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黑天鹅突袭!股汇“双杀”,大选突生变数!
券商中国· 2025-12-07 15:20
报道指出,弗拉维奥得到了其父领导的极右翼政党自由党高层的支持。自由党在议会中拥有最大党团。此外, 弗拉维奥还得到了弟弟们以及父亲现任妻子米歇尔·博索纳罗的支持。 巴西政坛突然飞出"黑天鹅"。 受巴西政坛的意外事件影响,巴西金融市场遭遇"股汇双杀",巴西Ibovespa股指周五(12月5日)暴跌超4%, 创2021年以来最大单日跌幅,巴西雷亚尔兑美元汇率亦暴跌超2%。据最新消息,巴西前总统雅伊尔·博索纳罗 的长子、参议员弗拉维奥·博索纳罗近日宣布,他已获得父亲支持,将在2026年巴西大选中与现任总统卢拉展 开角逐。 有分析指出,投资者原本押注博尔索纳罗会支持一个更亲市场、有管理经验的人参选挑战卢拉,比如他的前部 长、圣保罗州州长塔西奥·德·弗雷塔斯。巴西金融市场周五遭遇的"股汇双杀"意味着,投资者正大举削减"弗雷 塔斯参选"的押注。 巴西"股汇双杀" 12月7日,据新华社援引埃菲社消息,弗拉维奥·博索纳罗近日宣布,他已获得父亲支持参加2026年巴西总统选 举,将与现任总统卢拉展开角逐。 报道称,弗拉维奥表示,他将"履行使命",参加2026年10月举行的大选,以延续其父亲的"国家计划"。 在此之前,部分投资者更加 ...
利空突袭!刚刚,盘中大跳水!
Group 1: Currency and Market Impact - The Indian rupee has depreciated significantly, hitting a record low of 88.8025 against the US dollar, with a cumulative decline of nearly 3.7% since the beginning of the year [2][3] - The Indian stock market is also experiencing a downturn, with the SENSEX30 index showing a decline of 0.47% and 0.56% on consecutive days [1][2] - Analysts suggest that the increase in H-1B visa fees in the US will negatively impact the profitability of India's IT sector and reduce foreign exchange income, further pressuring the rupee [1][2][3] Group 2: H-1B Visa Fee Increase - The US has raised the annual fee for H-1B visa applicants to $100,000, which is expected to slow the deployment of Indian workers to US clients and negatively affect the IT industry's profitability [2][3] - Approximately 71% to 72% of all H-1B visas are issued to Indian nationals, making the fee increase particularly impactful for India's tech industry [4][3] - The timing of the fee increase coincides with existing external pressures, including high tariffs on Indian goods, which could further weaken India's export outlook [3][4] Group 3: Economic Self-Reliance - Indian Prime Minister Modi emphasized the need for India to reduce dependence on foreign countries and focus on self-reliance to ensure prosperity and stability [6][7] - Modi highlighted the importance of boosting domestic production in sectors like shipbuilding and high-tech industries, noting a significant decline in India's share of overseas trade conducted by domestically built ships [6][7] - The recent implementation of a new Goods and Services Tax (GST) reform aims to simplify tax rates and increase savings for households, which could positively impact the economy [6][7]