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金晟富:6.24黄金避险降温延续弱势!日内黄金交易分析参考
Sou Hu Cai Jing· 2025-06-24 02:15
交易看起来确实简单,表面上,它不需要你风吹雨淋、低三下四的应酬,不用溜须拍马,不用拼酒伤 胃,不用忍气吞声,只需要在键盘上,敲动几个按钮"买"、"卖",一笔生意马上就达成,钱迅速到账, 还不欠账,利润到手,多轻松。可是,等到交易做了一段时间,渐渐发现:市场老跟自己过不去,买了 就跌,卖了就涨,自己成了反向指标,怎么做都亏,怎么努力,怎么拼搏,尝试了各种方法,仍然无法 摆脱亏损的泥潭,发现交易如此之艰难。而这时候,你可能只是缺少一位负责任的老师、一个专业分析 团队为你的投资之路保驾护航,指明方向!下面请看作者金晟富【文末+本人,每日实时分享现价单及 操作策略】为各位投资朋友带来的今日财富机会! 近期有哪些消息面影响黄金原油走势?后市黄金多空该如何研判? 周二(6月24日)亚市早盘,现货黄金加速下滑,伊朗官员刚刚证实,伊朗已接受美国总统特朗普提出的 与以色列停火方案。美国彭博社称,黄金因避险需求减弱而回落。现货黄金价格目前跌至3333美元/盎 司附近,日内暴跌逾35美元。国际油价更是延续周一跌势,一度大跌6%至64.38美元/桶附近,为近两 周新低。除了地缘政治因素,美联储的货币政策动向对黄金价格同样至关重要。6 ...
宝城期货股指期货早报-20250624
Bao Cheng Qi Huo· 2025-06-24 01:39
投资咨询业务资格:证监许可【2011】1778 号 宝城期货股指期货早报(2025 年 6 月 24 日) ◼ 品种观点参考—金融期货股指板块 时间周期说明:短期为一周以内、中期为两周至一月 | 品种 | 短期 | 中期 | 日内 | 观点参考 | 核心逻辑概要 | | --- | --- | --- | --- | --- | --- | | IH2509 | 震荡 | 上涨 | 震荡偏强 | 区间震荡 | 政策端利好预期构成较强支撑 | 备注: 1.有夜盘的品种以夜盘收盘价为起始价格,无夜盘的品种以昨日收盘价为起始价格,当日日盘收盘 价为终点价格,计算涨跌幅度。 2.跌幅大于 1%为下跌,跌幅 0~1%为震荡偏弱,涨幅 0~1%为震荡偏强,涨幅大于 1%为上涨。 3.震荡偏强/偏弱只针对日内观点,短期和中期不做区分。 ◼ 主要品种价格行情驱动逻辑—金融期货股指板块 品种:IF、IH、IC、IM 日内观点:震荡偏强 中期观点:上涨 参考观点:区间震荡 核心逻辑:昨日各股指均早盘震荡盘整,午后小幅上涨。近期国内宏观经济指标边际走弱,信贷、通 胀等数据表现偏弱表明内需下行压力仍存,未来仍需要更多托底需求的政策出 ...
焦炭开启第四轮提降,产地动力煤价再次反弹 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-06-24 00:57
港口库存小幅下降,产地煤价再次强势反弹。本周,产地动力煤价格再次强势反弹,监 管趋严导致供给量有一定缩减,随着供需关系的逐步改善,价格有望止跌企稳。 焦煤价格一降再降,焦钢总库存继续走低。本周,炼焦煤市场价格继续下降,焦炭第四 轮提降开启,市场观望情绪浓厚,下游多以维持刚需为主,预计焦煤市场将延续偏弱走势。 权益市场以跌为主,煤炭板块稍不及指数。本周,央行开展买断式逆回购操作,10天累 计投放1.4万亿元,缓解市场资金压力,以色列与伊朗冲突升级,推升国际油价和金价,能 源板块表现较为突出,但对权益市场的整体情绪产生一定压制。整体看,只有银行、通信、 电子行业上涨,市场平均成交额1.2万亿元,市场情绪回落,煤炭行业稍不及大盘指数。 综合上述分析,动力煤方面,监管趋严,供给量有一定缩减,叠加高温天增多,电厂日 耗有望逐渐提升,随着供需关系的逐步改善,价格有望止跌企稳,但在高库存的制约下,预 计价格以弱稳运行为主。炼焦煤方面,焦炭第四轮提降开启,市场观望情绪浓厚,下游多以 维持刚需为主,由于煤价重心逐步下移、库存处于低位,预计焦煤市场将延续偏弱走势,价 格降幅有望收窄。二级市场方面,央行开展4000亿元买断式逆回购 ...
Nature头条:GLP-1类减肥药有望治疗新病症——偏头痛
生物世界· 2025-06-24 00:02
该临床试验的结果于 2025 年 6 月 17 日发表在了 Headache 期刊, 论文题为: Effectiveness and tolerability of liraglutide as add-on treatment in patients with obesity and high-frequency or chronic migraine: A prospective pilot study 。 | Received: 10 December 2024 Accepted: 16 April 2025 | | --- | 编译丨王聪 编辑丨王多鱼 排版丨水成文 2025 年 6 月 23 日,国际顶尖学术期刊 Nature 在其官网头条报道了一项小型临床试验,结果显示, GLP-1 类减肥药 利拉鲁肽 ( Liraglutide ) 有望治疗一 种新病症—— 偏头痛 ,使肥胖且 患有偏头痛的患者每月偏头痛发作次数减少了近一半。 据悉,这是首个旨在 探究广受欢迎的减肥药——GLP-1 受体激动剂——在 抑制偏头痛方面潜力的临床研究。 偏头痛 是一种常见的神经系统疾病, 其特征是剧烈头痛,还可能伴有 ...
立高食品: 立高食品股份有限公司相关债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-23 16:43
立高食品股份有限公司相关债券 中鹏信评【2025】跟踪第【354】号 01 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外,本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务,有充分理由保证所出具的评级报告遵循了真实、客 观、 公正原则,但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断,不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见,不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效,有效期为被评证券的存续期。同时,本评级机构已对受 评对象的跟踪评级事项做出了明确安排,并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的变化情况。 本评级报告版权归本评级机构所有,未经授权不得修改、复制、转载和出售。除 ...
欧洲央行管委内格尔:目前尚不清楚关税是具有通胀压力还是抑制通胀。中东局势与美国贸易政策引发不确定性。
news flash· 2025-06-23 15:01
Group 1 - The European Central Bank's Governing Council member, Nagel, expressed uncertainty regarding whether tariffs exert inflationary pressure or suppress inflation [1] - The current geopolitical situation in the Middle East and U.S. trade policies are contributing to market uncertainty [1]
中东局势引发通胀担忧,欧洲引领全球债券抛售
Hua Er Jie Jian Wen· 2025-06-23 13:09
Group 1 - The Middle East tensions are raising concerns about oil supply disruptions, leading to significant declines in the global bond market, particularly in Europe [1][4] - U.S. Treasury yields rose across the board, with the 10-year yield increasing by 3 basis points to 4.40%, as traders reduced bets on Federal Reserve rate cuts [1] - European bonds experienced more pronounced declines, with the German 10-year yield rising by 5 basis points to 2.56%, reflecting the region's vulnerability to oil price fluctuations [1][5] Group 2 - The Iranian parliament has suggested closing the Strait of Hormuz, which could disrupt shipping and exacerbate market concerns over energy supply and inflation [4] - Analysts believe that a $10 increase in oil prices could raise the HICP (Harmonized Index of Consumer Prices) by 0.25 percentage points within a quarter in Europe [5] - The U.S. may benefit from its status as a net energy exporter, but geopolitical uncertainties still provide reasons for the Federal Reserve's cautious stance [6][7]
【招银研究】地缘冲突升温,海外动能趋弱——宏观与策略周度前瞻(2025.06.23-06.27)
招商银行研究· 2025-06-23 09:39
海外经济:动能趋弱 美国经济内生动能趋弱。 亚特兰大联储GDPNOW模型预测二季度美国实际GDP年化增速回落0.4pct至3.4%。 个人消费(PCE)增速回落0.6pct至1.9%,主要来自服务分项(1.5%)拖累;私人投资(不含库存)增速回落 0.8pct至0.4%,地产(-4.4%)及建筑(-3.4%)分项加速收缩。 就业形势依然稳健。 周频首次申领失业金人数回落0.3万至24.5万,符合季节性水平。 中东局势恶化增加通胀 压力。 Truflation日频通胀指数上行8bp至2.14%。 财政政策保持扩张立场。 周频财政盈余达到$185亿,弱于季节性水平,财政力度稳定强于历史同期。 货币政策保持观望立场。 美联储于6月议息会议按兵不动,点阵图显示7/18位委员预测年内无法降息,2/18位 委员预测降息1次(25bp),8/18位委员预测降息2次(50bp),2/18位官员预测降息3次(75bp)。 由于地缘冲突主要在周末激化,上周海外市场表现较为平淡,美元小幅反弹,美债利率震荡,黄金高位回落, 人民币延续偏稳行情。 美股方面,上周美股基本持平上涨0.1%。我们认为关税冲击最大的阶段已经过去,美股较大可能 ...
地缘动荡叠加政策转向 黄金酝酿大变局
Jin Tou Wang· 2025-06-23 09:13
Group 1 - The core viewpoint of the articles highlights the rising tensions in the Middle East, particularly following the U.S. military action against Iranian nuclear facilities, which has escalated the geopolitical risks and driven investors towards safe-haven assets like gold [3] - Gold prices experienced significant fluctuations, opening near the $3400 mark and briefly rising by nearly $30 (0.8%) before retreating to around $3365.62, reflecting the impact of heightened geopolitical risks on market sentiment [1][3] - The current market dynamics are reminiscent of the early stages of the 2014 Russia-Ukraine conflict, where initial optimism was followed by prolonged geopolitical instability, suggesting that the situation may evolve similarly [3] Group 2 - Support levels for gold are identified at $3360, $3350, and $3340, with potential declines below these levels leading to further drops to $3330 and $3320 [4] - Resistance levels are noted at $3370, $3380, and $3390, with a significant psychological barrier at $3400, which, if breached, could lead to targets of $3420 and $3430 [4] - The uncertainty surrounding the Federal Reserve's monetary policy, particularly regarding interest rate decisions, is creating additional market variables that could influence gold prices [3]
尽管商业环境有所改善,英国经济仍处于低迷状态
news flash· 2025-06-23 08:41
Core Viewpoint - The UK economy remains sluggish despite improvements in the business environment, with a projected GDP growth rate of only 0.1% for the second quarter [1] Group 1: Economic Performance - According to the initial PMI survey data, business activity growth is stagnating, indicating a lack of significant recovery in the economy [1] - Business confidence has declined again in June compared to the same period last year, reflecting ongoing concerns about government policies and global trade protectionism [1] Group 2: Employment and Inflation - Employment numbers continue to decrease as companies face higher labor costs, lower demand, and diminished confidence stemming from last autumn's budget [1] - The stagnation in growth, declining employment, and lower inflation rates may lead the Bank of England to consider another interest rate cut in its upcoming policy meeting in August [1]