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刚刚!美国宣布救市
Zhong Guo Ji Jin Bao· 2025-09-22 14:39
Group 1 - The Argentine stock market surged by 6% following U.S. Treasury Secretary Scott Bansen's supportive signals amid recent market sell-offs in Argentina [1][3] - Bansen committed to providing "all stabilization options" to Argentine President Javier Milei, including currency swap lines, direct repurchases of local currency, and utilizing the U.S. Treasury's Exchange Stabilization Fund (ESF) [1][6] - Following the announcement, the Argentine stock market experienced a peak increase of 7% during trading [3] Group 2 - U.S. support will complement a $20 billion program agreed upon with the International Monetary Fund (IMF), which was finalized by Milei in April [6] - The Argentine central bank sold $1.1 billion in three days to support the peso, while sovereign bonds faced significant pressure, marking the worst performance in emerging markets [6] - The Milei administration temporarily suspended export taxes on agricultural products to attract more U.S. dollars, indicating a strategy to reduce the depletion of international reserves [6] Group 3 - The upcoming midterm elections on October 26 represent a significant test for Milei, with rising disapproval ratings and a halved lead over the Peronist opposition party [6] - Concerns about Milei's governance have intensified due to bribery allegations, a recent electoral defeat, and challenges to his budget cuts in popular spending areas like education and healthcare [6][8] - Economic recovery under Milei has shown signs of weakness, with a slight contraction in Q2 and expectations of further decline in Q3, alongside high unemployment rates [8]
刚刚!美国宣布救市
中国基金报· 2025-09-22 14:33
Core Viewpoint - The article highlights the significant support from the U.S. government to stabilize the Argentine stock market amid recent turmoil, leading to a notable surge in stock prices and the exchange rate [2][3][6]. Group 1: U.S. Support and Market Reaction - On September 22, the Argentine stock market rose by 6% following U.S. Treasury Secretary Scott Bencet's commitment to provide "all stabilization options" to Argentine President Javier Milei [3]. - Following the announcement, the Argentine stock market experienced a peak increase of 7% during trading [4]. - The U.S. support is expected to complement a $20 billion program agreed upon with the International Monetary Fund (IMF) [7]. Group 2: Economic Measures and Challenges - The Milei government announced a temporary halt on export tariffs for agricultural products to attract more U.S. dollars, which analysts believe will reduce the depletion of international reserves [8]. - The upcoming midterm elections on October 26 pose a significant challenge for Milei, with rising disapproval ratings and a diminished lead over the Peronist opposition party [9]. - Economic recovery under Milei's administration has shown signs of weakness, with a slight contraction in output during the second quarter and expectations of further decline in the third quarter [9].
专家马光远称:救市,还有这些大招!
Sou Hu Cai Jing· 2025-09-10 10:19
Core Viewpoint - The article discusses various strategies proposed by economist Ma Guangyuan to rescue the real estate market in China, emphasizing that there are many potential solutions available. Group 1: Proposed Solutions - The first suggestion is to lower the down payment for home purchases to 10%. Concerns about increased risk to banks are noted, but Ma argues that the creditworthiness of Chinese citizens is relatively high, despite data showing a significant number of overdue credit card accounts and a rising risk of mortgage defaults among families [3][4]. - The second suggestion involves continuing to lower interest rates on mortgages. Ma believes that current mortgage rates are too high and suggests that they could be reduced to around 2%, which would still be relatively high given the current deflationary environment [4][6]. - The third proposal is to ensure that real estate developers do not face a liquidity crisis. Ma emphasizes the need for a public commitment to prevent project delays and to address regulatory failures that have led to issues like unfinished buildings [6][8]. Group 2: Additional Measures - Another idea presented is to offer a price guarantee for homebuyers. If the price of a purchased home decreases within six months, the developer would compensate the buyer for the difference, potentially through a financial product or insurance [8]. - The article critiques Ma's suggestions as lacking originality and practicality, suggesting that if these measures were effective, the current state of the real estate market would not be so dire [10].
A股救市大招频出!4月27日,凌晨的三大重要消息全面袭来!
Sou Hu Cai Jing· 2025-04-26 20:22
Group 1 - The China Securities Regulatory Commission (CSRC) has announced a market closure from May 1 to May 5, with trading resuming on May 6, which may impact investor sentiment negatively [1] - A meeting was held to discuss measures to support listed companies in enhancing their market value, which is beneficial for the A-share market, particularly for the 1,503 state-owned enterprises [1] Group 2 - The Nasdaq index rebounded by 10% over the week, but future movements may be uncertain due to inflation and tariff issues [3] - The Federal Reserve is considering a potential interest rate cut in June, which could influence market dynamics [3] Group 3 - Current market conditions indicate upward movement, but lack of trading volume poses significant pressure [5] - In an optimistic scenario, if trading volume exceeds 150 billion yuan, the Shanghai Composite Index could test 3,320 points [5] - In a neutral scenario, the market may maintain a trading volume of 1.1 to 1.2 trillion yuan, with the index fluctuating between 3,280 and 3,330 points [5] - In a pessimistic scenario, if trading volume falls below 1 trillion yuan, the index may retreat to 3,250 points, increasing risks for gold and consumer stocks [5] Group 4 - The Shanghai Composite Index closed down 0.07% at 3,295.06, while the Shenzhen Component Index and the ChiNext Index rose by 0.39% and 0.59%, respectively [7] - The market is currently in a consolidation phase around the 3,300-point mark, which is a critical level that requires further digestion [7] - A successful breakthrough above 3,300 points could lead to a more favorable upward trend in the market [7]
睁眼说瞎话
猫笔刀· 2024-07-09 14:15
先给昨天的热点做个更新,油罐车煤粮油混运一事继续发酵,目前已经引起中央政府的重视,现在百度热搜第一就是国务院要求彻查食用油运输 乱象,意味着这件事已经捅破天,接下来必须得给出一个官方说法,也就是调查报告,不再会不了了之。 事发之后多家粮油相关的上市公司回应,每一家都把自己撇的干净,都说自己的运输渠道管控严格,不会出现新闻报道里的情况。 本来,没有证据,它们就算胡说八道我们也没法反驳,但这一次有人较真了。我在b站看了一个叫做《高见》的节目,里面的up主非常细心,虽然 新京报的视频里给两辆涉事车辆车牌号打了码,但百密一疏,油罐车过收费站的时候,显示牌没有打码,上面能看到车牌号。 有了车牌号,就可以联网查询该辆油罐车最近半年的行车轨迹,然后就查到它为多个客户运送过粮油。 武汉市东湖区 益海嘉里(武汉)粮油工业 湖南省临湘市 东祥油脂化工 驻马店遂平县 河南正康粮油 廊坊文安县 四青畜牧养殖 邢台御宠 宠物食品 汉中勉县 新力油脂 咸阳咸兴路 金龙鱼 山西晋龙养殖股份有限公司饲料公司 陕西中衡农资科技有限公司 陕西西瑞集团粮油食品仓储物流加工基地 很多人一眼就会注意到咸阳咸兴路的金龙鱼工厂,其实最上面的益海嘉里粮油工 ...
退钱
猫笔刀· 2024-06-26 14:15
今天a股成交6400亿,继续缩量,但是涨跌幅表现很好,中位数+2.55%,近4600只股票上涨。到了收盘的时候,证券媒体各种醒目标题,大奇迹日,超级 逆转,绝地大反击,看起来是久违的狂欢。 但我心里面其实是有些怀疑这些搞标题的编辑,自己本人到底有没有在炒股......涨完了也才2972点,这奇迹个der啊。成交量低迷成这个样子,除了少数还 在坚持做短线的,那些一路扛下来的股民对于今天回的这点血只有呵呵。 说来也奇怪,前两天官军日均百亿奋力护盘也止不住下跌,今天没咋买,反而就涨起来了。之前绵绵不绝的抛盘今天突然消失了,所以你们看就那么点买 盘也能把大盘抬起来。 …… 今天财经热搜头条是北京楼市进一步松绑,简单总结就是首套首付降到20%,利率降到3.5%,家里孩子多胎的二套算首套。另外二套、郊区的房子也顺势 跟进宽松,就不展开细表了。 这次政策没有惠及存量房贷,所以只是鼓励观望的需求下场,像我们这些被锁牢30年的老韭菜直接无视。至于优惠的力度只能说还行吧,无论是首付还是 利率,都和我2016年买房时的条件相当,我当时的房贷利率85折,后来跟着LPR下浮,现在就是3.5%左右。 限购还是没有取消,首都的架子还端着, ...