中国基金报
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突发!美联储,降息大消息
中国基金报· 2026-01-04 08:14
【导读】 美联储保尔森表示,今年晚些时候可能进一步降息 在这次讲话中,保尔森表示她对通胀"谨慎乐观",并希望"更清楚地弄明白是什么力量在推动增长上 行、就业走弱"。她还说,随着与关税相关的价格调整逐步完成,"我认为今年年底通胀按运行速度计算 接近2%的可能性不小"。 招聘方面,保尔森表示:"劳动力市场显然在弯曲,但还没有断裂。"她补充称:"我认为劳动力市场的 全面降温,既来自供给端也来自需求端因素。"随着今年推进,就业招聘形势值得密切关注。 保尔森还表示:"我认为当前联邦基金利率水平仍然略偏紧。"她补充说,这样的利率水平仍在发挥作 用,有助于继续降低通胀压力。 保尔森今年将拥有联邦公开市场委员会(FOMC)的投票权。去年,FOMC通过三次各25个基点的降 息,将政策利率目标累计下调75个基点,并在12月政策会议后把利率目标区间定在3.5%—3.75%。 官员们在降息时面临一项棘手的平衡:既要让政策压低通胀,又要让利率不至于过高,从而能够支撑走 弱的就业市场。与此同时,随着美联储下调利率,美国 总统 特朗普也对美联储施加了相当大的压力, 要求更激进的降息;而在通胀仍明显高于2%目标的情况下,一些美联储官员则根本 ...
美国100多个城市爆发示威
中国基金报· 2026-01-04 08:14
Group 1 - The core viewpoint of the article highlights widespread protests across over 100 cities in the United States against military actions by the U.S. towards Venezuela, emphasizing opposition to foreign intervention and regime change through force [2][4] - The protests were organized by the anti-war coalition "Immediate Action to Stop War and Eliminate Racism," with demonstrations taking place in major cities such as Washington, Los Angeles, and Chicago [2] - Protesters expressed their discontent with the U.S. government's military expenditures, arguing that these funds could be better used to support struggling working families [4] Group 2 - Demonstrators in New York's Times Square displayed Venezuelan flags and held banners with messages such as "Defend Venezuela, Free Maduro" and "No War on Venezuela," indicating strong sentiments against U.S. intervention [4] - A Venezuelan protester criticized President Trump's remarks, claiming they reflect an imperialistic attitude towards Venezuela's resources, asserting that the Venezuelan people will resist such demands [5]
星链:为委内瑞拉提供一个月免费宽带服务
中国基金报· 2026-01-04 08:14
"星链"当日通过社交媒体发布消息称:"将为委内瑞拉民众提供免费宽带服务至2月3日,确保 网络连接不中断。" "星链"没有作进一步解释。目前委网络连接基本正常。 美国3日凌晨对委内瑞拉发起大规模军事行动,突袭委首都加拉加斯并抓走委总统马杜罗及其 夫人。 来源:新华社 2026年首批新股, 据新华社, 美国太空探索技术公司旗下卫星互联网项目"星链"3日表示,将为委内瑞拉提供 一个月免费宽带服务 。 来了! ...
新华社发声:图穷匕见,不过如此
中国基金报· 2026-01-04 07:19
Core Viewpoint - The article criticizes the recent military actions by the United States against Venezuela, labeling them as blatant acts of hegemony and resource imperialism, revealing the true motives behind U.S. interventions in sovereign nations [2][3]. Group 1: U.S. Military Actions - On January 3, the U.S. military conducted a large-scale attack on Venezuela, capturing President Maduro and forcibly taking him to the U.S. [2] - President Trump announced that the U.S. would "manage" Venezuela and that American oil companies would invest billions of dollars to "repair" the oil infrastructure [2]. Group 2: International Reactions - The international community is increasingly outraged by the U.S. actions, with UN Secretary-General Guterres stating that it sets a "dangerous precedent" [3]. - Brazilian President Lula condemned the actions as prioritizing power over multilateralism, while Cuban President Díaz-Canel described it as state terrorism against nations in the Americas [3]. Group 3: Criticism from Within the U.S. - U.S. Senator Ruben Gallego criticized the country for becoming a "bully" on the world stage, and Senator Mike Lee questioned the constitutional basis for the actions [3]. - Former National Security Advisor Benjamin Rhodes described the intervention as a ridiculous attempt at regime change in Latin America [3]. Group 4: Broader Implications - The article warns that such actions threaten global peace and security, with even U.S. allies like the EU calling for respect for international law and the principles of the UN Charter [4]. - Chilean President Boric expressed the widespread concern that if "jungle law" replaces international norms, no sovereign nation is safe [4].
2026年首批新股,来了!
中国基金报· 2026-01-04 07:19
Core Viewpoint - The article highlights the upcoming IPOs of two automotive parts manufacturers, Zhixin Co. and Kema Materials, which are set to be available for subscription on January 6, 2026, marking the first new stocks of the year [2]. Group 1: Zhixin Co. - Zhixin Co. specializes in the automotive welding parts sector and has expanded into mold development, processing, and automation solutions [5]. - The company is a primary supplier for major automotive manufacturers such as Changan Automobile, Geely, and BYD, among others [5]. - For the years 2022 to 2025, Zhixin Co.'s projected revenues are 2.09 billion, 2.56 billion, 3.09 billion, and 1.60 billion CNY, with net profits of 70.69 million, 132 million, 204 million, and 94.48 million CNY respectively [5]. - The company expects its 2025 revenue to be between 3.90 billion and 4.05 billion CNY, representing a year-on-year growth of 26.30% to 31.16% [8]. Group 2: Kema Materials - Kema Materials focuses on the research, production, and sales of dry and wet friction materials, primarily for commercial vehicles [9][10]. - The company has a total issuance of 20.92 million shares, with a subscription price of 11.66 CNY per share and a PE ratio of 14.20 [10]. - Kema Materials' revenue for the years 2022 to 2025 is projected to be 202 million, 199 million, 249 million, and 139 million CNY, with net profits of 42.01 million, 49.59 million, 71.53 million, and 45.50 million CNY respectively [13]. - The company anticipates its 2025 revenue to be between 250 million and 280 million CNY, with a growth rate of 0.39% to 12.44% [16].
韩国总统李在明抵达北京,开启就任后首次对华国事访问
中国基金报· 2026-01-04 07:19
Group 1 - South Korean President Lee Jae-myung arrived in Beijing for a four-day state visit from October 4 to 7, marking his first visit to China since taking office and the first visit by a South Korean president in six years [1] - During the visit, President Lee reaffirmed South Korea's respect for the One China principle and its stance on Taiwan, emphasizing the importance of this issue to China [1] - The meeting between the leaders of China and South Korea is expected to further strengthen the momentum of the comprehensive restoration of the strategic cooperative partnership between the two countries [1] Group 2 - An economic delegation of over 200 South Korean entrepreneurs accompanied President Lee, indicating a strong interest in enhancing economic ties [1] - Discussions are anticipated to cover practical cooperation in areas such as supply chain investment, digital economy, environmental and climate change, cultural exchanges, tourism, and combating transnational crime [1] - The visit is expected to play a positive role in advancing the strategic cooperative partnership between China and South Korea under the leadership of both heads of state [1]
中方:立即释放马杜罗总统和夫人
中国基金报· 2026-01-04 06:15
美国强行控制委内瑞拉总统马杜罗夫妇,我外交部发声! 来源:外交部网站 答: 中方对美方强行控制马杜罗总统夫妇并移送出境表示严重关切,美方行径明显违反国际法和国际关系基本准则,违反《联合国宪章》 宗旨和原则。中方呼吁美方确保马杜罗总统夫妇人身安全,立即释放马杜罗总统和夫人,停止颠覆委内瑞拉政权,通过对话谈判解决问 题。 外交部发言人就美国强行控制委内瑞拉总统马杜罗夫妇答记者问 问:据报道,1月3日,美国派兵强行控制委内瑞拉总统马杜罗夫妇并移送出境。多国政府发声对此表示反对。中方对此有何评论? 茅台,再次跌破1499指导价! 香江智景基金管理公司招聘启事 ...
东部战区军演细节披露:有演练地距台岛不到九公里,台湾地区所谓军舰军机根本无法起飞,解放军有能力摧毁任何美售台武器
中国基金报· 2026-01-04 06:15
Core Viewpoint - The article emphasizes the increasing military exercises conducted by the Chinese People's Liberation Army (PLA) around Taiwan, showcasing the military's commitment to safeguarding national sovereignty and territorial integrity while enhancing combat readiness through realistic training scenarios [2][4]. Group 1: Military Exercises Overview - Since the establishment of the Eastern Theater Command in February 2016, it has been responsible for military readiness and conducting realistic training exercises around Taiwan [4]. - The "Justice Mission-2025" exercise, starting on December 29, 2025, will involve joint operations across land, sea, air, and rocket forces, focusing on comprehensive control and deterrence strategies [2]. - In August 2022, the Eastern Theater Command conducted its first integrated military actions around Taiwan, marking a significant escalation in the scale and scope of military exercises [6]. Group 2: Recent Military Developments - The "Joint Sword" exercises from April 8 to 10, 2023, included the participation of the Shandong aircraft carrier, highlighting enhanced coordination between naval and air forces [8]. - The "Joint Sword-2024A" and "Joint Sword-2024B" exercises in May and October 2024 focused on joint battlefield control and precision strikes on key targets, with the Liaoning aircraft carrier participating for the first time [10]. - In April 2025, the "Strait Thunder-2025A" exercise featured the Army's long-range firepower conducting live precision strikes against simulated key targets in Taiwan [12]. Group 3: Upgraded Military Capabilities - The joint exercises have seen significant upgrades in military capabilities, including the integration of advanced aircraft like the J-20 and J-16, enhancing operational effectiveness [15][16]. - The exercises have demonstrated improved firepower coordination and intelligence sharing among different military branches, increasing operational efficiency [19][21]. - The PLA asserts its capability to counter and destroy any U.S. arms sold to Taiwan, indicating a strategic shift in response to increased military sales from the U.S. [22][24].
美军突袭委内瑞拉,死亡情况披露
中国基金报· 2026-01-04 05:20
美媒称美军突袭委内瑞拉打死至少40人 来源:新华社 美国《纽约时报》3日以一名不愿公开姓名的委内瑞拉高级官员为消息源报道,美军当天凌晨 在突袭委内瑞拉、抓走总统马杜罗夫妇的行动中打死至少40人,包括平民和士兵。 ...
茅台,再次跌破1499指导价!
中国基金报· 2026-01-04 05:20
Core Viewpoint - The wholesale price of the 2025 Flying Moutai has dropped below the official guidance price of ¥1499 per bottle, indicating a downward trend in the market [2][3]. Price Trends - As of January 4, 2026, the wholesale price for the 2025 Flying Moutai (loose bottle) is reported at ¥1490, down from ¥1590 on December 24, 2025, reflecting a decrease of ¥100 [2]. - The price for the 2025 Flying Moutai (original box) remains stable at ¥1505, while the 2024 and 2023 versions have not changed in price [3]. Sales Performance - Following its launch on January 1, 2026, the Flying Moutai sold out quickly, with over 100,000 users purchasing the product within three days [4]. - To accommodate demand during the upcoming Spring Festival, the purchase limit for Flying Moutai has been adjusted to 6 bottles per person per day starting January 4, 2026 [4]. Market Dynamics - The price of the 2025 Flying Moutai has shown volatility, with fluctuations observed since December 25, 2025, leading to a continued decline in prices into the new year [3][5].