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特朗普威胁100%新关税?美股遭遇“黑色星期五”
Guan Cha Zhe Wang· 2025-10-11 02:04
特朗普在社交平台威胁,美国将自11月1日起对中国进口商品加征100%的新关税,美股三大指数应声全线跳水,科技股成为重灾区。 北京时间10月10日深夜,全球资本市场经历了一场惊心动魄的"黑色星期五"。 纳斯达克中国金龙指数收跌6.1%,本周累计下跌8.37%。热门中概股普遍大跌,蔚来、金山云跌超10%,哔哩哔哩跌超9%,百度、阿里巴巴、小鹏汽车跌超 8%,京东跌超6%,拼多多跌超5%。 美股暴跌全景,科技股遭遇滑铁卢 北京时间10月10日晚间,美股遭遇今年以来最严峻的挑战。三大指数集体重挫,道琼斯工业平均指数暴跌878.82点,收于45479.60点,跌幅达1.9%。 标普500指数下跌182.6点,收于6552.51点,跌幅为2.71%。纳斯达克综合指数重挫3.56%,创下自今年4月以来最大单日跌幅。 从周累计表现看,道指下跌2.73%,纳指下滑2.53%,标普500指数下跌2.43%,显示出市场担忧情绪正在持续发酵。 欧洲市场同样未能幸免,欧洲斯托克50指数跌1.75%,德国DAX30指数、法国CAC40指数、意大利富时MIB指数均跌超1%,形成全球性的恐慌性抛售。 科技板块是本轮暴跌的重灾区。美股大型科技 ...
美银上海之行纪要:中国宏观经济进入平静期,资管与保险公司正提升股票投资占比
Zhi Tong Cai Jing· 2025-07-03 11:54
Group 1: Macroeconomic Outlook - Clients believe that China's growth target of around 5% is likely to be achieved due to resilient export demand, although concerns exist about a significant slowdown in exports after the summer [1] - There is a prevailing pessimism regarding the real estate market, with expectations of continued declines in housing prices and a contraction in real estate investment extending into next year [1] - Many clients anticipate that the Consumer Price Index (CPI) inflation may remain negative for the year, and there is little hope for additional policy stimulus unless economic data deteriorates rapidly [1] Group 2: Trade Relations - Clients express concerns about potential escalation in trade tensions as the July 9 deadline approaches, but most believe that the peak of uncertainty has passed [2] - Despite trade uncertainties, some international clients are increasing investments in Chinese production infrastructure due to cost efficiency and product quality advantages [2] - Investors expect the USD/CNY exchange rate to remain stable, although there are notable downside risks, with many anticipating a further weakening of the dollar in the medium term [2] Group 3: Investment Strategies - In a low-yield and low-volatility environment, investors are seeking alternative investment opportunities, with some asset management firms increasing their equity allocations for better returns [3] - The upcoming QDII quota issuance allows qualified investors to expand their investments in overseas securities, with attention on potential improvements to the interconnectivity mechanism during the upcoming Bond Connect anniversary summit [3] Group 4: Views on U.S. Interest Rates - There is a divergence in client views regarding U.S. fiscal risks, with some preferring tactical trading in the middle of the yield curve while others are increasing holdings in U.S. Treasury bonds, particularly the 20-year bonds, due to attractive yields [5] - Clients are considering hedging duration risk as the 10-year U.S. Treasury yield remains below 4.3% [5]
白宫宣称:与中国达成贸易协议进展顺利,这波操作太魔幻!
Sou Hu Cai Jing· 2025-04-24 02:31
今天美国那边又双叒叕整出新活,这剧情比八点档还刺激,反转多得让人直呼"救命",我愿称之为《美中贸易风云之迷惑行为大赏》! 咱就是说,美国这波操作,妥妥的"精分现场"!一会释放缓和信号,给市场喂颗"定心丸";一会又搞点幺蛾子,让人摸不着头脑。就像一个人,这边说要 和你好好做朋友,转头又在背后说你坏话,主打一个"迷惑行为"。也难怪网友调侃:"这剧情,编剧都不敢这么写!" 咱们先把镜头对准美国财政部长贝森特。这位大佬一开口,直接在私人投资者会议上甩出"重磅炸弹"——美中贸易谈判虽然是场"马拉松",但大家都知道 关税僵局是"死胡同",贸易战在"不远的将来"会踩刹车!这话一放出来,美股三大指数瞬间"打鸡血",集体飙升超2.5%!好家伙,资本市场这反应,简直 像听到"全场五折"的剁手党,跑得比兔子还快。 话说回来,美中贸易关系这盘大棋,可不是美国单方面"自嗨"就能决定的。谈判桌上的博弈,讲究的是诚意和共赢,光靠嘴上说说、搞点"烟雾弹",可糊 弄不了人。咱就搬好小板凳,坐等后续剧情发展,看看美国这场"戏"还能整出什么新花样!毕竟,在国际舞台上,实力才是硬道理,光靠"嘴皮子功夫", 终究是纸老虎,一戳就破! 这边贝森特刚"画 ...