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农银证券每天导读
Nong Yin Zheng Quan· 2024-06-06 03:02
Central Bank Gold Purchases - Global central banks' net gold purchases surged from 3 tons in March to 33 tons in April, indicating strong demand despite high gold prices[3] - Total gold purchases by central banks decreased from 39 tons in March to 36 tons in April, while total sales dropped sharply from 36 tons to 3 tons[3] Market Trends - Turkey, China, India, and Kazakhstan are the largest net buyers of gold among central banks this year[3] - The report highlights the resilience of gold demand in the face of fluctuating prices, suggesting a continued interest in gold as a safe-haven asset[3] Economic Indicators - The Caixin China Composite PMI for May was reported at 52.8, indicating expansion in the economy[9] - The ADP employment change in the U.S. for May was 152k, below the expected 175k, reflecting a slower job growth[9] Semiconductor Market - The World Semiconductor Trade Statistics (WSTS) revised its global semiconductor market growth forecast to 16% for this year, reaching $611 billion[23] - Significant growth is expected in the Americas and Asia-Pacific regions, with increases of 25.1% and 17.5% respectively[23] Commodity Prices - China's commodity price index rose for the third consecutive month, reaching 118.9 points in May, with a month-on-month increase of 3%[24] - The report indicates a broad recovery in various sectors, including metals and energy, contributing to the overall economic stability[24]
农银证券每天导读
Nong Yin Zheng Quan· 2024-06-05 08:02
免责声明 . 今年首四个月中国制电动车在欧洲注册量 增长23% 每天导读 各股市走势图 恒指走势图 国指走势图 14,000 15,000 16,000 17,000 18,000 19,000 20,000 21,000 22,000 06/2307/2308/2309/2310/2311/2312/2301/2402/2403/2404/2405/24 4,500 5,000 5,500 6,000 6,500 7,000 7,500 06/2307/2308/2309/2310/2311/2312/2301/2402/2403/2404/2405/24 股市短評 昨天美国股市三大指数均上升,其中道指升幅较大。美国4月职位空缺数降至2021年2月以来最低水平,职位空缺与 失业人数比也创下近三年来最低位,反映劳动力市场正逐步降温。昨天欧洲三大股市均下跌其中DAX指数跌幅较大。 据悉欧洲央行或将要求德国一些银行增加商业地产贷款拨备。昨天恒指及国指均上升,其中国指升幅较大。医药股 及内房股领涨恒指,市场对内地房地产市场担忧亦有所舒缓。昨天上证综指及深成指均上升,其中深成指升幅较大 。沪深300指数各行业指数中医 ...
港股市场一周回顾
Nong Yin Zheng Quan· 2024-06-03 04:02
港股市场一周回顾 2024 年 2 月 8 日 2024 年 2 月 9 日 31/5/2024 港股市场一周回顾 港股市场一周回顾 ... 港股市场一周回顾 2024 年 5 月 31 日 二季度以来港股二级市场好转, 但一级市场依然低迷 制造业利润最高的十大子行业盈利趋势 电气化经济提速 – 利好电力行业 主要发达经济体二季度经济前景优于一季度 美联储关注个人消费支出(PCE)物价通胀的趋势如何 一、 二季度以来港股二级市场好转, 但一级市场依然低迷 4 月至 5 月,即第二季度首两个月,恒生指数波动区间为 16044-19706,相当于 2024 年市盈 率区间为 8.0-9.8 倍左右。前五个月,该指数交易区间为 14794-19706,相当于 2024 年市盈率区 间为 7.7-9.8 倍左右。恒生指数的交易区间显示,投资者平均预期该指数的合理价值的市盈率区 间约为 8-10 倍,中间值约为 9 倍 (相当于 18100 左右)。 前五个月,大部分大盘股公司已公布 2023 年和 2024 年一季度业绩,透明度的提高有助于消除对上市公司盈利前景的过度悲观或过度 乐观预期。因此,恒生指数的市盈率估值在 ...
农银证券每天导读
Nong Yin Zheng Quan· 2024-05-29 02:12
| --- | --- | --- | --- | |--------------------------|-------------|------------|--------------| | 指数 | 收市 | 日比 (%) | 5 日 (%) | | 恒生 | 18821.16 | (0.03) | (2.08) | | H 股 | 6686.13 | (0.03) | (1.98) | | 红筹 | 3999.44 | (0.33) | (0.23) | | HSC 大型股 | 1724.47 | 0.02 | (1.92) | | HSC 中型股 | 3714.93 | (0.24) | (1.63) | | AH股溢价 | 135.36 | (0.30) | 0.21 | | 沪深300 | 3609.17 | (0.73) | (1.82) | | 富时中国A50 | 12600.32 | (0.45) | (1.73) | | 上证180 | 7941.19 | (0.41) | (1.41) | | 上证380 | 5300.64 | (0.89) | (2.16) | | 台北加权 | ...
农银证券每天导读
Nong Yin Zheng Quan· 2024-05-17 03:07
2024年5月17日 各股市走势图 恒指走势图 国指走势图 14,000 15,000 16,000 17,000 18,000 19,000 20,000 21,000 22,000 05/2306/2307/2308/2309/2310/2311/2312/2301/2402/2403/2404/24 4,500 5,000 5,500 6,000 6,500 7,000 7,500 05/2306/2307/2308/2309/2310/2311/2312/2301/2402/2403/2404/24 来源:彭博 | --- | --- | --- | --- | --- | --- | |-----------|------------------------------------------------------|---------|--------------------------------------------------------------------|------------------|--------| | 国家/地区 | 主要经济资料公布 \n 经济指标 | 时间 | 市 ...
农银证券每天导读
Nong Yin Zheng Quan· 2024-05-16 03:02
每天导读 | --- | --- | --- | --- | |--------------------------|-------------|------------|--------------| | 指数 | 收市 | 日比 (%) | 5 日 (%) | | 恒生 | 19073.71 | (0.22) | 3.22 | | H 股 | 6741.41 | (0.30) | 3.29 | | 红筹 | 3955.67 | (0.65) | 3.99 | | HSC 大型股 | 1746.18 | (0.03) | 3.11 | | HSC 中型股 | 3781.73 | (0.22) | 4.77 | | AH股溢价 | 136.40 | (0.65) | (4.85) | | 沪深300 | 3626.06 | (0.85) | (0.11) | | 富时中国A50 | 12532.82 | (0.56) | (0.96) | | 上证180 | 7936.58 | (0.89) | (0.04) | | 上证380 | 5375.74 | (0.78) | 0.54 | | 台北加权 | 211 ...