投资市场永远有四个层次：保住本金，控制风险，赚取收益，长期稳定持续赢利。不要因为一天的输赢定结果，赚钱是偶然还是必然，是凭真功夫还是凭运 气，在市场上能活着的肯定是最终能够长期持续赢利的投资者。交易就是一个好的习惯，严格执行你的交易计划。一次严谨的交易=良好的心态控制＋正确 的仓位控制＋过硬的技术功力，合作从不强买强卖。机会是留给有准备的人，一次正确的选择大于百倍努力， 你相信老师，我给你一个满意收益，你刚好 需要，我刚好专业！ 黄金下周行情趋势分析： 黄金消息面解析：周五(5月16日)国际黄金价格下跌，并有望录得六个月以来最大周跌幅，因美元走强以及美中贸易战担忧减退，削弱了黄金作为避险资产 的吸引力。截至发稿，现货黄金下跌1.83%，至3,181.19美元，日内最低触及3154美元。金价周五一度大跌超过2%，本周金价下跌近4%，受累于贸易协议带 来的风险偏好上升，创下去年11月以来最糟糕的一周。贸易战的缓解使整个市场的风险偏好回升。这种转变促使期货交易商获利了结，尤其是在黄金市场， 并引发了长达一周的结清仓位潮，几周以来，黄金一直面临压力，因市场排除了滞胀预期，并对降息预期进行了重新定价。目前市场预计，到年 ...

【环球时报报道 记者 李萌 张晗】据路透社近日报道，在中美举行经贸高层会谈，宣布就关税达成阶段性共识后，中国赴美集装箱运输订单量激 增近300%。 美国物流公司Portless称，美国和中国周一达成的协议让中国工厂开始恢复订单和发货。Portless首席执行官艾兹·罗森兹威格说，关税下调一宣 布，客户就说"我们进入了全力开工模式，重启生产，重启运输。" 东莞的玩具制造商刘女士说，"这两天特别忙，我们正在预订集装箱，部分货物已经在运往深圳港的路上。最近几个月，路上的货运卡车减少了， 但今天……去港口的路上堵车了。" 美国有线电视新闻网（CNN）报道称，一些公司在重新安排供应链和生产路线，从中国转向其他亚洲国家以避免关税之际，听到了中美暂停实施 部分关税的消息。供应链管理公司STG Consultants的本·施沃尔说，他这周一直在回答客户询问，"他们在越南和印度尼西亚下了订单，现在问'你 们能把（订单）转回中国吗？'" 分析师认为，中美之间暂停征收大部分关税可能会导致货运运价上涨。美国《华尔街日报》引述新加坡和伦敦的航运高管和经纪商的观点称，未 来约10天内，海运承运人可能会将运费提高50%左右。这意味着未来几 ...

5月资金回流到在美国上市的中国ETF 金十数据5月16日讯，5月美国上市的中国主要ETF录得资金流入，因美中关税暂停提振了市场人气。本 月截至5月15日，全球投资者共买入了4只在美国上市的中国主要ETF 4.017亿美元。高盛称，美国机构 投资者目前持有约2500亿美元在美上市的中国股票。 ...

日期 2025 年 5 月 13 日 行业 棉花 研究员：余兰兰 021-60635732 yulanlan@ccb.ccbfutures.com 期货从业资格号：F0301101 研究员：林贞磊 021-60635740 linzhenlei@ccb.ccbfutures.com 期货从业资格号：F3055047 研究员：王海峰 021-60635727 wanghaifeng@ccb.ccbfutures.com 期货从业资格号：F0230741 研究员：洪辰亮 021-60635572 hongchenliang@ccb.ccbfutures.com 期货从业资格号：F3076808 研究员：刘悠然 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 农产品研究团队 、 请阅读正文后的声明 ＃summary＃ 每日报告 一、行情回顾与操作建议 | 表1：行情回顾 | | --- | 数据来源：Wind，建信期货研究发展部 宏观利好提振，郑棉反弹回升。现货方面最新棉花价格指数 328 级在 14187 元/吨，较上一交易日涨 65 元/吨 ...

市场消息，日本首相石破茂欲在7月参议院选举前后与美国达成贸易协议，日本仍在了解特朗普政府的 关税立场。石破茂计划在7月9日左右访美，届时为期90天的对等关税暂停期将结束。 ...

V i e w p o i n t | 09 Apr 2025 15:02:51 ET │ 9 pages US Economics 90-day tariff pause not as helpful as it sounds CITI'S TAKE Pausing reciprocal tariffs excluding China does not mean the US economy has avoided a slowdown in growth and rise in inflation. The 10% baseline tariff, additional 125% tariffs on most Chinese goods and sector-specific tariffs raise the average US effective tariff rate by about 21pp from its level at the beginning of the year. Uncertainty over trade will persist and non- China impor ...

Group 1 - StepStone Group Inc. (STEP) shares rose 14.8% to $48.74, following a significant trading volume, contrasting with a 16.6% loss over the past four weeks [1][2] - The increase in share price was influenced by the Trump administration's announcement of a 90-day halt on reciprocal tariffs for most countries [2] - StepStone leverages global scale, local teams, multi-asset class expertise, and proprietary data platforms to provide customized solutions, enhancing investment performance [2] Group 2 - The company is expected to report quarterly earnings of $0.47 per share, reflecting a year-over-year increase of 42.4%, while revenues are projected at $237.41 million, down 33.5% from the previous year [3] - The consensus EPS estimate for StepStone has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [4] - StepStone Group holds a Zacks Rank of 2 (Buy), indicating positive market sentiment [4] Group 3 - StepStone Group is part of the Zacks Financial - Miscellaneous Services industry, which includes Greystone Housing Impact Investors (GHI) [4] - GHI's consensus EPS estimate has decreased by 29.2% over the past month, with a year-over-year change of -61.9%, and it currently holds a Zacks Rank of 3 (Hold) [5]

Gates Industrial Corporation plc (GTES) shares ended the last trading session 15.3% higher at $17.94. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 20.2% loss over the past four weeks.Gates Industrial's rally is driven by President Trump’s announcement of a 90-day pause on tariffs for most countries. This move is aimed to stabilize markets and address global trade concerns. This manufacturer of power transmission ...

Company Overview - New York Mortgage Trust (NYMT) shares increased by 5.2% to close at $5.66, following a significant trading volume compared to normal sessions, despite a 19.2% loss over the past four weeks [1] - The company is expected to report quarterly earnings of $0.11 per share, reflecting a year-over-year increase of 136.7%, with revenues projected at $22.91 million, up 28.3% from the previous year [3] Market Context - The surge in NYMT's stock price is attributed to a broader market rally, driven by optimism from Trump's announcement on April 9, 2025, regarding a 90-day pause on reciprocal tariffs for most trading partners, excluding China [2] - The tariff pause is expected to alleviate cost pressures, improving margins and profitability for mREIT stocks, thereby boosting investor confidence in NYMT [2] Earnings Estimates - The consensus EPS estimate for NYMT has been revised 3.9% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [4] - NYMT currently holds a Zacks Rank of 2 (Buy), suggesting favorable market sentiment towards the stock [4] Industry Comparison - In the same REIT and Equity Trust industry, BrightSpire (BRSP) also saw a 4.4% increase in its stock price, closing at $4.74, although it has experienced a -22.5% return over the past month [4]