此外，随着美国总统特朗普和财政部长贝森特先后在贸易谈判方面释放乐观信号，美元指数延续反弹 ，美债收益率涨跌不一，避险情绪回落和美元走高导致现货黄金暴跌逾100美元。 从技术上看，昨日金价向上测试周内第一阻力3392美元／盎司附近后受阻回落，至本周多空分水岭3293 美元／盎司附近展开争夺，最后重新回到分水岭上方，暂时缓解了下行的压力。但要注意到的是，虽然 金价连续两个交易日回调，但从空间上看还不是特别充分。日内走势来看，上行方面，金价上方阻力继 续关注3392美元／盎司附近，若金价有效突破该位置，阻力调整至3457美元／盎司附近。下行方面，本 周多空分水岭3293美元／盎司成为当前金价下方的第一支撑。若金价有效跌破该位置，支撑则调整至 3228美元／盎司。 新华财经北京4月24日电近两个交易日，随着特朗普"改口"推动风险资产情绪回暖，国际金价在获利了 结打压下自历史高点大幅回落。需要注意到的是，尽管金价近两日回调幅度较为明显，但从空间上看， 调整还不是特别充分。不过，阶段金价波动剧烈，短时操作难度较大。 基本面方面，美联储发布的经济状况褐皮书显示，自上次报告以来，经济活动几乎没有变化，但国际贸 易政策的不确定 ...

泰国商务部长：无需急于与美国进行贸易谈判。 ...

Group 1 - U.S. stock market showed signs of recovery with major indices rising, but concerns over trade negotiations and economic outlook remain [1] - The Dow Jones increased by 1.07%, S&P 500 rose by 1.67%, and Nasdaq gained 2.50% [1] - U.S. Treasury Secretary emphasized no immediate plans to lower tariffs on trade partners and maintained a strong dollar policy [1] Group 2 - International gold prices fell significantly, with June futures closing at $3294.1 per ounce, down 3.66% [2] - The decline in gold prices was attributed to reduced risk aversion and profit-taking by investors [2] Group 3 - U.S. tech and chip stocks rebounded, with Tesla's stock rising 5.37% following announcements of increased production of affordable models [3] - Intel announced a 20% workforce reduction, leading to a 5.54% increase in its stock price [3] - Apple and Meta faced fines from the EU for violations of the Digital Markets Act, with penalties of €500 million and €200 million respectively [3] Group 4 - European stock indices all closed higher, supported by positive earnings reports from major tech companies and expectations of interest rate cuts from the European Central Bank [4] - The UK stock market rose by 0.90%, France by 2.13%, and Germany by 3.14% [4] Group 5 - International oil prices declined due to reports of some major oil-producing countries pushing for increased production despite Saudi Arabia's calls for stability [5] - Light crude oil futures closed at $62.27 per barrel, down 2.20%, while Brent crude futures settled at $66.12 per barrel, down 1.96% [5]

智通财经4月23日电，美国副总统万斯称，在和印度的贸易谈判中全面取得进展。 ...

美国副总统万斯：我们在贸易谈判中全面取得进展。 ...

Report Overview - Report Date: April 23, 2025 [2] - Reported Industry: Soybean Meal [1] - Research Team: Agricultural Products Research Team [4] - Researchers: Yu Lanlan, Lin Zhenlei, Wang Haifeng, Hong Chenliang, Liu Youran [4] 1. Investment Rating - No investment rating for the industry is provided in the report. 2. Core Viewpoint - The CBOT soybeans are not likely to decline significantly due to potential trade negotiations where some countries may increase purchases of US soybeans, and the expected reduction in the new - season US soybean planting area to 83.5 million acres year - on - year [6]. - The domestic soybean meal market is in a state of tight current supply but wide future supply expectations. In the short term, supply is tight with low import volume in March and slow customs clearance in April, and low inventory levels. However, in the long run, supply will be sufficient as Brazilian soybeans arrive in large quantities and state - reserve auctions continue [6]. - For futures, it is recommended to be long - biased in the 09 and subsequent far - month contracts, but one may need to endure the greatest supply pressure in the second quarter [6]. 3. Summary by Section 3.1 Market Review and Operation Suggestions - **Market Data**: - For the Soybean Meal 2505 contract, the previous settlement price was 2910, the closing price was 2988, up 78 or 2.68% with a trading volume of 393,367 and an open interest of 337,200, a decrease of 53,643 [6]. - For the Soybean Meal 2507 contract, the previous settlement price was 2886, the closing price was 2910, up 24 or 0.83% with a trading volume of 202,486 and an open interest of 503,784, an increase of 11,665 [6]. - For the Soybean Meal 2509 contract, the previous settlement price was 3043, the closing price was 3054, up 11 or 0.36% with a trading volume of 1,583,221 and an open interest of 2,416,736, an increase of 17,181 [6]. - **External Market**: The US soybeans 05 contract on the external market was oscillating, with the main force at 1050 cents. After a rebound after the Tomb - Sweeping Festival, it entered a narrow - range oscillation last week due to ongoing trade negotiations [6]. - **Domestic Market**: Domestic soybean meal is in a state of tight current supply but wide future supply expectations. In March, the imported soybean volume was only 3.5 million tons, and customs clearance in April was slow. The soybean meal inventory reached a multi - year low, reflected in the price. However, supply will be sufficient in the future as Brazilian soybeans arrive and state - reserve auctions continue [6]. - **Futures Suggestion**: It is recommended to be long - biased in the 09 and subsequent far - month contracts, but one may need to endure the greatest supply pressure in the second quarter [6]. 3.2 Industry News - **USDA Reports**: As of the week ending April 20, 2025, the US soybean planting rate was 8%, higher than the market expectation of 7%, 2% in the previous week, 7% in the same period last year, and the five - year average of 5%. As of the week ending April 17, 2025, the US soybean export inspection volume was 550,924 tons, within the market forecast range of 400,000 - 750,000 tons [8][9]. - **Argentina's Situation**: Argentina's 2024/25 soybean planting area is estimated to be 17.9 million hectares, a 0.6% decrease from the previous month's estimate but a 7.8% increase from the previous year. The 2024/25 soybean production is estimated to be 49 million tons, a 1.7% increase from the 2023/24 season [10]. 3.3 Data Overview - The report provides multiple data charts including the ex - factory price of soybean meal, the basis of the 05 contract, the 1 - 5 spread, the 5 - 9 spread, the US dollar - RMB central parity rate, and the US dollar - Brazilian real exchange rate, with data sources from Wind and the Research and Development Department of CCB Futures [12][14][15]

Core Viewpoint - The United States is preparing to negotiate with the United Kingdom to lower tariffs on various American goods, specifically aiming to reduce the UK’s automobile tariff from 10% to 2.5% [1] Group 1: Trade Negotiation Goals - The U.S. intends to encourage the UK to lower tariffs on multiple American products and reduce non-tariff barriers [1] - A specific target is to decrease the UK’s automobile tariff from 10% to 2.5% [1] - The U.S. will also push for the UK to ease import regulations on American beef and other agricultural products [1] Group 2: Regulatory Changes - The U.S. seeks modifications to the rules regarding the origin of goods traded between the two countries [1] - A draft document outlining the U.S.-UK trade negotiation objectives has been circulated to stakeholders by the Trump administration [1]

据华尔街日报：消息人士透露，美国正为与英国的贸易谈判制定相关条款，美国将力争促使英国将汽车 关税从10%削减至2.5%，并将敦促英国放宽农业进口法规。 ...

Group 1 - The European Central Bank President Lagarde stated that the downward trajectory of inflation in the Eurozone is evident [1] - The tariffs initiated by US President Trump have a negative impact on economic growth [1] - Europe should reduce international trade barriers [1] - There is potential for trade negotiations between the US and the EU [1]

Group 1: Economic Trends and Market Reactions - The euro has surged nearly 10% against the dollar, surpassing the 1.15 mark on April 22, driven by Germany's fiscal expansion [1] - The simultaneous decline of U.S. stocks, bonds, and the dollar index indicates a broad willingness among investors to sell U.S. assets, reflecting a systemic rejection of U.S. economic strategies [1][3] - The U.S. stock market has experienced significant declines, with major indices dropping over 2% and the dollar index falling more than 10% from its mid-January peak [4] Group 2: Investment Shifts and Opportunities - Increased fiscal spending in Germany is expected to benefit European markets, particularly in value sectors, with European bank stocks outperforming U.S. tech giants since 2022 [2] - There is a growing interest in European bonds as U.S. Treasury bonds are being sold off, with expectations of multiple rate cuts by the European Central Bank (ECB) [2][6] - The strong performance of European assets is attributed to Germany's historic fiscal reforms and increased defense spending, which have boosted market confidence [5][6] Group 3: Central Bank Policies and Currency Dynamics - The ECB's recent rate cut to 2.25% reflects its commitment to support economic activity in the eurozone, with a high probability of further cuts in the near future [6][7] - Despite the typical negative impact of rate cuts on the euro, the market seems to have absorbed this effect, leading to a resilient euro against the dollar [7] - The potential for a 5% CPI in the U.S. by 2025 due to increased tariffs raises concerns about consumer and business confidence, further influencing investment decisions [4][8] Group 4: Trade Negotiations and Structural Challenges - Ongoing trade negotiations and structural issues within Europe pose significant uncertainties for the market, with varying attitudes towards U.S. trade policies among different countries [8][9] - The long and complex nature of trade agreements suggests that the current period of uncertainty may not be resolved quickly, impacting market stability [9]