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音频 | 格隆汇9.11盘前要点—港A美股你需要关注的大事都在这
Ge Long Hui A P P· 2025-09-10 23:10
登录新浪财经APP 搜索【信披】查看更多考评等级 3、甲骨文是新的英伟达; 大中华区要闻: 13、公告精选︱盾安环境:拟50亿元投建"盾安环境智能智造总部基地"项目;浙江荣泰:在机器人零部 件领域的业务销售额较小; 格隆汇9月11日|国际要闻: 1、纳指、标普500指数续创新高,甲骨文大涨36%,中概指数跌0.95%; 2、国际原油期货收涨超1.6%,纽约天然气期货跌超2.8%; 4、世界首富宝座易主!埃里森财富飙升1010亿美元登上榜首; 5、OpenAI与甲骨文签署3000亿美元算力大单; 6、美媒:特朗普考虑对来自中国的药品实施严格限制; 7、美国8月PPI同比+2.6%、环比-0.1% 均低于预期; 8、美国能源部宣布本土镓生产项目资助计划; 9、日股收盘创历史新高,年内累涨9.88%; 10、韩股创历史新高,年内累涨38.13%; 11、最重大再平衡!全球央行黄金储备29年来首超美债; 14、A股投资避雷针︱白银有色(维权):涉嫌信息披露违法违规被证监会立案;聚辰股份:股东武汉 珞珈拟合计减持不超2.61%股份。 MACD金叉信号形成,这些股涨势不错! 1、六部门:集中整治汽车行业乱象; 2、国家发 ...
债市早报:央行连续10个月增持黄金;受股市强势反弹压制,债市再度走弱-债券-金融界
Jin Rong Jie· 2025-09-08 02:44
Group 1: Domestic News - The China Securities Regulatory Commission (CSRC) has released revised regulations on public fund sales fees, aiming to reduce investor costs by approximately 30 billion yuan, representing a 34% reduction [2] - The State Administration of Foreign Exchange (SAFE) is seeking public opinion on expanding the pilot program for high-level cross-border trade openness, which includes nine policies to enhance foreign exchange fund settlement [2] - The Ministry of Finance has issued interim regulations on the accounting treatment of local government special bonds, which will take effect on January 1, 2026, to improve the management of repayment funds and project assets [3] Group 2: International News - The U.S. non-farm payrolls increased by only 22,000 in August, significantly below the expected 75,000, with the unemployment rate rising to 4.3%, the highest in nearly four years [4] - The report indicates a downward revision of previous employment data, with June's figures adjusted from an increase of 27,000 to a decrease of 13,000, marking the first negative growth since 2020 [4] Group 3: Commodity Market - International crude oil prices fell, with WTI October futures down 2.53% to $61.87 per barrel, and Brent November futures down 2.22% to $65.50 per barrel [6] Group 4: Bond Market Dynamics - The bond market weakened due to a strong rebound in the stock market, with the yield on the 10-year government bond rising by 1.40 basis points to 1.7675% [11] - The yield on the 10-year policy bank bond increased by 1.60 basis points to 1.8735% [11] Group 5: Credit Bond Events - Wanda Group's equity worth 9.4 billion yuan has been frozen for three years, as reported by the National Enterprise Credit Information Publicity System [14] - Shenzhen Longguang Holdings announced overdue bank and trust loans totaling 31.2 billion yuan [15] - Aoyuan Group reported overdue debt principal of approximately 42.77 billion yuan [15] Group 6: Convertible Bonds - The convertible bond market saw a strong rebound, with major indices rising by 2.17% to 2.68% on September 5, and trading volume reaching 926.91 billion yuan [16] - Notable gainers included Xizi Convertible Bond, which rose over 16%, and Qianglian Convertible Bond, which increased over 14% [17]
新华财经早报:9月8日
Xin Hua Cai Jing· 2025-09-08 02:38
Group 1 - China's foreign exchange reserves increased to $33,222 billion as of August, up by $2.99 billion from July, marking a 0.91% rise [1] - The People's Bank of China reported that UnionPay and Wanglian processed 2,769.96 billion payment transactions in July and August, with a year-on-year growth of 14.59% and 16.64% respectively [1] - Jiangsu Province's logistics costs as a percentage of GDP fell to 12.8%, 1.2 percentage points lower than the national average, indicating improved transportation efficiency [1] Group 2 - The Hong Kong stock market has seen a resurgence, with IPO activity returning to the top globally in the first half of the year, and daily trading volumes doubling [1] - Chery Automobile has made progress in its listing process, having passed the listing hearing on the Hong Kong Stock Exchange [1] - 40 companies are set to unlock a total of 4.08 billion shares from restrictions, with a total market value of approximately 96.6 billion yuan based on September 5 closing prices [1] Group 3 - OPEC and non-OPEC oil-producing countries have decided to increase production by 137,000 barrels per day starting in October [2] - Egypt's net international reserves reached a record high of $49.25 billion in August, reflecting a $220 million increase from July [2]
我国连续第10个月增持黄金,全球43%的央行也表示将增加黄金储备
Sou Hu Cai Jing· 2025-09-08 02:02
Group 1 - As of the end of August, China's foreign exchange reserves reached $33,222 billion, an increase of $299 billion from the end of July, marking a rise of 0.91% [1] - China's foreign exchange reserves have remained above $32 trillion for 21 consecutive months, returning to an upward trend after a brief decline in July [1] - By the end of August, China's gold reserves amounted to 74.02 million ounces, with an increase of 60,000 ounces, marking the 10th consecutive month of gold accumulation [1] Group 2 - The price of spot gold has risen by $976 this year, representing a significant increase of 37% [1] - According to the World Gold Council, global official gold reserves increased by 166 tons in the second quarter, reaching historical highs [1] - From 2022 to 2024, global central bank gold purchases are expected to exceed 1,000 tons annually, with 95% of surveyed central banks anticipating an increase in their official gold reserves over the next 12 months [1] Group 3 - Goldman Sachs maintains its target price for gold at $3,700 per ounce by the end of 2025 and $4,000 per ounce by mid-2026 [2] - The firm highlights rising credit risk in U.S. institutions and increased concentration in commodity supply as creating "tail risks," which could push gold prices above $4,500 per ounce [2] - If 1% of the funds from the privately held U.S. Treasury market were to flow into gold, Goldman Sachs suggests that gold prices could approach $5,000 per ounce [2]
9月8日A股盘前要闻
Sou Hu Cai Jing· 2025-09-08 01:01
Group 1 - The China Securities Regulatory Commission (CSRC) is undergoing a disciplinary review and investigation regarding its chairman Yi Huiman for serious violations of discipline and law [1] - As of August 2025, China's foreign exchange reserves reached $33,222 billion, an increase of $29.9 billion from the end of July, marking a rise of 0.91% [1] - The People's Bank of China has increased its gold reserves for ten consecutive months, with the official gold reserves reaching 74.02 million ounces, an increase of 60,000 ounces from the previous month [1] Group 2 - New regulations on public fund sales fees have been introduced, reducing the maximum subscription and purchase fees for stock funds from 1.2% and 1.5% to 0.8%, and for mixed funds from 1.2% and 1.5% to 0.5% [2] - The overall reduction in fund sales fees is estimated to be around 30 billion yuan annually, representing a decrease of approximately 34% [2] Group 3 - The retail industry in China has shown positive trends, with the retail industry prosperity index reaching 50.6% in September, an increase of 0.5 percentage points month-on-month, marking an eight-month high [3] - The e-commerce sector has returned to an expansion phase, with the total number of online goods increasing by 0.8 percentage points compared to the previous month [3] Group 4 - OpenAI has significantly raised its projected cash burn to $115 billion by 2029, an increase of $80 billion from the previous estimate of $50 billion, while also raising its revenue forecast for 2030 by approximately 15% [4] - The revenue forecast for 2030 is now expected to exceed $200 billion, up from the previous estimate of $174 billion [4] Group 5 - Semiconductor company SMIC is planning to acquire 49% of its subsidiary, SMIC North Integrated Circuit Manufacturing, through an A-share issuance [5] - The stock of SMIC has been suspended since September 1 due to this acquisition plan, which is still subject to uncertainties [5] Group 6 - Kweichow Moutai's controlling shareholder has received a loan commitment from Agricultural Bank of China for up to 2.7 billion yuan to support stock buyback plans, with the buyback amount expected to be between 3 billion and 3.3 billion yuan [5]
【早知道】我国将实施小行星动能撞击演示验证任务;深圳进一步优化调整房地产政策措施
(原标题:【早知道】我国将实施小行星动能撞击演示验证任务;深圳进一步优化调整房地产政策措 施) 人民财讯9月8日电,【摘要】证监会同意公募基金行业机构投资者直销服务平台正式启动运行。商务 部:调查机关初步认定,原产于欧盟的进口相关猪肉及猪副产品存在倾销。深圳:进一步优化调整房地 产政策措施。特朗普签署行政令,调整关税政策生效范围。验证防御方案可行性,我国将实施小行星动 能撞击演示验证任务。十四届全国政协经济委员会副主任易会满被查。国家外汇管理局:8月末我国外 汇储备规模为33222亿美元,较7月末上升299亿美元。央行:8月末黄金储备7402万盎司,连续第10个月 增持。日本首相石破茂决定辞职。 ...
8月外汇储备重回3.3万亿美元上方 增持黄金仍是大方向
Bei Jing Shang Bao· 2025-09-07 23:58
9月7日,国家外汇管理局发布统计数据显示,截至2025年8月末,我国外汇储备规模为33221.54亿美 元,较7月末上升299亿美元,升幅为0.91%。 回顾上月数据,外储规模报32922.35亿美元,环比下降252亿美元。此番外储规模升至3.3万亿美元上 方,创下2016年1月以来最高,国家外汇管理局表示,8月,受主要经济体货币政策预期、宏观经济数据 等因素影响,美元指数下跌,全球金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用, 当月外汇储备规模上升。我国经济运行稳中有进,展现出强大韧性和活力,为外汇储备规模保持基本稳 定提供支撑。 东方金诚首席宏观分析师王青进一步解释道,8月22日美联储主席鲍威尔在杰克逊霍尔全球央行年会上 罕见释放清晰降息信号,美元指数出现一个快速下跌过程,当月跌幅达到2.2%。这意味着8月末我国外 储中非美元资产价格上涨,是当月外储规模上升的主要原因。其他方面,美联储降息预期升温带动全球 主要股指普遍走高,美债收益率下行——这会带动美债价格走高。由此,8月末我国外储中的全球金融 资产价格上涨,也对月末外储规模上升有一定推动作用。 "按不同标准测算,当前我国略高于3万亿美元的 ...
沈阳通报一起突发公共卫生事件;交付“测试车”给用户?小米回应;宁德时代新技术公布;“红月亮”来了丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-09-07 23:07
Group 1 - On September 7, Shenyang Disease Control Center reported a gastroenteritis outbreak at Shenyang Normal University, with 2,087 cases reported and 1,817 recovered as of September 7 [8] - The outbreak was determined to be caused by norovirus contamination from a self-supplied well water tank in the school's third living area [8] - The peak of the outbreak has passed, with a significant decline in daily new cases, reporting only 25 new cases from September 6 to September 7 [8] Group 2 - CATL launched the NP3.0 technology platform in Munich, Germany, which is the highest safety level in the battery field, and introduced the first lithium iron phosphate battery product, the Shenzhou Pro [12] - The NP3.0 technology can prevent fire and smoke during thermal runaway, reducing the risk of secondary accidents due to visibility obstruction [12] - This innovation is expected to enhance CATL's market share in the electric vehicle sector and promote the development of the electric vehicle industry [12] Group 3 - Xiaomi's automotive division responded to concerns regarding the delivery of "test vehicles" to users, clarifying that quality assurance measures are in place, including random inspections and the use of static stickers for identification [13] - The company apologized for any confusion caused by the static stickers and has improved the process to prevent similar issues in the future [13] Group 4 - Chery Automobile passed the listing hearing at the Hong Kong Stock Exchange, marking a significant step in its IPO process after multiple attempts over the past two decades [15] - The successful hearing indicates a smoother progress towards the company's initial public offering, which could enhance its brand recognition and attractiveness [15] Group 5 - NIO confirmed its technical collaboration with McLaren, with revenue from this partnership starting in the first quarter of this year [17] - The collaboration is expected to contribute to NIO's business expansion and profitability, although the income from this partnership may fluctuate [17] Group 6 - Douyin e-commerce has initiated a crackdown on fraudulent behavior related to phone bill recharges, resulting in the removal of 25 non-compliant merchants and freezing their funds [18] - This action aims to enhance user trust and maintain platform order, positively impacting the overall reputation and user experience in the e-commerce industry [18] Group 7 - Tesla launched an official Weibo account named "TeslaAI" to showcase its humanoid robot, highlighting the company's advancements in artificial intelligence [20] - The introduction of the humanoid robot reflects Tesla's commitment to innovation and may positively influence future product development [20]
外储再超3.3万亿美元央行连续10个月增持黄金
Zheng Quan Shi Bao· 2025-09-07 18:27
国家外汇管理局9月7日发布的最新统计数据显示,截至8月末,中国外汇储备规模为33222亿美元,较7 月末上升299亿美元,升幅为0.91%。外汇储备规模继6月末后再次站上3.3万亿美元关口。 对于当月外汇储备规模变动,外汇局指出,8月受主要经济体货币政策预期、宏观经济数据等因素影 响,美元指数下跌,全球金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用,当月外汇 储备规模上升。 对于8月美元指数下滑,多数市场机构分析美元指数走势受当月公布的美国经济数据走弱、市场对美联 储降息预期再度升温等因素影响。过去一个月,美国非农就业人数大幅低于市场预期,反映出近期美国 劳动力市场疲软;美国通胀水平企稳,缓解了市场对美国通胀的担忧;美联储主席鲍威尔在杰克逊霍尔 央行年会上的发言,则进一步强化了市场对美联储在9月降息的预期。 往后看,美联储降息节奏仍有较大不确定性。北京大学国民经济研究中心认为,尽管市场对9月美联储 降息预期升温,但4月以来美国通胀率持续上升、失业率依然相对较低,实际经济数据并不支持降息开 启。 目前,我国外汇储备规模已连续第21个月保持在3.2万亿美元以上。外汇局指出,我国经济运行稳中有 进,展现 ...
8月末我国外汇储备规模升至33222亿美元
Zheng Quan Ri Bao· 2025-09-07 16:26
本报记者 刘琪 9月7日,国家外汇管理局(以下简称"外汇局")公布2025年8月末外汇储备规模数据。数据显示,截至2025年8月末,我国 外汇储备规模为33222亿美元,较7月末上升299亿美元,升幅为0.91%。 外汇局表示,2025年8月份,受主要经济体货币政策预期、宏观经济数据等因素影响,美元指数下跌,全球金融资产价格 总体上涨。汇率折算和资产价格变化等因素综合作用,当月外汇储备规模上升。 中银证券全球首席经济学家管涛在接受《证券日报》记者采访时表示,截至8月底,中国外汇储备余额再次刷新2016年以 来新高,表明中国防范化解各种冲击的能力继续提升。 从汇率来看,Wind资讯数据显示,8月份,美元指数下跌2.21%。非美货币普遍升值,其中,日元、欧元、英镑对美元汇 率分别上涨2.46%、2.37%、2.25%。由于外储以美元计价,非美货币升值增加了经汇率折算后的外汇储备规模。 此外,9月7日更新的黄金储备数据显示,截至8月末,我国黄金储备为7402万盎司(2538.43亿美元),较7月末增加6万盎 司,我国央行已经连续第10个月增持黄金。 管涛认为,在外部环境复杂程度明显提升背景下,中国国际储备资产多元化 ...