周五（8月22日）北美尾盘，加拿大10年期基准国债收益率跌4.4个基点，报3.435%，本周累跌1.9个基 点。两年期加债收益率跌4.4个基点，报2.690%，本周累跌2.6个基点；五年期加债收益率跌4.7个基点， 报2.949%，本周累跌2.9个基点。 格隆汇8月23日｜加拿大标普/TSX综合指数收涨0.99%，报28333.13点，日线图上，5月15日以来持续创 历史新高，本周累计上涨1.53%，周一至周三低位窄幅震荡，美联储主席鲍威尔讲话在周五带来加速上 涨行情。加拿大小盘股指收涨1.75%，报986.52点，突破8月18日所创收盘历史最高位970.18点，本周累 涨2.29%。 ...

国盛证券固收首席分析师杨业伟表示，债市下跌主要源于股市上涨推升风险偏好，而市场对股市持续上 涨的预期升温，导致此前持有长久期债券、仓位较重的交易盘对市场调整的担忧加剧，进而出现减持， 引发债市明显回撤。 "股市上涨提升风险偏好压制债市，但债市调整空间有限。"杨业伟表示，部分债市变量不会因为股市上 涨而发生变化，一方面当前资金面将继续保持宽松；另一方面，银行配债力量不会因股市上涨而减弱， 这构成债市的基本盘，能够支撑债市稳定。 8月18日盘中，债券市场大幅下跌。国债期货方面，各期限国债期货主力合约大幅下行。Wind数据显 示，截至13:55，30年期国债期货主力合约跌1.01%，10年期国债期货主力合约跌0.27%，5年期、2年期 国债期货主力合约分别下跌0.18%、0.14%。 现券市场方面，银行间主要利率债收益率普遍大幅上行。Wind数据显示，截至14:00，30年期国债活跃 券25超长特别国债02收益率上行4基点至2.03%，10年期国债活跃券25附息国债11收益率上行2基点至 1.77%。 ...

Core Viewpoint - The Russian stock market experienced an increase due to the meeting between the US and Russian presidents in Alaska, with the Moscow Exchange Index reaching its highest level since late April [1] Group 1: Market Performance - The Moscow Exchange Index surpassed the 3000-point mark, closing at 3012.09 points, a rise of 1.2% [1] - The RTS Index increased by 0.8% to 1185.76 points, with both indices showing a weekly increase of 2.7-3% [1] - Most blue-chip stocks on the Moscow Exchange saw price increases of up to 2.4% [1] Group 2: Investor Sentiment - Investor optimism regarding the outcomes of the US-Russia presidential meeting contributed to the rise in the Moscow Exchange Index, marking its best level since late April [1] - A slight depreciation of the ruble also provided support to the Russian stock market [1] Group 3: Leading Stocks - Leading stocks contributing to the market rise included major companies such as Russian Oil Company and Gazprom [1]

【导读】日韩股市高开，日本东证指数再创历史新高 中国基金报记者 李智 一起来看下日韩股市的最新市场情况及资讯。 8月13日， 日韩股市高开， 日经225指数 早盘一度涨超1% ，突破43000点关口。 | 日经 225 | | | | | | --- | --- | --- | --- | --- | | 指 HQ.NKY | | | | | | 43042.48 +324.36 +0.76% | | | | | | 08-13 08:17:15 | | | | | | 今开 43090.91 | 最高 43241.27 | | | | | 昨收 42718.12 | 最低 43008.20 | | | | | 日经 225指数期货 43055.00 +1.03% | | | | | | 相关 ETF 日经 225ETF 1.484 +0.41% | | | | | | 分时 日K 周K 月K | | 室K | 更多, | | | 均价:43066.43 最新:43042.48 +324.36 +0.76% | | | | | | 43241.27 | | | | 1.22% | | WV | | | | | ...

尼日利亚证交所全部股指收涨0.08%，延续大约7月7日以来持续创收盘历史新高的趋势，但单日波动性 开始收敛。 周三（7月23日），南非富时/JSE非洲领先40可交易指数收涨0.95%，报92457.00点，时隔一个交易日再 创收盘历史新高。 南非兰特兑美元目前涨0.17%，暂报17.5294兰特，不断逼近7月4日顶部17.4872兰特和2024年9月30日顶 部17.0356兰特。 点。 毛里求斯证交所SEMDEX指数收涨0.44%，创6月6日以来收盘新高。 肯尼亚内罗毕证交所全股指数收涨0.66%。 ...

Group 1: Market Performance - Gold experienced a volatile "V-shaped" trading pattern, with a daily low of $3309.82 and a high of $3352.19, closing at $3338.99 [1] - U.S. stock markets saw collective gains, with the Nasdaq rising by 0.75%, the S&P 500 increasing by 0.54%, both reaching new closing highs, and the Dow Jones up by 0.52% [2] Group 2: Economic Indicators - Approximately 50 companies in the S&P 500 have reported quarterly earnings, with 88% exceeding analyst expectations, boosting investor confidence [4] - Initial jobless claims for the week ending July 12 were reported at 221,000, a decrease of 7,000 from the previous week, indicating a robust job market [5] - Retail sales in June increased by 0.6% month-over-month, significantly above the Dow Jones estimate of 0.2%, alleviating concerns about consumer spending [5] Group 3: Federal Reserve and Monetary Policy - The potential nominees for the next Federal Reserve chair have shown alignment with President Trump, indicating a possible shift in monetary policy direction [7] - The current economic expansion and low unemployment rates suggest that consumer spending and profits may continue to grow, driving stock market increases [5] Group 4: Upcoming Data and Market Sentiment - Investors are focused on the upcoming University of Michigan Consumer Sentiment Index, with an expected preliminary value of 61.5 for July, up from 60.7 in June [9] - Inflation expectations for July are projected at 5.0% for one year and 3.9% for 5-10 years, which may influence market dynamics [10] Group 5: Geopolitical Developments - Israeli airstrikes in southern Syria have raised concerns about escalating tensions in the region, with the U.S. and several Middle Eastern countries expressing opposition to foreign interference in Syria [12][13] - Russia has expressed willingness to engage in further negotiations with Ukraine, amidst ongoing sanctions and geopolitical tensions [14]

标普500指数上涨0.45%，道琼斯工业平均指数上涨近200点，涨幅为0.4%，科技股为主的纳斯达克综合指数上涨约0.7%。 美国上涨 多家科技巨头股价创新高 7月17日晚间，美股上涨，受到最新经济数据和一系列企业财报的提振。 【导读】美股继续上涨 中国基金报记者 泰勒 大家好，今晚继续关注海外市场的表现。 本周公布的季度财报普遍好于华尔街预期，增强了投资者信心。据FactSet数据显示，截至目前已有约50家标普500指数成份公 司公布财报，其中88%的业绩超过分析师预期。 周四公布的关键经济数据反映出美国经济的稳健。美国劳工部表示，截至7月12日当周的首次申领失业救济人数为22.1万人， 较前一周减少7000人，表明就业市场依然稳健。 另据美国人口普查局的最新数据，6月零售销售环比增长0.6%，远高于道琼斯预期的0.2%，缓解了市场对消费者支出下滑的担 忧。 eToro美国投资分析师Bret Kenwell表示："这份令人安心的零售销售报告发布得恰逢其时，正值财报季启动之际。如果企业盈 利比预期更为乐观，且管理层继续传递有关消费者支出稳定的积极信号，那么即便市场已接近历史高位、部分投资者认为估值 偏高，股市 ...

韩国总统李在明：股市上涨反映了公众信心。 ...

Group 1 - The core viewpoint is that the recent Israel-Iran conflict has led to a temporary market reaction, but the global stock markets have rebounded quickly due to the lack of substantial disruption in energy supply and a ceasefire agreement [1][2] - The A-share market has seen significant growth, reaching a new high for the year on June 25, driven by both the easing of geopolitical tensions and domestic policy measures aimed at boosting consumption [1][3] - The differences between the Israel-Iran conflict and the Russia-Ukraine conflict include the scale and duration of their impacts on global markets, with the former being more localized and less likely to cause long-term economic drag [2][4] Group 2 - The ceasefire agreement between Israel and Iran, effective June 24, is fragile, with ongoing hostilities indicating uncertainty about the long-term resolution of the conflict [3][4] - Market sentiment remains cautious due to uncertainties surrounding the future of the Israel-Iran conflict and its potential impact on the global economy [3][4] - In the event of renewed conflict, there could be a rebound in oil prices, benefiting sectors such as military and precious metals, while the impact on the A-share market is expected to diminish over time [4]

Group 1 - The S&P 500 index has risen 20% since the low in April following the announcement of new tariffs by President Trump [1] - The Nasdaq index increased by 28% and the Dow Jones Industrial Average rose by 12% during the same period [1] - Despite recent geopolitical tensions and trade issues, the S&P 500 index has maintained a positive trajectory, increasing over 5% in the past month [2] Group 2 - Analysts suggest that investor concerns over economic policy have shifted towards cautious optimism regarding tariff reductions and sustained economic growth [2] - Recent tariff reductions and positive economic data have contributed to a more favorable market outlook, with Wall Street firms softening their recession predictions [4] - The latest inflation data indicates a slight acceleration in price increases, yet inflation remains near its lowest level since 2021 [5] Group 3 - Market analysts believe that geopolitical events have a limited long-term impact on stock prices, as evidenced by the market's recovery following short-term reactions [5] - There is growing optimism regarding potential interest rate cuts from the Federal Reserve, with expectations of a 25 basis point cut this year and next [5] - Analysts predict that the S&P 500 index could rise from its current level of 6,090 points to 6,500 points, representing a 6% increase [8]