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4月25日【盘前】五一持股or持币？特斯拉的三张大饼；30Y国债收益率与经济背离；限制衍生品的风险敞口（雪球）；AI大涨；美股液冷大涨；有色上涨；商汤日日新5.0；长城汽车；歌尔股份；传音控股；玲珑轮胎；海信家电【商汤科技；低空经济；算力；西部开发；人工智能；华为超充；军工信息化；跨境支付CIPS；化工涨价TMA：鲁北化工】
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