昨天，发生了哪些财经大事？ 特朗普称美对华关税 或将大幅下降， 我外交部回应 4月23日，外交部举行例行记者会。有记者问，据报道，美国总统特朗普对记者称，对华 145%关税确实很高，协议达成后美对华关税将大幅下降，但不会降至零。中方对此有何评 论？ 对此，郭嘉昆表示， 中方早就指出，关税战、贸易战没有赢家，保护主义没有出路，"脱钩 断链"只会孤立自己 。对于美国发动的关税战，中方的态度很明确， 我们不愿打，也不怕 打。打，奉陪到底；谈， 大门敞 开。 如果美方真的想通过对话谈判解决问题，就应该停 止威胁讹诈，在平等、尊重、互惠的基础上同中方对话。一边说要同中方达成协议，一边不 断搞极限施压，这不是同中方打交道的正确方式，也是行不通的。 华裔CEO上任才1个月， 美国芯片巨头被曝大裁员 4月23日，据多家外媒报道，英特尔计划在本周宣布裁员超过20%的计划。这将是该公司自 1968年成立以来规模最大的一次组织调整。同时也是新任CEO陈立武（Lip-Bu Tan）上 任后推动的首次重大重组。截至2024年底，英特尔全球员工总数为10.89万人，若按20% 比例计算，裁员规模将超过2.18万人。此前，当地时间3月12 ...

近日，新京报贝壳财经举办"网红儿童"现象下的未保（即：未成年人保护）难题研讨会。抖音未成年人保 护专项工作组相关负责人出席研讨会并表示，从平台角度来说，当前较难界定什么是"网红儿童"账号，"除 极少数的青少年创作者外，多数未成年人出镜的账号运营主体是家长，很难通过未成年人出镜内容的比例 来判断界定。并且，多少粉丝体量才能称为'网红'目前业内也没有统一标准。" 中央文明办公开数据显示，我国未成年的网民规模已经接近2亿，未成年人互联网普及率达到97.2%。为提 供未成年人友好上网环境，抖音相关负责人主要从安全与健康使用、风险防范治理、友好内容建设及儿童 公益合作四个方面介绍了抖音未成年人保护体系工作。 据抖音方面介绍，2024年11月，基于《移动互联网未成年人模式建设指南》要求，抖音与华为、小米、 OPPO等多家终端厂商达成共识，探索移动智能终端、应用程序、应用程序分发平台的三方联动形式。"目 前抖音应用端相关能力已开发完成。测试版本显示，手机终端可作为未成年人模式的统一管控入口，家长 在手机终端统一完成设置后，多应用联动生效。" 抖音未成年人模式还于去年新增"内容偏好调节"设置，家长可以根据孩子的兴趣偏好调整个 ...

Group 1 - Tesla's Q1 2025 earnings report showed disappointing results, with revenue of $19.335 billion, a year-over-year decline of 9.2%, and operating profit of $399 million, down 66% from expectations [2] - Earnings per share (EPS) fell by 40%, significantly below analyst expectations of a 4.4% decline [2] - Elon Musk indicated a shift in focus away from the "Department of Government Efficiency" (DOGE) to prioritize Tesla's core business [2] Group 2 - Sam Altman, CEO of OpenAI, will resign as chairman of the nuclear startup Oklo to allow for more flexible collaboration opportunities [3] - Oklo is focused on developing advanced nuclear reactors, aligning with the global demand for clean energy [3] - Altman's departure may open new avenues for partnerships in the energy sector [3] Group 3 - OpenAI expressed interest in acquiring Google's Chrome browser if a federal court mandates its divestiture [4] - The integration of Chrome with OpenAI's products could enhance user experience [4] - The potential acquisition could reshape competition in the browser industry [4] Group 4 - Apple removed the phrase "now available" from its AI feature advertisements following a ruling by the National Advertising Division (NAD) for misleading promotion [5] - This action may impact Apple's brand image and consumer trust in the short term [5] - The incident highlights the importance of advertising compliance for companies [5] Group 5 - Meta launched a video creation app called Edits, aimed at competing with CapCut [6] - Initially, all features of Edits will be free, with potential for future paid functionalities [6] - The app allows creators to export watermark-free videos for use on any platform [6]

作 者丨 郑青亭 庞华玮 编 辑丨 和佳 包芳鸣 孙永乐 4月2 2日晚，美股开盘后，Co i n g l a ss网站数据显示，比特币重新站上9 0 0 0 0美元，过去2 4个小时涨超3%，触及七周高点。截至2 3 : 0 5，最近2 4 小时，共有超11万人爆仓。 4月2 2日，美股三大指数集体高开，道指涨1 . 0 8%，纳指涨1 . 2 5%，标普5 0 0指数涨1 . 0 3%。截至2 2 : 5 8， 纳 指 涨幅扩大至2 . 1 5%。 大型科技股集体走高。其中，特斯拉涨超4%， 消息面上， 特斯拉 将于盘后发布2 0 2 5年第一季度财报。 | 特斯拉(TESLA) | 236.983 | 4.17% | | --- | --- | --- | | TSLA.O | | | | 亚马逊(AMAZON) | 172.940 | 3.36% | | AMZN.O | | | | 苹果(APPLE) | 199.340 | 3.20% | | AAPL.O | | | | 谷歌(ALPHABET). | 152.880 | 2.02% | | GOOG.O | | | | 英伟达(NVIDIA) ...

Group 1 - The incident involving the "duck shop owner" refusing to sell spoiled duck and narrowly escaping a ceiling collapse gained significant attention, but there are allegations of staged content [1][4] - The platform conducted an investigation and found inconsistencies in the owner's claims, including a lack of business license and evidence of actual operation [1][2] - As a result of the findings, the platform removed the video, imposed a 30-day ban on the account, and restricted its monetization capabilities for 60 days [3][4] Group 2 - The video was initially praised by media outlets, but subsequent scrutiny revealed potential fabrication, leading to the account's deletion of all videos [4]

"华尔街一哥"戴蒙在本季度出售了价值约2.34亿美元的股票。根据彭博财富指数，他的净资产为30亿美 元。 华盛顿服务公司（Washington Service）的数据显示，在美国总统特朗普的关税声明扰乱市场之前，今年 前三个月的美国企业主要内部人士套现了价值超过100亿美元的股票。其中包括元平台（META）的马 克・扎克伯格（Mark Zuckerberg）和摩根大通（JPM）的杰米・戴蒙（Jamie Dimon）。 据追踪内部人士买卖情况的华盛顿服务公司分析，扎克伯格在第一季度通过他的陈 - 扎克伯格倡议 （Chan Zuckerberg Initiative）及其相关基金会出售了110万股股票，价值7.33亿美元。所有抛售都发生 在1月和2月，当时元平台的股票交易价格仍在600美元以上，并在情人节当天达到了超过736美元的峰 值。自那以后，在整体市场走弱的情况下，这家社交媒体公司的股价已下跌了32%。 抛售金额仅次于扎克伯格的另一位主要内部人士是甲骨文（ORCL）的萨弗拉・卡茨（Safra Catz），她 在这家科技巨头的股价下跌超过30%之前，抛售了380万股股票，价值7.05亿美元。根据彭博亿万富翁 ...

特朗普称将推迟 TikTok 交易。 当地时间 4 月 17 日，特朗普在白宫办公室回应对华关税问题时透露，有关 TikTok 的交易正在推 进，取决于中国的态度，但计划将其推迟，直到先解决关税问题。在月初加征对华关税后，特朗普 曾表态不希望 TikTok 关停，并将其 "不卖就禁" 禁令延期到 6 月 20 日。同场记者会上，特朗普还 说不希望继续提高对华关税，因为到了一定程度，人们就不会再买东西了。上周，中国商务部发言 人称，美方如果继续关税数字游戏，中方将不予理会。 特斯拉减产 Cybertruck。 据媒体报道，特斯拉已在得克萨斯超级工厂下调 Cybertruck 的生产目标，有报道称一些生产团队的 规模已缩减超过 50%，并将部分员工调往 ModelY 生产线。公司内部数据显示，一季度 Cybertruck 交付量同比下降 13%，仅为6406 辆。尽管预约量超过 100万辆，目前 Cybertruck 累计交付仍未突 破 5 万辆。为刺激需求，特斯拉于4月推出 7 万美元后驱版本，然而市场反响平平，部分经销商 反馈折扣幅度高达 8000美元，但库存依旧堆积。 中国加强智驾宣传监管，禁止车企夸大效果 ...

Investment Rating - The report initiates coverage with an OUTPERFORM rating [1][2]. Core Insights - Meta Platforms is positioned to leverage AI-driven advertising in the 3.0 era, targeting a growth potential with over 3 billion users [1][3]. - The company has a strong monetization model, with advertising revenue accounting for 97% of total revenue, and is expected to see significant growth driven by AI technologies [3][4]. Company Overview - Meta Platforms, originally Facebook, has evolved into a leading global social media giant with over 3 billion monthly active users across its applications, including Facebook, Instagram, WhatsApp, and Messenger [3][9]. - The company is undergoing a strategic transformation towards the metaverse and generative AI, with substantial investments in AI infrastructure and GPU procurement [5][10]. Application Family Business - The Family of Apps segment includes major platforms that collectively cover over 3 billion users, with Facebook and Instagram being the core drivers of advertising revenue [26][33]. - The introduction of features like Instagram Reels has helped Meta regain user engagement, particularly among younger demographics, countering competition from TikTok [28][32]. AI Strategy - Meta's AI initiatives focus on enhancing advertising efficiency through generative AI technologies, which have significantly improved ad creation and targeting capabilities [4][49]. - The company plans to invest heavily in AI infrastructure, with capital expenditures projected between $60 billion and $65 billion for 2025, reflecting the competitive landscape in AI [5][59]. Financial Projections and Investment Recommendations - Revenue forecasts for FY25-27 are projected at $188.4 billion, $214.9 billion, and $244.4 billion, respectively, with net profits expected to reach $69.4 billion, $79.4 billion, and $90.3 billion [6][69]. - The target price is set at $664.03 per share, based on a P/E ratio of 25x for FY2025, indicating a strong investment opportunity despite competitive challenges [6][69].

Investment Rating - Initiate with OUTPERFORM rating [1][2] Core Views - Meta Platforms is a global social media giant with over 3 billion monthly active users, transitioning towards the metaverse and generative AI, with a strong focus on advertising revenue [3][10] - The company is expected to achieve significant revenue growth driven by AI-enhanced advertising efficiency and a robust user base, despite facing competition from emerging platforms like TikTok [6][10] Company Overview - Meta Platforms, originally Facebook, has evolved from a campus social network to a leading social media entity, with core products including Facebook, Instagram, WhatsApp, Messenger, and Threads [9][10] - The company generates approximately 97% of its revenue from advertising, leveraging its vast user data for targeted ad placements [3][10] Application Family Business - The Family of Apps segment includes major platforms like Facebook and Instagram, collectively reaching over 3 billion users, with advertising revenue for 2024 projected at $160.6 billion, a 21.7% increase year-over-year [26][33] - Instagram's Reels feature has successfully attracted younger users, increasing daily usage time among the 18-29 age group [28][32] AI Strategy - Meta is investing heavily in AI infrastructure, with capital expenditures expected to reach $60-65 billion in 2025, primarily for AI facilities and GPU procurement [5][59] - The company has developed generative AI tools that enhance advertising efficiency, with a reported 32% increase in ROI for advertisers [4][49] Financial Projections - Revenue forecasts for FY25-27 are $188.4 billion, $214.9 billion, and $244.4 billion, respectively, with net profits projected at $69.4 billion, $79.4 billion, and $90.3 billion [6][69] - The target price is set at $664.03 per share, based on a P/E ratio of 25x for FY2025 [6][69]

将投中网设为"星标⭐"，第一时间收获最新推送 "这不是正经收购，而是给TikTok灌春药。" 作者丨 喜乐 来源丨 东四十条资本 以下文章来源于东四十条资本 ，作者喜乐 东四十条资本 . 聚焦股权投资行业人物、事件、数据、研究、政策解读，提供专业视角和深度洞见 | 创投圈有趣的灵魂 我想，即便让好莱坞编剧来编，估摸也编不出这样的剧情。 这两天，外媒曝出，全球最大的成人内容平台OnlyFans的创始人Tim Stokely，和HBAR基金会一起通过众筹公司Zoop（由Stokely 2022年成立）， 向白宫提交了一份收购提案，希望能够收购TikTok美国业务。 至此想要吞并TikTok的名单再次加长，有科技巨头亚马逊，甲骨文、微软等等，也有风投大佬a16z、黑石，现在OnlyFans的加入又为这场收购案添了 把柴。 听说现在网上还流传了如下段子： 亚马逊："我给你钱，你把1.7亿用户装进我的购物车。" 甲骨文："我们和风投爸爸a16z组队，保证让你的算法住进五星级云服务器。" 黑石："我们有的是钱，如果不够，我再拉上海纳国际跟泛大西洋，钱的事情不用担心。" OnlyFans ："亲爱的，我带着加密货币和付费订 ...