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关税恐慌再现!道指大跌超800点,金融软件板块重挫,白银逼近90美元
Di Yi Cai Jing· 2026-02-24 00:25
Market Overview - The U.S. stock market experienced significant declines, with the Dow Jones falling by 821.91 points (1.66%) to 48,804.06, the Nasdaq dropping 1.13% to 22,627.27, and the S&P 500 decreasing by 1.04% to 6,837.75 [2][3] - The VIX, a measure of market volatility, surged by 11.05% to 21.20, indicating increased investor anxiety [2] Sector Performance - The financial sector saw a decline of 3.3%, with major banks like Wells Fargo, Citigroup, and JPMorgan falling over 4% [6] - Software companies faced a significant drop of 4.0%, with DoorDash and ServiceNow declining over 5% and Oracle down 4.59% [6] - The healthcare index rose nearly 1%, driven by a 4.86% increase in Eli Lilly's stock, outperforming its competitor Novo Nordisk [6] Trade Policy Impact - Following a Supreme Court ruling against the Trump administration's tariff policy, new tariffs of 10% on all U.S. imports were announced, later increased to 15% [7] - The average actual tariff rate is expected to decrease from 16% to 13.7% due to these changes, with a potential further drop to 9.1% after 150 days [7] Investor Sentiment - Investor reactions to the uncertainty surrounding trade policies have led to a sell-off in U.S. assets, with concerns about global investor sentiment towards U.S. policies [8] - The market is currently characterized by a preference for safe-haven assets, with gold prices rising significantly as a hedge against dollar assets [8] Economic Indicators - The New York Fed reported an increase in core trend inflation from 2.4% to 2.8%, attributed to rising costs in services and goods, influenced by tariff policies [9] - Despite a cooling job market, inflationary pressures are causing some Federal Reserve officials to oppose interest rate cuts [9] Commodity Performance - Gold prices surged over 3%, trading around $5,250 per ounce, while silver futures rose by 7.3% to $89.05 per ounce, reflecting heightened risk aversion among investors [10]
金十数据全球财经早餐 | 2026年2月24日
Jin Shi Shu Ju· 2026-02-23 23:00
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 美媒:特朗普政府考虑对六大行业征收新的国家安全关税 美媒:美军将领警告对伊朗动武风险极高,易陷长期冲突 欧洲议会暂停批准欧美贸易协议 特朗普:任何想"耍花招"的国家将面临更高的关税 外交部:德国总理默茨将于2月25日至26日对中国进行正式访问 国投白银LOF估值调整预计对公司2026年度归母净利润产生一定负面影响 市场盘点 周一,在美最高法院推翻特朗普的关税政策后,交易员重新评估美国关税政策,美元指数横盘整理,最终收跌0.02%,报97.73。基准的10年期美债收益率收 报4.0330%,对美联储政策利率敏感的2年期美债收益率收报3.4440%。 特朗普关税计划不确定性带动避险需求,现货黄金重回5200美元之上,触及三周最高水平,最终收涨2.46%,报5229.93美元/盎司;现货白银上触89美元, 最终收涨4.24%,报88.18美元/盎司。 今日优选 特朗普释放美伊局势缓和信号:更倾向协议而非战争 在美国与伊朗即将举行第三轮核谈判之际,国际油价小幅回落,但仍维持在六个 ...
聚好商城股价下跌7.73%,受板块拖累与流动性不足影响
Xin Lang Cai Jing· 2026-02-23 22:24
经济观察网 根据2026年2月23日的市场数据,聚好商城(JWEL.OQ)股价下跌主要受以下因素影响: 股票近期走势 来源:经济观察网 盈利压力:公司市盈率(TTM)为负值(-0.76),反映持续亏损状态;市净率0.26,虽低于1,但市场 可能担忧其资产质量或现金流压力。中概股整体承压:部分热门中概股如哔哩哔哩跌超10%,京东、蔚 来跌近8%,市场对中概股情绪偏谨慎,影响资金流入。 资金面与技术面 破位下行:股价日内振幅0.48%,最低触及1.91美元,接近年内低点。近20日累计下跌13.18%,形成下 行趋势。交投清淡:低成交额背景下,量比低于1表明买盘乏力,部分持仓者可能因流动性风险选择减 仓。 以上内容基于公开资料整理,不构成投资建议。 显著下跌:截至2月23日收盘,聚好商城股价报1.91美元,单日下跌7.73%。近5日累计下跌14.73%,年 初至今跌幅达16.96%。板块与大盘拖累:当日美股科技股普遍下挫,纳斯达克指数下跌1.13%,标普 500指数下跌1.04%。聚好商城所属的互联网零售板块整体下跌3.31%,放大了个股抛压。流动性极低: 当日成交额仅3,535美元,换手率0.09%,量比0.32 ...
美股盘前丨股指期货走低 Arcellx盘前涨超78%
Xin Lang Cai Jing· 2026-02-23 13:28
Company News - Arcellx shares surged over 78% in pre-market trading as Gilead Sciences announced plans to acquire Arcellx at a price of $115 per share [1] - Novo Nordisk shares fell nearly 14% in pre-market trading due to clinical trial results showing that its product CagriSema was less effective than Eli Lilly's Zepbound [1]
千亿牛股,逆市大跌22%
Zhong Guo Ji Jin Bao· 2026-02-23 10:53
Group 1 - The Hong Kong stock market showed a positive sentiment today, with all three major indices opening high and maintaining strong fluctuations, led by the technology sector [1][2] - The Hang Seng Index rose by 2.53%, the Hang Seng China Enterprises Index increased by 2.65%, and the Hang Seng Technology Index surged by 3.34% [2][3] - Major tech stocks performed well, with Meituan rising over 5%, Alibaba, Xiaomi, and JD.com increasing by over 3%, while semiconductor stocks also saw significant gains [2] Group 2 - Zhipu, referred to as the "first stock of large models in Hong Kong," experienced a sharp decline of 22.76% due to the impact of an apology letter related to its GLM Coding Plan [4][5] - Zhipu's stock price had previously surged over 250% from February 9 to February 22, indicating a volatile trading period [4] - The company acknowledged three main errors in the GLM Coding Plan, including insufficient transparency, slow rollout of GLM 5, and poorly designed upgrade mechanisms for existing users [6] Group 3 - The precious metals sector, including gold, saw strong performance, with stocks like Tongguan Gold rising over 12% and Ganfeng Lithium increasing by over 8% [7][8] - Other notable gains in the precious metals sector included Zijin Mining and Wukuang Resources, both rising by over 6% [7]
港股收评:恒指涨2.53% 科技股、芯片股全天强势 机器人、AI概念回落 有色金属走强
Jin Rong Jie· 2026-02-23 09:04
2月23日,三大指数高开高走集体大涨。截至收盘,恒指涨2.53%,国指涨2.65%,恒生科技指数涨 3.34%。 科网股普涨,美团涨超5%,阿里巴巴、小米涨超3%,腾讯、京东涨超2%。半导体(核心股)、AI芯 片(核心股)股走强,英诺赛科、壁仞科技涨超9%,华虹半导体、中芯国际涨逾4%。光通讯概念走 强。长飞光纤光缆涨14%,剑桥科技涨超5%。 责任编辑:安东 AI大模型、机器人(核心股)板块回落,智谱大跌超22%,海致科技集团跌超21%,MINIMAX-WP跌 超13%,优必选跌超2%。消费股表现弱势,免税龙头中国中免跌超8%,蜜雪集团跌超1%。 恒生指数成分股中83只上涨,5只下跌,其中紫金矿业涨5.4%;美团-W涨5.3%,股价触底反弹,机构称 AI投资有望进入产业趋势下半场,科网股全线回暖;中芯国际涨5.0%。跌幅方面,蒙牛乳业跌1.9%, 美的集团跌0.7%。恒生科技指数成分股中29只上涨,1只下跌,其中蔚来-SW涨5.6%;华虹半导体(核 心股)涨4.5%,机构认为公司新12英寸晶圆厂Fab9A将于今年达到最高产能。 锂电概念股涨幅扩大,瑞银大幅上调国内锂价预测,市场进入第三次锂价超级周期,电动汽 ...
恒指重返27000点,科网股、黄金股普涨
Shen Zhen Shang Bao· 2026-02-23 05:18
盘面上,科网股普涨,美团涨超6%,京东涨超4%,阿里巴巴、腾讯、快手、百度涨超3%。 半导体概念股走强,中芯国际、华虹半导体均涨超4%,天岳先进、英诺赛科、纳芯微等涨幅居前。 光通信概念股涨幅居前。长飞光纤(601869)光缆涨15.77%;汇聚科技涨超5%;剑桥科技(603083) 涨7%。 贵金属板块走高。潼关黄金涨超11%;万国黄金集团涨超6%再创历史新高,预计全年纯利同比增长最 多1.6倍;紫金黄金国际涨超7%。 2月23日早盘,港股三大指数高开高走,均涨超2%。截至午间收盘,香港恒生指数上涨2.29%,报 27017.88点;恒生科技指数上涨3.32%,报5384.52点;恒生中国企业指数上涨2.50%,报9183.23点。市 场半日成交额为1064.5亿港元。 | 现价 | 序号代码 | | --- | --- | | | へ 恒生重点指数 | | 1 HSTECH | | | 2 HSCEI 恒生中国企业排9183.23 223.67 2.50% | | | 3 HSML100 恒生中国(香港:7547.66 177.21 2.40% | | | 恒生指数 | 4 HSI 1 1 | | 恒生综 ...
港股,大涨!
Xin Lang Cai Jing· 2026-02-23 04:38
Market Overview - The Hang Seng Index rose by 2.29% to 27,019.21, while the Hang Seng Tech Index increased by 3.32% to 5,384.52, indicating a significant recovery in market sentiment [2][8] - Technology, internet, consumer electronics, and lithium battery sectors led the gains, with strong performances from companies like Meituan, Tencent, and Alibaba [1][2] Sector Performance - The tech sector showed robust growth, with Meituan up nearly 7%, and JD.com, SMIC, and Hua Hong Semiconductor all rising over 5% [2][8] - Conversely, the AI large model sector experienced a downturn, with companies like Zhiyun and MINIMAX seeing declines of over 23% and 10%, respectively [4][10] Ant Group Developments - Ant Group reported that its core AI business saw significant growth during the Spring Festival, with the "AI Payment" user count surpassing 100 million, marking it as the first AI-native payment product to achieve over 100 million in both transaction volume and user count [4][9] - The Ant Group's health app, Aifuku, also crossed the 100 million user mark, with 52% of new users coming from third-tier cities and below [4][9] Commodity Market Insights - Precious metals saw a notable increase, with international spot silver rising by 3.8% to $87.82 per ounce, and gold increasing by 1.2% to $5,168 per ounce [7][14] - The chairman of the Hong Kong Gold Exchange indicated that geopolitical tensions, particularly between the US and Iran, have contributed to rising gold prices, which are expected to challenge $6,000 per ounce in the coming quarters [14] Zhiyun's Challenges - Zhiyun issued an apology regarding its GLM Coding Plan, acknowledging three main errors: insufficient transparency, slow rollout of GLM-5, and poor design of the upgrade mechanism for existing users [5][12] - The company is currently managing high demand and has opened the Max user tier fully, while Pro users may face limitations during peak times [12]
X @𝘁𝗮𝗿𝗲𝘀𝗸𝘆
𝘁𝗮𝗿𝗲𝘀𝗸𝘆· 2026-02-23 04:37
为了这个你也要注册骑手身份。奶昔🥤 (@realNyarime):嫌麻烦可直接闲鱼20代下单骑手套餐,各家外卖平台均有签约百胜企业版,享受协议价。京东估计只签了必胜客和肯德基,相比之下美团就比较全了,就是近一个月跑一单,首单有15或30补贴直接白吃,还送百胜会积分。 https://t.co/Ie7xlcuKu1 ...
港股躁动!千亿市值龙头 大涨17%!
Shang Hai Zheng Quan Bao· 2026-02-23 03:06
2月23日早盘,港股三大指数高开。截至发稿,恒生指数涨2.6%报27100.94点,日内涨近700点;恒生国企指数涨2.86%报9215.75点,恒生科技指数涨 3.77%报5407.81点。 A50期指盘中快速拉升,截至发稿涨1.6%。 | | | 14961.0 今开 14715.0 最高 14964.0 最低 14683.0 | | | | | --- | --- | --- | --- | --- | --- | | 1.60% 236.0 | 总手 | 13.7万 持仓 100万 日增 | | -4895 | | | 结算 -- | 昨结 | 14725.0 | | 重零 | | | 分时 | 五日 | 日K 周K 月K | | 更多,◎ | | | 14964.0 | | | 1.62% 卖 1 14963.0 | 75 | | | | | | 买1 14961.0 | 26 | | | | | | 日 价 | 를 | | | | | | 10:34 14961.0 | 3 | | | | | | 10:34 14962.0个 | 18 | | | | | | 10:34 14961.0J | | ...