Group 1: Transportation and Mobility Trends - The Ministry of Transport reported that during the Labor Day holiday from May 1 to May 5, the total cross-regional movement of people reached 1.46594 billion, averaging 29.319 million per day, a year-on-year increase of 7.9% compared to the same period in 2024 [1] - During the same holiday period, the application volume for the vehicle trade-in subsidy exceeded 60,000, driving new car sales to 8.8 billion [2] - Leap Motor announced that it achieved over 18,000 orders from May 1 to May 5, setting a new record, with over 3,700 orders on May 5 alone [7] Group 2: Automotive Industry Developments - Ford Motor Company projected a loss of $1.5 billion due to tariffs imposed by the U.S. government, leading to the withdrawal of its previous earnings forecast for 2025 [3] - Volvo's battery subsidiary, NOVO Energy, announced a 50% workforce reduction as part of a restructuring effort following the bankruptcy of its technology partner, Northvolt [4] - Chery Automobile plans to conduct an initial public offering (IPO) in Hong Kong, aiming to raise approximately $1.5 billion [8] Group 3: Strategic Partnerships and Innovations - Tesla stated that over 95% of the parts for its Model 3 and refreshed Model Y are produced in China [9] - WeRide and Uber announced an expansion of their strategic partnership, planning to deploy Robotaxi services in 15 new international cities over the next five years [11] - Xiaomi's automotive division rebranded its "Intelligent Driving" feature to "Assisted Driving" in response to national standards for driving automation [6]

Market Overview - US stock index futures are all down, with Dow futures down 0.77%, S&P 500 futures down 0.93%, and Nasdaq futures down 1.21% [1] - European indices also show declines, with Germany's DAX down 0.89%, UK's FTSE 100 down 0.22%, France's CAC40 down 0.52%, and the Euro Stoxx 50 down 0.70% [2] - WTI crude oil increased by 2.15% to $58.36 per barrel, while Brent crude rose by 2.06% to $61.47 per barrel [2] Company News - Goldman Sachs indicates that recent earnings reports from major tech companies in the AI sector have boosted investor confidence, suggesting that recent pullbacks present a buying opportunity [3] - DoorDash reported Q1 revenue growth of 20.7% to $3.03 billion, with adjusted EBITDA of $590 million, exceeding market expectations [4] - Philips lowered its annual profit forecast due to the impact of US tariffs, estimating a net effect of €250 million to €300 million (approximately $283 million to $340 million) [5] - Palantir's Q1 revenue surged 39% to $884 million, leading to an upward revision of its 2025 revenue forecast to approximately $3.9 billion, a 36% year-over-year increase [5] - Ford's Q1 revenue fell 5% to $40.7 billion but exceeded analyst expectations, while the company withdrew its full-year profit guidance [6] - Apple is expected to launch AI features in China with support from Alibaba and Baidu, integrating local compliance mechanisms [7] - WeRide expanded its strategic partnership with Uber to deploy autonomous Robotaxi services in 15 cities over the next five years [8] - The US Department of Justice is pushing for the forced divestiture of Google's online advertising business, citing illegal monopoly practices [9]

⑥【富国证券：今年标普500将收于7000上方】富国证券股票策略主管Christopher Harvey预计，标普500 指数今年底将升至7007点，与他2025年初时的预估相同。目前该指数为5672点，该指数此前九个交易日 上涨10%以上，创下20多年来最长的涨势。根据Harvey的预测，未来八个月美国基准股指将再涨24%。 ⑦【花旗CEO：企业无法承受10%以上的关税】花旗集团CEO Jane Fraser周一表示，该行的大多数商业 客户都能消化美国对其贸易伙伴征收的10%关税，如果是25%，就超出承受能力了。她警告称，在经济 形势更加明朗之前，企业在投资和招聘方面正在保持观望态度。 每经记者 蔡鼎 每经编辑 兰素英 ①【三大期指齐跌，纳指期货跌超1%】截至发稿，道指期货跌0.66%、标普500指数期货跌0.8%、纳指 期货跌1.06%；美元指数跌0.15%，报99.65。 ②【高盛：科技巨头业绩提振信心，近期回调为买入美股AI板块提供良机】高盛分析师表示，上月底 一些涉及人工智能(AI)领域的大型科技公司发布的业绩报告好于预期，表明在近期回调之后投资者有机 会重新布局这一板块。以Louis Miller ...

5月6日，文远知行与优步(Uber)共同宣布扩大战略合作，计划未来五年将新增15座国际城市，部署自动 驾驶Robotaxi服务，包含欧洲、中东等区域的国际市场。此次合作升级展现了文远知行和优步正凭借顶 尖的自动驾驶技术引领未来出行，将加速双方实现用自动驾驶出行服务全球用户的共同愿景。(人民财 讯) ...

5月3日，Momenta与Uber达成战略合作协议，将自动驾驶车辆引入Uber平台，覆盖美国和中国以外的国 际市场。首批合作商业化落地将于2026年初在欧洲启动，并配备车载安全员。通过Uber出行网络与 Momenta自动驾驶技术的结合，双方将加速为全球用户提供安全、安心的自动驾驶Robotaxi 服务。（全 天候科技） ...