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降准又降息!A股大涨(附历次降准后A股表现)
凤凰网财经· 2025-05-07 01:50
金融监管总局局长李云泽在参加国新办新闻发布会时表示,近期共推出8项增量政策,包括加快出 台与房地产发展新模式相适配的系列融资制度,进一步扩大保险资金长期投资试点范围,为市场引 入更多增量资金,调整优化监管规则,调降保险公司股票投资风险因子,支持稳定和活跃资本市 场,尽快推出支持小微企业、民营企业融资一揽子政策,制定银行业、保险业护航外贸发展系列政 策措施,对受关税影响较大的市场主体提供精准服务,修订并购贷款管理办法,加大对科创企业的 投资力度,制定科技保险高质量发展意见。 中国证监会主席吴清在参加国新办新闻发布会时表示,全力巩固市场维稳向好的势头,动态完善应 对各类外部风险工作预案,全力支持中央汇金公司发挥类平准基金作用。 他表示,A股市场的科技叙事逻辑越来越清晰,集聚效应日益明显。而 中国资产的配置价值和吸引 力都在持续提升。吴清坦言,前行的路上会有风有雨,不管是轻风细雨,还是暴风骤雨,不管是风 高浪急,还是惊涛骇浪,我们都有信心,有条件有能力来实现稳定健康发展。 历次调准后A股表现 最近一次央行降准发生在2024年9月27日,当日早间8点左右,央行发布公告称,中国人民银行坚 持支持性的货币政策立场,加大货 ...
天刚蒙蒙亮,一个大惊喜,中国资产极速拉升
凤凰网财经· 2025-05-06 23:36
就在刚刚,突然传来重大信息。 北京时间早上6点整,外交部发言人宣布: 应瑞士政府邀请,中共中央政治局委员、国务院副总理何立峰将于5月9日至12日访问瑞士,与瑞士 领导人及有关方面举行会谈。访瑞期间,何立峰副总理作为中美经贸中方牵头人,将与美方牵头人 美国财政部长贝森特举行会谈。5月12日至16日,何立峰副总理将赴法国与法方共同主持第十次中 法高级别经济财金对话。 15分钟后,商务部新闻发言人就中美经贸高层会谈答记者问。 有记者问:5月7日早,外交部发布消息,何立峰副总理将于5月9日-12日访问瑞士,期间与美方举 行会谈。请问商务部能否介绍一下此次会谈的背景和相关考虑? 答:美国新政府上任以来,采取了一系列违规、无理的单边关税措施,严重冲击中美经贸关系,严 重扰乱国际经贸秩序,也给世界经济复苏增长带来严峻挑战。中方为捍卫自身正当权益,采取了坚 决有力反制。近期,美方高层不断就调整关税措施放风,并通过多种渠道主动向中方传递信息,希 望就关税等问题与中方谈起来。中方对美方信息进行了认真评估。在充分考虑全球期待、中方利 益、美国业界和消费者呼吁的基础上,中方决定同意与美方进行接触。何立峰副总理作为中美经贸 中方牵头人 ...
特朗普炒作汽油价格跌破2美元 真相:美国人加的油不是那个价
凤凰网财经· 2025-05-06 14:25
Core Viewpoint - The article discusses the discrepancy between President Trump's claim of gasoline prices dropping below $2 per gallon and the actual average gasoline prices reported by the American Automobile Association (AAA) and GasBuddy, highlighting the use of RBOB gasoline futures in Trump's statement [1][3][5]. Group 1: Gasoline Price Data - President Trump claimed that gasoline prices had fallen to $1.98 per gallon, the lowest in years, and urged the Federal Reserve to lower interest rates [1]. - According to AAA, the average gasoline price was $3.165 per gallon, which is approximately $1.2 higher than Trump's claim [1]. - GasBuddy reported a slight increase in average gasoline prices, reaching $3.12 per gallon, marking the first rise in nearly a month [3]. Group 2: RBOB Gasoline Futures - The price mentioned by Trump refers to RBOB gasoline futures, which hit $1.98 per gallon before fluctuating around $2 [3]. - RBOB gasoline futures track wholesale, unrefined gasoline prices and do not reflect the retail prices consumers pay at gas stations [5][6]. - The White House acknowledged that Trump's reference was to RBOB prices, with officials suggesting that Trump's policies would lead to lower gasoline prices again [5]. Group 3: Consumer Impact - RBOB prices do not include additional costs such as taxes, transportation fees, and operational costs, making them irrelevant for average consumers [6]. - GasBuddy's oil analyst stated that the RBOB price does not reflect what consumers actually pay, emphasizing that it is not meaningful for the general public [6]. - Some consumers may find gasoline prices as low as $1.99 per gallon through discounts, but this is not representative of the general market [7]. Group 4: Future Outlook - Analysts predict that gasoline prices may soon drop below $3 per gallon as refinery maintenance periods end and supply increases [7]. - Current gasoline prices are noted to be the lowest since 2021, indicating potential for further declines in the near future [7].
欧莱雅:去年亮眼的医美业务一季度“哑火”
凤凰网财经· 2025-05-06 14:25
Core Viewpoint - L'Oréal's Q1 2025 financial report shows a sales revenue of €11.73 billion, marking a 4.4% year-on-year growth, but the growth rate is the lowest in five years, with a significant slowdown in the "skin science beauty" segment [1][2] Group 1: Financial Performance - In Q1 2025, L'Oréal's sales reached €11.73 billion, reflecting a 4.4% increase compared to the previous year [1] - The company has experienced consistent sales growth in Q1 over the past five years, but the growth rate has been declining, reaching its lowest point this year [1] - The "skin science beauty" segment, which had previously shown strong performance, has seen a notable slowdown in growth this quarter [1][2] Group 2: Business Segment Performance - The mass cosmetics division, L'Oréal's main revenue source, achieved sales of €4.279 billion, a 2.5% year-on-year increase [2] - The luxury cosmetics division, which includes brands like Lancôme and Biotherm, saw a 7.3% increase in sales to €4.093 billion, benefiting from a complementary brand portfolio [2] - The professional hair products division reported a 2.7% growth, reaching €1.277 billion, driven by a strong performance from brands like Kérastase [2] - The skin science beauty division's sales were €2.086 billion, with a 3.5% year-on-year growth, but this marks a slowdown compared to previous years [2][3] Group 3: Regional Market Insights - The European market was a highlight for L'Oréal in Q1, with sales of €3.915 billion, reflecting a 4.9% year-on-year growth [6] - The North American market faced a decline, with sales of €2.973 billion, down 1.4% year-on-year [6] - The North Asia market, which had previously seen a decline, showed recovery with a sales increase of 8.4% to €2.953 billion [6] - The Chinese market has faced challenges, marking its first negative growth in a decade, impacting overall performance [1][6][7] Group 4: Strategic Initiatives and Challenges - L'Oréal has been actively investing in the skin science beauty sector, including the launch of new products and acquisitions, such as a 10% stake in Galderma [3][5] - The company has initiated the "L'Oréal Skin Health Action" project, planning to invest €20 million over five years to enhance access to skin health services [5] - The rise of domestic brands and changing consumer preferences, particularly among Gen Z, pose significant challenges to L'Oréal's market position [8][9] - Reports indicate that L'Oréal plans to significantly reduce its tourism retail workforce in response to sluggish sales in this channel, with potential layoffs of up to 50% [9]
逆势领跑:安吉尔如何重构净水行业增长叙事
凤凰网财经· 2025-05-06 14:25
Core Viewpoint - The water purifier industry is expected to show strong growth in 2024, with a retail market value of 24 billion yuan, representing a year-on-year increase of 17.2%. The inclusion of water purifiers in national subsidy programs in 2025 will further enhance growth momentum [1] Group 1: Market Dynamics - The penetration rate of water purifiers in China remains significantly lower compared to mature markets, with first-tier cities at 40% and third- and fourth-tier cities below 15%, indicating a structural gap that necessitates a shift from policy-driven to innovation-driven growth [1] - Angel, a leading company in the water appliance market, reported a 28% year-on-year increase in offline sales in Q1 2025, showcasing a successful dual-driven model of high R&D investment and scenario-based innovation [1] Group 2: Strategic Transformation - Angel's transition from a single product supplier to a comprehensive water ecosystem solution provider is a key driver of its market leadership, adapting to changing consumer demands and channel dynamics [2] - The opening of Angel's Asia No. 1 store exemplifies its strategy to enhance consumer experience through immersive technology demonstrations, allowing customers to engage with water purification solutions in real-life scenarios [3] Group 3: Technological Leadership - Angel has established itself as a leader in technological advancements within the water purification industry, having introduced multiple innovative products over the years, including the latest Space Master series for whole-house water purification [4][5] - The company holds over 1,000 patents and has received numerous international awards, reinforcing its competitive edge through a combination of patent protection and standard-setting initiatives [7] Group 4: Market Expansion and Consumer Engagement - In 2025, Angel plans to open 233 new offline stores across 28 provinces, capitalizing on the national subsidy policy to capture both existing and new market segments [9] - The implementation of the "sample point store effect multiplication plan" aims to optimize product displays and enhance consumer understanding of whole-house water solutions, thereby increasing sales conversion rates [9][10] Group 5: Future Outlook - The market share of professional brands in the water purification sector is projected to rise from 45% to 60% in the next three years, indicating that companies with technological expertise and consumer insights will lead the next phase of industry upgrades [10] - Angel's approach of integrating technological innovation with user value positions it as a frontrunner in navigating market challenges and achieving sustainable growth [10]
微软Skype,正式停运
凤凰网财经· 2025-05-06 14:25
Core Viewpoint - Microsoft officially shuts down Skype, marking the end of its 20-year operation history, with core functionalities being migrated to another communication software promoted by Microsoft [1][2]. Group 1: Skype's Historical Context - Skype was initially a free online calling tool, with its name derived from "sky peer to peer," reflecting its VoIP technology [1]. - By 2004, Skype had 11 million registered users, which grew to 54 million by 2005 when eBay announced its acquisition for $2.6 billion [1]. - At the time of acquisition, Skype projected annual revenue of $60 million, primarily from user fees for calls to mobile and landlines [1]. Group 2: Competitive Landscape - The rise of Apple's iMessage and FaceTime, Facebook's acquisition of WhatsApp, and the success of Tencent's WeChat contributed to Skype's decline [2]. - Despite a surge in video call demand during the pandemic benefiting competitors like Zoom and Google Meet, Skype's popularity has waned [2]. - Microsoft has invested heavily in Teams, which offers similar services to Skype, further impacting Skype's user base [2]. Group 3: User Metrics - In 2016, Skype had over 300 million monthly active users, but by 2023, daily active users had decreased to 36 million [2].
在岸人民币大涨近600点,升至去年11月来最高,后续升值空间多大?
凤凰网财经· 2025-05-06 14:25
Core Viewpoint - Recent fluctuations in exchange rates have made the market focus on the significant appreciation of the Renminbi, which rose nearly 600 points, reaching its highest level since November of the previous year, driven by positive signals from US tariff negotiations [1][2] Group 1: Renminbi Appreciation Potential - The short-term appreciation potential of the Renminbi is expected to be limited, with a range between 7.10 and 7.20, as the central bank's intervention intentions are not clearly indicated [2] - Historical experience shows that the central bank is particularly concerned about the levels around 7.1 and 7.0, which may act as psychological barriers [2] - The central bank may need to control the Renminbi's depreciation against other currencies to avoid new frictions, particularly with the Euro, where the current exchange rate is 8.21 [2] Group 2: Signals from Asian Currency Volatility - The collective movements of Asian currencies may indicate a structural change in exchange rate paradigms, suggesting ongoing pressure on the US dollar [3][4] - The Hong Kong dollar, pegged to the US dollar, faces concerns about maintaining its "weak-side guarantee" amidst a weakening dollar system, which could lead to increased liquidity in the Hong Kong market [3] - The Taiwanese dollar's depreciation and widening interest rate differentials with the US may lead financial institutions to seek diversification strategies, reducing exposure to US assets [3][4] - The Renminbi's mechanism of limiting volatility through central bank interventions and the distinction between onshore and offshore markets may lead to significant fluctuations during long holidays, followed by a return to normal trading patterns post-holiday [4]
迷茫时建议你读读毛姆!读懂了他,就读懂了人生
凤凰网财经· 2025-05-06 14:25
正式官宣离婚的黄圣依 ,简直美出新高度了! 如今,出现在镜头前的她, 自信、独立 ,满满的力量感和高级感。 还考上了中欧国际商学院EMBA,沉下心来 提升自己 ,专心搞事业。 难怪网友都在感慨:"黄圣依喜获新生,真正美好的她回来了。" 稍微关注一下黄圣依的动态,你会发现,其实是 阅读 赋予了她 重塑自我 的力量和底气。 用她自己的话说就是:" 我喜欢学习知识, 读书带给我的意义 甚至比进娱乐圈更多…… " 在节目里,你会经常看到她捧着一本书,沉浸在书籍的世界。 在社交媒体上,她也会孜孜不倦地倡导粉丝们阅读, 分享好书 。 她说:"陷入迷茫、困顿的那段日子,是 毛姆的文字 ,让我找到 重启生活的勇气和力量 。" 我才明白,原来那个叫 毛姆 的男人,早在100多年前,就告诉了我们,应该如何度过这一生。 夫妻关系、恋爱识人、职业发展、原生家庭、眼界提升...... 这些人生的困惑,他早就在文字里写下了注解。 "我知道你愚蠢、轻浮、没头脑,但是我爱你。 我知道你的目标既庸俗又普通,但是我爱你。 我知道你是二流货色,但是我爱你。" 他在好读上瘾的故事里, 以笔作刀,将人性淋漓尽致地剖开: "我那时还不了解人性多么矛盾, ...
84岁大佬疑自曝遭儿子儿媳逼宫,深埋80后记忆中的品牌塌房了?
凤凰网财经· 2025-05-06 10:33
Core Viewpoint - The article discusses the internal family conflict within the long-established Chinese shoe company, Double Star Celebrity Group, highlighting the power struggle between the founder and his family members, which has led to significant operational disruptions and legal actions [1][2]. Group 1: Company Background - Double Star Celebrity Group was founded from the state-owned Qingdao No. 9 Rubber Factory in 1921 and became a leading brand in the Chinese footwear industry under the leadership of founder Wang Hai [3]. - Wang Hai, known as the "Shoe King," has seen his personal shareholding in the company decrease to approximately 21.88%, while Qingdao Xingmaida Trading Co., Ltd. has become the largest shareholder with a 56.96% stake [2]. Group 2: Recent Developments - An open letter from 84-year-old founder Wang Hai accused his son, daughter-in-law, and grandson of attempting to seize control of the company, including allegations of physical intimidation and property damage [1]. - The company has temporarily suspended all external authorization activities due to the ongoing family dispute, which has raised concerns about its operational stability [1]. Group 3: Financial and Operational Challenges - In recent years, Double Star has shifted its focus from mainstream sports markets to lower-tier markets and elderly footwear, relying on low-price strategies to survive, but faces significant transformation challenges [6]. - The company has been linked to financial distress, with its subsidiary, Qingdao Double Star Group Hanhai Footwear Co., Ltd., being listed as a dishonest executor in April 2025 [6].
外围沸腾,中国资产暴涨,14个小时后A股开盘稳了?
凤凰网财经· 2025-05-05 11:14
贸易战将扩展到娱乐产业 2025 年五一假期期间,全球风险资产延续修复行情,其中中国资产领涨 。 美股纳指累计上涨 3.05% ,恒生科技指数飙升 3.08% , A50 期指 小幅上扬 1% ,离岸人民币兑美元升值至 7.2 关口 。 科技股引领全球反弹 。 微软财报超预期带动纳斯达克"科技七巨头"集体走强,半导体、云计算板块领涨。腾讯、阿里巴巴受益美科技股涨势,恒 生科技指数单日涨幅创三个月新高,短视频、跨境电商概念活跃。对于 A 股,业内人士认为明 日或高开后分化,看好银行、高速公路等红利资 产。 美方主动向中方传递信息希望谈起来 中方回应:正在评估 中方注意到美方高层多次表态,表示愿与中方就关税问题进行谈判。同时,美方近期通过相关方面多次主动向中方传递信息,希望与中方谈起来。对此, 中方正在进行评估。中方立场始终如一,打,奉陪到底;谈,大门敞开。关税战、贸易战是由美方单方发起的,美方想谈就应拿出谈的诚意,要在纠正错 误做法、取消单边加征关税等问题上做好准备,拿出行动。 特朗普宣布对进口电影征收 100% 关税 美国总统特朗普于 5 月 5 日宣布, 将授权美国商务部和美国贸易代表立即启动程序,对所有进 ...