50 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第57页 - 钛刻科技

22家公司境外业务收入超过千亿元

按照境外业务收入排序，2025年境外收入50强显示，入围门槛由上一年的约400亿元提升至接近442亿元，头部企业更加集中。50家公司2025年境外业务收入合计6.43万亿元，占全部A股总境外业务收入比重超半数。具体来看，22家公司2025年境外收入超过千亿元，前5名依次是中国石油

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恒生科技指数涨3%，升破5000点关口

36氪获悉，恒生科技指数延续上涨，涨幅扩大至3.0%，现报5018.43点。香港恒生指数延续上涨，涨幅扩大至2.0%，现报26296.87点。

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美联储6月维持利率不变的概率为92.8%

据CME“美联储观察”：美联储到6月维持利率不变的概率为92.8%，累计降息25个基点的概率为7.2%。美联储到7月维持利率不变的概率为88.8%，累计降息25个基点的概率为10.9%，累计降息50个基点的概率为0.3%。（财联社）

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美股三大指数收盘涨跌不一，大型科技股多数上涨

36氪获悉，5月1日收盘，美股三大指数涨跌不一，道指跌0.31%，道指跌0.31%，标普500指数涨0.29%。大型科技股多数上涨，英特尔涨超5%，苹果涨超3%，微软、亚马逊涨超1%，谷歌小幅上涨，英伟达、Meta小幅下跌。热门中概股多数下跌，截至发稿，蔚来跌超7%，小鹏集团跌近

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小米汽车4月交付超3万辆，环比增长50%

5月1日，小米汽车宣布，4月交付量超3万辆，环比增长50%。2026年1-4月，小米汽车累计交付超10.9万辆，同比增长12%。小米汽车此前披露，新一代SU7锁单已达6万，全新车型YU7 GT将于本月底发布。

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A股2025年营收排行榜出炉 AI服务器龙头营收大增

据统计，截至4月30日，已有5508家上市公司披露2025年度报告（不含退市、无法在预约日期及预计无法在法定期限内披露定期报告的上市公司）。2025年，营业收入50强上市公司实现总营收31.51万亿元，与2024年的31.54万亿元基本持平。在营收排名前50的上市公司中，营收超万

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META公司计划通过发行债券筹集至多250亿美元的资金

META公司计划通过发行债券筹集至多250亿美元的资金。（财联社）

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我国最大750千伏超高压环网工程完成首次带电作业

新疆环塔里木盆地750千伏输变电工程是我国最大的750千伏超高压环网工程，去年10月30日正式投运。4月29日，我国最大750千伏超高压环网工程完成投运以来的首次带电作业。（央视新闻）

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寒武纪午后触及20cm涨停，股价逼近1700元

36氪获悉，寒武纪午后触及20cm涨停，股价逼近1700元，成交额超250亿元。

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科创50指数涨幅扩大至5%

36氪获悉，科创50指数涨幅扩大至5%。

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中国4月RatingDog制造业PMI 52.2

36氪获悉，中国4月RatingDog制造业PMI 52.2，前值50.8。

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国家统计局：中国4月官方制造业PMI 50.3

36氪获悉，据国家统计局，4月份，制造业采购经理指数（PMI）为50.3%，比上月下降0.1个百分点，制造业景气水平��体稳定。

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两市融资余额增加36.64亿元

36氪获悉，截至4月29日，上交所融资余额报13784.54亿元，较前一交易日增加50.14亿元；深交所融资余额报13254.38亿元，较前一交易日减少13.5亿元；两市合计27038.92亿元，较前一交易日增加36.64亿元。

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核心指标增长提速，六大行一季度净赚逾3500亿元

六大行（工行、农行、中行、建行、交行和邮储银行）2026年一季度经营实现“开门红”。一季报显示，六大行经营业绩总体向好，营业收入、净利润等核心指标增长显著提速，合计净赚超3500亿元。同时，信贷投放稳步增长，靠前发力支持科技创新、提振消费和中小微企业等重点领域。（上证报）

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「微滔生物」A轮次融资超5000万美元，LNP路线体内CAR-T已发表初步人体数据

文｜胡香赟编辑｜海若镜 36氪获悉，微滔生物近日接连完成A轮及A+轮融资，累计募资金额超5000万美元。两轮融资分别由正心谷资本和德诚资本领投，OrbiMed（奥博资本）、汉康资本、卫材创新风投基金（Eisai Innovation Inc.）、建发新兴投资，以及老股东启明创投

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金龙鱼：一季度净利润14.82亿元，同比增长50.98%

36氪获悉，金龙鱼披露一季报，公司2026年一季度实现营业收入655.31亿元，同比增长10.92%；归属于上市公司股东的净利润14.82亿元，同比增长50.98%，基本每股收益0.27元。

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Millennium、挪威主权财富基金据悉参与了宁德时代50亿美元的股票配售

知情人士透露，对冲基金公司Millennium Management和挪威主权财富基金挪威央行投资管理（NBIM）均参与了电池制造商宁德时代50亿美元的股票配售。交易巨头Jane Street Group以及另类资产管理公司高瓴投资也获得了此次配售份额。（财联社）

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极米科技：一季度净利润5026.95万元，同比下降19.75%

36氪获悉，极米科技披露一季报，公司2026年一季度实现营业收入7.93亿元，同比下降2.14%；归属于上市公司股东的净利润5026.95万元，同比下降19.75%。

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阿克曼旗下潘兴广场通过IPO和配股融资50亿美元

公司声明显示，亿万富豪比尔・阿克曼旗下封闭式基金及另类资产管理公司，通过首次公开募股合计预计募资总额达50亿美元。潘兴广场股票将于4月29日在纽约证券交易所挂牌交易。本次合并IPO预计于4月30日完成交割。（新浪财经）

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公募基金4月调研近5000次，一季报绩优公司成掘金重点

一季报业绩兑现成为近期市场关注的重点。数据显示，4月以来，公募基金调研热度攀升，累计调研次数逼近5000次，环比增长超50%。业内人士认为，随着中东局势逐渐明朗，A股有望回归自身逻辑，目前可继续把握景气主线和能源安全板块。（上证报）

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50 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第57页 - 钛刻科技 | TCTI.cn

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