+0交易。恒生科技指数ETF（513180）兼具新科技与新消费属性，在外围扰动下具备韧性：1）新科 技：恒生科技代表了中国AI核心资产，成分股深度聚焦AI产业链的上中下游，其中阿里、腾讯、小 米、美团、中芯国际、联想等有望成为中国科技股"七巨头"；2）新消费：恒生科技超一半权重在电商 零售、汽车、家电、消电、旅游等可选消费板块，包含"蔚小理"、小米、联想等硬件厂商，携程、同程 等OTA平台，以及海尔、美的等家电龙头。（场外联接A/C：013402/013403） （文章来源：每日经济新闻） 蔚来领涨恒生科技指数成分股。消息面上，蔚来宣布全球首颗量产5纳米智驾神玑NX903随着蔚来ET9 开启交付正式量产上车。单颗神玑NX9031拥有与满血版英伟达Thor-X同等算力水平。蔚来神玑NX9031 将陆续搭载于蔚来后续新车型。此外，4月23日，蔚来CEO李斌在上海车展接受媒体采访时表示，中国 汽车产业年产量有望达到四千万辆左右，在全球汽车产业所占份额或将超过40%。 4月24日早盘，港股三大指数集体低开。盘面上， ...

一、极限施压失败？特朗普终于扛不住了 当地时间4月23日，美国总统特朗普上演了一出"史诗级反转剧"——先是财政部长姆努钦放风说"高关税不会持续太久"，接着马斯克跳出来邀功，声称自 己"苦口婆心"劝特朗普降关税，最后特朗普本人亲自盖章："大幅下调"对华关税。 （内心OS：中国怎么还不给我打电话？急！在线等！） 这场"关税战"的结局并不意外。毕竟，美国社会的正常运转几乎离不开"中国制造"——从沃尔玛的货架到亚马逊的快递箱，少了中国商品，美国人民可能连 灯泡都换不起。特朗普本想靠关税"极限施压"，结果压垮的不是中国，而是自家经济。 二、美国零售商的"走私大作战" 有趣的是，美国的零售商们似乎早就看穿了特朗普的"纸老虎"本质。据报道，亚马逊、沃尔玛等巨头早就未雨绸缪，把大批中国商品囤在了加拿大仓库里。 他们的逻辑很清晰：如果关税降了，货物正常入境；如果没降……咳咳，办法总比困难多，毕竟"自由美利坚，走私每一天"。 （特朗普：你们礼貌吗？） 特朗普虽然号称"推特战神"，但在金主爸爸面前，也只能乖乖认怂。没有美联储的支持，他的经济牌根本打不下去，所谓的"关税战"自然成了笑话。 结语： 不过，即便特朗普主动低头，中国也不会 ...

Group 1 - Starbucks China has launched its "Star Delivery" service on JD.com, becoming the first restaurant brand to integrate its membership system with the platform [1] - The company is facing growth pressure, with Q4 2024 revenue at $744 million, a 1% year-on-year increase, despite a decline in same-store sales by 6% and a 2% drop in transaction volume [2] - Amid performance pressures, there have been ongoing rumors about the potential sale of Starbucks China [3] Group 2 - Starbucks China is undergoing a self-rescue initiative, appointing Molly Liu as CEO to lead the efforts [4] - The company is introducing new products, including a Spring Festival coffee series developed by the local team, and is adjusting its operational model with the "Community Store" initiative [4][5] - The flexible approach in operations indicates Starbucks is adapting to market pressures without taking sides in the competitive landscape [6][7]