上天天基金APP搜索【777】领 98 元券包 ，优选基金10元起投！限量发放！先到先得！ 中信证券：A股将继续呈现风偏回暖、主题轮动特征 展望5月，中信证券预计风险偏好还有回升空间，A股将继续呈现风偏回暖、主题轮动的特征，以低机构持仓 的主题型交易机会为主。但从经济层面来看，真实的影响已经悄然发生，中信证券预计中美经济在二季度尾声 可能会面临新的变数。 配置上，除了短期的热点主题轮动，中信证券依然建议聚焦三个不变的大趋势：一是中国自主科技能力的提升 趋势不会动摇；二是欧洲重建自主防务，提升能源、基建和资源储备的趋势不会动摇；三是中国势必要走 通"双循环"，加速完善社会保障并激发内需潜力是政策的必选项。 广发证券：景气投资回归 短期A股考虑三重因素：一是一些负面的一季报靴子落地；二是TMT反应度模型已经处于下限位置；三是国内 外大厂在大模型、算力芯片、端侧、AI应用的进展不断，5月—6月继续看好科技股的机会。 中期角度来说，回到三类资产对应的三个模型，在出现地产周期大反弹或科技应用大爆发之前，中长期对中性 股息组合保持关注。另外，考虑到国内科技大厂资本开支正在加大、产业链订单开始释放，景气成长组合以及 所代表 ...

Core Viewpoint - The article discusses the implications of recent political events in the U.S. and their potential impact on the economy and financial markets, particularly focusing on the Federal Reserve's monetary policy decisions and investor sentiment towards U.S. assets [9][11]. Group 1: Economic Indicators and Federal Reserve Policy - The article highlights two scenarios for the Federal Reserve's future policy: one where trade negotiations fail, leading to a potential rate cut starting in July, and another where negotiations succeed, resulting in a delay of rate cuts due to persistent inflation pressures [11]. - Current market expectations indicate a 90.3% probability that the Federal Reserve will maintain interest rates in May, with a 9.7% chance of a 25 basis point cut [11]. - Predictions for the next three Federal Open Market Committee (FOMC) meetings suggest a significant likelihood of maintaining the current rate of 4.25%-4.50% in May, with a 58.6% chance of a 25 basis point cut by June [12]. Group 2: Market Reactions and Investor Sentiment - Following Trump's criticism of Powell, the dollar index fell to its lowest level since March 2022, but later rebounded as Trump expressed optimism about negotiations [9]. - Trump's approval rating after his first 100 days in office dropped to 39%, marking the lowest for any U.S. president in the past 80 years [9]. - The article notes that the chaotic nature of Trump's administration has led to significant shifts in investor confidence and market dynamics, particularly regarding U.S. assets [9].

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Core Viewpoint - The article highlights significant market movements, including a surge in gold prices and substantial buying activity in the A-share market, indicating a potential shift in investor sentiment and market dynamics [1]. Group 1: Market Movements - Gold prices have experienced a dramatic increase, marking a historical moment in the market [1]. - The U.S. stock market showed a decline in pre-market trading, raising questions about potential market manipulation by former President Trump [1]. Group 2: A-share Market Activity - The A-share market has seen a remarkable rebound, with over 178 billion yuan purchased in just two days, reflecting strong investor confidence [1]. - Large capital inflows are evident, with significant buying activity reaching a scale of hundreds of billions [1].

Core Viewpoint - The article discusses significant opportunities in the A-share market, particularly in light of recent developments related to Trump and the evolving landscape of ETFs [1] Group 1: Market Opportunities - The article highlights a potential "century opportunity" in the A-share market, suggesting that investors should pay close attention to this sector [1] - It mentions that the evolving nature of ETFs could play a crucial role in shaping investment strategies and market dynamics [1] Group 2: Influential Factors - Trump's recent announcements are positioned as pivotal events that could impact market sentiment and investment flows [1] - The article emphasizes the importance of understanding macroeconomic factors and their influence on the A-share market [1]

A股午后持续走高，创业板指涨1%，深证成指涨0.5%，沪指涨0.2%。 ...

校对： 刘榕枝 近日，多段男子在成都地铁里"表白同性"的视频在网络传播。 4月10日，成都市公安局轨道公交分局发布警情通报： 来源：成都公安微信公众号 责编：汪云鹏 经查，2025年2月以来，郭某（男，34岁，外省人）为博取流量、牟取利益，通过策划、编写剧本，由其 同学杨某（男，34岁，本市人）负责拍摄，多次在我市地铁、公园、餐厅等公共场所，未经他人允许，偷 拍、制作多条虚假搭讪的视频，刻意制造话题并通过多个网络平台散布，严重扰乱公共秩序，造成恶劣社 会影响，侵犯他人隐私，给受害人生活产生困扰。 目前，郭某、杨某因涉嫌寻衅滋事罪已被我局依法采取刑事强制措施，案件正在侦办中。 百万用户都在看 紧急空运！苹果手机，刷屏！ 特朗普，遭质疑！美股，盘前走低！ A股，大反攻！见证历史：两天买入超1780亿！ 千亿级别！大资金，疯狂买入！ A股重磅！上市公司，集体行动！商务部最新发声 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...

责编： 王璐璐 校对：陶谦 今日，天津国资发布消息显示，4月9日，天津市国资委召开市属国有上市公司工作会。 来源：天津国资 百万用户都在看 紧急空运！苹果手机，刷屏！ 涨疯了！美国政府，释放最新信号！欧盟日本加拿大联手，市场已经平稳？ A股，大反攻！见证历史：两天买入超1780亿！ 千亿级别！大资金，疯狂买入！ A股重磅！上市公司，集体行动！商务部最新发声 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...

（视频来源：上证盈视频） （视频来源：中国基金报） （视频来源：21世纪经济报道） （视频来源：证券日报） ...

百万用户都在看 紧急空运！苹果手机，刷屏！ A股，大反攻！见证历史：两天买入超1780亿！ 千亿级别！大资金，疯狂买入！ A股重磅！上市公司，集体行动！商务部最新发声 责编： 刘珺宇 校对：王朝全 近日，美国俄亥俄州通过有关高等教育法案，其中包含涉华消极条款，对中美高校教育交流合作施加限 制。教育部提醒广大留学人员，近期选择赴美有关州学习时做好安全风险评估，增强防范意识。 来源：教育部 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...