美国4月非农就业大幅好于预期，失业率稳定，纳指盘初涨0.89%，标普500指数涨0.98%，道琼斯指数 涨1.03%。英伟达涨超2%；苹果跌超3%，业绩勉强超预期，宣布千亿美元回购，但关税将导致成本增9 亿美元；亚马逊涨0.88%，Q1利润率再新高，但利润指引逊色，预警关税冲击；热门中概股多数走高， 纳斯达克中国金龙指数涨超2%，阿里巴巴涨超4%，拼多多涨超3%。Take-Two股价下跌10%，创2022年 11月以来最大单日跌幅。埃克森美孚上涨2%，其第一季度利润超预期。 ...

金十数据整理：每日美股市场要闻速递（5月2日 周五） 重要新闻 个股新闻 1. 据The Information：英伟达(NVDA.O)在美国出口规定后调整AI芯片，重启定制化芯片研发工作。 2. 苹果(AAPL.O)第二财季营收超过华尔街预期，但服务收入令人失望，CEO库克估计关税将增加9亿美 元成本。 3. 亚马逊(AMZN.O)第一季度营收、利润双双超出市场预期，但对二季度的营业利润指引不及市场预 期。 1. 4月非农就业数据高于预期，失业率维持不变，2月和3月非农就业人数合计下修5.8万人。 2. 非农后特朗普发文呼吁降息，文末再次带上"DJT"。 3. 据日本共同社报道，美国不愿给予日本汽车和钢铁关税豁免以及10%的对等关税豁免。 4. 雪佛龙(CVX.N)第一季度EPS下降36%，至35亿美元。 5. 爱彼迎(ABNB.O)预测第二季度收入低于预期，并指出美国旅游需求减弱。 6. 埃克森美孚石油(XOM.N)第一季度调整后每股收益符合预估。 7. 爱彼迎(ABNB.O)季度收入展望连续第二次低于预期。 8. 壳牌(SHEL.N)一季度利润超预期。 ...

智通财经5月2日电，埃尔多安表示，土耳其正努力与马来西亚国家石油天然气公司签署一项合作协议。 ...

[Table_Title] Research Report 2 May 2025 壳牌 (SHEL US) 主要由上游业务带动的良好业绩增长；持续回购 Scott Darling Catherine Li scott.darling@htisec.com catherine.dy.li@htisec.com [Table_yemei1] Flash Analysis [（本报告为 Table_summary] 2025 年 5 月 1 日发布的英文报告的翻译版。） 要闻回顾以及最新动态 我们预计壳牌（HTI 未覆盖）的 25 年第一季度业绩的市场反应为积极 ，该公司报告的调整后净收入为 55.77 亿美 元，远高于共识，这主要得益于该公司除可再生能源以外的所有业务部门。该公司在最近的资本市场日上重申了 其 25 财年资本支出指南，即 200-220 亿美元。公司还宣布在 25 年第二季度实施 35 亿美元的回购计划。 点评 主要受上游业务推动，业绩大幅增长：壳牌公布的调整后净收入为 55.77 亿美元，而共识值为 49.63 亿美元，这主 要是受上游业务部门的推动。资本支出为 41.75 亿美元，约为 25 ...

壳牌(SHEL.N)宣布启动股票回购计划。 ...

壳牌第一季度调整后利润55.8亿美元，预估50.7亿美元。壳牌宣布了一项35亿美元的 股票回购计划。 ...

Investment Rating - The report suggests a positive outlook for the aerospace and defense sectors, recommending a focus on high-performance structural component manufacturers and defense contractors due to increased defense spending and recovery in the aerospace industry [5]. Core Insights - The report highlights the impact of tariffs on technology giants' capital expenditure plans, particularly in data centers, while also noting a strategic adjustment may be necessary [2][17]. - The industrial sector shows stable price indices for aircraft engines and components, with a slight increase in prices year-on-year [3][23]. - The energy sector is experiencing fluctuations in electricity prices, with a significant rise in capacity prices in the MISO region due to reduced supply [4][19]. - The robotics industry saw a slight decline in installations in 2023, but the long-term growth trend remains intact, with expectations for increased demand driven by automation needs [2][35]. Summary by Sections Global Market Review - The US stock market has shown a steady upward trend, with the S&P 500 and Dow Jones Industrial Average continuing to rise, indicating positive market sentiment [9][11]. Infrastructure - **Data Centers**: Major tech companies reaffirmed their capital expenditure plans despite tariff pressures, with significant investments planned for data center capacity [17]. - **Energy Construction**: MISO's summer capacity prices surged to $666.50 per megawatt day due to reduced surplus capacity, highlighting the need for increased capacity [19][20]. - **Aerospace**: Boeing faces challenges due to tariffs affecting aircraft deliveries to China, impacting its global supply chain [21][22]. Industrial Equipment - The industrial equipment price index remains stable, with slight increases noted in specific sectors such as gas turbines and transformers [39][53]. Global Energy - The energy market is experiencing price fluctuations, with natural gas prices declining due to trade tensions and supply-demand dynamics [4][19]. Key Company Insights - Companies like Howmet Aerospace and Raytheon Technologies are positioned to benefit from increased defense spending and aerospace recovery [5][6]. - ABB is highlighted for its potential growth due to rising demand for industrial robots as manufacturing returns to the US [6][35].

[Table_Title] Research Report 1 May 2025 道达尔能源 (TTE FP) 盈利能力和股息稳健；持续回购 Scott Darling Catherine Li scott.darling@htisec.com catherine.dy.li@htisec.com [Table_yemei1] Flash Analysis [事件Table_summary] 道达尔能源（海通国际未覆盖该公司）2025 年第一季度调整后净收入为 41.92 亿美元，尽管其略低于市场共识预 期，受电力、炼油/化工和营销部门业绩影响，但息税折旧摊销前利润超出预期，我们预计市场将普遍对其第一季 度业绩持积极态度。该公司宣布第一期中期股息为每股 0.85 欧元，同比增长 7.6%。公司还重申了 2025 财年资本支 出指引在 170 - 175 亿美元左右，以及每季度 20 亿美元的股票回购计划。 点评 EBITDA 超出预期，但净利润略低于预期：道达尔能源公布的调整后净收入为 41.92 亿美元，而市场共识预期为 43.89 亿美元，这是由于油价下跌和炼油利润率下降影响了其下游部门。净现金流为 20 ...

Core Viewpoint - The meeting emphasized the need for high-quality development of the oil and gas industry in Shaanxi province, focusing on enhancing production capacity, optimizing investment processes, and fostering innovation-driven growth [2]. Group 1: Industry Development Strategies - The meeting highlighted the importance of fully implementing the directives from Xi Jinping's visits to Shaanxi, aiming for comprehensive improvements across the oil and gas industry chain [2]. - There is a strong focus on stabilizing growth by increasing production capacity and optimizing investment approval processes to boost project construction [2]. - The strategy includes deepening the integration of production, education, and research to cultivate new productive forces and enhance innovation [2]. Group 2: Future Planning and Policy Alignment - The meeting called for a scientific approach to planning the oil and gas industry's development, considering factors like high-speed rail openings and domestic industrial transfers [2]. - It emphasized the need to align with national strategic implementations and to plan significant projects that strengthen the industry chain [2]. - There is a push for better coordination with national ministries to stay updated on planning dynamics and policy directions, aiming to secure more projects under national initiatives [2].