【加密货币】比特币涨0.36%，报94642.81美元；以太币跌0.06%，报1797.76美元。 【金属】现货黄金跌0.89%，报3287.77美元/盎司，4月份累计上涨5.34%，4月8日跌至2956.71美元之后 持续上涨，4月22日北京时间14:00涨至3500.10美元创历史最高，随后回落只3300美元并持续交投于这 一水平附近。COMEX黄金期货跌1.04%，报3298.90美元/盎司，4月份累涨4.64%，整体交投于2970.40- 3509.90美元区间。 智通财经APP获悉，周三，三大指数低开高走涨跌不一。周三是4月份的最后一个交易日，对美股来说 一个艰难的月份至此结束。在4月份，道指累计下跌3.17%，标普500指数下跌0.76%，二者均为连续第 三个月下跌。纳指上涨0.85%。 【美股】截至收盘，道指周三收涨141.74点，涨幅为0.35%，报40669.36点；纳指跌14.98点，跌幅为 0.09%，报17446.34点；标普500指数涨8.23点，涨幅为0.15%，报5569.06点。 【欧股】德国DAX30指数涨20.45点，涨幅0.09%，报22470.16点；英国富时100指数 ...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 贸易谈判希望力挺美股大反转，标普、道指尾盘转涨，标普七连阳、较日低反弹2.7%，早盘跌近3%的纳指抹平多数跌幅。特斯拉跌超3%，但4月涨近9%。 超微电脑和Snap均收跌超10%。盘后微软和Meta财报后均大涨，Meta一度涨6%、微软一度涨9%。中概指数两连阴，4月跌近10%。 美国GDP公布后，两年期美债收益率再创三周新低。美元连跌四个月；欧元创逾三年最大月涨幅；比特币盘中跌超2000美元、下测9.3万美元，4月仍涨超 10%。 原油一度跌4%，4月美油跌约18%、创逾三年最大月跌幅。美国GDP数据公布后，黄金收窄盘中多数跌幅。纽铜一度跌超7%。 亚洲时段，A股走势分化，银行股全线下跌拖累大盘，恒科指收涨超1%，小米系大爆发，国债期货涨跌互现。 付鹏说|利率、汇率、资产价格"不可能三角"，普通人如何保住钱包？ ,了解详情>> 要闻 外部环境急剧变化，中国4月官方制造业PMI回落至49，非制造业PMI为50.4。中国4月财新制造业PMI降至50.4，为三个月来最低。 玉渊谭天：美方多渠道主动接触中方希望谈关税。美财长称韩国急于 ...

Group 1 - The ADP employment report for April shows the slowest growth in nine months, indicating potential economic weakness [1] - The Nasdaq index dropped by 2.07% at the start of trading, while the S&P 500 and Dow Jones indices fell by 1.35% and 0.71% respectively [1] - The Bloomberg index of seven major U.S. tech stocks declined by 2.7% [1] Group 2 - Advanced Micro Devices (AMD) issued a disappointing earnings forecast, leading to a drop of over 19% in its stock price [1] - This decline in AMD's stock negatively impacted Nvidia, which fell by over 4%, and Dell Technologies, which dropped by over 7% [1] - Social media company Snap saw its stock price decrease by over 14% after retracting its revenue guidance for the second quarter [1] Group 3 - Starbucks experienced an 11% decline in its stock price, as the company's global sales for the second quarter fell more than expected [1]

【文/观察者网专栏作者 江宇舟】 特朗普此番来势汹汹的贸易战发动至今已有三月，"对等关税"推出也将近一月。在这个过程中，中国从 一开始就给予坚决反击，不退让一步，也彻底打乱了特朗普的节奏，让关税执行效果与发动时的声势完 全脱节： 说好要"不会豁免加征"，保质期不到72个小时；贝森特和卢特尼克说"70国排队签约"，到如今连G7都不 买账；至于"等中国打电话"，更引发了海内外舆论罕见的一致群嘲，超级大国每天都在用各种姿势表演 着尊严扫地，国内经济特别是金融市场也随之震荡杀跌。 通炒作后，全世界都知道他打不通中国电话。网络图片 但越是如此，一些足以颠覆规则的下三滥招术越被美国政客们不以为耻地津津乐道，包括但不限于试图 封堵中国航运、威逼有关国家中止对华合作、尤其是近期美国政客集中提议各国以限制对华贸易换取美 国豁免。商务部对此的评论是"绥靖换不来和平，妥协也得不到尊重。" 当此之时，面临股债汇三杀的特朗普政府总是含糊其辞，频频抛来橄榄枝，称将大幅降低对华关税，并 看好后续谈判。那么，如何看待特朗普政府的反复无常？本次贸易战又将走向何方？ 一、特朗普2.0时期贸易战的特点 首先，我们要明确一点，特朗普此番"求和"是缺 ...

Core Viewpoint - Despite exceeding market expectations in Q1, Snap has withdrawn its Q2 revenue guidance due to economic fluctuations caused by tariff policies impacting advertising demand [1][3]. Group 1: Q1 Performance - Snap reported Q1 revenue of $1.36 billion, slightly above the analyst average expectation of $1.35 billion [5]. - The total number of advertising clients increased by 60% year-over-year, with direct response ads accounting for 75% of Snap's advertising revenue, marking a historical high [5]. - The net loss for Q1 was $140 million, which is more than a 50% reduction compared to the same period last year [5]. - Snap's subscription product, Snapchat+, has reached 15 million paid users, a 59% year-over-year increase, while monthly active users have reached 900 million, moving closer to the target of 1 billion [5]. Group 2: Q2 Outlook and Economic Impact - Snap has declined to provide a revenue forecast for Q2, citing macroeconomic "headwinds" affecting its advertising business [1][3]. - The CFO, Derek Andersen, indicated that some advertisers are reducing spending due to changes in the tariff exemption rules for small packages under $800, which are impacting advertising demand [3]. - The modification of the tariff rules is expected to affect not only Snap but also other major companies like Google and Meta Platforms, which are likely to confirm similar impacts on their advertising businesses [4]. Group 3: Cost Management and Future Plans - In addition to withdrawing the Q2 revenue guidance, Snap has lowered its full-year adjusted operating expense target by $50 million, from a range of $2.65 billion to $2.7 billion [5]. - Andersen mentioned that this adjustment may influence the company's hiring plans for the remainder of the year, as approximately two-thirds of the annual adjusted operating expenses are related to personnel costs [5].

智通财经APP获悉，主打"阅后即焚"即时私密主题的社交平台Snapchat开发商Snap Inc(SNAP.US)公布截 至3月31日的第一季度业绩，该公司整体营收勉强略高于华尔街分析师们对第一季度营收的预期，并且 Snapchat+ 订阅用户规模同比大增59%，但该公司管理层因其线上广告投放业务正在面临特朗普关税政 策所带来的罕见宏观经济"逆风"，Snap管理层在业绩报告中拒绝给出当前季度的营收预测数据。 Snap在业绩报告中表示，虽然第二季度营收将继续增长，但经济层面的剧烈波动"可能更广泛地影响到 广告产品需求"，这也是该公司决定不提供营收数据指引的重要原因之一。受此影响，在美股盘后交易 中 Snap 股价一度暴跌超16%。 特朗普政府决定对中国(美国前三大贸易伙伴之一)征收高达145%的惊人关税，并对大多数其他国家征收 至少10%关税，许多预测人士因此警告未来全球经济将急剧放缓，部分人甚至预测今年美国就将出现深 度经济衰退。这在一定程度上是因为自2022年高通胀时期以来，持续面临通胀重压的美国家庭需求可能 大幅下行，其中一部分家庭储蓄可谓捉襟见肘，而家庭需求或家庭消费约占美国国内生产总值的大约三 分之二 ...

美团-W(03690)早盘涨3.82%，机构预计外卖行业竞争格局将保持稳定，平台价值有望长期释放。 智通财经APP获悉，港股恒生指数涨0.12%，涨26点，报21998点；恒生科技指数涨0.81%；港股早盘成 交973亿港元。 蚂蚁拟斥资28.14亿港元收购耀才证券控股权，阿里系板块全线走高。耀才证券金融(01428)再涨20%； 阿里健康（00241）涨6%。 上美股份(02145)涨8%，股价续刷历史新高，机构看好美护板块优质标的长期成长性。 泰格医药(03347)绩后跌超2%，一季度归母净利同比减少近三成，机构指其毛利率水平仍有提升空间。 青岛啤酒股份(00168)绩后跌3.7%，一季度净利润同比增长7.08%。 长江生命科技(00775)再涨超9%，公司在AACR 2025展示多种癌症疫苗数据。 龙源电力(00916)绩后跌超6%，一季度归母净利同比减少21.82%，风电分部收入同比减少1.89%。 荣昌生物(09995)绩后跌8.21%，一季度营收同比增近六成，亏损收窄至2.54亿元。 地平线机器人-W(09660)涨超9%，近日与电装达成战略合作，机构指产业链景气度确定性上行。 赤子城科技(099 ...

4月29日，港股市场低开高走，新能源车、社交、短视频、餐饮连锁、传媒等大消费方向弹性居前。港 股消费指数成分股中，零跑汽车涨超7%，美团-W、理想汽车-W涨超3%，中升控股、百胜中国、哔哩 哔哩-W、吉利汽车、阅文集团。港股消费ETF（159735）当前折价0.67%买入性价比凸显。 相关产品：港股消费ETF（159735）。 消息面上，有调研报告显示，中国消费品和零售行业正迎来消费结构升级带来的深刻变革。从居民消费 结构看，服务性消费占比上升，交通、教育等领域需求增长显著。同时，人口老龄化和家庭小型化推动 消费偏好转向情绪价值和质价比，健康与数字消费理念逐渐渗透各年龄段。从消费者需求趋势看，情绪 价值、质价比及可持续消费成为核心诉求。 （文章来源：每日经济新闻） 港股消费ETF（159735）跟踪港股消费指数，是"更新的消费"，相较A股消费以白酒高端消费为主，港 股消费板块中电商、餐饮、旅游、文娱传媒、国潮服装等新型消费比例更高，服务消费和大众消费占比 也更高，或更能充分反映本轮大力提振消费政策驱动下的消费景气复苏。 平安证券表示，近期的政治局会议强调了"支持科技创新、扩大消费、稳定外贸"等方向，明确提出 ...

Group 1 - The public offering of index-enhanced funds is experiencing explosive growth, with new issuances this year reaching nearly seven times that of the same period last year, despite recent stagnation in fund size growth [1] - The stagnation is attributed to high investor cognitive barriers and the instability of excess returns, prompting fund companies to optimize strategies and innovate services to explore new opportunities in index investment [1] Group 2 - Alibaba has open-sourced its new Qwen3 model, which has one-third the parameters of DeepSeek-R1, significantly reducing costs while outperforming leading models [1] - The Qwen3 model integrates "fast thinking" and "slow thinking" within a single framework, utilizing a mixture of experts architecture, with a total parameter count of 235 billion and activation requiring only 22 billion [1] Group 3 - OpenAI is entering the e-commerce space by allowing users to purchase products through ChatGPT, redirecting them to merchant websites for checkout [2] - The product recommendations are based on user preferences and reviews from across the web, with OpenAI not charging affiliate marketing fees for purchases made through ChatGPT [2] Group 4 - The oil service industry is facing challenges due to falling international oil prices, but companies like CNOOC Services and Jereh are reporting stable performance in their Q1 2025 results [3] - Oil service companies are diversifying their operations to enhance competitiveness in response to potential risks from oil price fluctuations [3] Group 5 - Several A-share companies are changing their stock names to reflect strategic transformations and enhance brand image, with over 20 companies reported to have announced name changes this year [8] - The name changes are seen as a way to attract investor attention and signal new directions for the companies [8] Group 6 - Foton Motor announced plans to subscribe for up to 2.5 billion yuan worth of shares in Beiqi Blue Valley, which is raising up to 6 billion yuan in total [9] - This transaction is classified as a related party transaction and does not constitute a major asset restructuring [9] Group 7 - Greenland Holdings reported a net loss of 247 million yuan in Q1 2025, with revenues declining by 30.97% year-on-year [10] - Gree Real Estate also reported a loss of 90.96 million yuan in Q1 2025, with revenues down 58.54% compared to the previous year [11]

Group 1 - The International Monetary Fund (IMF) and World Bank meetings concluded with ongoing uncertainty regarding tariffs and a bleak economic outlook [5][6][7] - Many attendees felt that the Trump administration's internal divisions hindered effective negotiations with trade partners [7][9] - Despite receiving 18 written proposals, no agreements were finalized during the meetings, leading to concerns about the negative impact of tariffs on global economies [8][9] Group 2 - The IMF slightly lowered growth forecasts for most countries due to the impact of the highest tariffs in over a century, but did not predict a recession [11][12] - Concerns were raised about rising debt risks, particularly for developing countries, as tariff-induced trade slowdowns could exacerbate economic challenges [13][16] - The U.S. expressed support for the IMF and World Bank, emphasizing their importance in economic stability and development [18][19] Group 3 - The European Central Bank (ECB) is increasingly confident about a potential interest rate cut in June, driven by stagnant growth and declining inflation in the Eurozone [35][36][38] - ECB officials believe that the current economic conditions may allow for a 25 basis point rate cut, although they are cautious about making significant reductions [41][42] Group 4 - The French government proposed merging or eliminating one-third of government agencies to save between €2 billion and €3 billion [43][44][45] - This initiative aims to reduce the public sector budget deficit from 5.4% of GDP to the EU's mandated limit of 3% by 2029 [45] Group 5 - TikTok plans to enter the Japanese e-commerce market, preparing to recruit sellers for its TikTok Shop [47][48] - The platform is known for selling discounted products through live streams, expanding its influence beyond the U.S. [49][50] Group 6 - OpenAI announced a lightweight version of its deep research tool for ChatGPT users, aimed at providing a cost-effective alternative while maintaining quality [57][58] - Manus, a company in the AI space, completed a $75 million funding round, significantly increasing its valuation and expanding its market reach [59][60][61] Group 7 - The global military spending is projected to reach a record $2.7 trillion in 2024, marking a 9.4% increase from 2023, with the U.S. accounting for a significant portion of this expenditure [79] - The report highlights the impact of geopolitical tensions, particularly the Russia-Ukraine conflict, on military budgets in Europe [79] Group 8 - China successfully launched the Tianlian II-05 satellite, enhancing its capabilities in data relay and control for space missions [80][81][82] - The satellite is part of China's second-generation geostationary data relay satellite system, improving the efficiency of various space operations [81] Group 9 - The construction of China's first large-scale general-purpose spectroscopic telescope, JUST, has commenced, aiming to advance research in exoplanet detection and other astronomical fields [84][85][88] - This project represents a significant step for China's astronomical capabilities, reducing reliance on foreign telescopes [86][87] Group 10 - Hong Kong successfully tested a connected autonomous driving system using low-orbit satellite internet, demonstrating the feasibility of satellite-based communication for autonomous vehicles [89][90][92] - This initiative is part of a broader strategy to enhance digital infrastructure and support smart city development in the region [92] Group 11 - Shanghai Pudong has initiated the construction of a pilot city for the Beidou system, focusing on various applications in transportation and logistics [93][94][96] - The project aims to integrate satellite technology into urban management and enhance the efficiency of public services [95]