橡胶： 周三 ru 走势企稳。国内产区气候较好，割胶较少，泰国逐步开割。青岛地区总库存回落，美关税政策影响短期反 复，预计仍将延续，关税政策本质上对原料端不利，中长期终端消费的变化路径仍存在不确定性，近期关注贸易政策是否 改善，预计天胶走势短期震荡。 贵金属 ：黄金价格回落，昨夜出现下探反弹。美国财长贝森特昨夜演讲表示中美达成贸易协议需 2-3 年。周二美国总统特 朗普释放缓和信号，一方面是表示尽管他对美联储未能更快地降低利率感到沮丧，但他无意解雇美联储主席鲍威尔。另一 方面称对华关税将"大幅下降 " 。此前，特朗普一再要求美联储降息，并研究能否免去鲍威尔的美联储主席职务，并引发市 场恐慌。中国央行等部门表态支持上海黄金交易所等与境外交易所开展产品授权合作，扩大人民币基准价格在国际主流市 场应用。随着贸易战扰动加剧，引发一系列的连锁反应，金融市场动荡、衰退风险加剧、去美元化、美国债务等问题愈发 凸显，伴随政策和市场的不确定性，黄金价格持续刷新历史新高。面对未来通胀上行压力，鲍威尔也未对降息松口，但长 端美债价格的波动，令市场对美联储重启 QE 和提前降息的预期升温。考虑今年美国债务压力进一步凸显，滞胀形式进一 ...

"挖不动了，宝贝，挖不动了" 文：国金宏观宋雪涛/联系人厉梦颖 2024年，马斯克在其社交媒体上说：工业产能首先近似于发电量，而中国的工业产能已远超美国。 纵观历史，一个国家的工业生产能力，往往与能源密切相关。 特朗普也把美国实现能源独立以及在全 球能源领域确立主导地位作为MAGA蓝图的重要基石。其中，以油气为代表的化石能源扮演着关键角 色。 特朗普高喊着"挖吧，宝贝，挖吧"的口号，上任以来签署了多个能源相关的行政令。比如， 宣布"国 家能源紧急状态"，放松监管、简化流程，取消联邦土地（陆地和水域）的油气租赁权，放松液化天然 气的出口限制，并施压油气厂商提高石油、天然气的产量 。 | 行政令 | 目的 | 相关措施 | | --- | --- | --- | | | | 各机构促进美国能源资源的识别、租赁、选址、生产、运输、精炼和发电,包括 | | | | 但不限于联邦土地: | | | | 各机构加快完成授权范围内进行或推进的已授权和拨款的基础设施、能源、环境 | | | | 和自然资源项目,并促进能源在美国西海岸、东北部和阿拉斯加的供应、精炼和 | | EO 14156: Declaring a 提供可靠 ...

Group 1 - Boeing plans to divert up to 50 planes ordered by Chinese airlines to other customers due to steep tariffs resulting from the trade war initiated by Donald Trump [1][8] - The company is confident in finding alternative buyers and is lobbying for a resolution to the tariff situation [1][3] - Two Boeing jets have returned to the US from China, with another on the way, following the imposition of 125% tariffs on American imports by China [2] Group 2 - Boeing's CEO, Kelly Ortberg, expressed hope that the tariffs could be resolved over time and noted that the company's losses for Q1 2025 narrowed to $31 million compared to $355 million a year earlier [3][6] - Despite the tariffs, overall demand for planes remains strong, allowing Boeing to continue increasing production of its 737 Max to 38 per month [6] - The company has received inquiries from airlines outside China for the planes originally destined for Chinese customers, indicating a potential for re-marketing [5][6] Group 3 - Boeing, as the largest goods exporter in the US, is significantly impacted by China's retaliatory measures against Trump's trade policies [8][10] - The company has strong political connections in Washington, which it is leveraging to address the challenges posed by the tariffs [8] - Ortberg highlighted the risk of being shut out of one of the fastest-growing markets, especially if competitors like Airbus continue to sell in China [9]

Market Reaction - Entertainment and tech shares have rallied, with Warner Bros. Discovery and Roku both gaining 9%, while the S&P 500, Nasdaq, and Dow Jones Industrial Average have increased by 3%, 4%, and 2.6% respectively, adding over 1,000 points in morning trade [1] - Amazon and Meta have seen increases of 7% and 6%, respectively, while TKO Group, Disney, and Live Nation have gained 5% and 4% [1] Trade War Developments - President Trump indicated a potential easing of tariffs on Chinese imports, stating that the current tariff of 145% is "too high" and expressing optimism about trade negotiations [2] - China has responded by raising its duties on U.S. goods to 125%, creating uncertainty for businesses across various sectors [3] Impact on Companies - Tesla CEO Elon Musk highlighted that tariffs have disrupted the availability of essential components for their products, advocating for free trade and expressing concerns over the impact of tariffs on the automaker [4] - Federal Reserve Chairman Jerome Powell noted that tariffs would slow growth and increase prices, indicating that the Fed will not lower interest rates until the effects of tariffs are clearer [5] Presidential Statements - President Trump clarified that he has no intention of firing Jerome Powell, suggesting that it would be a good time to lower interest rates, but acknowledging that it is ultimately Powell's decision [6]

Core Viewpoint - The article discusses the complexities of market behavior, emphasizing that while short-term fluctuations may seem irrational, the market ultimately reflects underlying realities over time [2][4][15]. Group 1: Market Dynamics - The market index returning to 3300 points is puzzling, suggesting that traditional pricing models may be incomplete, as other factors like policy and market sentiment also influence stock prices [4]. - The current market is characterized by a strong influence from government policies and market emotions, which may distort typical market reactions to economic indicators [4][15]. - The sentiment among investors is shifting, with many believing that government intervention will mitigate the impacts of trade tensions, leading to a more optimistic outlook [15]. Group 2: Long-term Perspectives - Historical trends indicate that markets can recover from downturns, as seen in the aftermath of the COVID-19 pandemic, which initially led to a bull market but was followed by a bear market from 2021 to 2024 [10]. - The resilience of the market is highlighted, suggesting that despite short-term challenges, the economy shows signs of strength and adaptability [16][17]. - Investors are encouraged to focus on long-term strategies rather than short-term market timing, as the market often rewards patience and informed decision-making [3][5]. Group 3: Investor Behavior - Many investors maintain a long-term position in the market, often holding 100% of their portfolio in equities, which reduces the concern of missing out on market movements [5]. - The article suggests that a significant portion of capital is flowing into the stock market as a safer alternative to traditional business ventures, driven by the perception of lower risk [12]. - The current market environment is described as a "patriotic bull market," indicating a collective sentiment among investors to support domestic growth despite external uncertainties [8].

市场如果是对的，那我一定大错特错， 我觉得贸易战的影响很大，对于双方都是。 但是指数竟然能回到3300, 虽然我没有做空，但可以说是踏空！ 我不理解。 香橙柠檬 当你质疑市场的时候，他一定是对的；当你认同他的时候，他大概率是错的。就是这样反人 性，所以你要有一个标准（策略），去衡量他，而不是凭感觉去判断。 火星兔 现状是另一只手的力量很强大，扭曲了市场。但是长期看，经过充分地发酵，更多人认清事 实，还是会还原市场的本来面目。 我的教训是一定要做时间的朋友，否则即使判断正确方向，却倒在转折之前。 资水 不理解指数涨回3300，那是你的定价模型的因子不完备。 业绩预期下降，股市就一定跌么？股市定价还有其他因子啊，这轮行情至少还有政策和市场 情绪这两个因子。政策方面有GJD入场、国资股回购、机构不许抛。市场情绪方面，看到特 不靠谱的草台班子的做派，国内大部分投资者都认定西必输吧，那么大家都会在西大服软之 前抢筹。 稳若老狗 对手虚晃一枪，我们严阵以待，这次是爱国牛。 你看看集思录大佬，或者就看看实盘贴汇总，有几个人择时？ 大部分人都是长期100%仓位，没有踏空一说。 luckzpz 因为这是牛市！ 银行早就突破70 ...

贸易战缓和预期推动美股全线大涨，纳斯达克指数涨幅扩大至4%，纳斯达克中国金龙指数涨幅扩大至 5%。欧洲股市直线拉升，法国CAC40指数日内大涨3%，德国DAX指数涨3.5%，欧洲斯托克50指数涨 2.8%。 ...

投资者对美国总统唐纳德·特朗普 （Donald Trump）的最新举措感到不安，引发股市下跌，最近受到波及 的正是由自诩特朗普"头号哥们"的全球首富埃隆·马斯克 （Elon Musk）掌舵的电动汽车公司特斯拉 （Tesla）。华尔街正在等待特斯拉发布至关重要的最新财报。 原文标题：《特斯拉股票下跌6%，马斯克公司或将迎来"红色警报"财报》 · 关键事实 特斯拉股价下跌6%，收于227美元，为4月8日（刚好在特朗普暂停部分关税，一度提振市场情绪之前）以 来最低收盘价。 周一，标准普尔500指数下跌逾2%，创4月9日以来新低。同时，由于贸易战进展乏力，以及特朗普与美联 储主席杰罗姆·鲍威尔 （Jerome Powell）之间的争执升级，股市快速下跌。 特斯拉沦为本周初市场表现最差的个股之一。它不仅依赖于连贯有序的全球供应链，还因严重依赖中国市 场营收而对中美关系十分敏感，因此在关税冲击中频繁受到重创。 · 重点关注 · 重要评论 Wedbush分析师丹·伊夫斯 （Dan Ives）在周日发给客户的报告中写道："如果马斯克继续留在政府效率 部"，他和特斯拉将面临"红色警报。"根据伊夫斯的说法，特斯拉在周二的财报电话 ...

Market Overview - Gold prices experienced a decline of over 2%, trading around $3316.45 after briefly reaching a historical high of $3500 on Tuesday, influenced by U.S. Treasury Secretary Mnuchin's comments suggesting a potential easing of trade tensions, which boosted stock market optimism and strengthened the dollar [1][3] - The spot gold price fell by 1.5% to $3372.68, after hitting $3500.05 earlier in the day, while U.S. futures prices decreased by 0.2% to $3419.40 [3] - Year-to-date, spot gold has risen by 29%, marking its 28th historical high this year [3] Economic Indicators - Morgan Stanley forecasts that gold prices will continue to rise, predicting a breakthrough of $4000 per ounce next year amid increasing recession risks, U.S. tariff hikes, and ongoing trade tensions [4] - The relative strength index (RSI) for gold is at 74, indicating an overbought condition [4] Currency Market - The U.S. dollar index rose by 0.6% to 98.937, recovering from a low of 97.923, which was the lowest since March 2022 [7] - Concerns regarding the independence of the Federal Reserve have emerged, particularly following President Trump's criticism of Fed Chairman Powell, which analysts believe could impact the dollar's value as a reserve currency [7][8] - The dollar strengthened against the Japanese yen, trading at 141.470, after previously dipping below the psychological level of 140 [9]

特朗普最新发声！俄乌回应了 明日出征！ 俄军火库爆炸！这里进入紧急状态→ 今天（4月23日），外交部举行例行记者会。有记者问，据报道，美国总统特朗普对记者称，对华145%关税 确实很高，协议达成后美对华关税将大幅下降，但不会降至零。中方对此有何评论？ 对此，郭嘉昆表示， 中方早就指出，关税战、贸易战没有赢家，保护主义没有出路，"脱钩断链"只会孤立自己 。对于美 国发动的关税战，中方的态度很明确， 我们不愿打，也不怕打。打，奉陪到底；谈，大门敞开 。如果美方真的想通过对 话谈判解决问题，就应该停止威胁讹诈，在平等、尊重、互惠的基础上同中方对话。一边说要同中方达成协议，一边不 断搞极限施压，这不是同中方打交道的 正确方式，也是行不通的。 你会关注 定了！互免签证！ 价格飙涨！日本游客赴韩国"搬大米"，什么情况？ 来源：央视新闻（ID：cctvnewscenter）、央视财经（ID：cctvyscj） 监制：柯成韵 主编：武洋 编辑： 彭琳 转发，关注！ ...