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01、A research report by Goldman Sachs indicates that global oil inventories have fallen to their lowest level in nearly eight years. Total stockpiles are projected to cover only 101 days of overall demand, dropping to 98 days by the end of May. Current refined oil products can merely meet 45 days of demand. Severe shortages of specific oil products are emerging in certain regions. Rapid declines in inventories of some petrochemical products and jet fuel will exacerbate supply shortages across multiple economies.
1. 高盛集团研究报告显示，全球石油库存接近8年来最低水平，预计总库存仅够满足101天的需求总量，到5月底仅能满足98天需求量。目前成品油仅能满足45天需求。特定地区、特定油品严重短缺。部分石化产品及航空煤油库存快速减少，将导致部分经济体供应短缺越发严重。
2、Data from Centaline Property Shenzhen shows that a total of 396 new and second-hand residential units were transacted in Shenzhen during the May Day holiday. Online signings for new homes (pre-sale plus existing sales) reached 275 units, a year-on-year increase of 45.5%; second-hand home transactions stood at 121 units, rising 80.6% year on year. Daily property viewing arrangements at second-hand housing outlets remained at a high level throughout the holiday period.
2. 深圳中原地产数据显示，五一假期深圳一二手住宅累计成交396套。新房(预售+现售)网签275套，同比增长45.5%；二手房成交121套，同比增长80.6%。五一期间二手房门店日均带看量保持高位。
3、A report by UNESCO states that European and North American countries hosted on average seven times more quantum science events per country than African nations last year. Nearly one-third of surveyed researchers worldwide lack access to quantum research facilities, which severely restricts the unlocking of quantum technology potential and may widen disparities in global scientific and technological development. More than 150 countries have yet to introduce any national-level quantum strategy to date.
3. 联合国教科文组织报告指出，去年欧洲和北美平均每国举办量子科学活动的数量是非洲国家的7倍。全球近三分之一受访科研人员没有条件使用量子研究设施，严重限制了量子技术潜力的释放，可能加剧全球科技发展不平等。目前仍有超过150个国家尚未出台任何国家级量子战略。
4、According to an Omdia report, cellular IoT data traffic will reach 218.6 exabytes by 2035. Such data traffic will be primarily driven by the automotive industry, with core application scenarios including in-vehicle infotainment services such as video and audio streaming, as well as remote firmware updates. The transportation and logistics sector will emerge as the second-largest growth area, while the combined share of all other industries will drop below 29% after 2025.
4. Omdia报告指出，蜂窝物联网数据流量到2035年将达到218.6艾字节。其数据流量主要来自汽车行业，核心应用场景包括视频和音频流媒体等车载信息娱乐服务和远程固件升级。运输和物流行业将成为第二大增长领域，2025年后其余行业总和占比将低于29%。
5、An official bulletin from Japan’s Ministry of Agriculture, Forestry and Fisheries announced an outbreak of swine fever at a pig farm in Shizuoka Prefecture in central Japan. Nearly 3,000 pigs raised at the farm will be culled entirely. This marks the second swine fever outbreak in the prefecture and the fourth across Japan so far this year.
5. 日本农林水产省公报称，日本中部静冈县一养猪场出现猪瘟疫情，该场饲养的近3000头猪将被全部扑杀。此次为该县年内第二起、日本年内第四起猪瘟疫情。
6、AMD’s management stated during its earnings call that the total addressable market for server CPUs is expected to achieve a compound annual growth rate exceeding 35% in the coming years. The company has doubled its market size forecast for 2030 to 120 billion U.S. dollars. CEO Lisa Su noted that demand for computing power is materializing at an accelerated pace, with a substantial surge in CPU demand from major cloud service providers and enterprise clients.
6. AMD管理层在财报电话会上表示，预计未来几年服务器CPU总潜在市场年复合增长率超35%，并将2030年市场规模预期翻倍上调至1200亿美元。CEO苏姿丰表示算力需求正在以更快的速度成为现实，各大云服务商与企业客户的中央处理器需求均大幅提升。
7、According to an official WeChat post by Hand Enterprise Solutions, Hemant Dhulla, Global Vice President of NVIDIA, led a team for a visit. They conducted in-depth discussions with the company’s chairman and AI team on future cooperation directions. Both sides agreed to fully integrate the technical capabilities of the NVIDIA AIE Stack with Hand’s practical expertise in enterprise application development.
7. 据汉得信息官微消息，英伟达全球副总裁Hemant Dhulla携团队到访，与董事长及AI团队就未来合作方向展开深入交流。明确将 NVIDIA AIE Stack 的技术能力，与汉得在企业应用层的实践能力深度结合。
8、Daimler Truck, one of the world’s largest truck manufacturers, reported that weak demand and tariff pressures have impacted its North American market performance. Its first-quarter operating profit halved to 498 million euros (equivalent to 583.56 million U.S. dollars), down from 1.08 billion euros in the same period last year. The company has maintained its full-year performance outlook, with new orders for its North American truck business surging 86% year on year.
8. 全球最大卡车制造商之一戴姆勒卡车公司表示，需求疲软和关税冲击北美市场，一季度营业利润减半，调整后营业利润为4.98亿欧元（合5.8356亿美元），去年同期为10.8亿欧元。已确认全年业绩展望，北美卡车业务新订单量同比增长86%。
9、The National Immigration Administration revealed that border inspection authorities nationwide facilitated 11.279 million inbound and outbound trips by Chinese and foreign nationals during the May Day holiday, averaging 2.256 million trips per day, a year-on-year increase of 3.5%. The single-day peak hit 2.529 million passenger trips on May 2. Foreign citizen entry and exit trips reached 1.255 million, up 12.5% year on year, including 436,000 visa-exempt inbound foreign visitors, a year-on-year rise of 14.7%.
9. 从国家移民管理局获悉，“五一”假期全国边检机关共保障1127.9万人次中外人员出入境，日均225.6万人次，同比增长3.5%，单日最高峰5月2日达252.9万人次。外国人入出境125.5万人次，同比增长12.5%，免签入境外国人43.6万人次，同比增长14.7%。
10、CGTN reports that Norwegian defense officials confirmed receiving official notice from the United States regarding delayed delivery of weapons ordered by Norway. Earlier assessments by the U.S. Department of Defense indicated that military operations involving Iran have depleted massive U.S. arms stockpiles, with supply shortfalls unlikely to be replenished within several years. The U.S. has informed multiple European allies of potential long delays in arms sales deliveries.
10. 据央视新闻报道，挪威国防部官员证实已收到美国将延期交付挪威所订购武器的通知。此前美国防部评估显示，伊朗战事消耗美国大量军火库存，数年内难以补齐缺口。 美方已告知多个欧洲盟友军售交付可能长时间延期。
