Core Insights - Recent US inflation data shows a cooling trend, which enhances expectations for potential interest rate cuts by the Federal Reserve, positively impacting risk assets like cryptocurrencies [4][12] - Improvement in US-China trade relations, with both sides agreeing to lower tariffs, provides additional support for Bitcoin [4][12] Current Price Trends - Ethereum (ETH) is currently priced at approximately $2,584.98, down about 3.13% from the previous day, but has seen a remarkable weekly increase of 43.05% [3] - Bitcoin (BTC) is trading around $103,197, down about 0.42% from the previous day, maintaining a strong support level above $100,000 [4] Technical Analysis - Bitcoin's technical indicators show a neutral to strong RSI, with a slight decline in momentum, while MACD remains bullish [4] - Ethereum's technical indicators indicate a strong upward trend, having successfully broken through long-term resistance levels [5] Market Sentiment - The Fear and Greed Index for the cryptocurrency market is at 70, indicating a "greed" level, which suggests optimism among market participants but also hints at potential overheating risks [4][7] ETF Fund Flows - Bitcoin ETFs have experienced a net outflow of approximately $9.6 million, led by Fidelity's FBTC, breaking a 20-day streak of net inflows [4] - In contrast, Ethereum ETFs have seen significant inflows, with $1.35 million net inflow on May 14, indicating a shift in institutional interest from Bitcoin to Ethereum [9] Investment Strategies - Suggested entry points for Bitcoin are in the $100,000-$101,000 range, with a primary target of $105,000 and a stop-loss set below $98,500 [4] - For Ethereum, a buying strategy is recommended in the $2,400-$2,500 support area, with targets of $2,800 and $3,000 [9] Long-term Outlook - Analysts predict Ethereum could reach $5,000 by 2025, driven by its status as the only approved spot Bitcoin ETF alternative, technological advancements, and overall bullish market trends [9][12] - The overall market is in a mid-bull phase, with recommendations to maintain a 65-70% overall position in cryptocurrencies, adjusting Bitcoin and Ethereum allocations to capture potential excess returns [12]

棉纺策略日报 简要观点 ◆ 棉花：震荡偏强 宏观方面，国内降息降准等一揽子金融政策落地，叠加中美经贸高层会 谈关税协商取得一定成果，政策面释放积极信号，基本面来看，本年度 国内商业库存去库加速，消费量维持高位或导致本年度后期供需偏紧， 短期棉价受多方利好背景下，短中期棉价维持震荡偏强运行。巴西种植 3 月 13 日已经结束，2024 年巴西棉总产达到 370 万吨，2025 年预计 总产达到 395 万吨，对外棉有一定压力。国内新疆新棉播种已经结束， 并未出现异常天气，今年新疆丰产概率增大，以及国内一二季度抢出口， 消费前置，远期合约有压力。美棉已经进入播种期，后续 7、8 月美国 天气值得关注，6 月美国 6.5 万亿美元国债到期，中美贸易谈判显得尤 为重要，若向好的形势发展，美国通胀缓和、国内通缩也得到缓和，美 联储降息概率上升，更加有利于经济发展，所以未来还是要看宏观形势 的发展，逐步认证，从整体上，25、26 年度预期全球依然是高产年份， 国内短中期棉花商业库存偏紧有结构性矛盾，短中期看涨，但远期丰产， 限制了棉花上涨的幅度。（数据来源：中国棉花信息网 TTEB） 棉纺团队 研究员： 洪润霞 咨询电话 ...

Group 1 - The USD/CHF exchange rate is currently stabilizing around 0.8390 after a sharp decline in April, indicating attempts to form a bottom despite ongoing downside risks indicated by technical indicators [1][3] - The weakness in USD/CHF is primarily driven by two factors: lower-than-expected US inflation data and improving global trade relations, which have pressured the dollar [3] - The US Consumer Price Index (CPI) for April showed a year-on-year increase of 2.3%, down from 2.4% in March and below market expectations, reinforcing expectations for potential interest rate cuts by the Federal Reserve [3] Group 2 - The Swiss National Bank (SNB) has expressed readiness to intervene in the currency market and may consider further interest rate cuts or even negative interest rates if inflation remains below target levels, indicating concerns over the Swiss franc's strength [3] - The USD/CHF exchange rate is attempting to find a supportive base above the 0.8350 level, which represents a 38.2% Fibonacci retracement level of the last bearish wave [3] - The relative strength index (RSI) has entered an exaggerated oversold level, suggesting the formation of positive divergence, which may indicate a potential bullish correction trend [4]

2025 年 5 月 14 日 股指期货将偏强震荡 黄金期货将偏弱震荡 铜、螺纹钢、 铁矿石期货将偏强震荡 原油、PTA、乙二醇、苯乙烯、集运 欧线期货将震荡偏强 陶金峰 期货投资咨询从业资格号：Z0000372 邮箱：taojinfeng@gtht.com 【正文】 【声明】 本报告的观点和信息仅供风险承受能力合适的投资者参考。本报告难以设置访问权限，若给您造成不 便，敬请谅解。若您并非风险承受能力合适的投资者，请勿阅读、订阅或接收任何相关信息。本报告不构 成具体业务或产品的推介，亦不应被视为相应金融衍生品的投资建议。请您根据自身的风险承受能力自行 作出投资决定并自主承担投资风险，不应凭借本内容进行具体操作。 【期货行情前瞻要点】 通过宏观基本面分析和黄金分割线、水平线、日均线等技术面分析，预期今日期货主力合约行情走势大概率如 下： 股指期货将偏强震荡：IF2506 阻力位 3876 和 3905 点，支撑位 3836 和 3822 点；IH2506 阻力位 2697 和 2719 点，支撑位 2680 和 2670 点；IC2506 阻力位 5700 和 5748 点，支撑位 5616 和 5583 点； ...

交易咨询资格号： 证监许可[2012]112 2025 年 5 月 14 日 | | [Table_Finance] | | | | | | --- | --- | --- | --- | --- | --- | | 联系人：王竣冬 | 2025/5/14 | | 基于基本面研判 | | | | 期货从业资格：F3024685 | 趋势空头 | 震荡偏空 | 震 荡 | 震荡偏多 | 趋势多头 | | | | 十债 | 中证1000指数期货 | 上证50股指期货 | | | 交易咨询从业证书号：Z0013759 | | 三十债 | 氧化铝 | 沥青 | | | | | 沥青 | 尿素 | 沪深300股指期货 | | | 研究咨询电话： | | 鸡蛋 | 烧碱 | 铝 | | | 0531-81678626 | | 焦炭 | 中证500股指期货 | 二债 | | | | | 焦煤 | 纯碱 | 短纤 | | | 客服电话： | | 豆粕 | 棉纱 | PTA | | | | | 棕榈油 | 棉花 | 对二甲苯 | | | 400-618-6767 | | 工业硅 | 白糖 | 五债 | | | | | | 玻璃 ...

Group 1 - The core viewpoint of the article revolves around the speculation that U.S.-China trade negotiations may involve Taiwan issues, particularly after President Trump's comments about "unification and peace" [1][3] - Trump's remarks during a press conference suggested that the outcomes of the trade talks would be beneficial for both China and the U.S., as well as for "unification and peace," raising concerns in Taiwan [3][4] - Taiwan's government officials, including spokespersons from the office of Taiwan's leader Lai Ching-te, stated that they currently have no information indicating that Taiwan-related issues are part of the U.S.-China trade discussions [3][4] Group 2 - Following the trade talks, China announced a significant adjustment to tariffs on U.S. imports, reducing the additional tariff rate from 34% to 10%, effective from May 14, 2025 [5] - The adjustment includes a temporary suspension of a 24% additional tariff on U.S. goods for 90 days, indicating a potential easing of trade tensions [5][6]

GE HealthCare Technologies (GEHC) 2025 Conference May 13, 2025 11:00 AM ET Speaker0 Good morning, everyone. Welcome to the BofA Healthcare Conference. I'm Craig Bijou, one of the med tech analysts here. And it's a pleasure to have GE Healthcare. And from the company with us is Jay Sicaro, CFO, and Carolyn Borders, who's Chief Investor Relations Officer. So, Jay and Carolyn, thank you both. Speaker1 Great. Thank you for the invitation to the conference. As always, it's nice to be here again. And it's nice to ...

据央视新闻消息，外交部发言人宣布，中方高层将于5月9日至12日访问瑞士期间，与美财长贝森特举行会谈。此消息一出，引发国际社会广泛关注。在全球 经济复苏的关键时期，中美这两大经济体之间的对话，无疑备受瞩目。 美方对于中方立下的这些规矩，虽有无奈，但也只能接受。贝森特在接受媒体采访时，被问及中美谁先给对方打电话时含糊其辞，声称"没有谁先打电话"。 以特朗普团队一贯风格，若真是中方先打电话，恐怕早已大肆宣扬。贝森特的这种态度，从侧面反映出美方在此次接触中的被动地位。美方之所以接受中方 规矩，一方面是国内经济压力迫使，另一方面也意识到在关税问题上，一味强硬已行不通。美国对中国商品加征高额关税，导致美国各大商超中国商品库存 告急，美国消费者和企业对低价优质中国商品有着强烈需求。 贸易（资料图） 在国际层面，美国发动的关税战，除了遭到中国的强硬反击外，也未能让其盟友完全屈服。在中国打响反制第一枪后，包括日本、韩国、东盟、欧盟等紧随 中国脚步，拒绝屈服于美国关税"霸凌"。与此同时，中国积极同各国合作，打造对美关税防火墙。例如，中国与欧盟就双方建交五十周年互致贺电，中欧关 系持续改善；七月份，欧盟理事会主席科斯塔和欧盟委员会 ...

表 1：油脂期货日度数据监测 油脂：马棕油库存超预期 油脂高开低走 冯子悦 fengzy@jsfco.com 期货从业资格号：F03111391 投资咨询从业证书号：Z0018581 | | | 油 | 脂 每 | 日 | 数 据 | 追 | 踪 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 指标 | 截至 | 单位 | 今日 | 昨日 | 涨跌 | 涨跌幅 | | 期货 | DCE豆油主力 | 5月13日 | 元/吨 | 7792.00 | 7814.00 | -22.00 | -0.28% | | | DCE棕榈油主力 | 5月13日 | 元/吨 | 7954.00 | 8024.00 | -70.00 | -0.87% | | | CZCE菜籽油主力 | 5月13日 | 元/吨 | 9374.00 | 9378.00 | -4.00 | -0.04% | | | CBOT大豆主力 | 5月12日 | 美分/蒲式耳 | 1070.00 | 1052.25 | 17.75 | 1.69% | | | CBOT豆油主力 | 5月12日 | 美分 ...

晨报 铁矿石 铁矿石：中美会谈超预期 短期估值或修复 整理 投资咨询业务资格： 从业资格号：F3059924 投资咨询号：Z0002978 电话：010-62688526 从业资格号：F3078638 投资咨询号：Z0018248 电话：010-62688555 从业资格号：F3038114 投资咨询号：Z0014834 电话：010-62688541 本报告中的信息均来源于公开的资料，我公司对信息的准确性及完整性不作任何保证，也不保证包含的信 息和建议不会发生变更，我们已力求报告内容的客观、公正，但文中观点、结论和建议仅供参考，投资者据此 做出的任何投资决策与本公司和作者无关。 原材料： 冯艳成 从业资格号：F3059529 投资咨询号：Z0018932 电话：010-62688516 有色金属：于梦雪 从业资格号：F03127144 投资咨询号：Z0020161 电话：021-20857653 成文时间： 2025 年 5 月 13 日 逻辑：昨日中美贸易会谈结果超预期，双方均对谈判结果给出高度认同，权益市场以及商 品市场（除贵金属）均出现不同程度拉升，夜盘铁矿石大幅冲高触及前期高点。中美贸易回到 正常轨 ...