卡塔尔埃米尔宫14日发表声明说，卡塔尔与美国当天在卡首都多哈签署两国政府合作联合声明，以及涉 及民航和国防等领域的双边协议和合作备忘录。声明说，卡塔尔埃米尔(国家元首)塔米姆当天会见了到 访的美国总统特朗普，双方代表在埃米尔宫签署了一项协议和若干谅解备忘录，其中包括卡塔尔从美国 波音公司采购飞机的协议，以及有关两国防务合作的意向声明。在签署仪式之前，塔米姆与特朗普进行 了正式会谈，双方讨论了一系列双边和地区议题，特别是投资、能源以及军事和安全合作。(新华社供 稿) ...

特朗普宣布重大订单。 14日，美股开盘后，三大指数窄幅震荡，其中超微电脑一度大涨超19%。消息面上，超微电脑宣布与沙特数据 中心公司DataVolt建立多年期200亿美元的合作协议。 与此同时，波音公司也迎来利好消息。美股盘中，美国总统特朗普宣布，波音公司拿下历史最大订单。美国白 宫表示，卡塔尔同意购买160架波音飞机。受此影响，波音股价直线拉升，一度大涨超3%。 另外，美联储官员们的最新讲话也是市场关注的焦点。美联储副主席杰斐逊在最新的讲话中警告称，由于新关 税政策的威胁可能推高物价，美国通胀前景已变得不那么确定。美国芝加哥联储主席也警告称，在不确定的环 境下，消费者和企业有收紧支出和投资计划的风险。 大涨 北京时间5月14日晚间，美股开盘后，三大指数强势震荡，截至23:30，道指涨0.1%，纳指涨0.55%，标普500指 数涨0.1%。 美股科技股多数上涨，超微电脑一度大涨超19%。消息面上，超微电脑与一家总部位于沙特阿拉伯的数据中心 企业DataVolt达成一项多年期合作协议。 超微电脑宣布，这项价值200亿美元的协议预计将"加快为DataVolt位于沙特阿拉伯和美国的超大规模人工智能 园区交付超高密度 ...

Group 1 - The European Union Aviation Safety Agency (EASA) has delayed the certification of China's C919 aircraft, pushing the expected date from 2025 to potentially between 2028 and 2031, indicating a strategic move by Airbus and Boeing to hinder China's aviation industry [1][3] - The C919 has successfully operated in domestic routes for over two years, transporting 420,000 passengers without incidents, yet EASA claims the technology is not mature enough, which raises questions about the validity of their technical review process [1][3] - The pricing of the C919 is significantly lower than its competitors, with a price of $99 million, which is 10% cheaper than the Airbus A320 Neo and 15% cheaper than the Boeing 737 MAX, posing a threat to the market share of Airbus and Boeing in Europe [3][5] Group 2 - Boeing is facing significant challenges, including the return of three Boeing 737 MAX aircraft and increased prices due to tariffs, leading European airlines like Ryanair to consider purchasing the C919 instead [5] - The C919's domestic production rate has reached 60%, and the Longjiang-1000A engine will enable it to become independent from Western technology, further enhancing its competitiveness [5] - China is actively seeking alternative markets, having signed bilateral airworthiness agreements with 27 countries, and is expanding its international presence through initiatives like establishing maintenance centers in the UAE and assembly lines in Indonesia [8][12] Group 3 - The delay in certification by EASA is inadvertently accelerating China's efforts to establish a regional airworthiness system, which could lead to a significant shift in the global aircraft procurement landscape [12] - The competition between China and established players like Airbus and Boeing is framed as a struggle for dominance in the aviation industry, with China's vast domestic market and technological advancements serving as key advantages [12] - The C919's potential failure to secure European certification is not seen as a setback for China's aviation ambitions, as the industry continues to grow and innovate beyond the constraints of existing regulations [12]

Group 1 - Huawei and UBTECH have signed a comprehensive cooperation agreement to promote humanoid robots, focusing on technology research and application in various scenarios [2] - The humanoid robot industry is expected to accelerate significantly, with policy support and increased participation from various market players, leading to mass production by 2025 [2] - The domestic smartphone market saw a shipment of 22.765 million units in March, a year-on-year increase of 6.5%, with 5G phones accounting for 85.3% of total shipments [3] Group 2 - The first AG600 amphibious aircraft has completed assembly and is set for test flights, with significant demand for commercial aircraft engines projected to exceed $600 billion over the next 20 years [4] - Japan is participating in the design of durable and safe nuclear fusion reactors, with domestic projects accelerating, indicating a catalytic period for the nuclear fusion sector [5] - The rapid development of controllable nuclear fusion technology is expected to benefit related companies as experimental reactors are deployed [5]

美国白宫：美国与沙特的交易包括出口总额达142亿美元的GE VERNOVA燃气涡轮机和能源解决方案， 以及总额达48亿美元的AVILEASE波音737-8客机。 ...

【大河财立方 记者 夏晨翔】近日，一则"西北大学新任副校长范代娣，持股市值达443亿元，晋升新一 任陕西首富"的消息引起广泛关注。 范代娣与丈夫严建亚共同打造的商业版图逐渐浮出水面，叠加其学术身份，瞬间成为舆论焦点。 西北大学官网显示的范代娣简历 西北大学官网显示，2025年4月，范代娣出任西北大学党委委员、常委、副校长。 在商业领域，范代娣与丈夫严建亚二人通过掌控巨子生物（02367.HK）和三角防务（300775.SZ）两家 上市公司，以及在产业链上下游的深入布局，已构建起横跨生物科技与国防军工的资本矩阵。 2000年，范代娣与严建亚在西安高新区共同创立了巨子生物。2022年11月，巨子生物在港交所主板上 市，成为"胶原蛋白第一股"。 在招股书中，范代娣为巨子生物联合创始人、执行董事兼首席科学官；其丈夫严建亚担任法定代表人、 董事长及总经理；女儿严钰博则担任巨子生物的董秘一职。 值得一提的是，2007年，西北大学与巨子生物共同组建陕西省生物材料与发酵工程技术研究中心，主要 研发方向为生物产品的发酵中试放大技术、生物医用材料的研究与开发、组织工程的研究与开发等。 组建时，身为西北大学化工学院副院长的范代娣兼 ...

本篇评级为★★★，主要围绕以下内容展开： 1、盘点关税最新消息，利好到此为止了吗？ 那么，在双方进一步表达诚意之后，接下来还有哪些值得期待的实际动作呢？一方面，中国会不会在一 些管制名单上进一步放松？比如之前对一些稀土矿产资源划定了名单，直接切断了对美国的供应，现在 是否要重新疏通一下？另一方面，美国方面还有一个可能性，就是之前加征的芬太尼关税（20%），会 不会还有一定的调整空间？ 未来几周可能还有一个阶段性的里程碑，那就是中美之间的元首通话何时敲定时间表。这可能会被资本 市场视为可以敲定大框架，并带来明显市场回暖契机的重要事件。目前这个通话应该还在继续推进的过 程中。所以，到目前为止，个人并不认为利好已经完全释放。整体情绪还需要进一步回暖。而且，考虑 到美国方面现在也不太可能在短期内再搞出一些幺蛾子，打断市场情绪回暖的节奏。 为什么这么说呢？因为大家都知道，美国关税政策出现大转变，主动认错并撤销大部分税率，其终极原 因是什么？前几周，我们看到美国资产稳不住，曾经一度出现了股债汇"三杀"的局面。这让大家对美元 资产的安全性产生了深深的怀疑，甚至开始质疑美元资产到底还算不算安全资产。这其实有点动摇了美 国的根 ...

Group 1 - The core viewpoint of the article highlights the rapid growth and significant market presence of Juzhi Biotechnology, which has become the largest beauty and skincare company in Hong Kong with a market capitalization exceeding 700 billion HKD [2] - The company achieved a remarkable gross profit of 4.5 billion CNY and a gross profit margin of 82.09%, earning the title of "medical beauty leader" [2] - The family of Fan Daidi has a strong influence on the company's management, with several key executives being relatives, indicating a concentrated control over the company's operations [2] Group 2 - Juzhi Biotechnology's performance has significantly boosted the wealth of Fan Daidi and her husband Yan Jianya, making them the new richest individuals in Shaanxi with a holding market value of 457 billion CNY [2][9] - The company has shown impressive revenue growth, with projected revenues of 3.524 billion CNY and 5.539 billion CNY for 2023 and 2024, respectively, alongside net profits of 2.947 billion CNY and 4.547 billion CNY [4] - The couple's wealth explosion began in 2022 with the IPO of Juzhi Biotechnology, which raised 4.6 billion HKD and distributed 2.3 billion HKD in dividends, with the family expected to receive 1.3 billion HKD [4] Group 3 - The family's investment strategy includes diversifying into sectors such as medical beauty, aerospace, and new materials, indicating a long-term vision for capital growth [2] - Yan Jianya has established a reputation as a prominent investment operator in the regional capital market, actively participating in various investment projects [5][6] - The couple's investment activities extend to the establishment of new companies and partnerships, such as the creation of Xi'an Santrong Aviation Technology Co., which received significant investment from local state-owned enterprises [7][8]

美国总统特朗普将于5月13日至16日访问沙特阿拉伯、卡塔尔和阿联酋三国。据澎湃新闻援引外媒报 道，有消息人士透露，美国政府正在考虑一项协议，拟向阿联酋人工智能公司G42提供数十万枚美国设 计的人工智能芯片。 白宫人工智能和加密货币事务负责人戴维·萨克斯正在与G42公司及阿联酋官员进行谈判，推动一项允许该公司 在有限监管下获取美国芯片的协议，其中部分芯片将用于G42与美国公司OpenAI的合作项目，其余的则直接提 供给G42。另有两名知情人士透露，特朗普政府预计本周还将宣布与沙特阿拉伯达成协议，允许沙特政府及其 新成立的人工智能公司Humain获取数万枚半导体芯片，并获得英伟达及其竞争对手超威半导体（AMD）的技 术支持。 此外，特朗普当地时间12日表示，他愿意参加将在土耳其举行的俄乌会谈。此前，俄罗斯总统普京提议于5月 15日在土耳其伊斯坦布尔恢复俄乌直接谈判。 5月12日，乌克兰总统泽连斯基说，乌克兰愿意与俄罗斯总统普京进行直接和实质性的会谈，并已准备好前往 土耳其。泽连斯基还特别提到，美国总统特朗普全力支持此次会晤，并希望特朗普能找机会来土耳其。 俄乌拟在土耳其会谈，特朗普：我可能飞过去 据中国新闻网援引 ...

Group 1 - Brazilian President Lula's second visit to China in 2023 includes a large delegation of around 200 business representatives, aiming to sign multiple cooperation agreements, particularly in the aviation sector [1] - Embraer, a key player in the aviation industry, expresses optimism about the Chinese civil aviation market and seeks to enhance cooperation across various fields [1][2] - The aviation industry is a focal point of economic cooperation between China and Brazil, with a previous joint statement recognizing the importance of strategic exchanges in this sector [1] Group 2 - Embraer's report predicts that China will require over 1,400 small to medium-sized narrow-body aircraft in the next 20 years, driven by strong market demand [2] - Current statistics indicate that 60% of domestic flights in China operate with an average passenger load of about 100-150 people, highlighting the need for smaller aircraft [2] - China Commercial Aircraft Corporation (COMAC) forecasts that the Chinese aviation market will receive 9,323 jet aircraft over the next 20 years, including 821 regional jets, indicating robust demand for smaller civil aircraft [2] Group 3 - Embraer has established a joint venture in China since 2003 to produce ERJ145 regional jets, demonstrating a long-standing commitment to local production and collaboration [3] - The company emphasizes the importance of China's advanced aerospace capabilities and industrial expertise in strengthening supply chains [3] - Future collaboration plans include partnerships in supply chain management, aircraft modification, sustainable aviation, services and training, and new technology development [3]