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美联储又降息!我的股票和黄金,会受啥影响
Sou Hu Cai Jing· 2025-10-30 12:54
为你一分钟讲清楚。 美联储又降息了! 关我啥事? 别划走,这事儿比你想的,离你的钱袋子更近。 文案 何品非 视觉 张文敏 责编 陈曦 审核 李奇 ...
Review and Preview: Gold Outshines Stocks
Barrons· 2025-10-07 22:21
Group 1 - Gold prices have reached an all-time high, surpassing $4,000 for the first time [1] - The S&P 500 index has ended a 7-day winning streak, indicating a potential shift in market momentum [1] Group 2 - Tesla is introducing more affordable vehicle options, which may impact its market positioning and sales strategy [1]
李大霄:感谢投资者的重要态度
Xin Lang Zheng Quan· 2025-09-23 04:01
Core Insights - The article discusses the recent statements from four key regulatory bodies, including the central bank and the securities regulatory commission, regarding the impacts on stocks, bonds, deposits, loans, and the potential effects of the Federal Reserve's interest rate cuts [1] Group 1: Regulatory Impact - The central bank's stance on monetary policy is expected to influence market liquidity and investor sentiment significantly [1] - The securities regulatory commission emphasizes the importance of maintaining market stability amid changing economic conditions [1] Group 2: Market Reactions - Investors are closely monitoring the implications of the Federal Reserve's potential interest rate cuts on both equity and fixed-income markets [1] - The article highlights that changes in interest rates could lead to shifts in capital flows, affecting stock valuations and bond yields [1]
时报图说丨融资余额破2万亿,这次关注哪些股?
Zheng Quan Shi Bao Wang· 2025-08-12 09:48
Core Insights - The financing balance has exceeded 2 trillion, indicating a significant increase in market liquidity and investor activity [1] Group 1: Market Overview - The financing balance reached 2 trillion, marking a notable milestone in the market [1] - This increase in financing balance suggests a growing confidence among investors [1] Group 2: Stock Focus - Investors are advised to pay attention to specific stocks that may benefit from the increased financing balance [1] - The article highlights potential sectors and companies that could see positive impacts due to the heightened market activity [1]
预告 | 2025年5月彭博终端用户专享课程
彭博Bloomberg· 2025-04-28 03:15
如果您⋯⋯ 都可以使用 彭博研讨会与讲座功能SMNR 查看近期线上研讨会日程,并点击 " 注册 " 来报名参加您感兴趣的线上/现场课程! 2025年5月课程推荐 带有 ※ 场次可以来彭博上海办公室参加现场培训,实机操作。 终端入门系列3:制图工具入门 ※ 5月8日(周四)17:00 – 18:00 PORT投组管理系列讲座: PORT系列讲座1:投资组合创建及分析 ※ 5月15日(周四)17:00 – 18:00 是彭博终端新手,希望多加了解常用的基本功能 想通过终端的强大功能分析债券、外汇、股票、商品、衍生品市场 对终端上的量化应用/图表分析/投组管理等技术工具有强烈兴趣 想了解最新的、全面的市场热点以及彭博专业分析师点评 终端入门系列4:制图工具中技术分析的应用 ※ 5月13日(周二)17:00 – 18:00 衍生品系列: 基础工具: 固收/利率市场: 固收专家系列2:信用债分析工具 - 以中资美元债为例 ※ 5月22日(周四)17:00 – 18:00 企业专场系列: 彭博企业用户系列#1:特朗普2.0 - 传统能源再现曙光,还是新能源依旧锋芒 5月29日(周四)17:00 – 18:00 地区银行 ...
特朗普失望了,外资转购中国资产,美联储通告全国,最大风险出现!
Sou Hu Cai Jing· 2025-03-24 09:57
Group 1 - The OECD report indicates that US tariff policies are slowing down both US and global economic growth, with forecasts for US economic growth dropping significantly to 2.2% in 2025 and 1.6% in 2026 [1] - The report predicts that inflation in the US will rebound in 2025, suggesting ongoing economic challenges [1] - Trump's tariffs have adversely affected major US industries, particularly agriculture and energy, as China has retaliated with tariffs on US imports, including natural gas and crude oil [3] Group 2 - The Federal Reserve has maintained the federal funds rate target range at 4.25% to 4.50%, with Chairman Powell acknowledging that a significant portion of inflation is attributable to tariffs [5] - Global investors are increasingly selling off Indian stocks at record rates, with nearly $29 billion withdrawn since last October, while turning their attention to Chinese stocks due to economic stimulus measures [5][7] - The Indian stock market has seen a decline of 13% since its peak in September 2022, leading to a market capitalization loss of $1 trillion, raising concerns about overvaluation and potential risks [5][7] Group 3 - High long-term borrowing rates in the US are creating a competitive advantage for government bonds, making corporate debt issuance costly and uncertain [7] - The US stock market is facing valuation adjustments, with increased risks of IPO failures and uncontrollable costs in equity financing [7]