路透社等媒体称，中国是拉丁美洲仅次于美国的第二大贸易伙伴，拉丁美洲是中国在亚洲以外最大的对外投资目的地。去年，中拉贸易总额首次 超过5000亿美元。 在12日举办的"中国-巴西商业研讨会"上，巴西总统卢拉与美团创始人、CEO王兴会面，并见证签署投资协议。美团将在未来几个月内，正式将其 旗下外卖服务Keeta引入巴西，并计划5年内在巴西投入10亿美元支持该项目发展。根据投资协议，Keeta进入巴西后，将在当地建设全国性即时配 送网络，同时，也会为当地合作伙伴提供综合服务、营销工具和数字化运营工具，支持当地餐饮商户的业务。 巴西UOL新闻网13日报道称，美团的进入将开启巴西外卖市场的新篇章，外卖行业将在经历疫情造成的衰退和客流量下降后迎来转折点。巴西食 品服务研究所称，2024年外卖用户数量下降了3%，目前行业的增长完全依赖食品价格上涨来维持。美团等巨头的到来被视为一种"颠覆性"因素， 能够重新引发竞争。有了新的理念，iFood、Rappi和99 Food等现有外卖平台将更加注重盈利能力、多样化和差异化。 此外，蜜雪冰城将在巴西投资32亿雷亚尔（约41.1亿元人民币）用于建厂、拓展门店。长城汽车、广汽集团等也计划 ...

Group 1: Meituan's Investment in Brazil - Meituan plans to invest $1 billion in Brazil over the next five years to support its "Keeta" delivery service [1] - The "Keeta" service will establish a nationwide instant delivery network in Brazil and provide comprehensive services, diverse marketing tools, and digital operation tools for local restaurant partners [1] - Brazil's large population presents significant potential for the delivery market, but the competition is intense [1] Group 2: JD Group's Q1 Financial Performance - JD Group reported a revenue of 301.1 billion RMB in Q1 2025, a year-on-year increase of 15.8%, marking the highest growth rate in nearly three years [2] - The revenue from electronic products grew by 17.1%, while daily consumer goods increased by 14.9% [2] - The number of active users has seen double-digit growth for six consecutive quarters, exceeding 20% [2] Group 3: JD Logistics Q1 Performance - JD Logistics reported a revenue of 46.97 billion RMB in Q1, with a year-on-year growth of 11.5% [3] - Non-IFRS profit reached 751.5 million RMB, reflecting a 13.4% increase [3] - The growth in integrated supply chain customer revenue indicates improved service quality and operational efficiency [3] Group 4: "618" Shopping Festival Launch - JD and Taobao launched the "618" shopping festival, with the pre-sale period starting in mid-May for the first time [4] - Both platforms have innovated their subsidy systems while maintaining traditional discount models, creating a "low price + service + entertainment" consumption ecosystem [4] - The early strategy aims to secure consumers and attract new customers while retaining existing ones, amidst increasing competition from platforms like Douyin and Kuaishou [4]

每经编辑｜胡玲 王瀚黎 1 隔夜市场 5月13日晚，美国通胀数据公布，美国4月CPI同比2.3%，预期2.4%，前值2.4%；美国4月核心CPI同比2.8%，预期2.8%，前值2.8%。据央视财经，目前，市 场对美联储今年年内降息多次的预期已显著降温。芝商所"美联储观察工具"最新显示，美联储6月维持利率不变的概率超过80%，7月降息的概率已降至不足 四成。 美股三大指数收盘涨跌不一，纳指涨1.61%，标普500指数涨0.72%，道指跌0.64%。其中，标普500指数年内转涨。英伟达涨超5%，创2月27日以来收盘新 高；特斯拉涨约5%，创2月24日以来收盘新高；奈飞、Meta涨超2%，苹果、亚马逊、英特尔涨超1%，谷歌小幅上涨；微软小幅下跌。热门中概股多数下 跌，纳斯达克中国金龙指数收跌0.07%。小马智行跌逾10%，文远知行跌超6%，哔哩哔哩、好未来跌超2%，蔚来、小鹏汽车跌近2%。 WTI 6月原油期货收涨1.72美元，涨幅2.77%报63.67美元/桶。布伦特7月原油期货涨2.57%，报66.63美元/桶。 德国DAX 30指数初步收涨0.23%，报23619.50点，继续创收盘历史新高。法国股指初步收涨 ...