百济神州：一季度净利润亏损9450.3万元，同比减亏 大公司： 极氪：关于吉利提议，目前尚未做出任何决定 36氪获悉，极氪发布公告称，关于吉利提议，目前尚未做出任何决定。 4月增速42.53%，美图设计室位列AI产品榜国内增速第三 36氪获悉，在4月AI产品榜中，美图公司旗下的美图设计室以42.53%的增速，位列国内增速第三，全球 增速第六。AI产品榜显示，全球AI应用TOP100有68%在增长，全球AI网站 TOP100有35%在增长。据介 绍，2025年以来，美图设计室持续升级，包括智能抠图功能的迭代，接入站酷海洛PLUS后台等。 神马电力：输配电业务线有望成为业绩增长新引擎 神马电力在业绩说明会上表示，当前公司盈利增长的核心驱动力仍集中于变电站业务板块，但随着输配 电事业部全球产能的释放与市场拓展的加速，该业务线已展现出强劲的增长势头，有望在未来成为公司 业绩增长的新引擎。（证券时报） 88VIP可领820元天猫618消费券 36氪获悉，天猫618今晚发放820元大额消费券。88VIP可领取6张共计820元的大额消费券：1张"满5000- 500"、1张"满1500-150"、3张"满500-50"，以 ...

为了落实京沈对口合作国家战略重大举措，进一步将京沈合作深入推进，2025年5月6日至5月12日，由 北京基金业协会、沈阳市基金业协会主办的2025年PE沈阳投融资活动周在沈阳市皇姑区隆重举办。私 募股权投资（Private Equity，简称PE）是通过私募基金对非上市企业进行权益性投资。PE沈阳投融资 活动周将通过多元化、多层次的投融资对接活动，旨在以股权投资服务实体经济、促进科技创新发展， 打造京沈股权投资基金新业态。 本次活动周以"创新·发展·机遇—助力沈阳建设开放创新的区域性金融中心"为主题，邀请40余位投资界 重量级嘉宾、100余家国内外知名投资机构和50余家新闻媒体参加；沈阳市相关地区、市直部门、科研 院所和高科技企业代表等300余人现场参会。 活动周从5月6日投融资预路演拉开帷幕。来自人工智能、医疗、先进制造、新材料等多个领域的二十余 个项目通过线上路演的方式与百余家投资机构在线上互动交流。 5月10日，活动周启动仪式正式开幕。沈阳市委常委、副市长段继阳、原国家经济体制改革委员会副主 任邵秉仁出席活动并发表了开幕致辞。 沈阳市发展和改革委员会党组书记、主任张文哲发布沈阳PE指数时表示，沈阳肩负建 ...

Core Insights - The application of blockchain technology is crucial in the current digital economy, significantly transforming traditional operations across various industries and enhancing efficiency and trust among them [1] Financial Applications - Blockchain technology has been effectively implemented in the financial sector, particularly in payment settlements, addressing issues like long processing times and high fees. It enables rapid transactions and significantly reduces transaction costs [2] - The establishment of blockchain consortiums by banks has facilitated quick verification and circulation of bill transactions, effectively lowering risks [2] - Smart contracts are widely used in lending and insurance claims among financial institutions, ensuring transactions adhere to predefined rules and enhancing automation and transparency [2] Supply Chain Management Innovations - In a competitive business environment, innovative supply chain management is essential for gaining a competitive edge, optimizing processes from procurement to final sales [3] - Companies are analyzing and managing supply chain components to improve operational efficiency, reduce costs, and enhance customer satisfaction, allowing them to respond swiftly to market fluctuations [3] - Blockchain technology enhances supply chain management by providing transparency and efficiency, allowing consumers to trace products from raw material procurement to delivery through simple QR code scans [6][7] Healthcare Data Sharing - The healthcare sector is gradually adopting blockchain technology to address information sharing challenges among medical institutions, enabling secure encryption of patient data and improving diagnostic accuracy and efficiency [8][12] Government Services Optimization - Government departments are increasingly utilizing blockchain technology to enhance service efficiency, particularly in identity verification, simplifying processes for citizens and improving inter-agency data exchange [9] Copyright Protection Applications - In the cultural and creative industries, blockchain technology plays a vital role in copyright protection by providing immutable records of creation time and ownership, which can serve as compelling evidence in disputes [10] Challenges and Issues - Despite the positive impacts of blockchain technology across various sectors, challenges remain, including performance issues like transaction speed and scalability, as well as regulatory inconsistencies across different regions [15]

今日的A股，三大指数都高开高走。港股指数也是如此，成交量放量，股票普涨。 市场的利润是回报给乐观的人。一直陪伴大家在底部煎熬，加仓，等待，一定会换来大利润。一波主升浪，今年的收益预期就兑现了。 盘后，港股大幅上涨了，我们的重仓指数。恒生医疗指数，受到利空的影响回调，后面应该也会回暖。A50也直线拉升了，当下的行情，做好自己的交易计 划就行。 行情，已经没有意外了，重返3400点的没有悬念了。之后会不会探底回升，关键是成交量放大情况了。如果明日有1.5万亿成交量，大盘指数站稳3400点收 盘！ 4月初的急跌，一次很漂亮的洗盘，补了3087点缺口，却没有让踏空的人进场，之后震荡向上，逼空上涨，大家天天想着市场回调，它都要反弹400点了！ 中美日内瓦经贸会谈联合声明！ 24%的关税在初始的90天内暂停实施，同时保留按该行政令的规定对这些商品加征剩余10%的关税；取消后面2次的加征的报复性关税。 这个位置的行情明朗了，大盘指数继续上涨的概率高，黄金跌了，债市跌了，汇市也跌了，大资金都在等机会上涨，今日的盘面很克制，就是在等待消息的 落地。 最后总结 当下，系好安全带，享受行情就行了。如果筹码没有到自己的交易计划终点， ...

美股盘初，主要行业ETF普涨，半导体ETF涨超1%，可选消费ETF、全球航空业ETF涨近1%。 | 行业类 V | 当前价 * | 涨跌幅 ÷ | 成交量 ÷ | | 总市值 = 年初至今 = | | | --- | --- | --- | --- | --- | --- | --- | | 半导体ETF --- | 224.70 | ↓ +2.75 (+1.24%) | 29.13万股 | 26.56亿 | -7.21% | (j ... | | us SMH | | | | | | | | 可选消费ET ... | 203.21 | +1.77 (+0.88%) | 17.97万股 | 255.24亿 | -9.17% | ( ) ... | | us XLY | | | | | | | | 全球航空业E ... | 22.01 | +0.19 (+0.87%) | 10.03万股 | 6933.15万 | -13.18% | = == | | US JETS | | | | | | | | 能源业ETF - ... | 82.31 | +0.70 (+0.86%) | 97.01万股 | 206.14 ...

Employment and Social Support - Approximately 470,000 new urban jobs were created, with an urban survey unemployment rate around 5.5% [1] - Over 70,000 individuals facing employment difficulties received assistance to achieve employment [1] - A support plan for key sectors and small to medium enterprises released over 2 billion yuan in policy benefits, addressing a labor shortage of 720,000 positions [1] - 75% of new employees are aged between 18 and 45 years [1] - 21,000 training sessions were conducted for job subsidies [1] Elderly and Child Welfare - Employment for over 156,000 individuals from poverty-stricken populations was stabilized [2] - More than 20 institutions for the care of special needs individuals were upgraded [2] - The coverage rate of comprehensive elderly care institutions in towns and streets reached 50% and 80% respectively [2] - The per capita public funding for special education students increased by 1,000 yuan, exceeding 7,000 yuan [2] Healthcare Improvements - The average financial subsidy for residents' medical insurance was increased by 30 yuan [4] - The direct settlement rate for medical expenses for insured individuals seeking treatment away from home reached over 80% [4] - A free vaccination program for cervical cancer was initiated for girls under 14 years old [4] Infrastructure Development - 10,000 new 5G base stations were constructed, enhancing mobile network coverage in key areas [6] - 5,500 kilometers of rural roads were built or renovated, along with 300 old bridges [6] - 300 rural water supply projects were completed, achieving a 92% coverage rate for tap water in rural areas [7] Environmental and Safety Measures - The annual average concentration of PM2.5 was maintained below 34 micrograms per cubic meter [7] - 110,000 acres of afforestation were completed, and 10,800 acres of abandoned mines were rehabilitated [9] - Strict food safety regulations were enforced to ensure the quality of food in schools and public dining [9]

| 行业类 v | 当前价 ÷ | 涨跌幅 ◆ | 成交量 # | | 总市值 = 年初至今 = | 0 | | --- | --- | --- | --- | --- | --- | --- | | 区域银行ET ... | 56.16 | ↑ +0.65 (+1.17%) | 78.68万股 | 46.87 亿 | -6.33% | [] ... | | us KRE | | | | | | | | 可选消费ET ... | 201.33 | +2.24 (+1.13%) | 99362服 | 252.88亿 | -10.01% | [] *** | | us XLY | | | | | | | | 能源业ETF - ... | 81.41 | +0.86 (+1.07%) | 77.63万股 | 203.87 亿 | -4.22% | ( ) == | | us XLE | | | | | | | | 银行业ETF - ... | 52.41 | +0.53 (+1.02%) | 33907股 | 40.57 Z | -4.84% | = == | | us KBE | | | | | | | | 全球 ...

Group 1 - The core viewpoint of the article emphasizes the need for investors to adapt to the rapidly changing landscape of 2025, focusing on long-term investment strategies amidst uncertainty [2] - The investment philosophy of the company is to find "certainty cuts" in uncertainty, leveraging long-termism to hedge against short-term fluctuations [3][22] - The company has invested in over 600 enterprises, focusing on the integration of "people, events, time, and value" in its investment logic [3][22] Group 2 - The success of DeepSeek is attributed to the resonance between technological iteration and scene demand, highlighting the importance of focusing on specific verticals rather than general models [4][5] - The company is shifting its focus from general AI models to application-based companies that can encapsulate large model capabilities into SaaS tools and niche models trained with industry data [6] - The company emphasizes the need for local governments to move away from "policy following" thinking and instead foster an ecosystem that supports innovation and collaboration [7] Group 3 - The company identifies three key traits in young entrepreneurs: obsessive focus, technical originality from 0 to 1, and rapid error correction ability [8] - The company sees high certainty in three sectors for 2025: AI in the real economy, synthetic biology, and the silver economy [9] - The company advises entrepreneurs to focus on single-point breakthroughs, bind to industry chains, and prioritize cash flow management [10][11] Group 4 - The company is restructuring its fundraising strategy, with government-guided funds now accounting for over 70% of its LP structure, aiming for precise matching with strong industrial cities [12] - The exit strategy is evolving from "betting on IPOs" to a more diversified approach, including mergers and acquisitions [13][14] - The company predicts a strong year for hard tech IPOs, with over 10 companies in semiconductor, AI, and biomedicine expected to reach a market value of over 10 billion [25] Group 5 - The company believes that consumer investment is diversifying, focusing on new domestic products and aging population needs [17] - The company sees structural opportunities in cross-border investments, particularly in Southeast Asia and the Middle East [25][20] - The investment logic of the company is centered around identifying "unicorn" companies with high growth potential and ensuring exit strategies are in place [22]

Group 1 - The core viewpoint of the news highlights the positive performance of certain stocks, including Zhonghang Chengfei, Xinyi Sheng, and Zhongji Xuchuang, with increases of 14.50%, 7.68%, and 5.86% respectively, indicating a bullish trend in the market [1] - The China Securities Regulatory Commission (CSRC) Chairman Wu Qing announced support for the Central Huijin Investment Ltd. to enhance its role as a stabilizing fund, and further reforms for the Sci-Tech Innovation Board and Growth Enterprise Market are expected [1] - Guosen Securities noted that the ChiNext index has shown stronger upward elasticity compared to other broad-based indices during market rebounds, with historical performance indicating significant gains surpassing the CSI 300 index [1] Group 2 - As of April 30, 2025, the top ten weighted stocks in the ChiNext 50 Index accounted for 64.53% of the index, with notable companies including CATL, Dongfang Wealth, and Mindray Medical [2] - The ChiNext 50 ETF closely tracks the ChiNext 50 Index, which consists of the 50 stocks with the highest average daily trading volume in the ChiNext market, reflecting the overall performance of well-known, large-cap, and liquid companies [1][2]

Macro Economic Overview - To counter the impact of tariffs, China has introduced a comprehensive monetary policy package aimed at boosting the stock and real estate markets. This policy will moderately ease liquidity and credit supply, encouraging positive market sentiment, although it cannot fully offset the economic impact of tariffs [2] - The report anticipates that the tariff impacts could reduce China's GDP and CPI growth rates by 1 percentage point and 0.2 percentage points, respectively. It is expected that GDP growth will slow from 5.4% in Q1 2025 to 4.5% in Q2, with a slight rebound to 4.7% in the second half of the year, resulting in an annual growth rate of 4.8% [5] Industry Insights - In the equipment manufacturing sector, global machinery manufacturers are assessing the impact of US tariffs, with most expecting effects to become apparent starting in Q3. Companies like Komatsu are predicted to face significant challenges due to these tariffs [5] - The Chinese insurance industry is set to see an acceleration of long-term investments as regulatory bodies announced a series of financial policies. This includes expanding the scope of long-term investment trials and adjusting risk factors for stock investments, potentially injecting over 150 billion yuan into the market [5] Stock Recommendations - Geely Automobile (175 HK) is rated as a "Buy" with a target price of 23.00, representing a 37% upside potential [6] - Xpeng Motors (XPEV US) is also rated as a "Buy" with a target price of 28.00, indicating a 46% upside [6] - Luckin Coffee (LKNCY US) is rated as a "Buy" with a target price of 40.61, suggesting a 24% upside [6] - Alibaba (BABA US) is rated as a "Buy" with a target price of 157.00, reflecting a 27% upside potential [6] - Tencent (700 HK) is rated as a "Buy" with a target price of 625.00, indicating a 28% upside [6]