非银金融板块领跌

债市走牛的逻辑比较清晰，增长动能偏弱叠加货币宽松。股市走牛往往伴随着三个宏观条件，一是经济悲观预期见底；二是金融条件转向宽松；三是增量资金入市

美国对华部分进口产品加征关税，电动汽车关税增三倍；国联证券今日复牌涨停，拟收购民生证券做大做强；腾讯一季度净利润大增

沪指开盘报3141.25点，跌幅0.14%；深成指报9648.43点，跌幅0.21%

本轮地产上涨行情自4月25日以来已持续半月，华安策略提示，地产行情短期内仍有望上涨，但对上涨空间和持续时间均不能过于乐观

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煤炭、银行等高股息板块走弱

9.9万元人形机器人面世 带动板块大涨；超长期国债17日首发，公用事业板块今日大跌；OpenAI将推出桌面版ChatGPT，推出GPT-4o的全新旗舰人工智能模型

沪指开盘报3148.85点；深成指报9689.55点

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港股表现较强，恒科指盘中站上4000点关口

4月CPI同比超预期增长0.3% PPI同比降幅收窄至2.5%；央行：保持货币信贷供给与经济高质量发展有效融资需求相适配；证监会严管上市券商 聚焦主责主业、激励约束合理

沪指开盘报3139.48点，跌幅 0.48%；深成指报9659.64点，跌幅 0.74%

• As of May 8, 2024, the disclosed annual reports of 5,355 listed companies in China's A-share market for 2023 show a total revenue of 72.6 trillion yuan (up by 0.9% year-on-year) but a net profit decline of 2.7% to 5.3 trillion yuan. Excluding the financial sector, revenue was up by 2.3%, while net profits fell by 3.76%.
• In Q1 2024, both overall and non-financial A-share companies experienced further declines in net profits by approximately 4.74% and 5.44%, respectively, continuing the trend from the second half of 2023 which showed weak recovery signs despite slight improvements in revenue.
• The performance across sectors varied; service sectors related to travel and export-oriented industries performed relatively better due to increased overseas demand, while financial and real estate sectors faced significant pressures with continued pessimistic revenue and profit forecasts due to limited demand recovery and high operational costs relative to income.

制度优化有三块内容：区分借壳上市和反向收购，估值包容性与商誉监管，培养耐心资本

作为金融市场，尤其是绿色金融可持续发展的重要基础之一，信息披露与分类标准、激励机制、产品体系和能力建设，共同推动着绿色金融可持续发展目标的实现

年报和一季报数据显示，A股上市公司增收不增利，经营承压、投资收缩、融资低迷，盈利能力持续下滑

【本文系数据通用户提前专享】年报和一季报数据显示，A股上市公司增收不增利，经营承压、投资收缩、融资低迷，盈利能力持续下滑

供应好转，需求不振，冶金焦炭价格承压走低

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