by Thinkergy
财经周报｜每周解读商业、财经、经济、投资热点 为大众提供最新鲜的财经资讯，充分填充大家的碎片化时间，最大化程度降低您的信息收集成本！ ENJOY~ 资讯本身很简单，是信息的传播载体，但是结合了数据跟对全球经济风向的嗅觉之后，它就不仅仅只是左耳进右耳出的初始信息了，听完这则资讯应该嗅出什么样的风向，进而远瞩到未来的趋势，并做好部署，才能将这些内容最大化的利用 一天又一天中纷繁复杂的信息，基本上90%都是对你来说无效的信息，叠加短视频世代爆发，更多庞大的、无效的、重复的、鼓吹性的信息拉扯着我的视觉、听觉、触觉，更是因为这样，寻找有效信息的成本在陡峭上行，怎么样挣脱信息的茧房，能够更全面的看待自我、世界、他者，我想也应该是身处于信息爆炸时代的我们，应该去好好思考的
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🇨🇳
Publishing Since
6/4/2024
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June 7, 2026
<blockquote><p><strong>财经视界·寰球纵览</strong></p></blockquote><blockquote><p><strong>文字内容，稍后在公众号更新《信息流动》/今明两天逐步更新</strong></p></blockquote><p><strong>航天航空</strong></p><p><a class="timestamp">00:00</a> 1. SpaceX推进750亿美元IPO，计划将25%-30%股份给散户，拒内地及香港订单。</p><p><a class="timestamp">07:55</a> 2. Blue Origin火箭静态点火爆炸，发射台损毁，修复需六个月。</p><p><a class="timestamp">17:58</a> 3. 中国民航三大航陷旺丁不旺财困局，预计2026年合计亏损220亿元。</p><p><strong>社会时事</strong></p><p><a class="timestamp">29:14</a> 4. 深圳及全国网约车运力饱和，单车日均订单仅约10单。</p><p><a class="timestamp">39:20</a> 5. 外卖骑手从1200万激增至2000万，补贴退坡后五人抢一单。</p><p><a class="timestamp">46:52</a> 6. 29省财政自给率全部低于100%，土地出让收入同比降24.4%。</p><p><a class="timestamp">01:00:00</a> 7. 中国出台对外投资新规，扩大ODI定义，清退非法跨境证券业务。</p><p><strong>消费相关</strong></p><p><a class="timestamp">01:15:27</a> 8. 拼多多Q1营收1062亿元，净利降15%，从流量中介向供应链转型。</p><p><a class="timestamp">01:25:09</a> 9. 泡泡玛特面临IP退潮和空头狙击，股价暴跌超30%。</p><p><a class="timestamp">01:33:03</a> . 中国智能眼镜爆发增长，1-4月线上零售额同比增165%。</p><p><strong>食品饮料</strong></p><p><a class="timestamp">01:44:36</a> 11. 哈根达斯中国内地门店业务转让给柠季。</p><p><a class="timestamp">01:55:31</a> 12. 中国餐饮海外扩张，蜜雪冰城海外门店超4000家。</p><p><a class="timestamp">02:14:18</a> 13. 福建漳州杨梅违规添加剂，产区信任崩塌，23人被问责。</p><p><a class="timestamp">02:12:28</a> 14. 双汇猪肉兽药超标38倍，市值蒸发45亿，食安危机再发。</p><p><a class="timestamp">02:21:41</a> 15. Paper Stone Bakery销售未来面包被立案调查。</p><p><a class="timestamp">02:30:20</a> 16. 日本零食企业因石脑油短缺改用黑白包装。</p><blockquote><p><strong>团队：</strong>Trover Chan/Fhoenix Kwan/Cecilia Gao</p></blockquote><blockquote><p><strong>联系方式：</strong>公众号留言或邮箱，我们下期再会</p></blockquote><p></p><p></p><br><a href="https://www.xiaoyuzhoufm.com/episode/6a252e177444b5722234bd52?utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PWFwcGxlcG9kY2FzdF9zaG93bm90ZXMmbXQ9OA%3D%3D">前往小宇宙评论区与主播互动</a>
May 24, 2026
<blockquote><p><strong>财经视界·寰球纵览</strong></p></blockquote><blockquote><p><strong>文字内容，稍后在公众号更新《信息流动》/今明两天逐步更新</strong></p></blockquote><p><strong>半导体</strong></p><p><a class="timestamp">00:00</a> 1. 英伟达Q1营收816亿美元同比增85%，数据中心占比92%，盘后股价一度跌超3%。</p><p><a class="timestamp">09:30</a> 2. 三星4.7万人罢工紧急叫停，劳资达成暂定协议，股价大涨超7%。</p><p><a class="timestamp">18:32</a> 3. 寒武纪Q1净利同比增185%，市值突破8600亿元跃居A股第二。</p><p><strong>TMT互联网</strong></p><p><a class="timestamp">30:10</a> 4. 美国反AI情绪迅速蔓延，数据中心项目频遭取消，AI成政治变量。</p><p><a class="timestamp">40:40</a> 5. 豆包上线付费订阅，标志中国AI行业从免费转向价值变现。</p><p><a class="timestamp">48:00</a> 6. 全球GPU算力租赁价格持续上行，旧款GPU逆势升值。</p><p><strong>宏观+金融</strong></p><p><a class="timestamp">59:46</a> 7. 九部委整治跨境互联网券商，富途拟罚没18.5亿元，老虎罚4.1亿元。</p><p><a class="timestamp">01:10:15</a> 8. 中国4月新增信贷罕见转负，居民贷款净减7869亿元。</p><p><a class="timestamp">01:19:48</a> 9. 中国4月固投转负、消费创40个月新低，多项指标低于预期。</p><p><strong>食品饮料</strong></p><p><a class="timestamp">01:32:00</a> 10. 五粮液年报调减营收超300亿元，净利暴跌逾七成，股价跌破百元。</p><p><a class="timestamp">01:42:00</a> 11. 怪兽饮料Q1营收23.5亿美元同比增27%，国际市场增长45%。</p><p><a class="timestamp">01:50:07</a> 12. 汉堡王母公司Q1净利翻倍，中国业务恢复特许经营费。</p><p><strong>国际贸易</strong></p><p><a class="timestamp">01:58:20</a> 13. 俄罗斯一季度GDP萎缩0.3%，战时经济引擎撞上劳动力短缺瓶颈。</p><p><a class="timestamp">02:06:37</a> 14. 中国对非洲20国启动零关税，53个非洲国家纳入免税名单。</p><blockquote><p><strong>团队：</strong>Trover Chan/Fhoenix Kwan/Cecilia Gao</p></blockquote><blockquote><p><strong>联系方式：</strong>公众号留言或邮箱，我们下期再会</p></blockquote><p></p><br><a href="https://www.xiaoyuzhoufm.com/episode/6a12d189e59ebca93633d654?utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PWFwcGxlcG9kY2FzdF9zaG93bm90ZXMmbXQ9OA%3D%3D">前往小宇宙评论区与主播互动</a>
May 11, 2026
<blockquote><p><strong>财经视界·寰球纵览</strong></p></blockquote><blockquote><p><strong>文字内容，稍后在公众号更新《信息流动》/今明两天逐步更新</strong></p></blockquote><p><strong>有色金属</strong></p><p><a class="timestamp">00:00</a> 1. 中东冲突叠加产能封顶、AI抢电与印尼瓶颈，全球电解铝开启超级紧缺周期。</p><p><a class="timestamp">10:55</a> 2. 业绩修复、储能爆发与碳酸锂止跌共振，A股锂电产业链利润周期被重新定价。</p><p><strong>石油石化</strong></p><p><a class="timestamp">21:08</a> 3. 阿联酋退出OPEC标志卡特尔走向瓦解，全球原油定价将嵌入更高波动率溢价。</p><p><a class="timestamp">28:32</a> 4. 美国对伊朗海上封锁并启动"Project Freedom"护航，霍尔木兹危机演变为全球秩序的历史转折。</p><p><strong>农林渔牧</strong></p><p><a class="timestamp">40:57</a> 5. 猪价跌至八年新低、头部企业巨亏，但产能去化未到位，行业面临周期与结构双重重塑。</p><p><a class="timestamp">48:27</a> 6. 加州对华出口暴跌64%与国内菜价断崖齐现，农产品市场呈"外冷内热、内跌外涨"极端分化。</p><p><strong>纺织服装</strong></p><p><a class="timestamp">58:52</a> 7. 耐克大中华区连续七季下滑、毛利率六连降，深层危机是产品、渠道与品牌的"空心化"。</p><p><a class="timestamp">01:11:48</a> 8. 亚瑟士、HOKA与昂跑营收齐增但盈利分化，中国专业跑鞋赛道步入多强混战平台期。</p><p><a class="timestamp">01:22:11</a> 9. 霍尔木兹危机经聚酯链向印度、孟加拉传导，威胁快时尚"低价快反"模式根基。</p><p><strong>文娱传媒</strong></p><p><a class="timestamp">01:34:25</a> 10. 2026年五一档票房微增至7.58亿但仅为高峰一半，影院倒闭与高空场率折射结构性收缩。</p><p><a class="timestamp">01:48:15</a> 11. 韩国一季度专辑出口首破亿美元，K-POP从"卖专辑"进化为偶像IP资产化的全球生态。</p><p><a class="timestamp">01:59:15</a> 12. 爱奇艺八年蒸发97%、AI艺人库引明星辟谣，"降本增效"暴露资本故事中人之价值的拷问。</p>
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财经周报｜每周解读商业、财经、经济、投资热点
为大众提供最新鲜的财经资讯，充分填充大家的碎片化时间，最大化程度降低您的信息收集成本！
ENJOY~
资讯本身很简单，是信息的传播载体，但是结合了数据跟对全球经济风向的嗅觉之后，它就不仅仅只是左耳进右耳出的初始信息了，听完这则资讯应该嗅出什么样的风向，进而远瞩到未来的趋势，并做好部署，才能将这些内容最大化的利用
一天又一天中纷繁复杂的信息，基本上90%都是对你来说无效的信息，叠加短视频世代爆发，更多庞大的、无效的、重复的、鼓吹性的信息拉扯着我的视觉、听觉、触觉，更是因为这样，寻找有效信息的成本在陡峭上行，怎么样挣脱信息的茧房，能够更全面的看待自我、世界、他者，我想也应该是身处于信息爆炸时代的我们，应该去好好思考的
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