<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>早餐新闻：美联储维持利率，贸易谈判展开</h2>
<p>###2025 年 5 月 8 日</p>
<table>
<thead>
<tr>
<th>周三市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500</strong><br/>5,631 (+0.43%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>17,738 (+0.27%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>41,114 (+0.7%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$96,338 (+1.48%)</td>
</tr>
</tbody>
</table>
<p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/681c8728f4fe7a006435fdfd/original.png/query-MTc0NjcwMDA3Mg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/681c8728f4fe7a006435fdfd/original.png/query-MTc0NjcwMDA3Mg"/></p>
<p>来源：Jester AI 制作的图像。</p>
<h2>1. 贸易谈判和美联储决策推动期货上涨</h2>
<p>特朗普总统将在东部时间上午 10 点宣布与英国的贸易协议，此前他今天早上在社交媒体上发布了&#34;与英国的协议是全面而彻底的，将巩固美国与英国之间的关系，持续多年。&#34;</p>
<ul>
<li><strong>&#34;尽管不确定性加剧，经济仍然处于稳健状态&#34;:</strong> 标准普尔 500 期货上涨超过 0.9%，预计贸易协议将达成，继市场时段内因对最新美国联邦储备会议的积极反应而上涨 0.43%。美联储主席杰罗姆·鲍威尔重申在进一步降息之前需要采取观望态度。</li>
<li><strong>关键指标显示投资者情绪逐渐平稳：</strong> VIX，作为股市恐慌的常用衡量标准，交易价格下跌至 22.75，仅略高于 4 月 2 日之前的水平。</li>
</ul>
<h2>2. AppLovin 继续吸引投资者</h2>
<p><em>股票顾问</em> 推荐的 <strong>AppLovin</strong>(APP -0.14%) 在收盘后上涨超过 14%，因其发布的乐观业绩显示其正在计划以 4 亿美元出售其移动游戏部门。</p>
<ul>
<li><strong>&#34;我们认为我们拥有世界上最佳的表现广告 AI 模型&#34;:</strong> 首席执行官亚当·弗鲁吉强调公司的技术进步是其收入同比增长 40% 的关键因素。</li>
<li><strong>运营效率显著提升：</strong> 广告业务的年化调整后每员工 EBITDA 在本季度上升至约 400 万美元。</li>
</ul>
<h2>3. 知名的盘后财报</h2>
<p><strong>MercadoLibre</strong>(MELI 1.59%) 在市场收盘后上涨超过 8%，得益于超出预期的业绩，并显示独立活跃买家的数量连续第五个季度增长。</p>
<ul>
<li><strong>自 2021 年以来超越标准普尔 500 指数 143%</strong> <strong><em>规则破坏者</em></strong> <strong>推荐：</strong> <strong>Axon Enterprise</strong>(AXON -0.21%) 在连续第 13 个季度实现超过 25% 的同比销售增长后，股价上涨近 5%。</li>
<li><strong>&#34;我们在自动化、客户投资回报实现和世界级服务方面的投资正在获得回报&#34;:</strong> <strong>Paycom Software</strong>(PAYC 0.24%) 在超出收入和盈利预期后，股价在市场开盘前上涨约 1%。</li>
</ul>
<h2>4. 芯片限制的待变更事项</h2>
<p>特朗普政府正在考虑修改 AI 芯片限制，以便进行更多国家特定的芯片访问谈判，此举被视为为该行业及相关股票提供暂时的喘息机会。</p>
<ul>
<li><strong>目前对超过 40 个国家的先进芯片销售限制：</strong> <strong>Nvidia</strong>(NVDA 2.95%) 当天收盘上涨超过 3%，尽管任何乐观情绪可能短暂，因为新规则草案可能很快发布。</li>
<li><strong>净收入从去年的 2.24 亿美元下降至 2.1 亿美元：</strong> <strong>Arm Holdings</strong>(ARM 1.16%) 的反弹短暂，市场收盘后股价下跌超过 11%，因其对下个季度的指引低于预期。</li>
</ul>
<h2>5. 下一个：关键的周四财报</h2>
<p><strong>Trade Desk</strong>(TTD 1.51%) 将在市场收盘后报告季度财报，投资者密切关注近期市场不确定性可能导致的广告支出疲软。</p>
<ul>
<li><strong>自 2023 年 11 月以来上涨 81%</strong> <strong><em>隐藏的宝石</em></strong> <strong>推荐：</strong> <strong>Shopify</strong>(SHOP 0.72%) 预计在开盘前报告 27% 的同比收入增长，尽管前瞻性指引可能会影响市场反应。</li>
<li><strong>力争成为 AI 即服务的领导者：</strong> 在盘后报告中，<strong>Cloudflare</strong>(NET -0.37%) 的股东将关注年支出超过 100 万美元的客户数量，以及 Workers AI 平台的采用和进展。</li>
</ul>
<h2>6. 愚蠢的乐趣</h2>
<p>Axon Enterprise 继续通过对无人机和 AI 产品的投资来多元化其业务。但正如我们这些愚人所知，投资是关于未来的。你认为 Axon 的下一个伟大的&#34;增长前沿&#34;是什么？与朋友和家人讨论，或成为会员，听听你的同伴们在说什么！</p>

AXON

<p>2025 年 5 月 8 日，市场对预期的贸易谈判和美联储的决策反应积极。特朗普总统即将宣布与英国达成贸易协议，推动标准普尔 500 指数期货上涨超过 0.9%。AppLovin 在宣布出售 4 亿美元的移动游戏部门后，股价飙升 14%。MercadoLibre 和 Axon Enterprise 也报告了强劲的收益。特朗普政府正在考虑对人工智能芯片限制进行调整，这将惠及 Nvidia。市场预计将发布 Trade Desk 和 Shopify 的关键财报，关注广告支出和收入增长</p>

<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png" alt="" original-src="https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>Breakfast News: Fed Hold, Trade Talks Unfold</h2>
<div class="lb-trans"><h2>早餐新闻：美联储维持利率，贸易谈判展开</h2>
</div><h3>May 8, 2025</h3>
<div class="lb-trans"><p>###2025 年 5 月 8 日</p>
</div><table>
<thead>
<tr>
<th>Wednesday's Markets</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>S&amp;P 500</strong><br/>5,631 (+0.43%)</td>
</tr>
<tr>
<td><strong>Nasdaq</strong><br/>17,738 (+0.27%)</td>
</tr>
<tr>
<td><strong>Dow</strong><br/>41,114 (+0.7%)</td>
</tr>
<tr>
<td><strong>Bitcoin</strong><br/>$96,338 (+1.48%)</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>周三市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500</strong><br/>5,631 (+0.43%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>17,738 (+0.27%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>41,114 (+0.7%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$96,338 (+1.48%)</td>
</tr>
</tbody>
</table>
</div><p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/681c8728f4fe7a006435fdfd/original.png/query-MTc0NjcwMDA3Mg" alt="" original-src="https://braze-images.com/appboy/communication/assets/image_assets/images/681c8728f4fe7a006435fdfd/original.png?1746700072"/></p>
<p>Source: Image Created by Jester AI.</p>
<div class="lb-trans"><p>来源：Jester AI 制作的图像。</p>
</div><h2>1. Trade Talks and Fed Decisions Lead Futures Higher</h2>
<div class="lb-trans"><h2>1. 贸易谈判和美联储决策推动期货上涨</h2>
</div><p>President Trump will announce a trade deal with the U.K. at 10am ET after he posted on social media this morning &#34;The agreement with the United Kingdom is a full and comprehensive one that will cement the relationship between the United States and the United Kingdom for many years to come.&#34;</p>
<div class="lb-trans"><p>特朗普总统将在东部时间上午 10 点宣布与英国的贸易协议，此前他今天早上在社交媒体上发布了&#34;与英国的协议是全面而彻底的，将巩固美国与英国之间的关系，持续多年。&#34;</p>
</div><ul>
<li><strong>&#34;Despite heightened uncertainty, the economy is still in a solid position&#34;:</strong> S&amp;P 500 futures rose over 0.9% in anticipation of the trade deal, adding to the 0.43% gain during market hours following the positive reaction to the latest U.S. Federal Reserve meeting, where Chair Jerome Powell reiterated the need for a wait-and-see approach before cutting interest rates further.</li>
<li><strong>Key barometer indicates increasing investor calm:</strong> The VIX, a popular measure of stock market fear, traded lower to 22.75, only modestly above the level it was at pre-April 2.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>&#34;尽管不确定性加剧，经济仍然处于稳健状态&#34;:</strong> 标准普尔 500 期货上涨超过 0.9%，预计贸易协议将达成，继市场时段内因对最新美国联邦储备会议的积极反应而上涨 0.43%。美联储主席杰罗姆·鲍威尔重申在进一步降息之前需要采取观望态度。</li>
<li><strong>关键指标显示投资者情绪逐渐平稳：</strong> VIX，作为股市恐慌的常用衡量标准，交易价格下跌至 22.75，仅略高于 4 月 2 日之前的水平。</li>
</ul>
</div><h2>2. AppLovin Remains Investor Heartthrob</h2>
<div class="lb-trans"><h2>2. AppLovin 继续吸引投资者</h2>
</div><p><em>Stock Advisor</em> recommendation <strong>AppLovin</strong>(APP -0.14%) rocketed over 14% higher after the closing bell following upbeat results, which included details of being on track to sell its mobile gaming division for $400 million.</p>
<div class="lb-trans"><p><em>股票顾问</em> 推荐的 <strong>AppLovin</strong>(APP -0.14%) 在收盘后上涨超过 14%，因其发布的乐观业绩显示其正在计划以 4 亿美元出售其移动游戏部门。</p>
</div><ul>
<li><strong>&#34;We think we've got the best performance advertising AI model the world has ever seen&#34;:</strong> CEO Adam Frueghi talked up the company's tech advancements as being a key factor in the 40% jump in revenue versus last year.</li>
<li><strong>Pronounced efficiency of operations:</strong> The run-rated annual adjusted EBITDA per employee in the advertising business rose in the quarter to approximately $4 million.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>&#34;我们认为我们拥有世界上最佳的表现广告 AI 模型&#34;:</strong> 首席执行官亚当·弗鲁吉强调公司的技术进步是其收入同比增长 40% 的关键因素。</li>
<li><strong>运营效率显著提升：</strong> 广告业务的年化调整后每员工 EBITDA 在本季度上升至约 400 万美元。</li>
</ul>
</div><h2>3. Notable After-Hours Earnings</h2>
<div class="lb-trans"><h2>3. 知名的盘后财报</h2>
</div><p><strong>MercadoLibre</strong>(MELI 1.59%) soared over 8% post market closing thanks to results that beat expectations and showed the number of unique active buyers growing for a fifth quarter in a row.</p>
<div class="lb-trans"><p><strong>MercadoLibre</strong>(MELI 1.59%) 在市场收盘后上涨超过 8%，得益于超出预期的业绩，并显示独立活跃买家的数量连续第五个季度增长。</p>
</div><ul>
<li><strong>Beating the S&amp;P 500 by 143% since 2021</strong> <strong><em>Rule Breakers</em></strong> <strong>rec:</strong> <strong>Axon Enterprise</strong>(AXON -0.21%) popped almost 5% after notching year-over-year sales growth in excess of 25% for the 13th quarter in a row.</li>
<li><strong>&#34;Our investments in automation, client ROI achievement and world-class service are paying off&#34;:</strong> After beating both revenue and earnings expectations, <strong>Paycom Software</strong>(PAYC 0.24%) is trading around 1% higher ahead of the market opening.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>自 2021 年以来超越标准普尔 500 指数 143%</strong> <strong><em>规则破坏者</em></strong> <strong>推荐：</strong> <strong>Axon Enterprise</strong>(AXON -0.21%) 在连续第 13 个季度实现超过 25% 的同比销售增长后，股价上涨近 5%。</li>
<li><strong>&#34;我们在自动化、客户投资回报实现和世界级服务方面的投资正在获得回报&#34;:</strong> <strong>Paycom Software</strong>(PAYC 0.24%) 在超出收入和盈利预期后，股价在市场开盘前上涨约 1%。</li>
</ul>
</div><h2>4. Pending Changes for Chip Restrictions</h2>
<div class="lb-trans"><h2>4. 芯片限制的待变更事项</h2>
</div><p>The Trump administration is looking at amending AI chip curbs in favor of more country-specific chip access negotiations, in a move seen to provide a temporary reprieve for the sector and related stocks.</p>
<div class="lb-trans"><p>特朗普政府正在考虑修改 AI 芯片限制，以便进行更多国家特定的芯片访问谈判，此举被视为为该行业及相关股票提供暂时的喘息机会。</p>
</div><ul>
<li><strong>Advanced chip sale restrictions currently on over 40 nations:</strong> <strong>Nvidia</strong>(NVDA 2.95%) rallied to close over 3% higher on the day, although any optimism could be short lived as a draft of the new version of rules is likely to be released shortly.</li>
<li><strong>Net income down from $224 million last year to $210 million:</strong> The rally for <strong>Arm Holdings</strong>(ARM 1.16%) was short lived, with the stock falling over 11% after the market closed after offering softer-than-expected guidance for the coming quarter.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>目前对超过 40 个国家的先进芯片销售限制：</strong> <strong>Nvidia</strong>(NVDA 2.95%) 当天收盘上涨超过 3%，尽管任何乐观情绪可能短暂，因为新规则草案可能很快发布。</li>
<li><strong>净收入从去年的 2.24 亿美元下降至 2.1 亿美元：</strong> <strong>Arm Holdings</strong>(ARM 1.16%) 的反弹短暂，市场收盘后股价下跌超过 11%，因其对下个季度的指引低于预期。</li>
</ul>
</div><h2>5. Next Up: Key Thursday Earnings</h2>
<div class="lb-trans"><h2>5. 下一个：关键的周四财报</h2>
</div><p><strong>The Trade Desk</strong>(TTD 1.51%) is set to report quarterly earnings after the market closes, with investors keeping a close eye on potential advertising spending weakness caused by the recent market uncertainty.</p>
<div class="lb-trans"><p><strong>Trade Desk</strong>(TTD 1.51%) 将在市场收盘后报告季度财报，投资者密切关注近期市场不确定性可能导致的广告支出疲软。</p>
</div><ul>
<li><strong>Up 81% since Nov 2023</strong> <strong><em>Hidden Gems</em></strong> <strong>recommendation:</strong> <strong>Shopify</strong>(SHOP 0.72%) is expected to report a 27% year-over-year growth in revenue when it reports ahead of the opening bell, although the forward guidance will likely dictate the market reaction.</li>
<li><strong>Pushing to be the leader in AI-as-a-Service:</strong> Reporting after hours, <strong>Cloudflare</strong>(NET -0.37%) shareholders will be focused on how many customers have annual spending above $1 million, along with adoption and progress with the Workers AI platform.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>自 2023 年 11 月以来上涨 81%</strong> <strong><em>隐藏的宝石</em></strong> <strong>推荐：</strong> <strong>Shopify</strong>(SHOP 0.72%) 预计在开盘前报告 27% 的同比收入增长，尽管前瞻性指引可能会影响市场反应。</li>
<li><strong>力争成为 AI 即服务的领导者：</strong> 在盘后报告中，<strong>Cloudflare</strong>(NET -0.37%) 的股东将关注年支出超过 100 万美元的客户数量，以及 Workers AI 平台的采用和进展。</li>
</ul>
</div><h2>6. Foolish Fun</h2>
<div class="lb-trans"><h2>6. 愚蠢的乐趣</h2>
</div><p>Axon Enterprise continues to diversify its business with investments in drones and its AI offerings. But as we Fools know, investing is about the future. What do you think is the next great &#34;growth frontier&#34; for Axon? Discuss with friends and family, or become a member to hear what your fellow Fools are saying!</p>
<div class="lb-trans"><p>Axon Enterprise 继续通过对无人机和 AI 产品的投资来多元化其业务。但正如我们这些愚人所知，投资是关于未来的。你认为 Axon 的下一个伟大的&#34;增长前沿&#34;是什么？与朋友和家人讨论，或成为会员，听听你的同伴们在说什么！</p>
</div>

Breakfast News: Fed Hold, Trade Talks Unfold

- 美股因贸易谈判和美联储决策上涨，S&P 500 上涨 0.43%。  
- 特朗普将于今日宣布与英国的贸易协议，预计将增强美英关系。  
- AppLovin 和 MercadoLibre 等公司在盘后交易中表现强劲，股价大幅上涨。  

早餐新闻：美联储维持利率不变，贸易谈判正在进行