作者 | 深鹏 数据支持 | 勾股大 数 据（www.gogudata.com） 4 月 2 日，即明天，懂王说是美国的解放日。 然而，对于全球投资者来说，有可能是 "受难日"。 因为他的关税政策，已经在全球资本市场掀起了巨浪，逼得全球股市都进入了下跌模式，美股自己还是最惨的 一个，反之，避险之王的黄金价格，则节节攀升。 不管你信不信，反正市场走势已经说明一切。 避险，依然是当下的市场整体风格。 而且，即便已经下跌了不少，然而站在这个时点，市场神经依然高度紧绷。 因为懂王最终的全球关税政策如何，依然迷雾重重，但它也是影响市场涨跌最重要也是最关键的因素，没有之 一。 01 底牌到底如何？ 说实话，这个问题真的无法提前判断。 相信大家对于懂王各种烟雾弹的作风已经很清楚了，今天说东，明天说西，后天再来一个南，最后结果是北。 如果你没有定力，一定会被他绕晕，然后很容易糊里糊涂地做了一些不知所谓的交易，运气好可以获得一些盈 利，但更多的时候，应该是亏损的概率高一点。 就像昨晚，美股大跌，但最后因为特朗普说的 "友好"言论，又硬生生地拉了回来，但盘后、夜盘，又继续开 启下跌模式。 很明显，涨跌全靠特朗普，真不是一句虚话。 ...

美国全面对等征税正在引发市场资金涌入黄金市场避险。 3月31日，全球金融市场上演经典避险行情，大量资金涌入黄金、日元、美债等传统避险板块。纽约黄金 期货价格最高达到3162美元/盎司，刷新历史高点；美元兑日元跌至149关口下方，而10年期美债收益率 暴跌超6个基点至4.18%。而国内黄金期货市场，有超过11亿元资金流入。 业内人士表示，随着全球贸易体系不稳定加剧，今年第二季度金价出现明显回调的可能性仍然较低，资金 避险倾向仍然居于高位，黄金行情可能仍未结束。 国内黄金期货流入超11亿元 随着4月2日美国实施对等征税的临近，全球金融市场避险情绪越发高涨。3月31日周一，市场上黄金闪 耀、日元狂舞、美债收益率下滑三大信号同时闪现，市场已对潜在风险拉响最高级别警报。 3月31日，纽约期货交易所（COMEX）黄金期货价格，盘中一度刷新历史高点至3162美元/盎司，再创历 史记录新高。伦敦现货黄金盘中一度至3128美元/盎司，今年以来，全球现货黄金的累计涨幅已经超过 18%，大幅跑赢全球股市主要股指，是表现最好的资产之一。 国内黄金期货主力合约盘中最高达到732.10元/克，现货黄金T+D以最高价收盘达到730.60元 ...

| ○ 序号 | | 合约名称 | 涨幅% | 最新 现手 | 买价 | 卖价 | 买量 卖量 成交量 | | --- | --- | --- | --- | --- | --- | --- | --- | | + 1 | | 氧化铝2505™ | -3.28% | 2946 | 6 2945 | 2946 | 50 41 195424 | | 4 | 2 | 焦煤2505 w | -2.88% | 994.0 | 993.5 6 | 994.0 | 12 4 273324 | | + | 3 | 焦炭2505 -2.63% | | 1575.5 | 1 1575.0 1576.0 | 2 | 6 18604 | | + | বাঁ | 中原2505 W | -2.32% | 2486 | 16 2485 | 2486 1939 | 21 686963 | | + | 5 | 玻璃2505 M | -2.31% | 1185 | 47 1185 | 1186 2157 | 133 1592938 | | + | 6 | 鸡蛋2505 W | -2.28% | 2960 | 6 2960 | 2961 | 64 ...

Group 1 - Li Ka-shing's company, CK Hutchison, announced the sale of its global port assets to a consortium led by BlackRock, covering 43 ports across 23 countries, including a 90% stake in the Panama Port Company [4] - The Hong Kong Chief Executive, John Lee, emphasized the importance of providing a fair environment for local businesses and stated that any transaction must comply with legal regulations [4] - The sale has sparked criticism, with some commentators suggesting it reflects a lack of national loyalty among Hong Kong businessmen [5] Group 2 - Xiaomi Group reported a record revenue of 365.9 billion RMB for the fiscal year 2024, marking a 35% year-on-year increase, with a net profit of 23.6 billion RMB, up 34.9% [9][11] - The fourth quarter revenue reached 109 billion RMB, a significant 48.8% increase year-on-year, with adjusted net profit rising by 69.4% to 8.3 billion RMB [14] - Xiaomi's electric vehicle business showed strong performance, delivering 136,854 units in 2024, with a revenue contribution of 32.8 billion RMB [15] Group 3 - Gold prices surged, breaking the 3,030 USD per ounce mark, driven by inflation concerns and increased investment demand [19][20] - The domestic gold market also saw significant activity, with A-share gold stocks rising by 4.67% in a single day, reflecting strong market sentiment [20] - Analysts attribute the rising gold prices to ongoing inflationary pressures, geopolitical risks, and changing expectations for global economic growth [20] Group 4 - Some banks in China have reduced consumer loan rates to as low as 2.49%, indicating a downward trend in personal loan interest rates [22] - The competitive landscape for consumer loans has intensified, with several banks offering promotional rates and incentives to attract borrowers [22] - Regulatory encouragement for banks to increase personal loan offerings is expected to create new growth opportunities while emphasizing the need for effective risk management [22]