Group 1 - Temu has announced the cessation of direct sales of Chinese products to the U.S. due to a 130% import tariff, shifting to local sellers for U.S. market sales [5][6] - The U.S. Customs policy change effective May 2, 2025, will eliminate the small package tariff exemption for goods from mainland China and Hong Kong, requiring proper customs declarations and payment of applicable tariffs [5] - The number of full-service sellers on Temu's U.S. site has significantly decreased, with some sellers experiencing over 50% of their products being delisted [6] Group 2 - Neta Auto's app and website experienced significant downtime due to unpaid traffic fees, leading to accessibility issues during the holiday period [8] - Neta Auto's sales have sharply declined in 2023, revealing operational challenges, including layoffs and payment delays to suppliers [9] - The company previously achieved a sales record of approximately 152,100 vehicles in 2022, becoming a leading player among new car manufacturers [8] Group 3 - Major car manufacturers, including Xiaomi and Huawei, have rebranded their "smart driving" features to "assisted driving," reflecting a shift in marketing strategy [10][11] - The term "smart driving" is becoming less prominent in product promotions, with many companies opting for more conservative language in their marketing [11] Group 4 - Xiaomi's international market department has undergone leadership changes, with Xu Fei appointed as the new general manager [16] - Xu Fei has been with Xiaomi for 15 years and previously served as the head of the MIUI product team [16] Group 5 - Ant Group plans to separately list its overseas division, Ant International, in Hong Kong, which accounts for approximately 20% of Ant Group's revenue [15] - Ant International focuses on cross-border payment services, leveraging products like Alipay+ and WorldFirst [15] Group 6 - NVIDIA is developing a new AI chip tailored for the Chinese market after the U.S. government banned the export of its H20 chip, with samples expected to be available in June [21] - The new chip design aims to comply with U.S. export regulations while maintaining NVIDIA's market presence in China [21] Group 7 - OpenAI has decided to maintain its non-profit structure, abandoning plans for a profit-driven transformation, which may complicate future funding efforts [20] - The organization emphasizes its mission to ensure that AGI benefits all of humanity, contrasting with traditional profit-driven corporate governance [20]

Core Viewpoint - Weibo's financial performance shows a decline in revenue and net profit, indicating potential challenges ahead for the company [1]. Financial Performance - As of December 31, 2024, Weibo's total revenue is $1.755 billion, a year-on-year decrease of 0.29% [1]. - The net profit attributable to the parent company is $301 million, reflecting a year-on-year decline of 12.2% [1]. Upcoming Events - Weibo is scheduled to release its Q1 2025 financial report on May 22, with the actual disclosure date subject to the company's announcement [2]. Company Overview - Weibo is a leading social media platform for online content creation, sharing, and discovery, combining self-expression with strong social interaction and content distribution capabilities [3]. - The platform allows users to create and publish posts, including multimedia content, and facilitates asymmetric relationships among users [3]. - Weibo's primary revenue source is from advertising and marketing services, including social display ads and promotional marketing ads [3]. - The company emphasizes a "mobile-first" approach, utilizing a simple information flow format and native advertising integrated with the content stream [3]. - Weibo has developed a refined social interest graph recommendation engine to enhance targeted marketing based on user demographics, social relationships, interests, and behaviors [3].

Group 1 - The core viewpoint of the news is that Weibo's financial performance shows a decline in both revenue and net profit, indicating potential challenges for the company moving forward [1][2]. - As of May 2, Weibo's stock opened at $8.33 per share, reflecting a 2.84% increase, with a total market capitalization of $2.085 billion [1]. - Weibo's total revenue for the year ending December 31, 2024, is reported to be $1.755 billion, which represents a year-on-year decrease of 0.29% [1]. Group 2 - The company is set to release its Q1 2025 financial report on May 22, with the actual disclosure date subject to company announcements [2]. - Weibo is described as a leading social media platform that combines self-expression with strong social interaction and content distribution capabilities [3]. - The majority of Weibo's revenue is derived from advertising and marketing services, including social display ads and promotional marketing ads [3].

昨晚美股科技股大涨，微软盘中暴涨10%，市值一度超越苹果，成为全球第一，截至收盘涨7.63%，Meta涨4.23%，亚马逊涨3%等。 01 消息面上，因两家大型科技公司的强劲季度财报缓解了投资者对在经济动荡下人工智能发展可能放缓的担忧。 此前，投资者担心特朗普征收关税以及美国经济下行会威胁到AI领域的投资热潮。 然而，Meta平台公司第一季度收入好于预期，缓解了这些担 忧。 公司CEO马克·扎克伯格在周三的财报电话会议上表示，公司"表现非常好"，并"具备良好条件应对宏观经济不确定性"。 Meta平台公司公布第一季度销售收入达到420亿美元，并表示未来几个月收入将保持稳定增长，这家社交媒体巨头表示，第一季度销售额增长 16%，高于分析师预期。当季净利润为166亿美元。Meta预计，当前季度收入将同比增长8%-16%。 昨晚美股回升，道琼斯指数一度重返41000点，纳斯达克指数盘中涨超2%，截至收盘，道指涨0.21%，纳指涨1.52%，标普500涨0.63%。 财报超预期 微软、Meta大涨 截至收盘，Meta大涨4.23%，总市值1.44万亿美元。 微软也公布了其第三财季营收和利润均超预期的成绩，Azure云业 ...

兄弟姐妹们啊，五一放假，泰勒不放假！今晚继续关注海外市场的表现。 科技股大涨 5月1日晚间，美股大涨，道琼斯指数一度重返41000点，纳斯达克指数涨超2%，标普500指数涨超1%。 消息面上，因两家大型科技公司的强劲季度财报缓解了投资者对在经济动荡下人工智能发展可能放缓的 担忧。 此前，投资者担心特朗普征收关税以及美国经济下行会威胁到AI领域的投资热潮。然而，Meta平台公 司第一季度收入好于预期，缓解了这些担忧。公司CEO马克·扎克伯格在周三的财报电话会议上表示， 公司"表现非常好"，并"具备良好条件应对宏观经济不确定性"。 Meta平台公司公布第一季度销售收入达到420亿美元，并表示未来几个月收入将保持稳定增长，这家社 交媒体巨头表示，第一季度销售额增长16%，高于分析师预期。当季净利润为166亿美元。Meta预计， 当前季度收入将同比增长8%-16%。 微软也公布了其第三财季营收和利润均超预期的成绩，Azure云业务表现强劲。此外，公司还给出了乐 观的业绩指引，进一步缓解了市场对科技公司未来表现的担忧。微软周三表示，总收入较上年同期跃升 13%，至略高于700亿美元。营业利润为320亿美元，比分析师的平 ...

Core Viewpoint - Tesla's board has secretly contacted headhunting firms to find a new CEO to replace Elon Musk, reflecting the tension between founder power and corporate governance in modern enterprises [1][10] Group 1: Stock Performance and Investor Sentiment - Tesla's stock has dropped approximately 30% this year, resulting in a market value loss of over $200 billion, prompting concerns from institutional investors about Musk's divided attention among multiple companies [1][3] - Major investors, including the New York State Common Retirement Fund, have questioned the effectiveness of a CEO managing multiple enterprises simultaneously [1] Group 2: Musk's Relationship with Wall Street - Musk's history of tension with Wall Street includes a 2018 incident where he tweeted about taking Tesla private at $420 per share, leading to an SEC investigation and a $20 million settlement [3] - Recent controversial statements by Musk on cryptocurrency and political issues have raised concerns among board members about potential damage to Tesla's brand image [3] Group 3: Political Dynamics - Reports about Musk no longer working in the White House coincided with the news of the CEO search, suggesting a possible connection between Tesla's board actions and political dynamics in Washington [4][5] - Musk's significant political influence, stemming from his control over various strategic resources, raises questions about whether certain factions aim to limit his control over Tesla [5] Group 4: Challenges in Finding a Successor - The board faces a dilemma in finding a successor who can balance traditional automotive experience with Musk's innovative vision, as traditional executives often lack tech insight and vice versa [9] - Any successor will contend with Musk's residual influence, as he remains the largest individual shareholder and could exert control in other ways [9] Group 5: Founder vs. Board Dynamics - The situation may signify a turning point for Silicon Valley's "founder-centric" culture, where founders maintain control despite lower ownership stakes [10] - Tesla's board is not entirely independent, with several members having personal or business ties to Musk, suggesting that the CEO search may be more of a negotiation tactic than a genuine leadership change [10] Group 6: Future Scenarios - A likely scenario involves a temporary compromise where Musk reduces his focus on non-Tesla ventures while the board delays the CEO replacement process [12] - The outcome of this power struggle could redefine the boundaries of authority for 21st-century business leaders, highlighting the tension between the desire for innovation and the need for governance [12]

Investment Rating - The investment rating for the industry is "Positive" and is maintained [6]. Core Insights - Meta reported Q1 FY25 revenue of $42.314 billion, a year-over-year increase of 16%, exceeding consensus expectations of $41.375 billion and the company's previous guidance of $39.5-41.8 billion for Q4 FY24. The net profit for Q1 FY25 was $16.644 billion, up 35% year-over-year, also surpassing the consensus estimate of $13.663 billion. The company's advertising business remains strong, with AI enhancing its competitive advantage [3][4]. - Meta continues to increase its investment in AI, raising its full-year FY25 CAPEX guidance to $64-72 billion, up from the previous guidance of $60-65 billion. This increase is primarily due to investments in data centers to support AI and rising expected costs for infrastructure hardware [3][4]. - The AI-driven growth in Meta's advertising business is validated, with Q1 FY25 advertising revenue reaching $41.39 billion, a 10% increase year-over-year, exceeding market expectations of 7%. The average revenue per user (ARPPU) increased by 10% year-over-year to $12.36 [3][4]. Summary by Sections Financial Performance - Q1 FY25 revenue was $42.314 billion, YoY +16%, exceeding expectations [3][4]. - Q1 FY25 net profit was $16.644 billion, YoY +35%, also above consensus [3][4]. Advertising Business - Advertising revenue for Q1 FY25 was $41.39 billion, with a YoY increase of 10% [3][4]. - The average revenue per user (ARPPU) was $12.36, reflecting a 10% YoY growth [3][4]. AI Investments - Full-year FY25 CAPEX guidance increased to $64-72 billion, indicating strong commitment to AI [3][4]. - Meta AI, driven by the Llama model, has nearly 1 billion users, with the launch of a standalone app [3][4].

美东时间周三晚间，《华尔街日报》援引多个匿名消息人士的话报道称，特斯拉董事会在3月份联系了 多家高管猎头公司，开始寻找首席执行官（CEO）埃隆・马斯克（Elon Musk）的继任者，以接替掌舵 这家陷入困境的电动汽车公司。 据报道，目前尚不清楚马斯克下岗的时间表是什么，也不清楚寻找特斯拉CEO继任者的工作是否仍在进 行。 这一惊人的爆料表明，特斯拉（TSLA）岌岌可危的股价（今年暴跌了45%，随后在更广泛的股市反弹 中有所回升）消磨了董事会的耐心，因为马斯克花费了大量时间为政府效率部（DOGE）工作。 而特斯拉已经被卷入了特朗普破坏性的贸易战中。尽管马斯克公开倡导降低关税，并多次与特朗普的首 席贸易顾问彼得・纳瓦罗（Peter Navarro）展开骂战，但马斯克似乎未能软化特朗普的立场。 特斯拉上周报告称，第一季度的销售额和利润暴跌，净利润大降71%——这一惊人的报告可能被马斯克 在同一天宣布将退出政府职务并重返特斯拉的消息所掩盖。 《华尔街日报》称，目前尚不清楚马斯克宣布的回归是否改变了董事会寻找马斯克接班人的状态。马斯 克和特斯拉没有回应置评请求。身为特斯拉董事会成员的马斯克是否知道这些人事动荡也尚不清楚 ...

【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 ...