贸易谈判
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特朗普全面暂停12个国家的公民进入美国;美国将对哈佛国际生实行签证限制;云南发生5.0级地震
第一财经· 2025-06-05 00:23
Group 1 - The U.S. government has announced a comprehensive travel ban for citizens from 12 countries, including Afghanistan, Myanmar, and Iran, along with partial restrictions for seven other countries [2] - The U.S. has implemented visa restrictions for international students at Harvard University [3] - A 5.0 magnitude earthquake occurred in Yunnan, China, prompting a level III emergency response [4][5] Group 2 - Vietnam's National Assembly has passed an amendment to the Population Law, allowing couples to decide on their reproductive choices based on various personal factors [6] - The Chinese Ministry of Finance has announced support for 20 cities, including Beijing and Tianjin, to implement urban renewal actions with a budget exceeding 20 billion yuan [9] - The China Passenger Car Association estimates that wholesale sales of new energy passenger vehicles in May reached 1.24 million units, a year-on-year increase of 38% [10][11] Group 3 - The first domestically produced nine-valent HPV vaccine has been approved for market release, breaking the monopoly of imported vaccines [12] - Sichuan Province is seeking public opinion on extending marriage leave to 25 days and increasing maternity leave to a maximum of 150 days [13] - The U.S. Court of Appeals has blocked the Trump administration's attempt to dissolve the Department of Education, requiring the reinstatement of previously laid-off employees [19] Group 4 - Boeing is set to spend over $1.3 billion to settle lawsuits related to two fatal crashes, including fines and compensation payments [27] - The U.S. stock market showed mixed results, with the Dow Jones Industrial Average ending a four-day winning streak [28] - Institutions have shown significant buying activity in stocks like Jiuzhitang and Caibai Shares, while selling off shares in Baili Electric [29][30]
道指终结四连阳,美股走势分化,美联储褐皮书称经济略有下滑
Di Yi Cai Jing· 2025-06-04 22:49
中长期美债收益率大幅回落。 *三大股指涨跌互现,纳指涨0.3%; *ISM 5月美国服务业指数跌至荣枯线以下; *美联储解除富国银行资产规模限制。 周三美股涨跌互现,科技股走强抵消了就业、服务业数据疲软的影响,投资者继续关注贸易谈判进展。 截至收盘,道指跌91.90点,跌幅0.22%,报42427.74点,纳指涨0.32%,报19460.49点,标普500指数涨 0.01%,报5970.81点。 明星科技股涨多跌少,Meta Platforms涨3.1%,谷歌涨1.1%,亚马逊涨0.7%,英伟达涨0.5%,微软涨 0.2%,苹果跌0.2%。 特斯拉股价下跌3.6%。这家电动汽车制造商在欧洲主要市场的销量连续第五个月下降。 纳斯达克中国金龙指数涨2.0%,阿里巴巴涨3.9%,京东涨2.8%,百度涨1.4%,拼多多涨1.3%,网易涨 0.9%。 市场概述 国际油价走低,WTI原油近月合约跌0.88%,报62.85美元/桶,布伦特原油近月合约跌1.17%,报64.86美 元/桶。 蓝筹每日趋势报告 Blue Chip Daily Trend Report首席技术策略师坦塔雷利(Larry Tentarelli)表 ...
加拿大央行行长Macklem:潜在的通货膨胀可能比想象的更严重。如果经济疲软、CPI稳定,可能需要降息。美国贸易冲突仍是最大的逆风。贸易谈判结果“高度不确定”。在“全球动荡”中确保价格稳定是关键。钢铁关税的增加显示出“不可预测性”。重申自己“没有以往那么有远见”。维持利率不变是共识。
news flash· 2025-06-04 13:53
Core Viewpoint - The potential inflation in Canada may be more severe than previously thought, with the possibility of interest rate cuts if the economy remains weak and CPI stable [1] Group 1: Economic Conditions - A weak economy and stable CPI may necessitate interest rate cuts [1] - The outcome of U.S. trade conflicts remains the largest headwind for the Canadian economy [1] Group 2: Trade and Global Factors - Trade negotiations are characterized by "high uncertainty" [1] - The increase in steel tariffs highlights the "unpredictability" in global trade [1] Group 3: Monetary Policy Outlook - Ensuring price stability amid "global turmoil" is deemed crucial [1] - There is a consensus to maintain current interest rates, indicating a cautious approach [1] - The central bank governor admits to having "less foresight" than in the past [1]
有了中国做榜样,日本罕见硬气了一回,要对特朗普“反客为主”!
Sou Hu Cai Jing· 2025-06-04 13:00
特朗普当天致电日本首相石破茂,这一通电话让很多人感到惊讶,因为它代表的意义太多了。日本作为二战战败国被美国接管后,让人耳熟 能详的广场协议、庞大的驻军规模和逐年上涨的驻军军费,都预示着美日之间的关系是不对等的,说难听点儿就是主仆关系。然而特朗普作 为傲慢美国人的代表却自降身段致电日本首相,而且日本还对美国保持强硬态度,这是很难想象的。 石破茂(资料图) 据智通财经报道,日本首相石破茂近日与美国总统特朗普进行了一次通话,就美国关税措施等话题进行了讨论。本次通话正值美日第三轮贸 易谈判之前,也是自特朗普4月初发起"对等关税"以来,美日首脑首次通话。石破茂在通话后表示,他与特朗普都同意在即将举行的谈判中 进行"富有成效"的讨论。他对记者表示,日本继续敦促华盛顿取消最近所有关税措施的立场,在这一点上没有改变,他支持推动日本投资以 在美国创造更多就业机会作为交换的计划。 在此背景下,有东京民众认为:美国好像只考虑自己的利益吧。说是为了保护本国利益,但股市、日元汇率都大幅波动,让人不安。战后一 直如此。 日本媒体指出,汽车产业是日本出口的支柱产业,若高关税长期不撤,无疑将给日本经济造成沉重打击。而特朗普政府始终拒绝就汽车 ...
欧盟委员会执行副主席东布罗夫斯基斯:看到关税带来的负面经济影响。与美国的贸易谈判正在取得进展。
news flash· 2025-06-04 12:55
欧盟委员会执行副主席东布罗夫斯基斯:看到关税带来的负面经济影响。 与美国的贸易谈判正在取得进展。 ...
特朗普催促各国进行贸易谈判,全球关税政策前景不明,黄金转换位在哪?点击观看金十研究员文成直播分析
news flash· 2025-06-04 08:22
特朗普催促各国进行贸易谈判,全球关税政策前景不明,黄金转换位在哪?点击观看金十研究员文成直 播分析 相关链接 黄金实时分析 ...
闫瑞祥:美联储观望态度下,市场等待非农与政策指引
Sou Hu Cai Jing· 2025-06-04 03:28
Macroeconomic Overview - The gold market is experiencing intense long-short battles, reaching a near four-week high before retreating due to a stronger dollar, creating uncertainty [1] - The U.S. dollar rebounded by 0.6% on Tuesday, increasing the holding cost of gold and suppressing demand [1] - Trump's proposal to double steel and aluminum tariffs to 50% heightens market caution, potentially benefiting gold through safe-haven demand while being limited by a stronger dollar [1] - The Senate's tax bill may increase debt by $3.8 trillion, which could weaken the dollar in the long term and support gold prices, although short-term expectations suggest a weaker dollar may help gold rebound [1] - Signs of cooling in the labor market are emerging, with April layoffs reaching a nine-month high and May non-farm payrolls expected to show job growth slowing to 130,000, with the unemployment rate possibly rising to 4.3% [1] - The Federal Reserve shows significant internal disagreement regarding the relationship between tariffs and inflation, with the June meeting expected to maintain interest rates but focus on policy guidance [1] - Gold is currently under short-term pressure from the dollar but supported by safe-haven demand, likely to continue fluctuating in the short term while maintaining long-term appeal [1] Dollar Index - The dollar index showed an upward trend on Tuesday, reaching a high of 99.308 and closing at 99.245 [2] - The market initially experienced a short-term decline but rebounded, breaking previous resistance levels [2] - The weekly resistance is noted at 101.10, suggesting a bearish outlook in the medium term, while the daily resistance is at 99.60 [2] - The price is currently under pressure at the daily resistance level, indicating a cautious approach towards potential short positions [2] Gold Market - On Tuesday, gold prices generally declined, with a high of 3392.02 and a low of 3332.98, closing at 3353.23 [4] - The early session saw a price surge followed by a drop below previous lows, indicating a lack of strong bullish momentum [4] - The four-hour support level is critical, with a bearish close indicating potential further declines if this support is broken [4] - Monthly analysis shows that gold is expected to maintain a bullish outlook unless it breaks below the key support level of 2780 [5] - The daily support level is at 3310, which is crucial for maintaining a bullish stance in the short term [5] - The four-hour support at 3350 is essential for determining short-term price strength, with a cautious approach recommended until this level is tested [5] Euro/USD Market - The Euro/USD pair experienced a decline on Tuesday, with a low of 1.1363 and a close at 1.1369 [7] - The market initially rose but faced pressure, breaking below the four-hour support level [7] - Monthly support is at 1.0850, indicating a long-term bullish perspective, while the weekly support is at 1.1160 [7] - The daily support level at 1.1330 is critical for maintaining a bullish outlook, with short-term pressure noted after breaking the four-hour support [7]