最近全球资本市场的"风向标"突然变了！欧洲央行暗示年内降息，美联储通胀数据缓和，市场对6月暂停加息、 下半年降息的预期迅速升温。 这一变化直接带动了外资加速回流A股，哪些方向值得布局？ 欧洲央行"松口"，释放降息信号 5月22日，欧洲央行行长拉加德在讲话中明确表示："通胀已进入下降阶段"，市场将其解读为6月可能开启降息的 信号。 受此影响，欧元区债券收益率全线下跌，德国10年期国债收益率一度跌破2.4%，为近8个月来最低水平。 美联储通胀降温，但"鹰鸽博弈"持续 美国4月CPI同比上涨4.9%（前值5%），核心CPI录得5.5%，虽连续10个月回落，但仍高于美联储2%的目标。 资料来源：WIND、美国劳工部、长城证券产业金融研究院； 不过，市场更关注的是"薪资增速放缓"和"商品通胀降温"信号。芝商所数据显示：市场预计美联储6月维持利率 不变的概率升至80%，9月降息概率超过50%。 国际投资环境的变化直接带动了外资加速回流A股—— 北向资金"买买买"，单周净流入超300亿 截至5月20日当周，北向资金连续8天净买入，单周净流入达320亿元，创下年内新高。从持仓方向看，外资正从 传统的金融、能源板块转向科技与消 ...

实施职务科技成果赋权，培育装备制造、教育医疗、文化旅游等人工智能应用场景，推动职业教育 专业布局对辽宁产业体系全覆盖……近日，从省委改革办了解到，今年，我省聚焦制约高质量发展的堵 点问题、影响社会公平正义的热点问题、民生方面的难点问题等，谋划部署130余项改革任务，重点推 进24项标志性改革。 在发展壮大新质生产力方面，实施"人工智能+"行动，制定人工智能创新发展支持计划，加快建设 人工智能公共算力开放创新平台，培育装备制造、教育医疗、文化旅游等人工智能应用场景。建设辽宁 数据要素综合试验区，探索完善数据流通交易权责确认竞争行为、纠纷调解等数据责任界定和利益保护 机制。建设沈阳国家级数据标注基地，推进大连数据基础设施（先行先试）隐私保护计算试点建设。制 定低空经济产业扶持政策，打造研发制造、低空飞行、综合服务融合发展的产业生态。 关于基层治理，我省将推广"街乡吹哨、部门报到""接诉即办"等模式，完善"12345热线+网格化"工 作机制，加强以县级为重点的综治中心建设，深化矛盾纠纷排查化解机制，实现公共服务领域升级扩 面。 在民生领域，我省将积极建立支持银发经济发展机制，探索布局银发经济产业园区，出台老年用 品 ...

Group 1 - The recent modifications to the "Major Asset Restructuring Management Measures for Listed Companies" by the CSRC are aimed at optimizing resource allocation and enhancing corporate competitiveness through mergers and acquisitions [3] - The encouragement of private equity funds to participate in mergers and restructurings broadens funding channels and presents new development opportunities for listed companies [3] - The integration of private equity funds can introduce advanced production technologies and management practices, facilitating the transition from labor-intensive to technology-intensive operations in traditional manufacturing [3] Group 2 - The Ministry of Industry and Information Technology is accelerating the development of 5G-A and 6G technologies, which are crucial for the digital economy and will enhance industrial internet applications [4] - 5G-A technology will improve network speed and reduce latency, supporting sectors like smart transportation and healthcare [4] - The advancement of 6G technology will enable broader connectivity and integration of AI and blockchain, transforming various industries and daily life [4] Group 3 - The National Data Bureau's planning in the digital economy aims to standardize the data factor market and promote data sharing and secure circulation [5] - By establishing a robust data governance system, barriers to data flow between industries can be broken, enhancing innovation and decision-making [5] - The synergy between capital market reforms and technological advancements will provide easier financing for tech innovation and create new growth opportunities for listed companies [5] Group 4 - The coordinated efforts of multiple departments will drive the economy towards high-quality development through capital market reforms and technological progress [6] - Companies will benefit from an optimized market environment for resource integration and innovation, while industries will undergo transformation and upgrades through advanced technologies [6] - The ongoing policy support and active market participation are expected to lead to a more vibrant and competitive economic system [6]

Group 1 - The core focus of Liaoning's work this year is on leveraging data to enhance economic development, industrial transformation, and social governance [1] - The provincial data bureau has initiated the national data element comprehensive pilot zone, completing the first batch of public data resource registrations [1] - A total of 336 projects with a total investment of 96.2 billion yuan are planned for the year, with an intended investment of 13.5 billion yuan [1] Group 2 - The implementation plan for promoting market-oriented allocation of data elements includes 22 key tasks over the next three years, aiming to optimize data allocation and enhance its role in economic and social development [2] - The optimization of the business environment focuses on reducing costs and increasing efficiency for businesses, with a 2.2 times increase in the number of services handled at single windows and a 58% increase in daily business volume [2] - The province aims to create a comprehensive business service system, enhancing the integration of various services and improving the overall efficiency of government services [2] Group 3 - Future efforts will focus on creating a fair market environment, an efficient government environment, a transparent legal environment, and a trustworthy open environment, with 40 initiatives and 116 key tasks planned [3] - The provincial data bureau will implement specific measures and project-based approaches to enhance service delivery and support development [3]

Data Elements - The State Council approved the draft "Regulations on Government Data Sharing," aiming to break down data barriers while ensuring data security, promoting public services, and enhancing economic development [1] - The National Development and Reform Commission released the "China Business Environment Development Report (2025)," highlighting data as a core driver of economic innovation [1] - The advancement of government data sharing is expected to benefit data governance service providers and privacy computing technology companies, with a focus on cloud computing, big data platforms, and data security technology [1] Brain-Computer Interface - Fudan University launched China's first online platform for "Brain-Computer Interface Patents and Intellectual Property" during the "2025 Pujiang Innovation Forum" [2] - The brain-computer interface technology is seen as a strategic point in global tech competition, reshaping brain science research and offering breakthroughs in brain disease treatment [2] - The industry is in its early stages of commercialization, with significant support from the government leading to growth in market size, number of companies, and technological innovation [2] Solid-State Batteries - The 17th Shenzhen International Battery Technology Exchange and Expo (CIBF2025) will take place from May 15 to 17, focusing on advanced battery technologies [3] - Companies like Guoxuan High-Tech and Better Ray are set to launch new solid-state battery products, coinciding with accelerated overseas production and domestic material capacity [3] - Solid-state batteries are expected to meet the growing performance demands in various emerging industries, with significant market growth potential anticipated in the coming years [3] National Economic Development Zones - The State Council is advancing reforms in national economic and technological development zones to promote high-level opening and high-quality development [4] - The zones are transitioning from traditional manufacturing bases to open, innovative, and green economic hubs, with new business models emerging in data cross-border flow and green finance [4] - By 2025, the total output value of national economic development zones is projected to reach 15 trillion yuan, accounting for 20% of national GDP [4] 5G-A Technology - 5G-A (5G-Advanced) is gaining visibility among consumers, enhancing coverage in dense areas and industrial applications [5] - As an upgraded version of 5G, 5G-A is expected to increase speeds by tenfold and redefine communication boundaries, driving growth in smart manufacturing and low-altitude economies [5] - Investment in 5G-A in China is projected to reach 120 billion yuan by 2025, stimulating growth in related industries such as chips and base stations [5] Energy Storage - A breakthrough in bionic self-generating energy storage concrete technology has been achieved, which can generate electricity in temperature-variable environments [6] - This technology addresses the instability of clean energy supply and offers a low-carbon solution for the construction industry [6] Semiconductor Industry - Nvidia plans to launch a downgraded version of its H20 AI chip in response to U.S. export restrictions, aiming to maintain its market presence in China [7] - The downgraded chip will have reduced specifications, particularly in memory capacity, but may still be adjustable by downstream customers [7] - Nvidia's revenue from the Chinese market was $17 billion last fiscal year, accounting for 13% of total sales [7] Robotics - The humanoid robot startup Songyan Power introduced a new female humanoid robot named Xiaonuo, featuring advanced interaction capabilities and customizable appearances [8] - The sales of humanoid robots are expected to accelerate, potentially leading to a market scale exceeding 10 billion yuan by 2025, capturing over 50% of the global market [8]

Group 1 - The 2025 China Digital Valley·West Lake Forum opened in Hangzhou, focusing on the integration of data elements and artificial intelligence to drive technological and industrial transformation [1][3] - The "Data Elements × Artificial Intelligence Empowering High-Quality Development Initiative" was launched, aiming to create an open, integrated, collaborative, and secure new framework for data and AI [3][5] - Hangzhou is implementing the "Artificial Intelligence +" initiative to upgrade its digital economy to an intelligent economy, supported by national AI innovation platforms [3][6] Group 2 - The integration of data elements and AI requires a balance between security and development to ensure sustainable empowerment of digital technology in the economy and society [5] - The importance of data quality in defining the capabilities of AI models was emphasized, highlighting the need for data to be treated as a critical production factor [6] - Hangzhou is a pilot city for national data infrastructure, continuously strengthening its digital economy through market-oriented reforms and key technological innovations [6]

郑备称，正在加快完善民营企业参与国家重大项目建设长效机制，已在核电、铁路等领域推出一批重大 项目，目前有的核电项目民间资本参股比例已经达到20%，工业设备更新、回收循环利用领域支持民营 企业的资金占比超过80%。今年还将在交通运输、能源、水利、新型基础设施、城市基础设施等重点领 域，推出总投资规模约3万亿元的优质项目。 她表示，将持续加强项目服务，发布鼓励民营经济投资的重大项目信息。此外，还将完善促进民间投资 用地、环评等要素和资金保障机制，优化民营企业引进培养高层次人才的激励和服务措施，支持民营企 业参与数据要素市场建设，参与标准制定。(完) （文章来源：中国新闻网） 中新社北京5月8日电 (记者谢雁冰李晓喻)民营经济促进法将于5月20日起施行。中国国家发改委副主任 郑备8日说，将会同有关部门全力推动法律实施，强化刚性约束，在破除障碍等方面下更大功夫。 郑备当天在国务院新闻办公室举行的新闻发布会上称，将重点在五个方面下更大功夫：下功夫破除障 碍，解决市场准入、要素获取等方面存在的问题；下功夫治理拖欠，解决民营企业账款支付问题；下功 夫依法保护合法权益，解决企业发展的后顾之忧；下功夫落实纾困政策，解决企业获得 ...

大家早上壕！ 先看海外要闻： 美国商务部长谈及部分关税谈判进展，声称有的已谈妥待批准，贸易协议的希望提振美股，美股涨幅扩大，三大美国股指刷新日高。标普六连 涨，创三年来最长连涨日。最终收盘道指涨0.75%，标普500指数涨0.58%，纳斯达克涨0.55%。 特朗普签署汽车制造商关税相关行政令，特斯拉收涨超2%，撤销今年业绩指引的通用汽车盘初跌4%，后收窄多数跌幅。 Meta公布财报前六连涨；初步指引逊色的超微电脑盘后一度跳水20%，未能提供指引的Snap盘后跌超10%。中概指数回落0.3%，小鹏汽车跌超 6%，蔚来跌超1%。 美国经济数据均逊色，美债收益率创三周新低。美元指数反弹；离岸人民币一度涨超300点、涨破7.26，创逾三周新高。 关税谈判进展打压，黄金回落，盘中跌超1%；全球贸易战伤害需求前景，原油两连跌，收创逾两周新低，盘中一度跌3%。 AI大赛激烈：阿里Qwen 3发布后，马斯克立刻官宣：下周推出Grok 3.5；Meta推出独立AI应用，正面挑战ChatGPT。 特朗普签署公告将对汽车零部件关税提供补偿。 国内重大事件汇总： 1、习近平在上海考察时强调，加快建成具有全球影响力的科技创新高地。在上 ...

Group 1: AI Companion Robots - ZTE Corporation is entering the AI companion robot market, planning to launch home robots that provide emotional value and safety protection [1] - The global companion robot market is projected to grow from 75 billion yuan in 2023 to 304.3 billion yuan by 2029, with a CAGR of 25.56% from 2024 to 2029 [1] Group 2: Instrumentation and Equipment - Tektronix announced a price adjustment due to rising tariffs and component costs, effective from April 27 [2] - Domestic substitution in the instrumentation sector is accelerating, with only 15.2% of analytical instruments and 37.7% of general electrical measurement instruments being domestically produced [2] Group 3: Data Elements - The National Data Bureau has released 70 demonstration scenarios for public data utilization, aiming to enhance data supply and empower industry development [3] - Key tasks include establishing data property rights, efficient data circulation systems, and fair data revenue distribution [3] Group 4: Commercial Aerospace - The Shenzhou-20 manned spacecraft successfully docked with the Tiangong space station, marking a significant milestone in China's space history [4] - The 2025 China Aerospace Conference showcased various aerospace companies and their core products, including models of rockets and commercial space stations [4] Group 5: Low-Code Development - DeepSeek's new model, DeepSeek R2, is set to launch in early May, expected to reduce costs by 97% compared to GPT-4 [5] - The model will enhance low-code development, with predictions that 70% of enterprise applications will be based on low-code platforms in the next five years [5] Group 6: Controlled Nuclear Fusion - China's "Xuanlong-50U" spherical hydrogen-boron fusion device achieved a breakthrough by generating high-temperature, high-density plasma currents [6] - Hydrogen-boron fusion is gaining attention for its clean fuel source and potential for commercialization [6] Group 7: Brain-Computer Interfaces - The Chinese Academy of Sciences has developed a flexible microelectrode implantation robot, CyberSense, which has passed pre-acceptance tests [7] - This technology supports brain-computer interface research and brain science studies [7]