在盈利能力方面，最赚钱的十家上榜公司中，除五家商业银行和中石油外，今年进入利润榜前十位的有 四家民营企业：台积公司、腾讯、阿里巴巴集团、中国平安。其中台积公司以360.87亿美元的净利润排 在利润榜第4位；腾讯2024年的净利润同比增长超过65%，以超过269亿美元的净利润排在利润榜第6 位；阿里巴巴集团和中国平安分别位列利润榜第9位和第10位。这十家公司在去年的总利润约为3,115亿 美元，约占上榜公司利润总和的41%。 因为多元化业务的加持，饮料行业中排位最高的是四川省宜宾五粮液集团有限公司，排在第146位，较 去年上升5位。而净利润率最高的前十家公司中，有三家来自饮料行业中的酒企，分别是贵州茅台、泸 州老窖和山西汾酒，其中贵州茅台以超过49%的利润率在利润率榜中居首。 排在利润率榜第三位的是台积公司，利润率超过40%。在免签政策红利和旅游业热潮对业绩增长的推动 下，携程成为净利润率最高的十家公司中唯一的互联网公司，利润率超过32%，该公司也是上榜互联网 企业中利润率最高的公司。 而在净资产收益率(ROE)榜上，珠海万达商业管理集团股份有限公司以超过64%的ROE位居榜首，赛力 斯位列第二，海底捞位列第三 ...

Group 1 - A 6-year-old boy received a settlement of 40 million USD (approximately 287 million RMB) due to permanent injury caused by swallowing a remote control battery from an air conditioner exported to the US [1] - Zurich Insurance (China) Co., Ltd. will bear a compensation responsibility of approximately 141.28 million RMB as the excess liability insurer [1] Group 2 - Emirates Airlines is exploring a partnership with Crypto.com to allow customers to pay for flight tickets using cryptocurrency, with implementation expected next year [2] - Dubai Duty Free has also confirmed a partnership with Crypto.com to accept cryptocurrency for in-store and online shopping [2][3] Group 3 - The National Healthcare Security Administration of China has published a work plan for the adjustment of the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance drug catalog [4] Group 4 - Nvidia CEO Jensen Huang is set to meet with President Trump before visiting China, although specific discussion details remain undisclosed [5] Group 5 - President Trump announced plans to impose a uniform tariff of 15% or 20% on countries that have not yet received tariff notices [6][7] - A 35% tariff on Canadian imports will take effect from August 1 [9] Group 6 - LeEco has been executed for over 10.07 million RMB, with multiple restrictions and enforcement actions against the company [8] Group 7 - OpenAI is preparing to launch an "open weight model" that is expected to be available next week, which will feature the reasoning capabilities of its latest models [10] Group 8 - Tesla's market value increased by 45.1 billion USD (approximately 323.6 billion RMB) overnight, reaching a total market capitalization of 998.08 billion USD [11] Group 9 - China's express delivery volume surpassed 1 trillion packages as of July 9, 2024, 35 days earlier than the previous year, indicating strong economic resilience [12] Group 10 - The Shanghai State-owned Assets Supervision and Administration Commission held a meeting to discuss the development trends and strategies regarding cryptocurrencies and stablecoins [13][14] Group 11 - Ningde Times announced the completion of the transfer of 4.05 million shares donated by Vice Chairman Li Ping and his spouse to a foundation, which will not significantly impact the company's governance structure [15] Group 12 - Multiple hotels in Zhengzhou reported that Ctrip modified their room prices without consent, leading to an investigation by the local market supervision bureau [16]

Core Viewpoint - China has strategically increased its nickel reserves in response to geopolitical tensions and market conditions, particularly in light of the U.S.-China trade war initiated by Trump, which has led to a significant drop in nickel prices due to increased production from Indonesia [1][3]. Group 1: Nickel Procurement Strategy - Since December of the previous year, China has purchased up to 100,000 tons of nickel, with 77,000 tons acquired in the first five months of this year, indicating a potential doubling of reserves by 2025 [1][3]. - The price of nickel has fallen by 40% due to increased production from Indonesia, allowing China to capitalize on this opportunity to stockpile nickel at historically low prices [3]. Group 2: Importance of Nickel - Nickel is a critical alloying element in stainless steel, and China, being the largest stainless steel producer globally, requires substantial nickel reserves [5]. - The growing application of nickel in the electric vehicle industry, particularly in battery production, underscores the necessity for China to secure its nickel supply amid the booming demand for electric vehicles [7]. - Nickel-based alloys are also essential for national defense materials, including components for aircraft engines and rockets, further emphasizing the strategic importance of nickel reserves [7]. Group 3: Timing and Geopolitical Considerations - The timing of China's nickel procurement aligns with the geopolitical landscape, as actions were taken shortly after Trump's election, anticipating potential trade conflicts and supply chain disruptions [9]. - The increasing tensions in the Taiwan Strait and the likelihood of U.S. actions against China in critical mineral sectors necessitate proactive measures to ensure resource security [9].

【导读】美股三大指数收盘涨跌不一，英伟达股价创历史新高，总市值超过3.9万亿美元；特 朗普称将对铜征收50%的关税，相关品类和概念股直线拉升 见习记者 储是 美东时间7月8日（周二），美股三大指数收盘涨跌不一。 截至收盘，道琼斯指数下跌0.37%，报收于44240.76点；标普500指数下跌0.07%，报收于 6225.52点；纳斯达克综合指数上涨0.03%，报20418.46点。 欧元区方面，7月8日，欧洲股市集体收涨，欧洲斯托克50指数收涨0.67%，德国DAX30指数 收涨0.76%，英国富时100指数收涨0.56%，法国CAC40指数收涨0.56%。 | 美股指数 它 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 44240.76 | 20418.46 | 6225.52 | | -165.60 -0.37% | +5.94 +0.03% | -4.46 -0.07% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 7484.90 | 22918.50 | 6275.50 | | +53.08 +0.71% | +21.75 ...

智通财经6月4日电，今天《新闻联播》主要内容有： 6月4日周三《新闻联播》要闻22条 1、习近平会见白俄罗斯总统； 2、习近平向韩国当选总统李在明致贺电； 3、【新思想引领新征程】高水平开放提速加力 与世界共享发展机遇； 4、今年前4个月国家高新区规上工业企业营收超10万亿元； 5、"两新"政策持续发力 消费潜力加速释放； 6、我国城镇老旧小区改造加快推进； 7、各地扎实推进一批重大工程建设； 8、【在希望的田野上·三夏时节】科技助力夏收夏种 筑牢粮食丰收基础； 9、【真抓实干 打开改革发展新天地】数字赋能 重庆高效治理超大城市； 10、《电子信息制造业数字化转型实施方案》印发； 11、我国组织开展人力资源服务业与制造业融合发展试点； 12、我国将进一步健全横向生态保护补偿机制； 13、2025年新能源汽车下乡活动6月中旬开启； 14、财政部在香港发行今年第三期125亿元人民币国债； 15、2025年全国"服务消费季"在南京启动； 16、俄称在苏梅控制一定居点 乌称摧毁俄无人机 乌称袭击克里米亚大桥 俄称大桥结构未受损； 17、美国提高进口钢铝关税至50%政策生效 美媒称多个行业将受影响 多国人士批评美加征关 ...