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4.27周评 黄金会不会延续跌势?
Sou Hu Cai Jing· 2025-04-27 07:07
在错误的时间开了寂寞的花,却荒芜了轮回的春夏,曾经不以为然的瞬间,却可能成为后来无法释然的永远,没有谁的经历是一纸空白,再乏味的行情都会 不断有故事填满,错过的行情不能当没错过,拥有过的利润,永远都是自己的谈资。 所以对于操作上,周初平开,短期的支撑可以先关注3300的整数关口,强支撑留意3260-70,直接上升就需要留意3385附近关键压力的得失,更多实时的解 读,我们周初在做分享。 以上内容仅代表个人观点,不作为操作依据。 黄金周线上周收了一根长上影线的倒锤子形态,在3500的整数关口承压坠地回撤到了3260一线,下周的跌势能否进一步延续? 首先我们先看几则周末的基本面快讯,美联储金融报告称,全球贸易战和政策的不定性是金融稳定的最大风险,也导致多数国家对美元价值的担忧,其次, 美联储官员发表6月有可能降息的言论,加上地缘局势出现了不稳定性,这些对黄金的价格短期也形成了一定的支撑。并且技术面上周五4小时1小时收线光 头阳线。那么周初如果平开,还是大概率会延续近期早间循环回升的节奏,但是要注意的是,日线界别在压制3500回落之后,已经连续3个交易日大区间震 荡,上下边沿比较清晰3385-3260。按照近期早间 ...
中国贸促会将于4月28日上午10:00-11:00召开4月例行新闻发布会
news flash· 2025-04-27 01:20
Group 1 - The China Council for the Promotion of International Trade (CCPIT) will hold a routine press conference on April 28 from 10:00 to 11:00 AM [1] - The press conference will release the Global Trade Friction Index for February 2025 and the commercial certification data for the first quarter of 2025 [1] - Updates on the preparation and highlights of the third Chain Expo will be shared during the conference [1] Group 2 - The CCPIT will announce multiple policies and measures to stabilize foreign trade [1] - An upcoming Global Trade and Investment Promotion Summit will also be discussed [1]
预告:中国贸促会定于4月28日上午召开4月例行新闻发布会
news flash· 2025-04-27 01:18
中国贸促会定于4月28日(星期一)上午10:00-11:00在中国贸促会礼堂组织召开4月例行新闻发布会。发布 2025年2月全球经贸摩擦指数、2025年第一季度全国贸促系统商事认证数据、第三届链博会最新筹备进 展和亮点、中国贸促会出台多项稳外贸支持政策举措、全球贸易投资促进峰会即将举办等。 ...
MultiBank Group:美联储金融稳定报告披露 贸易风险成首要担忧?
Sou Hu Cai Jing· 2025-04-26 16:23
Group 1: Core Concerns - The Federal Reserve's Financial Stability Report indicates that 73% of respondents identify "global trade risk" as their primary concern, more than double the percentage from the previous report in November [1][3] - Half of the respondents express concerns about "policy uncertainty," reflecting anxiety over the current policy environment, which includes trade, fiscal, and monetary policies [1][4] - "Sustainability of U.S. government debt," which was the top concern in last year's report, has dropped to third place, yet remains a significant issue due to rising debt levels and potential impacts on market confidence in the dollar [1][5] Group 2: Market Implications - The escalation of global trade tensions, particularly between the U.S. and other major economies, poses a significant threat to global economic growth and financial market stability [3] - Policy uncertainty complicates market predictions and investment decisions, increasing market volatility [4] - The complex and uncertain market outlook necessitates diversified investment strategies and enhanced risk management practices to mitigate exposure to trade and policy risks [6] Group 3: Strategic Responses - Companies and investors are advised to diversify their investment portfolios to reduce risk exposure from single markets or assets [6] - Strengthening risk management, especially in supply chain management and market forecasting, is crucial to address risks arising from trade policies and uncertainty [6] - Continuous monitoring of policy developments is essential for timely adjustments in investment strategies and business plans [6]
金价,又跌了!特斯拉,大涨!美联储最新发布→
Sou Hu Cai Jing· 2025-04-26 03:52
Group 1: Stock Market Performance - The three major U.S. stock indices closed higher, with the S&P 500 up 0.74% to 5525.21 points, the Nasdaq rising 1.26% to 17382.94 points, and the Dow Jones increasing slightly by 0.05% to 40113.5 points [4] - The S&P 500 index recorded a cumulative increase of 4.59% for the week, while the Nasdaq saw a rise of 6.73%, and the Dow Jones increased by 2.48% [4] Group 2: Tesla's Performance and Developments - Tesla's stock surged nearly 10%, closing at $284.95 per share, with a market capitalization of $917.8 billion [6] - The U.S. government is easing regulations on autonomous driving, allowing non-commercial test vehicles to bypass certain compliance processes, which supports Tesla's plans for launching the Cybercab fleet in Texas [9] - Tesla's Q1 2025 earnings report showed a significant decline in net profit by 70.6% year-over-year, with total revenue at $19.34 billion, down 9.3% compared to the previous year [9] Group 3: Financial Stability Concerns - The Federal Reserve's latest financial stability report highlights rising global trade risks, overall policy uncertainty, and concerns about the sustainability of U.S. debt as top potential risks to the financial system [10] - 73% of respondents in the survey indicated that global trade risks are their primary concern, more than double the percentage from the previous report in November [15] - Half of the respondents expressed that overall policy uncertainty is the most worrying issue, with an increase in this concern compared to the same period last year [15]
美联储金融稳定报告:全球贸易战和政策不确定性是金融稳定的最大风险
news flash· 2025-04-25 20:10
美联储金融稳定报告:全球贸易战和政策不确定性是金融稳定的最大风险 美联储周五公布的最新金融稳定报告显示,全球贸易风险上升、总体政策不确定性以及美国债务的可持 续性高居美国金融体系潜在风险的榜首。这是自特朗普重返白宫以来,美联储首次对金融风险进行半年 一次的调查。73%的受访者表示,全球贸易风险是他们最担心的问题,这一比例是11月份报告的两倍 多。半数受访者认为,总体政策不确定性是最令人担忧的问题,这一比例较去年同期有所上升。调查还 发现,与近期市场动荡相关的问题受到了更多关注,27%的受访者担心美国国债市场的运转,高于去年 秋季的17%。外国对美国资产的撤资和美元的价值也在担忧名单上上升。 ...
IMF答南财记者:关税重压之下,亚太如何合作突围
Group 1 - The core viewpoint emphasizes the importance of regional integration and sound policies in the Asia-Pacific region to address global uncertainties [1][2] - The IMF suggests three main recommendations for regional cooperation: maintaining an open global trade system, promoting regional integration, and ensuring prudent macroeconomic policies [1][2] - The IMF highlights that the current level of intra-regional trade integration in Asia is relatively low compared to other regions, indicating significant potential for growth through trade agreements and standardization [1] Group 2 - The IMF stresses that maintaining a sound macroeconomic policy framework is crucial for enhancing regional stability and is considered a "regional public good" [2] - Recent financial market volatility has had a relatively mild impact on Asia, reflecting improvements in the region's monetary policy framework [2] - The IMF's President pointed out that significant changes in trade policies have led to increased uncertainty, alongside tightening financial conditions and market volatility [2][3] Group 3 - The IMF's global policy agenda includes three priority items: resolving trade disputes, maintaining economic and financial stability, and promoting growth-oriented reforms to enhance productivity [3]
Skechers(SKX) - 2025 Q1 - Earnings Call Transcript
2025-04-25 01:34
Skechers U.S.A., Inc. (NYSE:SKX) Q1 2025 Earnings Conference Call April 24, 2025 4:30 PM ET Company Participants Soo Hwang - Senior Director of International Merchandising David Weinberg - COO John Vandemore - CFO Conference Call Participants Jay Sole - UBS Laurent Vasilescu - BNP Paribas Peter McGoldrick - Stifel Adrienne Yih - Barclays Alex Straton - Morgan Stanley John Kernan - TD Cowen Jesalyn Wong - Evercore ISI Josh Reiss - Raymond James Krisztina Katai - Deutsche Bank Chris Nardone - Bank of America ...
美国4月综合PMI创新低,腾讯成为公募第一重仓股 | 财经日日评
吴晓波频道· 2025-04-24 18:04
点击上图 ▲立即报名 商务部召开外资企业圆桌会 4月 23日,标普全球公布的数据显示,美国4月Markit综合PMI初值51.2,为2023年12月以来的最低值,预期52,前值53。其中,新订单指数从 3月的53.3降至52.5;产出价格环比上涨,为去年3月以来的最高。美国4月Markit服务业PMI初值51.4,预期52.6,前值54.4。服务出口(包括 旅游及其他跨境服务)下降幅度为2023年1月以来最大,尤其显著抑制了需求增长。 4月 23日,商务部副部长兼国际贸易谈判副代表凌激主持召开外资企业圆桌会,就美加征关税给在华外资企业投资经营带来的影响与企业交流。 会议由中国外商投资企业协会主办,80余家外资企业和在华外国商会代表参会。财政部、商务部、海关总署、国家药监局有关司局负责人参会并 回应企业反映的问题诉求。 凌激表示,希望外资企业发出理性声音,坚定信心、克服困难、化危为机,共同战胜单边主义和保护主义。中国将继续扩大高水平对外开放,努 力保障产供链稳定畅通,推动解决外资企业问题诉求。与会企业代表表示,中国的外资政策持续、稳定、可预期,愿继续对华投资,深化互利合 作,共同应对挑战。(央视新闻) |点评| ...
突遇滑铁卢后缓慢修复 沪铜还能重铸荣光吗
Wen Hua Cai Jing· 2025-04-24 14:07
Core Viewpoint - The copper market is experiencing volatility due to escalating global trade disputes, with recent price fluctuations reflecting a return to previous levels after a significant drop [2][11] Group 1: Trade and Economic Impact - The U.S. has been facing significant economic challenges, including a large debt scale and trade deficits, leading to increased tariffs as a means to address domestic issues [2] - Recent tariff measures have heightened concerns about potential disruptions in global trade chains, which could negatively impact economic growth and increase inflation [3] - The U.S. administration's shift towards a more conciliatory trade stance has improved market sentiment, resulting in a rebound in risk assets that were previously affected [2][3] Group 2: Supply and Demand Dynamics - Despite a slight increase in global copper production, the expansion of smelting capacity has outpaced it, leading to a tightening supply situation [4] - Recent incidents in Peru, particularly at the Antamina mine, could further strain copper supply if production is disrupted for an extended period [4] - Domestic copper smelting facilities are facing challenges due to low processing fees, which have dropped significantly, impacting their production viability [7] Group 3: Market Sentiment and Price Trends - Domestic refined copper inventories have been rapidly decreasing, influenced by high prices and a subsequent drop in purchasing enthusiasm from downstream sectors [8] - The traditional peak season for copper demand is nearing its end, and concerns about future demand are growing due to the potential impact of tariffs on exports, particularly in the machinery and electronics sectors [10] - Overall, while there is strong support for copper prices in the short term, the long-term outlook remains uncertain due to macroeconomic pressures and potential demand weakening [11]