<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>早餐新聞：美聯儲維持利率，貿易談判展開</h2>
<p>###2025 年 5 月 8 日</p>
<table>
<thead>
<tr>
<th>週三市場</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>標準普爾 500</strong><br/>5,631 (+0.43%)</td>
</tr>
<tr>
<td><strong>納斯達克</strong><br/>17,738 (+0.27%)</td>
</tr>
<tr>
<td><strong>道瓊斯</strong><br/>41,114 (+0.7%)</td>
</tr>
<tr>
<td><strong>比特幣</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>來源：Jester AI 製作的圖像。</p>
<h2>1. 貿易談判和美聯儲決策推動期貨上漲</h2>
<p>特朗普總統將在東部時間上午 10 點宣佈與英國的貿易協議，此前他今天早上在社交媒體上發佈了&#34;與英國的協議是全面而徹底的，將鞏固美國與英國之間的關係，持續多年。&#34;</p>
<ul>
<li><strong>&#34;儘管不確定性加劇，經濟仍然處於穩健狀態&#34;:</strong> 標準普爾 500 期貨上漲超過 0.9%，預計貿易協議將達成，繼市場時段內因對最新美國聯邦儲備會議的積極反應而上漲 0.43%。美聯儲主席傑羅姆·鮑威爾重申在進一步降息之前需要採取觀望態度。</li>
<li><strong>關鍵指標顯示投資者情緒逐漸平穩：</strong> VIX，作為股市恐慌的常用衡量標準，交易價格下跌至 22.75，僅略高於 4 月 2 日之前的水平。</li>
</ul>
<h2>2. AppLovin 繼續吸引投資者</h2>
<p><em>股票顧問</em> 推薦的 <strong>AppLovin</strong>(APP -0.14%) 在收盤後上漲超過 14%，因其發佈的樂觀業績顯示其正在計劃以 4 億美元出售其移動遊戲部門。</p>
<ul>
<li><strong>&#34;我們認為我們擁有世界上最佳的表現廣告 AI 模型&#34;:</strong> 首席執行官亞當·弗魯吉強調公司的技術進步是其收入同比增長 40% 的關鍵因素。</li>
<li><strong>運營效率顯著提升：</strong> 廣告業務的年化調整後每員工 EBITDA 在本季度上升至約 400 萬美元。</li>
</ul>
<h2>3. 知名的盤後財報</h2>
<p><strong>MercadoLibre</strong>(MELI 1.59%) 在市場收盤後上漲超過 8%，得益於超出預期的業績，並顯示獨立活躍買家的數量連續第五個季度增長。</p>
<ul>
<li><strong>自 2021 年以來超越標準普爾 500 指數 143%</strong> <strong><em>規則破壞者</em></strong> <strong>推薦：</strong> <strong>Axon Enterprise</strong>(AXON -0.21%) 在連續第 13 個季度實現超過 25% 的同比銷售增長後，股價上漲近 5%。</li>
<li><strong>&#34;我們在自動化、客户投資回報實現和世界級服務方面的投資正在獲得回報&#34;:</strong> <strong>Paycom Software</strong>(PAYC 0.24%) 在超出收入和盈利預期後，股價在市場開盤前上漲約 1%。</li>
</ul>
<h2>4. 芯片限制的待變更事項</h2>
<p>特朗普政府正在考慮修改 AI 芯片限制，以便進行更多國家特定的芯片訪問談判，此舉被視為為該行業及相關股票提供暫時的喘息機會。</p>
<ul>
<li><strong>目前對超過 40 個國家的先進芯片銷售限制：</strong> <strong>Nvidia</strong>(NVDA 2.95%) 當天收盤上漲超過 3%，儘管任何樂觀情緒可能短暫，因為新規則草案可能很快發佈。</li>
<li><strong>淨收入從去年的 2.24 億美元下降至 2.1 億美元：</strong> <strong>Arm Holdings</strong>(ARM 1.16%) 的反彈短暫，市場收盤後股價下跌超過 11%，因其對下個季度的指引低於預期。</li>
</ul>
<h2>5. 下一個：關鍵的週四財報</h2>
<p><strong>Trade Desk</strong>(TTD 1.51%) 將在市場收盤後報告季度財報，投資者密切關注近期市場不確定性可能導致的廣告支出疲軟。</p>
<ul>
<li><strong>自 2023 年 11 月以來上漲 81%</strong> <strong><em>隱藏的寶石</em></strong> <strong>推薦：</strong> <strong>Shopify</strong>(SHOP 0.72%) 預計在開盤前報告 27% 的同比收入增長，儘管前瞻性指引可能會影響市場反應。</li>
<li><strong>力爭成為 AI 即服務的領導者：</strong> 在盤後報告中，<strong>Cloudflare</strong>(NET -0.37%) 的股東將關注年支出超過 100 萬美元的客户數量，以及 Workers AI 平台的採用和進展。</li>
</ul>
<h2>6. 愚蠢的樂趣</h2>
<p>Axon Enterprise 繼續通過對無人機和 AI 產品的投資來多元化其業務。但正如我們這些愚人所知，投資是關於未來的。你認為 Axon 的下一個偉大的&#34;增長前沿&#34;是什麼？與朋友和家人討論，或成為會員，聽聽你的同伴們在説什麼！</p>

英偉達財報，一站看懂！

AXON

<p>2025 年 5 月 8 日，市場對預期的貿易談判和美聯儲的決策反應積極。特朗普總統即將宣佈與英國達成貿易協議，推動標準普爾 500 指數期貨上漲超過 0.9%。AppLovin 在宣佈出售 4 億美元的移動遊戲部門後，股價飆升 14%。MercadoLibre 和 Axon Enterprise 也報告了強勁的收益。特朗普政府正在考慮對人工智能芯片限制進行調整，這將惠及 Nvidia。市場預計將發佈 Trade Desk 和 Shopify 的關鍵財報，關注廣告支出和收入增長</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>早餐新聞：美聯儲維持利率，貿易談判展開</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>週三市場</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>標準普爾 500</strong><br/>5,631 (+0.43%)</td>
</tr>
<tr>
<td><strong>納斯達克</strong><br/>17,738 (+0.27%)</td>
</tr>
<tr>
<td><strong>道瓊斯</strong><br/>41,114 (+0.7%)</td>
</tr>
<tr>
<td><strong>比特幣</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>來源：Jester AI 製作的圖像。</p>
</div><h2>1. Trade Talks and Fed Decisions Lead Futures Higher</h2>
<div class="lb-trans"><h2>1. 貿易談判和美聯儲決策推動期貨上漲</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>特朗普總統將在東部時間上午 10 點宣佈與英國的貿易協議，此前他今天早上在社交媒體上發佈了&#34;與英國的協議是全面而徹底的，將鞏固美國與英國之間的關係，持續多年。&#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;儘管不確定性加劇，經濟仍然處於穩健狀態&#34;:</strong> 標準普爾 500 期貨上漲超過 0.9%，預計貿易協議將達成，繼市場時段內因對最新美國聯邦儲備會議的積極反應而上漲 0.43%。美聯儲主席傑羅姆·鮑威爾重申在進一步降息之前需要採取觀望態度。</li>
<li><strong>關鍵指標顯示投資者情緒逐漸平穩：</strong> VIX，作為股市恐慌的常用衡量標準，交易價格下跌至 22.75，僅略高於 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 繼續吸引投資者</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>股票顧問</em> 推薦的 <strong>AppLovin</strong>(APP -0.14%) 在收盤後上漲超過 14%，因其發佈的樂觀業績顯示其正在計劃以 4 億美元出售其移動遊戲部門。</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;我們認為我們擁有世界上最佳的表現廣告 AI 模型&#34;:</strong> 首席執行官亞當·弗魯吉強調公司的技術進步是其收入同比增長 40% 的關鍵因素。</li>
<li><strong>運營效率顯著提升：</strong> 廣告業務的年化調整後每員工 EBITDA 在本季度上升至約 400 萬美元。</li>
</ul>
</div><h2>3. Notable After-Hours Earnings</h2>
<div class="lb-trans"><h2>3. 知名的盤後財報</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%) 在市場收盤後上漲超過 8%，得益於超出預期的業績，並顯示獨立活躍買家的數量連續第五個季度增長。</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 年以來超越標準普爾 500 指數 143%</strong> <strong><em>規則破壞者</em></strong> <strong>推薦：</strong> <strong>Axon Enterprise</strong>(AXON -0.21%) 在連續第 13 個季度實現超過 25% 的同比銷售增長後，股價上漲近 5%。</li>
<li><strong>&#34;我們在自動化、客户投資回報實現和世界級服務方面的投資正在獲得回報&#34;:</strong> <strong>Paycom Software</strong>(PAYC 0.24%) 在超出收入和盈利預期後，股價在市場開盤前上漲約 1%。</li>
</ul>
</div><h2>4. Pending Changes for Chip Restrictions</h2>
<div class="lb-trans"><h2>4. 芯片限制的待變更事項</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>特朗普政府正在考慮修改 AI 芯片限制，以便進行更多國家特定的芯片訪問談判，此舉被視為為該行業及相關股票提供暫時的喘息機會。</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>目前對超過 40 個國家的先進芯片銷售限制：</strong> <strong>Nvidia</strong>(NVDA 2.95%) 當天收盤上漲超過 3%，儘管任何樂觀情緒可能短暫，因為新規則草案可能很快發佈。</li>
<li><strong>淨收入從去年的 2.24 億美元下降至 2.1 億美元：</strong> <strong>Arm Holdings</strong>(ARM 1.16%) 的反彈短暫，市場收盤後股價下跌超過 11%，因其對下個季度的指引低於預期。</li>
</ul>
</div><h2>5. Next Up: Key Thursday Earnings</h2>
<div class="lb-trans"><h2>5. 下一個：關鍵的週四財報</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%) 將在市場收盤後報告季度財報，投資者密切關注近期市場不確定性可能導致的廣告支出疲軟。</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 月以來上漲 81%</strong> <strong><em>隱藏的寶石</em></strong> <strong>推薦：</strong> <strong>Shopify</strong>(SHOP 0.72%) 預計在開盤前報告 27% 的同比收入增長，儘管前瞻性指引可能會影響市場反應。</li>
<li><strong>力爭成為 AI 即服務的領導者：</strong> 在盤後報告中，<strong>Cloudflare</strong>(NET -0.37%) 的股東將關注年支出超過 100 萬美元的客户數量，以及 Workers AI 平台的採用和進展。</li>
</ul>
</div><h2>6. Foolish Fun</h2>
<div class="lb-trans"><h2>6. 愚蠢的樂趣</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 繼續通過對無人機和 AI 產品的投資來多元化其業務。但正如我們這些愚人所知，投資是關於未來的。你認為 Axon 的下一個偉大的&#34;增長前沿&#34;是什麼？與朋友和家人討論，或成為會員，聽聽你的同伴們在説什麼！</p>
</div>

Breakfast News: Fed Hold, Trade Talks Unfold

- 美股因貿易談判和美聯儲決策上漲，S&P 500 上漲 0.43%。  
- 特朗普將於今日宣佈與英國的貿易協議，預計將增強美英關係。  
- AppLovin 和 MercadoLibre 等公司在盤後交易中表現強勁，股價大幅上漲。  

早餐新聞：美聯儲維持利率不變，貿易談判正在進行