Economic Performance Highlights - The economic performance of Liaoning province in the first four months of the year shows significant growth in strategic emerging industries, accelerated high-end manufacturing, enhanced consumer demand, and improved green energy structure [1][2][3] - The value of invoices issued in the electronic core industry, advanced environmental industry, new energy vehicle-related facilities manufacturing, internet and cloud computing, big data services, and marine engineering equipment industries increased by 37.7%, 26.5%, 24.4%, 23.5%, and 17% year-on-year, respectively [1] Manufacturing Sector Developments - The high-end manufacturing sector is advancing rapidly, with invoice amounts for medical instruments and equipment manufacturing, as well as aerospace and equipment manufacturing, increasing by 13.6% and 1.2% year-on-year [2] - Neusoft Medical Systems Co., Ltd. reported a year-on-year increase of over 30% in invoice amounts [2] Consumer Market Trends - The consumer market is experiencing a rise in enthusiasm, with invoice amounts for home audio-visual equipment retail and daily household appliances retail increasing by 45.6% and 44.7% year-on-year, respectively [2] - The overall consumer sector (excluding housing consumption) saw a year-on-year increase of 6.4%, contributing to a 0.6% growth in total invoice amounts for the province [2] Green Energy Initiatives - Liaoning province is committed to a high-quality development path focused on ecological priority and green low-carbon transformation, with a gradual formation of a green industry system [3] - The invoice amounts for clean energy generation (nuclear, hydro, solar, wind, and biomass) grew at a rate 2.3 percentage points higher than that of thermal power generation, accounting for 35.7% of total power generation invoice amounts, exceeding the national average by 4.0 percentage points [3]

Group 1 - The Reserve Bank of Australia (RBA) is expected to lower the cash rate by 0.25 percentage points to 3.85%, with further cuts anticipated before Christmas, making Australian small-cap stocks more attractive compared to global markets [2][3] - Small-cap stocks are sensitive to economic growth changes, and the S&P/ASX 200 index reached a three-month high, rebounding nearly 14% since its low on April 7 [3] - Key investment sectors include consumer and real estate, with specific interest in outdoor advertising company oOh!media and furniture retailer Nick Scali, which is expected to perform well during the rate decline [4][6] Group 2 - Ophir Asset Management is optimistic about Nick Scali and has increased holdings in small appliance manufacturer Breville, viewing them as sensitive to economic cycles [6] - The firm also invested in Pinnacle, betting on a recovery in the real estate market, and believes the Australian stock market is more attractive than the U.S. market due to larger and faster expected rate cuts [6] - Despite optimism for small-cap stocks, there is caution regarding potential market corrections, with defensive stocks like ResMed and AUB Group being held to hedge risks [8]

21世纪经济报道记者吴斌 上海报道 纳斯达克100指数进入技术性牛市 随着市场风险偏好升温，所谓的美股科技股"七巨头"市值增加了8375亿美元，创下了自4月9日以来的最 大增幅。在大型科技股的带动下，纳斯达克100指数已较4月低位反弹超20%，进入技术性牛市。 受到中美联合声明利好推动，百思买、戴尔科技、安森美、亚马逊、苹果等受关税影响较大的电子产品 零售商与相关科技股普遍上涨。 对于市场的表现，BlueBay固收部门首席投资官Mark Dowding表示，投资者正在撤出此前围绕衰退布局 的交易，这种反应是合理的，毕竟过去确实存在一种担忧，认为美国经济可能突然踩刹车、贸易陷入停 滞，现在这种最坏情况被暂时推迟了。 不过，Singular Bank策略主管Roberto Scholtes提醒，美国股市短期内不太可能重返历史高位，即使最终 达成协议，企业仍将因美国经济政策的混乱与不确定性而面临损失。"我们之前已经逢低买入，现在我 们暂停操作，但也在权衡是否应该趁反弹减仓。" 据新华社报道，中美经贸高层会谈5月10日至11日在瑞士举行，受到国际社会高度关注。经过双方共同 努力，中美在多个领域进行了坦诚、深入、具有建 ...

新华社记者 毛思倩 摄影报道 ↑ 4月30日，在深圳文锦渡口岸，旅客办理商品离境退税验核。 ↑ 4月30日，在深圳万象城大疆门店，员工使用标准密封袋为顾客选购的产品进行离境退税"一单一 包"打包。 ↑ 4月30日，在深圳万象城顺电门店，工作人员使用标准密封袋为顾客选购的电子产品进行离境退税"一 单一包"打包。 近日，深圳推出离境退税"一单一包"便利化模式，在深圳万象城、深圳湾万象城及金光华广场等核心商 圈启动试点，优化境外旅客购物退税流程。 "一单一包"是指"一张退税申请单对应一个商品密封包"。在购物环节，商店使用标准密封袋对退税商品 进行打包，并与退税申请单一一对应；在出境环节，海关查验密封袋完整性后，依规验放，提升验核效 率，大幅缩短旅客等待时间。 近期在全国推广的离境退税"即买即退"，是指在已实施离境退税政策的地区，境外旅客在"即买即退"商 店购买退税物品时，签订协议书并办理信用卡预授权后，即可在该商店现场申领与退税款等额的人民币 款项。 离境退税"一单一包"模式与已开展的"即买即退"政策叠加，进一步提升境外旅客消费便捷度，激发入境 消费活力。 ↑ 4月30日，顾客在深圳万象城顺电门店挑选电子产品。 ↑ ...

作 者丨王应贵 编 辑丨和佳 金珊 3月1 7日，美股三大指数集体收涨，道琼斯指数涨0 . 8 5%，标普5 0 0指数涨0 . 6 4%，纳斯达克 综合指数涨0 . 3 1%。 热门科技股涨跌不一，英特尔涨近7%，消息面上，公司新任CEO陈立武计划全面改革芯片业 务和人工智能战略。特斯拉跌超4%，市值一夜蒸发3 9 0亿美元（约合人民币2 8 1 8亿元）。 | 苹果(APPLE) | 214.000 | 0.24% | | --- | --- | --- | | AAPL.O | | | | 微软(MICROSOFT | 388.700 | 0.04% | | MSFT.O | | | | 脸书(META PLATF | 604.900 | -0.44% | | META.O | | | | 谷歌(ALPHABET)· | 166.570 | -0.63% | | GOOG.O | | | | 亚马逊(AMAZON) | 195.740 | -1.12% | | AMZN.O | | | | 英伟达(NVIDIA) | 119.530 | -1.76% | | NVDA.O | | | | 特斯拉(TES ...