欧洲央行管委维勒鲁瓦：美国政治充满巨大不确定性，这种不确定性损害增长和信心。 ...

美联储会议纪要：部分参与者观察到，如果通胀证明更加持久，而经济增长和就业前景减弱，联邦公开 市场委员会可能面临困难的权衡选择。 ...

关税可能导致GDP增长和投资下降。 美国明尼阿波利斯联储主席卡什卡利（2026年FOMC票委）：比预期更严重的经济衰退可能会引发新的 前景。 ...

印度央行报告：通胀回落的进展为货币政策在平衡增长和通胀方面提供了空间。 ...

Core Viewpoint - The $22.765 billion port business transaction between BlackRock and CK Hutchison is facing multiple challenges, including potential legal issues in Panama and regulatory scrutiny from Chinese authorities [1][6]. Group 1: Transaction Details - CK Hutchison announced on March 4 that it plans to sell 43 port businesses, including the Panama Canal, to a buyer consortium led by BlackRock, which also includes Global Infrastructure Partners (GIP) and Terminal Investment Limited (TiL) [2]. - The transaction is expected to generate over $19 billion in cash for CK Hutchison, which is equivalent to the company's overall market value, making it the largest transaction in the company's history [2]. - CK Hutchison's port division operates 293 berths across 53 ports in 24 countries, handling a total throughput of 82.1 million standard containers in 2023 [2]. Group 2: BlackRock's Strategic Position - BlackRock, founded in 1988, is the world's largest asset management company, managing over $11.6 trillion in assets across various sectors, including equities, bonds, and real estate [4]. - Approximately 80% of BlackRock's managed assets come from institutional clients, including government and high-net-worth individuals [4]. - The acquisition of GIP, a company specializing in infrastructure, and TiL, which operates nearly 70 key ports globally, positions BlackRock to control about 10.4% of global container throughput if the transaction is completed [4]. Group 3: Regulatory Challenges - The transaction is under scrutiny from the Chinese National Market Supervision Administration, which is conducting a review to ensure fair competition and protect public interests [6]. - In Panama, the Office of the Comptroller General has identified multiple violations in the port concession agreements and plans to sue officials involved in the renewal of these agreements [7]. - The deal must also pass antitrust reviews in 12 jurisdictions, including the EU and the US, and requires approval from CK Hutchison's special shareholders' meeting [7].

开源证券指出，央行和中央汇金等表态积极，充分发挥国家"平准基金"功能，增持ETF和股票利于稳定 权益市场。一季度以来，证监会连同各方持续推动中长期资金入市，创设证券、基金、保险互换便利工 具，鼓励上市公司回购和增持。券商板块4月8日PB估值1.26倍，估值和机构持仓仍在低位，受益于活跃 度提升券商1季报业绩有望超预期，看好券商板块机会，三条选股主线：金融科技、并购主线以及业绩 弹性突出的零售优势券商。 NO.3中信证券：看好扎根内需，兼具成长和分红属性的物业服务板块 中信证券研报表示，物业服务行业在2024年围绕催收、节流、退盘、提质和分红五个关键词，实现了经 营性现金持续正流入198亿和货币资金净增加60亿元，平均股利支付率大幅提升到65%。展望2025年， 中信证券认为逐渐理顺定价机制，鼓励优质优价；减值计提和周期性业务拖累见顶；持续增加现金分红 是行业三大催化剂。看好扎根内需，兼具成长和分红属性的物业服务板块。 ｜2025年4月9日 星期三｜ NO.1中信证券：政策赋能农业兴，农机产业焕新机 中信证券研报表示，中共中央、国务院近日印发《加快建设农业强国规划（2024-2035 年）》（下 称"规划"）， ...

华侨城集团将"放手"深康佳A 4月8日，深康佳A接到华侨城集团的通知显示，为推进央企之间专业化整合，优化资源配置，拟由其他央企集团对深康佳A实施专业化整合，后续将依法 履行相关程序。 4月8日晚间，深康佳A公告称，为了推进央企之间专业化整合，优化资源配置，拟由其他央企集团对公司实施专业化整合。 目前，深康佳A的控股股东是华侨城集团有限公司（以下简称华侨城集团），也是后者发展电子科技业务的重要平台。 截至4月8日收盘，深康佳A股价报3.84元/股，总市值为67.85亿元。截至2024年12月10日，公司股东人数达16.57万户。 深康佳A公告称，本次整合或将导致公司控股股东发生变更，但不会导致公司实际控制人发生变更。公司实际控制人仍为国务院国有资产监督管理委员 会。 目前，深康佳A的控股股东是华侨城集团。截至2024年12月27日，华侨城集团对深康佳A的直接持股比例达21.75%。 | 序号 | 股东名称 | 股东类别 | 持股数量(股) | 占公司总股 本比例(%) | | --- | --- | --- | --- | --- | | 1 | 华侨城集团有限公司 | 国有法人 | 523,746,932 | ...

大陆对长和集团出售港口事件，并没有一下子把事情做绝，说明我们仍旧不忍心下死手。长和集团以拖待变，幻想事情还有转机。港媒劝李嘉诚悬崖勒马， 彻底终止交易。 国家市监总局宣布对长和集团港口交易，依法开展审理审查，是为维护国家安全和民族利益的应有之义，要注意的是，我们用的是审查，态度比较缓和，同 时援引的《反垄断法》，也让审查的基调没有那么激烈。 这说明国家方面对于长和集团，还有其背后的李家，并没有忍心把事情做绝，没有痛下杀手，否则的话只需一纸红头文件，资本家就会认识到跟国家意志对 抗的下场。 因为这个原因，现在长和集团出售港口事件，就变成了博弈游戏。 大陆方面不忍心把事情做绝，希望通过审查手段，倒逼李家主动取消交易，这样面子上大家都过得去，以后还是一家人，有钱一起挣。 能看得出来，长和集团还在拖，他们还在幻想大陆会雷声大雨点小，还在幻想特朗普会对北京施压，逼迫中国人同意长和集团出售港口。但是这些都只能是 幻想。 在国家出手对长和集团售港交易进行审查后，国务院港澳办方面，也再次通过转载港媒文章的形式，敦促李家不要再执迷不悟。 这篇文章名为《港商须有底气，不应向霸权主义低头》，提到在目前国际地缘政治风险加剧、企业家在 ...

Core Viewpoint - The ongoing negotiations between Li Ka-shing and BlackRock regarding the sale of a port have faced significant scrutiny and intervention from Chinese authorities, leading to a halt in the transaction process, although Li has not indicated a complete cancellation of the deal [1][2][5]. Group 1: Company Actions and Responses - Li Ka-shing's company, Cheung Kong Holdings, has decided not to finalize the transaction with BlackRock on April 2, but remains open to the possibility of proceeding in the future [1]. - Following official warnings, Cheung Kong Holdings issued a new announcement indicating that the Li family is preparing for potential fallout from the situation [1][2]. - The company has acknowledged the negative market sentiment and is considering various opinions to improve its operations, although it has no current plans to split its global telecommunications business [3][4]. Group 2: Market Reactions and Implications - Investor confidence in Cheung Kong Holdings has significantly declined, with reports indicating a sharp drop in the company's stock price following the news of the transaction and subsequent regulatory scrutiny [3]. - The Chinese government has expressed its stance against any actions that could harm national interests, emphasizing that regulatory bodies will take necessary actions if any detrimental terms are found in the transaction [2][5]. Group 3: Family Dynamics and Strategic Moves - Li Ka-shing's son, Li Zekai, has distanced himself from Cheung Kong Holdings by clarifying that his company, Pacific Century Group, operates independently and has not been involved in Cheung Kong's business decisions since 2000 [4]. - This separation appears to be a strategic move to protect his interests in case Cheung Kong Holdings faces severe repercussions from the ongoing scrutiny [4][5].

Group 1 - Timothy Haugh, the Director of the National Security Agency (NSA), and his deputy were dismissed on April 3, 2023, although the reasons for their removal remain unclear [1][2] - William Hartman, the Deputy Commander of the U.S. Cyber Command, has been appointed as the acting Director of the NSA, while Sheila Thomas, the Executive Director of the NSA, has been named as the acting Deputy Director [2] - The NSA is a critical intelligence agency under the Department of Defense, responsible for both offensive and defensive cyber operations [2] Group 2 - Reports indicate that Michael Waltz, the National Security Advisor, has been using the Signal app to create at least 20 group chats for discussing sensitive information related to various global issues, including Ukraine and the Middle East [2][4] - The phenomenon of using Signal for sensitive discussions is reportedly more widespread than previously reported, highlighting the Trump administration's reliance on this communication tool [4] - The Senate Armed Services Committee has called for an investigation into the use of Signal by government officials for discussing sensitive military operations [4]