免责声明 . 主要新闻总结 来源：彭博 ˙美国住宅建筑商信心升至八个月高点 ˙中国人民银行要求完善银行卡受理环境 ˙日经新闻：日本央行周二将结束收益率曲线控制及购买ETF的政 策 ˙香港十大屋苑周末成交量下滑 美国住宅建筑商信心升至八个月高点 每天导读 收市 日比(%) 5日(%) 16,737.12 0.10 0.90 5,848.15 0.48 1.73 3,537.45 0.56 3.53 1,529.39 0.31 1.22 3,432.80 0.69 1.53 149.53 0.27 (1.41) 3,603.53 0.94 0.40 12,189.21 0.00 (0.47) 7,834.05 0.77 (0.02) 5,257.70 1.04 0.87 19,879.85 1.00 0.78 (0.26) 38,707.64 (0.29) 38,790.43 0.20 0.05 5,149.42 0.63 0.62 16,103.45 0.82 0.53 17,932.68 (0.02) 1.05 (0.06) 7,722.55 0.70 8,148.14 (0.20) 1.60 市价 日比(% ...

香港十大屋苑周末成交量下滑 2 2024年3月19日 | --- | --- | |---------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 企业要闻 | | | 苹果据悉与谷歌商谈，以允许Gemini为 iPhone提供人工智能功能支持 | 据知情人士透露，苹果公司正在商谈将谷歌的Gemini人工智能模型嵌入iPhone，这为达 成将撼动 ...

免责声明 . 主要新闻总结 来源：彭博 ˙美国住宅建筑商信心升至八个月高点 ˙中国人民银行要求完善银行卡受理环境 ˙欧盟拟调查中国芯片风险 ˙迪拜酋长之侄在香港开设家族理财室 ˙日经新闻：日本央行周二将结束收益率曲线控制及购买ETF的政 策 ˙香港十大屋苑周末成交量下滑 1 中国1-2月工业增加值及固定资产投资的增 长超乎预期 中国人民银行近日在上海召开"加强卡基市场建设 完善卡基生态"座谈会，称要加强 卡基市场建设，完善卡基产业生态，打通产业发展堵点难点，不断提升支付服务的包容 性。会议要求，银行卡产业各方要加大资源投入，完善银行卡受理环境。(彭博） 每天导读 恒指走势图 国指走势图 各股市走势图 03/2304/2305/2306/2307/2308/2309/2310/2311/2312/2301/2402/24 14,000 15,000 16,000 17,000 18,000 19,000 20,000 21,000 22,000 4,500 5,000 5,500 6,000 6,500 7,000 7,500 03/2304/2305/2306/2307/2308/2309/2310/2311 ...

Core Insights - The report highlights that the 2-year US Treasury yield has reached its highest level since December, indicating a decrease in expectations for interest rate cuts by the Federal Reserve this year [1] - China's industrial value-added and fixed asset investment growth in the first two months of the year exceeded initial expectations, with industrial value-added growing by 7% year-on-year, surpassing the forecast of 5.2% [3][4] - The People's Bank of China is focusing on improving the card payment ecosystem to enhance payment service inclusivity [5][6] - Hong Kong has attracted significant international investors, including Sheikh Ali Al Maktoum's family office, which is looking for opportunities in AI, electric vehicles, tourism, and fintech [7][8] - Recent data indicates a decline in property transactions in Hong Kong, suggesting a cooling in the housing market [9][10] Company News - Apple is reportedly in discussions with Google to integrate its Gemini AI model into iPhones, which could significantly impact the AI industry [11] - Tsinghua Unigroup has optimized its debt repayment plan for two US dollar bonds, including increased prepayment options and higher buyback prices [11] - Longi Green Energy, the world's largest solar company, plans to cut nearly one-third of its workforce due to industry overcapacity and intense competition [11] - Evergrande Group has been penalized by the China Securities Regulatory Commission for inflating revenues by over 564.1 billion yuan (approximately 78 billion USD) through financial fraud in 2019 and 2020 [11] Economic Indicators - In the first two months of 2024, China's fixed asset investment (excluding rural areas) grew by 4.2% year-on-year, significantly above the expected 3.2% [20] - The retail sales of consumer goods in China increased by 5.5% year-on-year, aligning closely with market expectations [20] - The real estate development investment in China saw a year-on-year decline of 9%, continuing to be a major drag on the economy [3][20]

每天导读 | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------| | | | | 指数 | | | 恒生 | | | H 股 | | | 红筹 | | | HSC 大型股 | | | HSC 中型股 | | | AH股溢价 | | | 沪深300 | | | 富时中国A50 | | | 上证180 上证380 | | | 台北加权 | | | 日经225 | | | 道琼斯 | | | 标普500 | | | 纳斯达克 德国DAX 30 富时100 法国CAC ...

Core Insights - The report highlights that China's industrial value-added and fixed asset investment growth in January-February exceeded expectations, with industrial value-added increasing by 7% year-on-year, surpassing the forecast of 5.2% [25][21]. - The report also notes that the EU is considering an investigation into the risks associated with Chinese chips, focusing on national security and global supply chain concerns [11][4]. Market Performance - The report indicates that U.S. housing builder confidence has reached an eight-month high, with the National Association of Home Builders/Wells Fargo Housing Market Index rising by 3 points to 51, exceeding the Bloomberg survey median estimate of 48 [10][5]. - The Hang Seng Index and the National Index both saw increases, with consumer and healthcare platform stocks leading the gains [3][4]. Economic Indicators - China's fixed asset investment (excluding rural areas) grew by 4.2% year-on-year in January-February, significantly higher than the expected 3.2% [21][25]. - The report mentions that the retail sales of consumer goods in China increased by 5.5%, aligning closely with market expectations [21][25]. Company-Specific News - The report discusses that Evergrande Group inflated its revenue by over 564.1 billion yuan (approximately 78 billion USD) through financial fraud in 2019 and 2020, leading to penalties for its founder Xu Jiayin [30]. - Longi Green Energy, the world's largest solar company, is reportedly planning to cut nearly one-third of its workforce due to industry overcapacity and intense competition [30]. International Developments - The report notes that the U.S. 2-year Treasury yield has reached its highest level since December, reflecting a decrease in expectations for interest rate cuts by the Federal Reserve [23]. - The Bank of Japan is expected to end its yield curve control and risk asset purchase policies, marking a significant shift in its monetary policy [24].

2024年3月19日 免责声明 . 收市 日比(%) 5日(%) 16,737.12 0.10 0.90 5,848.15 0.48 1.73 3,537.45 0.56 3.53 1,529.39 0.31 1.22 3,432.80 0.69 1.53 149.53 0.27 (1.41) 3,603.53 0.94 0.40 12,189.21 0.00 (0.47) 7,834.05 0.77 (0.02) 5,257.70 1.04 0.87 19,879.85 1.00 0.78 (0.26) 38,707.64 (0.29) 38,790.43 0.20 0.05 5,149.42 0.63 0.62 16,103.45 0.82 0.53 17,932.68 (0.02) 1.05 (0.06) 7,722.55 0.70 8,148.14 (0.20) 1.60 市价 日比(%) 5日(%) 82.75 0.04 6.69 2,165.50 0.06 -0.03 582.40 1.23 3.67 287.24 0.92 3.33 3,842.19 0.82 2.49 1个月(%) 汇率 5日 ...

1 國家郵政局公布，1月至2月，郵政行業寄遞業務量完成262.6億件，按年增長25.1%。其 中快遞業務量完成232.6億件，按年增長28.5%。同城快遞業務量完成21.9億件，按年增 長28.3%；異地快遞業務量完成205.4億件，按年增長28.5%。(彭博） 百度將為蘋果今年國行iPhone16等設備提 供AI功能 工商銀行,中國銀行, 華泰證券，中國人壽，廣汽集團,招商銀行，中信銀行,比亞迪有投資銀行業務關係。 陳宋恩持有中國農業銀行H股股份。 恒指走勢圖 國指走勢圖 各股市走勢圖 14,000 15,000 16,000 17,000 18,000 19,000 20,000 21,000 22,000 03/2304/2305/2306/2307/2308/2309/2310/2311/2312/2301/2402/24 4,500 5,000 5,500 6,000 6,500 7,000 7,500 03/2304/2305/2306/2307/2308/2309/2310/2311/2312/2301/2402/24 胡潤研究院指，截至今年1月15日的過去一年，全球共有3,279位十億美元企業 ...

2024年3月26日 每天導讀 3,600 3,800 4,000 4,200 4,400 4,600 4,800 5,000 5,200 5,400 03/2304/2305/2306/2307/2308/2309/2310/2311/2312/2301/2402/24 股市短評 | --- | --- | --- | --- | --- | --- | |-------|----------------------------------------------------------|-------|----------------------------------------------------------|--------|--------| | 國家 | 主要經濟資料公佈 \n經濟指標 | 時間 | 市場預期 | 實際值 | 前值 | | 美國 | 新建住宅銷量年率 | 2月 | 675k | 662k | 664k* | | 美國 | 達拉斯聯邦儲備銀行製造業活動指數 | 3月 | -10.0 | -14.4 | -11.3 | | 美國 | 芝加哥聯儲全美活動指數 | 2月 | -0.3 ...

每天導讀 滬深300走勢圖 標普500走勢圖 3,100 3,300 3,500 3,700 3,900 4,100 4,300 03/2304/2305/2306/2307/2308/2309/2310/2311/2312/2301/2402/24 昨天美國股市三大指數均下跌，其中道瓊斯指數跌幅最大。亞特蘭大聯儲行長重申今年只降息一次的預期，但芝加 哥聯儲行長預計今年將降息三次,反映目前仍有分歧。昨天歐洲三大股市中僅DAX上升。歐洲央行首席經濟學家表 示，央行在遏制通脹方面取得到良好進展，歐元區薪資增長步入正常化軌道。昨天恒指及國指均下跌，其中恒指跌 幅較大。權重金融股表現疲弱。昨天上證綜指及深成指均下跌，其中深成指跌幅較大。細分板塊概念方面，工程機 械、貴金屬以及建材等板塊漲幅居前，文化傳媒、休閑用品以及教育等板塊跌幅居前。昨天滬股通北向淨買入38.51 億人民幣，南向淨賣出32.20億港幣；深股通北向淨買入17.20億人民幣，南向淨賣出31.23億港幣。今天將公布美國 2月耐用品訂單環比初值、美國1月FHFA房價指數環比、日本2月機床訂單同比終值以及香港2月進出口同比。 1 國際經濟要聞 世界經濟論壇： ...