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突发大事件!盘中闪跌
Ge Long Hui· 2025-08-09 09:03
Group 1 - The U.S. and Russia are seeking to reach a ceasefire agreement regarding the Ukraine conflict, with discussions on territorial exchanges expected to take place during a meeting between Trump and Putin on August 15 [3][4][5] - Trump indicated that the agreement may require Ukraine to cede significant territory, with all parties, including Ukrainian President Zelensky, reportedly close to a ceasefire deal [3][4] - Following the announcement of the potential ceasefire, international crude oil futures experienced a sharp decline, with WTI oil dropping below $62.80 and Brent oil falling below $65.60 [6][7] Group 2 - The U.S. stock market showed resilience, with tech stocks like Apple rising significantly, contributing to a new high for the Nasdaq index, which has increased approximately 11% year-to-date [8] - Despite the positive market sentiment, there are signs of investors pulling out of U.S. equities, with nearly $28 billion withdrawn from U.S. stock funds in the week ending August 6, while cash funds attracted about $107 billion, marking the largest inflow since January [10] Group 3 - The A-share market is experiencing a consolidation phase, with the Shanghai Composite Index slightly down by 0.12% on Friday but still up 2.11% for the week, nearing last year's high [11] - Concerns about a potential large-scale expansion of IPOs have been addressed by the China Securities Regulatory Commission, which stated that it will maintain strict controls on new listings [18][19] - The total amount raised through IPOs in A-shares this year is approximately 63.7 billion yuan, with a significant portion of funds being allocated to stock buybacks and dividends, indicating a shift in the funding landscape [16][20]