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Cleveland-Cliffs (CLF) Surges 5.3%: Is This an Indication of Further Gains?
ZACKS· 2025-06-04 13:11
Cleveland-Cliffs (CLF) shares soared 5.3% in the last trading session to close at $7.56. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 17.2% loss over the past four weeks.CLF's shares rallied as steel stocks climbed, triggered by President Donald Trump’s announcement that he plans to double tariffs on steel imports to 50% in a move to protect American jobs and lead more companies to source from domestic steelmakers.This mining ...
英镑兑美元短线波动不大,现报1.3525。英国首相斯塔默称,致力于将美国对英国钢铁的关税降至零。以色列最近在加沙的行动令人发指且并无成效。
news flash· 2025-06-04 11:18
英镑兑美元短线波动不大,现报1.3525。英国首相斯塔默称,致力于将美国对英国钢铁的关税降至零。 以色列最近在加沙的行动令人发指且并无成效。 ...
摩根大通:中美关系缓和、超长端利率波动下的日本股票交易
摩根· 2025-06-04 01:50
J P M O R G A N Global Markets Strategy 30 May 2025 Japan Equity Strategy: Monthly Strategy Japan equity strategy amid US-China agreement and rise in ultra-long interest rates The US-China trade agreement is a supportive factor for Japanese equities. A recovery in the domestic economy has been delayed by elevated inflation, but the yen's rebound and the decline in fuel prices since the start of the year should gradually ease inflation and support domestic demand-oriented stocks. US-Japan trade talks are ong ...
金十数据全球财经早餐 | 2025年6月4日
Jin Shi Shu Ju· 2025-06-03 23:14
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 特朗普50%钢铝关税今日生效 美国劳工局将于非农日更正4月就业报告 美联储博斯蒂克仍认为今年有一次降息 欧洲股指多数收涨,德国DAX30指数收涨0.67%;英国富时100指数收涨0.15%;法国CAC40指数收涨0.34%;欧洲斯托克50指数收涨0.38%;西班牙IBEX35 指数收跌0.52%;意大利富时MIB指数收涨0.23%。 传美最新伊核协议提议临时允许伊朗继续铀浓缩活动 5月财新中国制造业PMI录得48.3 白宫称中美领导人本周将举行会谈,外交部回应 商务部回应欧盟拟限制中企参与医疗器械公共采购 国内油价上调,加满一箱油将多花2.5元 市场盘点 周二,在特朗普催促各贸易伙伴"交方案"之际,美元指数从六周低点反弹,最终收涨0.58%,报99.267。由于数据显示美国就业市场良好,美债收益率V型反 转,基准的10年期美债收益率收报4.47%,2年期美债收益率收报3.963%。 受美元走高的拖累,现货黄金从早些时候触及的5月8日以来最高点回落,在美国4月份职 ...
特朗普签署公告,将钢铁和铝关税提高25%,至50%。
news flash· 2025-06-03 21:11
特朗普签署公告,将钢铁和铝关税提高25%,至50%。 ...
英镑兑美元跌0.32% 英国力争挽救与美国的钢铁关税协议
news flash· 2025-06-03 13:18
英镑兑美元跌0.23%,英国商业大臣Jonathan Reynolds将与美国贸易代表贾米森·格里尔会面,试图挽救 一项取消对英国钢铁出口关税的协议。该协议正面临无法落实的风险,美国将钢铝进口关税提高至50% 的措施定于周三生效。如果英美两国无法达成一项解决方案,那么两国上个月宣布的所谓经济繁荣协议 就有可能无法实现其关键组成部分之一。美国总统唐纳德·特朗普和英国首相基尔·斯塔默将该协议作为 一项降低关税的贸易协议来宣传,但到目前为止,该协议尚未落实。 ...
2025年6月3日国际黄金晚盘行情预测
Jin Tou Wang· 2025-06-03 11:40
美联储理事沃勒表示,即使新关税可能暂时推升价格压力,今年仍有降息可能;芝加哥联储主席古尔斯 比指出,未来12-18个月利率有下降空间。 【黄金技术分析】 摘要周二(6月3日)本交易日,国际黄金价格震荡偏弱。今日将出炉美国4月工厂订单月率和美国4月 JOLTs职位空缺数据,投资者需要重点关注,另外继续关注地缘局势和国际贸易局势相关消息。 周二(6月3日)本交易日,国际黄金价格震荡偏弱。今日将出炉美国4月工厂订单月率和美国4月JOLTs 职位空缺数据,投资者需要重点关注,另外继续关注地缘局势和国际贸易局势相关消息。 【要闻速递】 美国总统特朗普在上周末指责亚洲大国违反初步关税协议,并宣布将钢铁进口关税从25%上调至50%。 美国政府还要求各国在7月8日前提交最佳贸易提案,显示其在关税议题上立场愈发强硬。 此外,美联储政策预期也为金价提供重要支撑。尽管美元短线反弹,但市场依然预计美联储将在2025年 内进行至少两次25个基点的降息。多位美联储官员本周言论表明,若通胀回落趋势持续、政策不确定性 解除,则降息时机可能提前。 4小时级别上:均线多头排列,布林带开口张大,价格在上轨上方运行,MACD 金叉且多头动能柱放 量 ...
商品日报(6月3日):橡胶玻璃跌幅居前 原油黄金跳空高开
Xin Hua Cai Jing· 2025-06-03 11:02
6月3日,白银、SC原油涨超2%,低硫燃料油、黄金、氧化铝、棕榈油、沥青涨超1%;合成橡胶、20号胶、玻璃、焦煤跌超3%,烧碱、菜粕、多晶硅、纸 浆、PTA跌超2%,硅铁、对二甲苯、瓶片、苯乙烯、工业硅、沪锡、沪胶、螺纹钢、鸡蛋、铁矿石、沪铝、菜油、玉米淀粉、焦炭、锰硅、短纤、豆粕、 热卷跌超1%。 橡胶继续下挫,玻璃焦煤连创新低 截至3日下午收盘,中证商品期货价格指数收报1340.59点,较前一交易日上涨1.07点,涨幅0.08%;中证商品期货指数收报1856.24点,较前一交易日上涨 1.48点,涨幅0.08%。 避险需求推动贵金属再度走强,地缘局势变化导致油价上涨 端午节后首个交易日,国内商品市场贵金属及原油跟随外盘走高,其中沪银主力合约以2.85%的涨幅领涨,沪金主力合约收涨1.40%;SC原油主力合约涨超 2%。 消息面上,乌克兰方面表示,在乌国家安全局1日发动的特种作战行动中,至少13架俄军战机被摧毁。俄乌第二轮直接谈判结束,但据乌方表示,俄方在会 谈期间拒绝了30天无条件停火的提议。关税方面,美国总统特朗普5月30日说,6月4日起,将把美国进口钢铁和铝的关税从目前的25%上调至50%。地缘局 势 ...
航运衍生品数据日报-20250603
Guo Mao Qi Huo· 2025-06-03 09:52
Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The EC market shows a volatile trend with near - term strength and long - term weakness [8]. - Due to the news of Sino - US tariff negotiations and the recovery of demand on the US route, airlines are trying to raise the freight rates on the European route in June. The 6 - month - end quotes from major companies indicate a willingness to increase prices [9]. - Some macro data this week show that the rush - shipping on the US route is less than expected. The change in the long - position logic of the main contract leads to a significant decline in the main - contract price, with the 6 - 8 spread and monthly spread narrowing. The price fluctuates under the influence of news about the US trade court's decision on Trump's trade policy [9]. 3. Summary by Related Catalogs 3.1 Shipping Derivatives Data - **Freight Rate Index**: The Shanghai Export Container Freight Index (SCFI) has a current value of 2073, up 30.68% from the previous value; the China Export Container Freight Index (CCFI) is 1118, up 0.92%. Rates on various routes such as SCFI - US West, SCFI - US East, and SCFI - Northwest Europe have also changed significantly [5]. - **EC Contracts**: For EC contracts like EC2506, EC2508, etc., their current values, previous values, and changes are presented. For example, EC2506 has a current value of 1834.8, up 1.48% [5]. - **Contract Positions**: Positions of different EC contracts (e.g., EC2506, EC2508) and their changes are provided. For instance, the EC2506 position is currently 11037, down 1679 from the previous value [5]. - **Monthly Spread**: The current values, previous values, and changes of monthly spreads (e.g., 10 - 12, 12 - 2) are given. For example, the 10 - 12 monthly spread is currently 728.9, down 9.7 from the previous value [5]. 3.2 Trade Friction News - **Sino - US Trade**: China will reduce tariffs on US goods from 125% to 10% for 90 days, and the US will cut tariffs on Chinese goods from 145% to 30% for 190 days. However, there are signs of a resurgence of Sino - US trade frictions, and the US plans more sanctions on Chinese technology [6]. - **US - EU Trade**: The EU is "strongly regretful" about the US raising steel tariffs to 50% and is preparing "counter - measures" [7]. - **US Court Decision**: The US International Trade Court has stopped most of the tariffs imposed since Trump's second term, except for those on specific industries like automobiles, steel, and aluminum [7]. 3.3 Market Conditions - **Spot Market**: Affected by Sino - US tariff negotiations and demand recovery on the US route, airlines are trying to raise European - route freight rates in June. Quotes for late June also show an upward trend [9]. - **Futures Market**: The main - contract price shows a volatile downward trend due to the change in the long - position logic and the influence of news about the US trade court's decision on Trump's trade policy [9].
A股,今天超预期上涨,背后有何原因?
Sou Hu Cai Jing· 2025-06-03 07:32
Group 1 - The core point of the article is the fluctuation in the A-share market, which showed initial concerns but eventually led to a rise, influenced by the performance of Hong Kong stocks and the Chinese concept stocks index [1][2] - The market's rise was attributed to a mix of external factors, including concerns over increased tariffs on steel and aluminum, and positive expectations from potential communications, which created a favorable atmosphere [2] - The brokerage sector played a significant role in driving market sentiment, with a notable increase in small and medium-sized banks, which positively impacted the brokerage stocks [2][3] Group 2 - The A-share market is currently in a transitional phase, with the Shanghai Composite Index showing a positive trend but not yet breaking recent highs, indicating a cautious optimism [4] - The weekly MACD technical indicators for the Shanghai Composite Index are showing signs of a potential bullish crossover, suggesting a stronger upward trend may be forming [5] - The overall sentiment towards the A-share market remains optimistic, particularly if the brokerage sector can catch up and attract more investment [4][5]