全球债市波动

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美国三大股指集体收跌芯片出口限制使英伟达损失45亿美元
Sou Hu Cai Jing· 2025-05-29 00:36
Group 1: Nvidia Financial Results - Nvidia reported a loss of approximately $4.5 billion due to U.S. government chip export restrictions, which is lower than the company's previous expectations [2] - The company's revenue growth rate for the quarter fell to 69%, the lowest in two years, but key metrics such as total revenue, earnings per share, and gross margin slightly exceeded Wall Street expectations [2] - The data center business, which includes AI computing chips, experienced a significant slowdown in revenue growth, but Nvidia anticipates that its new Blackwell Ultra chip products will begin shipping this quarter, potentially boosting revenue and gross margin in the future [2] Group 2: Market Reactions - Following the earnings report, Nvidia's stock initially dropped 0.51% but surged by 4.5% in after-hours trading [2] - The overall market sentiment was cautious, with the three major U.S. stock indices closing lower, reflecting concerns over rising U.S. fiscal deficits and the Federal Reserve's cautious stance on interest rate cuts [1]
日本40年期国债拍卖遇冷 创去年7月以来最弱需求
Zhi Tong Cai Jing· 2025-05-28 06:41
Group 1 - The auction of Japan's 40-year bonds faced the weakest market demand since July 2024, potentially increasing volatility risks in the global bond market [1] - The yield on the 40-year bonds remained stable before the auction, while the yield on 30-year bonds surged by 11 basis points, indicating a divergence in market reactions [1] - The auction's bid-to-cover ratio was 2.21, significantly lower than the 2.92 recorded in the March auction, reflecting weak demand from institutional investors [1] Group 2 - The Japanese Ministry of Finance issued a rare survey to market participants regarding its bond issuance plans and current market conditions, indicating unusual timing and scope [2] - The upcoming Bank of Japan policy meeting on June 16-17 is expected to be a critical turning point, with discussions on further adjustments to bond purchase reductions anticipated [2] - The Ministry of Finance is expected to consider feedback from market participants to shape its future bond issuance strategy [2]