华尔街金融巨头花旗集团的股票策略师们上调了标普500指数的目标点位，强调前不久国会通过的《大而美》法案中的重要减税举措将能够抵消关税政策对 美国企业业绩增长的负面影响。由策略师斯科特.克罗纳特领导的花旗策略团队将该基准股指的年底目标点位从6,300点上调至6,600点，意味着较上周五的历 史最高收盘点附近大约3%的潜在涨幅，预计2026年年中有望升至6,900点。在另一华尔街大行美银的报告显示超90%受访机构投资者称美股被高估之际，花 旗的美股看涨研报无疑暂时给投资者们信心 超出华尔街分析师预期的财报季，尤其是占据屡创历史新高的标普500指数与纳斯达克100指数高额权重的"六巨头"整体业绩(另一巨头英伟达业绩将于月底 公布)超过华尔街预期且与AI数据中心相关的资本支出大超预期，叠加几乎没有证据显示关税对业绩基本面产生重大不利影响，推动本月美国股市再创新 高。 占据标普500指数以及纳斯达克100指数高额权重(大约35%)的所谓"美股七大科技巨头"，即"Magnificent Seven"，它们包括：苹果、微软、谷歌、特斯拉、英 伟达、亚马逊以及Facebook母公司Meta Platforms，它们乃标普50 ...

Market Performance - The three major U.S. stock indices closed higher, with the S&P 500 and Nasdaq reaching all-time highs. The Dow Jones increased by 0.52%, the S&P 500 rose by 0.54%, and the Nasdaq gained 0.74% [6][8] - Nvidia and Microsoft stocks also hit historical highs, with Nvidia rising nearly 1% and Microsoft increasing over 1% [8][9] Chinese Concept Stocks - The Nasdaq China Golden Dragon Index rose by 1.23%, while the Wind China Concept Technology Leaders Index increased by 0.79%. Most popular Chinese concept stocks saw gains, with Linklogis rising over 10% [4][6] Commodity Market - International gold prices fell, while silver and oil prices increased. Gold futures on COMEX and spot gold in London dropped by 0.41% and 0.21%, respectively. In contrast, COMEX silver futures and London silver spot prices rose by 0.83% and 0.62% [14][15] - Oil prices saw a significant increase, with NYMEX WTI crude and ICE Brent crude futures both rising over 1% [14][15] Economic Reports - The U.S. Treasury Department reported a net inflow of $311.1 billion in international capital for May, with private capital inflows amounting to $333.2 billion and official outflows of $22.1 billion [20][21] - Foreign investors increased their holdings of U.S. long-term securities by $318.5 billion in May, with private investors contributing $287.5 billion to this increase [21][24] Legislative Developments - The U.S. House of Representatives passed the "Genius Act," aimed at significant legislative reforms for cryptocurrency regulation, with a vote of 308 to 122. Additionally, the "Clarity Act" was also passed, which seeks to establish a broader regulatory framework for digital assets [26]

Core Viewpoint - The company reported a revenue of 3.307 billion yuan in 2024, a year-on-year increase of 14.59%, with a net profit of 213 million yuan, indicating a stable growth trajectory in its core internet media and digital marketing businesses [1] Business Performance - In 2024, the internet media business generated revenue of 1.158 billion yuan, accounting for 35.03% of total revenue, while the digital marketing business contributed 1.983 billion yuan, representing 59.96% of total revenue [1] - The company maintained a low asset-liability ratio of 14.64%, reflecting strong financial health and risk management capabilities [1] - For Q1 2025, the company reported a revenue of 1.085 billion yuan, with a net profit of 38.1 million yuan, marking increases of 48.56% and 37.79% year-on-year, respectively [1] Strategic Focus - The company aims to enhance its core competitiveness and operational capabilities by optimizing resource allocation and exploring new business models, particularly in AI and blockchain technologies [1] - The management emphasized the importance of aligning with the board's strategic plans to ensure sustainable growth and profitability [2] Investor Relations - The company is committed to improving investor returns through share buybacks and exploring various methods to enhance shareholder value, despite not distributing dividends in recent years [6][8] - The management acknowledged the need for effective communication with the capital market to boost investor confidence and address concerns regarding stock performance [10][11] Collaboration and Market Position - The company continues its partnership with Huawei's Whale Energy, expanding its advertising services across various industries and regions, which is expected to contribute positively to its revenue streams [7] - The company is focused on maintaining its leading position in the industry by combining internal growth with external acquisitions and partnerships [9]

②【特斯拉：有关寻找CEO接班人的媒体报道不属实】截至发稿，特斯拉盘前涨0.38%。消息面上，特 斯拉董事长Robyn Denholm表示，有关寻找CEO继任者的媒体报道"完全不实"。董事会对马斯克的能力 充满信心。 ①截至发稿，道指期货涨0.58%、标普500指数期货涨1.04%、纳指期货涨0.13%。 ③【Q1广告收入实现两位数增长，Meta涨超6%】截至发稿，Meta Platforms盘前涨6.24%。消息面上， Meta加码AI，第一季度广告收入录得16%的两位数增长。公司大幅上调资本支出指引，2025年全年资本 支出预计为640亿至720亿美元，此前预计为600亿至650亿美元。 每经记者 蔡鼎 每经编辑 兰素英 ⑦【美元指数时隔半月收复100整数关口】北京时间5月1日午后，美元指数DXY站上100关口，为4月16 日以来首次，截至发稿报99.78。 ⑧【美国法官裁定苹果公司违令，要求立即整改】美国联邦法官于当地时间4月30日裁定，苹果公司违 反了此前的一项法院命令，必须进行整改以更好地促进市场竞争。该法院命令要求苹果开放应用商店， 允许用户采用外部支付方式。加州联邦地区法官罗杰斯表示，将把此案移 ...