晨会纪要 2024-09-12 | --- | --- | |--------------------------|------------------------------------------------------------------------------------------------------| | | 2024 年 09 月 12 日 星期四 | | 【摘要】 | | | 【今日要闻】 | | | | 高盛CEO所罗门:随着秋季的到来,预计将看到两次,甚至可能三次美联储降息(格隆汇) | | | WTI原油涨幅扩大至2%(格隆汇) | | | 高盛首席执行官Solomon表示,随着经济疲软,我认为美联储有可能降息50个基点(财联社) | | | 高盛首席执行官:美联储有理由一次性降息50个基点(第一财经) | | | 利比亚各派别同意就央行行长问题于周四恢复谈判(第一财经) | | | 周三(9月11日),美联储隔夜逆回购协议(RRP)使用规模为2792.15亿美元,上个交易日报2813.92亿美元(格隆汇) | | | "新美联储喉舌"点评美国8月CPI数据:预计美联储9月降息幅 ...

晨会纪要 2024-09-11 | --- | --- | --- | |---------------------------------------------------------------|-----------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------| | | | 2024 年 09 月 11 日 星期三 | | 【摘要】 | | | | 【今日要闻】 | | | | EIA:预计2024年美国原油产量为1330万桶/日(格隆汇) | | | | 美国政府下调今明两年布油价格预期(格隆汇) | | | | 道指跌幅扩大至1% 摩根大通跌7.33%表现最差(格隆汇) | | | | 美国至9月6日当周API原油库存减少279万桶(财联社) | | | | 美 ...

Summary of Key Points Group 1: Market Overview - European stock markets rebounded, with attention shifting to US inflation and the European Central Bank's interest rate meeting [1] - Bitcoin reached $56,000 per coin, increasing by 2.06% in a single day [1] - Industrial metals saw a broad increase [1] - Major Chinese stocks mostly rose, with NIO gaining over 10% [1] - US stocks opened higher, with Nvidia rising over 3% [1] - WTI crude oil futures rose by more than 1.5% [1] - The overnight reverse repurchase agreement (RRP) usage by the Federal Reserve was $292.158 billion, down from $299.271 billion the previous trading day [1] - The onshore RMB against the US dollar closed at 7.1142, a drop of 142 points from the previous Friday's night session [1] - The two-year US Treasury yield rose by over 2 basis points following the non-farm payroll report, while the 2/10 year Treasury yield curve inverted for the second consecutive day [1] - Spot gold increased by over 0.3% to recover the $2,500 mark following the non-farm payroll report [1] Group 2: Company Listings and Suspensions - New listing: 920099 Ruihua Technology on September 10, 2024 [1] - Suspension announcements include: - 159509 Invesco Great Wall Nasdaq Technology ETF (QDII) suspended from trading on September 10, 2024, until 10:30 AM for investor protection [1] - 603007 ST Huawang suspended on September 10, 2024, due to a delisting risk warning [1] - 000413 ST Xudian suspended on September 10, 2024, due to a delisting risk warning [1] - 000861 Haiyin Co. suspended on September 10, 2024, due to a delisting risk warning [1] - 002208 Hefei Urban Construction suspended on September 10, 2024, for planning a share issuance to acquire assets and related transactions [1] - 002308 *ST Weichuang suspended on September 10, 2024, due to a delisting risk warning [1] - 002693 Shuangcheng Pharmaceutical suspended on September 10, 2024, for planning a major asset restructuring and related transactions [1]

晨会纪要 2024-09-09 | --- | --- | --- | --- | |--------------|-------|------------------------------------------------------------------------------------------------------|----------------------------| | | | | 2024 年 09 月 09 日 星期一 | | 【摘要】 | | | | | 【今日要闻】 | | | | | | | 美联储9月降息25个基点的概率为71%(格隆汇) | | | | | 比特币向上触及55000美元/枚,日内涨1.57%(格隆汇) | | | | | 耶伦透露:可能很快再与中方会晤(格隆汇) | | | | | 新加坡铁矿石期货跌破90美元/吨(第一财经) | | | | | 业绩向好迎来千亿元资金追捧 "固收+"产品逆势走红(上海证券报) | | | | | 今日重点关注(第一财经) | | | | | A股限售股解禁一览:260.54亿元市值限售股今日解禁(第一财经) | | ...

Group 1 - The report highlights that the 30-year mortgage rate in the US is currently at 6.35% [1] - The Central Bank of Egypt has maintained its benchmark interest rate at 27.25% [1] - Major Chinese stocks have shown mixed performance, with NIO rising over 14% [1] Group 2 - The report notes that the US Federal Reserve is seeking public input to reform its discount window operations [1] - Citigroup and other major banks are facing a critical test regarding their 50 basis point interest rate cut predictions [1] - JPMorgan has downgraded its Q4 oil price expectations, indicating that OPEC+ production levels will remain unchanged over the next year [1] Group 3 - The report mentions that the German Institute for Economic Research predicts stagnation in Germany's economic growth [1]

晨会纪要 2024-09-05 | --- | --- | --- | |--------------|-------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------| | | | 2024 年 09 月 05 日 星期四 | | 【摘要】 | | | | 【今日要闻】 | | | | | 高盛:若非农数据疲弱 美股回调将成气候(格隆汇) | | | | 美国天然气期货跌3%(格隆汇) | | | | LME金属期货多数收跌(第一财经) | | | | 美联储褐皮书:物价压力将在未来几个月稳定或进一步缓解(第一财经) | | | | | 加拿大投资银行集团:维持PagerDuty(PD.US)评级,由买入调整至买入评级, 目标价由26.00美元调整至24.00美元(智 | | 通财经) | | | | | 热门 ...

晨会纪要 2024-09-04 | --- | --- | --- | |--------------|-----------------------------------------------------------------|------------------------------------------------------------------------------------------------------| | | | 2024 年 09 月 04 日 星期三 | | 【摘要】 | | | | 【今日要闻】 | | | | | 美国汽油期货跌超5%,创下去年12月以来新低(格隆汇) | | | | | 亚特兰大联储GDPNow模型预计美国第三季度GDP增速为2.0%,此前预计为2.5%(格隆汇) | | | | 芬兰总理表示,芬兰在改善财政状况的计划上取得了进展,并将在2027年结束债务增长(格隆汇) | | | 欧洲股市下跌 美国制造业数据加深经济之忧(格隆汇) | | | | | 美国副总统哈里斯将扩大对小微企业的税收减免措施,以支持初创公司(财联社) | | | 美股9月 ...

晨会纪要 2024-09-03 | --- | --- | --- | |------------------------|-------|------------------------------------------------------------------------------------------------------| | | | 2024 年 09 月 03 日 星期二 | | 【摘要】 | | | | 【今日要闻】 | | | | | | 美、布两油短线走高约0.6美元,现分别报73.76美元/桶和77.35美元/桶(格隆汇) | | | | 俄官员:美国及其盟友向俄周边地区施压 阻碍俄正常海上经济活动(格隆汇) | | | | 欧盟红海海军任务团:希腊籍油轮仍有"几处火势"在持续,并未发现漏油迹象(格隆汇) | | | | LME金属期货收盘普跌(第一财经) | | | | 阿根廷央行:阿根廷黄金储备仍近50亿美元(第一财经) | | 国际金价微跌(第一财经) | | | | | | 加力稳投资,今年新增专项债发行逾2.5万亿元(格隆汇) | | | | | | | | 富时A ...

Summary of Key Points Core Insights - The probability of the Federal Reserve lowering interest rates by 25 basis points in September is 67% [1] - Hongmeng Zhixing delivered a total of 33,699 new vehicles in August [1] - South Korea's foreign exchange stabilization fund is set to be reduced by over 64 trillion won next year, marking a record reduction [1] - Japan's capital expenditure in the second quarter increased by 7.4% year-on-year, below the estimated 10.0% [1] Market Updates - A total of 77.16 billion yuan worth of restricted shares will be unlocked today in the A-share market [1] - Seven companies have disclosed their share repurchase progress [1] - The People's Bank of China has 1.4018 trillion yuan in reverse repos maturing this week [1] Company Listings - Huihan Co., Ltd. (301600) is available for online subscription on September 2, 2024 [1] - Jindi Co., Ltd. (603270) is listed on September 2, 2024 [1] Trading Suspensions - Several companies, including Invesco Great Wall Nasdaq Technology ETF (159509) and Guanhui Logistics (600603), are suspended from trading on September 2, 2024, due to various reasons [1][2]

晨会纪要 2024-08-30 | --- | --- | |----------------------|------------------------------------------------------------------------------------------------------| | | 2024 年 08 月 30 日 星期五 | | 【摘要】 | | | 【今日要闻】 | | | | 美国上周30年期按揭贷款/抵押贷款利率6.35%(格隆汇) | | | 白云电器(603861.SH)发布上半年业绩,净利润7231.07万元,增长28.33%(智通财经) | | | 司南导航(688592.SH)发上半年业绩,净利润230.17万元,同比减少69.38%(智通财经) | | | 中远海能(600026.SH)发布上半年业绩,净利润下降7.11%至26.07亿元,运输量同比减少4.1%(智通财经) | | | 网上商品交易量快速增长 国联股份(603613.SH)上半年营收同比增长25.85%至297.42亿元(智通财经) | | | 宏盛华源(601096.SH)发布半年 ...