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百利好丨降息悬念扰动市场,黄金机遇蓄势待发
Sou Hu Cai Jing· 2025-12-09 08:27
Group 1 - The Federal Reserve is expected to announce a 25 basis point rate cut during its upcoming two-day policy meeting, with a probability of 90%, significantly up from 66% in November [1] - Analysts warn that this rate cut could be a "hawkish cut," indicating potential future tightening despite the current easing [1] - The meeting will focus on potential divisions in policy votes, updated economic forecasts, and how the Fed will manage its balance sheet to adjust market liquidity [3] Group 2 - There is a general expectation of two rate cuts next year, but the timing varies among institutions, with predictions ranging from January and April to March and June [3] - The leadership structure of the Federal Reserve may change next year, which could impact future monetary policy direction [3] - The gold market remains supported by ongoing central bank purchases, with some market participants viewing short-term price corrections as buying opportunities [3][4] Group 3 - Despite potential short-term pressures on gold prices from rising real interest rates, long-term demand for safe-haven assets and central bank purchases are expected to provide support [4] - Market views suggest that gold prices could challenge the historic level of $5,000 per ounce by the first quarter of 2026 [4] - Current gold prices are in a critical technical balance area, reflecting a cautious market weighing interest rate pressures against structural bullish factors [4]
Airwallex 空中云汇完成3.3亿美元G轮融资
Zhong Guo Jing Ji Wang· 2025-12-09 08:22
记者了解到,空中云汇2025年年化收入于10月突破10亿美元,同比增长90%。年化交易额同比增长一 倍,于10月突破2350亿美元。空中云汇近半数客户现已采用其多款产品,标志着产品与市场需求的契合 度正不断提升。持有全球80张牌照及许可,支持企业在200多个国家和地区开展业务,实现大规模多币 种结算。2025年,空中云汇在12个新市场强化了全球监管布局与区域服务能力。在法国、荷兰、以色 列、加拿大、韩国、日本、新西兰、马来西亚、越南、巴西、墨西哥、阿联酋等多个国家和地区获取了 新牌照并推出相关产品。伴随本轮融资,空中云汇同时宣布在美国旧金山设立第二个全球总部,将核心 产品、工程技术、战略合作及市场推广团队部署于全球AI创新与人才中心。(经济日报记者唐一路) 空中云汇相关负责人表示,传统金融服务商已难以适配现代企业的运营节奏。对此,投资者坚信空中云 汇正在这场定义行业未来的竞赛中脱颖而出。空中云汇打造的现代化解决方案,构建在专有的金融服务 基础设施之上,集全球银行服务、收单、计费管理、资金管理与支出管理于一体。本轮融资将为空中云 汇的增长注入强劲动力,持续扩大技术领先优势,并深化在美国及全球其他关键市场的战略布 ...
深圳福田区举办投资考察活动 对外展示“投资福地”魅力
Zhong Guo Jing Ji Wang· 2025-12-09 08:06
为了更好匹配企业空间发展需求,河套合作区还构建新质创新空间体系,河套深圳园区规划总建筑面积 高达745万平方米,目前已筹集科研空间超80万平方米,未来将新增空间达331万平方米,科研办公、实 验室、孵化器、中试平台、总部基地等空间将陆续投入使用。此外,围绕"国际协同创新区—口岸生活 区—滨河生活区"布局,河套深圳园区正推进建设国际人才社区、国际化商业与生活配套、国际医疗服 务并打造法律、金融、商务等专业服务体系。 香蜜湖新金融中心是为新质生产力配置的资本引擎。作为深圳中心城区唯一"平方公里级"连片开发区 域,香蜜湖新金融中心核心开发区1.4平方公里,提供产业空间约200万平方米,融汇国际交流、高端金 融、文化创意、商业休闲等功能,形成国际品质与地区特色的"城市新客厅 新金融中心",构建了"金融 +文化+生态"深度融合的发展格局。 作为"中国电子第一街",华强北"上午设计、下午打样、次日量产、一周出海"的创新魅力受到了各国企 业家的点赞。作为全球规模最大的电子产品交易集散地,华强北拥有3000多家研发机构、3400多家生产 企业、7万家销售主体、112家行业协会,以独特的"湾区红树林式"创新创业生态让"创意进、 ...
韩元一度大幅上涨 韩国国民年金公团据悉近期在抛售美元
Xin Lang Cai Jing· 2025-12-09 08:03
Group 1 - The Korean won has significantly appreciated, with reports indicating that the National Pension Service has initiated tactical foreign exchange hedging, leading to expectations that upward pressure on the USD/KRW exchange rate will ease [1][2]. - The USD/KRW exchange rate experienced a decline of 0.3%, reaching 1465.75, after previously rising by 0.2% [3]. - The National Pension Service of Korea has reportedly been selling US dollars recently [4].
外贸韧性+政策发力 夯实中国经济“十五五”良好开局根基
Yang Shi Wang· 2025-12-09 07:53
Group 1 - China's total goods trade import and export value reached 41.21 trillion yuan in the first 11 months of this year, a year-on-year increase of 3.6%, with November exports growing by 5.9% [1] - Despite challenges such as international trade friction, China's foreign trade continues to show strong resilience and growth momentum, with expectations for robust export performance to continue into next year [3] - The role of private enterprises in foreign trade has become more prominent, with significant achievements in diversifying market development and the rapid growth of new trade formats and models [6] Group 2 - International institutions, including the OECD, Standard Chartered, and Goldman Sachs, have raised their economic growth forecasts for China, citing strong exports and supportive macro policies as key factors [9] - The Central Political Bureau of the Communist Party of China emphasized the need for a good start to the 14th Five-Year Plan, focusing on better coordination of domestic economic work and international trade, with plans for more flexible economic policies next year [12]
摩根士丹利两年多来首次下调特斯拉评级
美股IPO· 2025-12-09 07:15
Core Viewpoint - Tesla's stock experienced a significant decline of 3.39% on December 8, closing at $439.58, marking its largest single-day drop in a week, influenced by Morgan Stanley's downgrade from "Overweight" to "Neutral" [1][3]. Group 1: Financial Performance - Tesla's projected P/E ratio for the next 12 months is approximately 210, ranking second among S&P 500 constituents, significantly higher than Palantir Technologies at 186 and lower only than Warner Bros. Discovery at 220 [3]. - For Q3 2025, Tesla reported revenue of $28.1 billion, a year-over-year increase of 12%, achieving a historical high for the period. However, net profit fell to $1.373 billion, a 37% decline, with an operating margin of only 5.8%, the lowest in nearly five years [3]. - Adjusted net profit was reported at $1.77 billion, down 29% year-over-year, attributed to increased operational costs driven by sales, general administrative expenses, R&D for AI, and a decrease in one-time Full Self-Driving (FSD) revenue recognition [3]. Group 2: Strategic Developments - Tesla is preparing to expand its Texas Gigafactory, planning to build a dedicated facility for mass production of its humanoid robot, Optimus, aiming for an annual production capacity of 10 million units [4]. - CEO Elon Musk indicated that the company's Robotaxi fleet is expected to double in size next month, although no specific timeline for commercialization has been provided for these initiatives [4]. Group 3: Market Sentiment and Analyst Ratings - Notable short-seller Michael Burry criticized Tesla's valuation as "absurdly high," suggesting that this situation has persisted for a considerable time [5]. - Tesla's stock has seen a cumulative increase of about 10% this year, underperforming the S&P 500's 16% gain, ending a two-year trend of doubling or high growth [5]. - Morgan Stanley raised Tesla's target price from $410 to $425 based on expectations for its automotive, robotaxi, network services, and humanoid robot businesses, with the Optimus project potentially valued at $60 per share [5]. - Currently, Wall Street analysts have assigned Tesla 28 "Buy," 19 "Hold," and 16 "Sell" ratings, indicating a potential reevaluation of the company's valuation logic amid increasing industry competition and profit pressures [5].
涉案11.08亿余元 白天辉被执行死刑
Zhong Guo Xin Wen Wang· 2025-12-09 06:36
中新社北京12月9日电 (记者 张素)记者从中国最高人民法院获悉,经核准,12月9日上午,天津市第二 中级人民法院依法对罪犯白天辉执行了死刑。 2024年5月28日,天津市第二中级人民法院以受贿罪判处被告人白天辉死刑,剥夺政治权利终身,并处 没收个人全部财产。白天辉上诉后,天津市高级人民法院经开庭审理,于2025年2月24日裁定驳回上 诉,维持原判,并依法报请最高人民法院核准。 最高人民法院经复核确认,2014年至2018年,被告人白天辉利用担任华融(香港)国际控股有限公司业务 拓展三部负责人、总经理、投资银行部董事总经理,中国华融国际控股有限公司资本运营总监、总经理 助理、副总经理、总经理等职务上的便利,为有关单位在项目收购和企业融资等方面谋取利益,非法收 受财物,共计折合人民币11.08亿余元。 白天辉与中国华融资产管理股份有限公司原董事长赖小民存在密切关联。反腐专题片《国家监察》中, 白天辉出镜披露了赖小民为追求短期业绩推动高风险项目、将大量项目直接交代给朋友实施等专权乱 象。赖小民已伏法。(完) 来源:中国新闻网 编辑:王永乐 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 中新 ...
金融高管白天辉,被执行死刑!
券商中国· 2025-12-09 06:25
2024年5月28日,天津市第二中级人民法院以受贿罪判处被告人白天辉死刑,剥夺政治权利终身,并处没收个 人全部财产。白天辉上诉后,天津市高级人民法院经开庭审理,于2025年2月24日裁定驳回上诉,维持原判, 并依法报请最高人民法院核准。 经最高人民法院核准,2025年12月9日上午,天津市第二中级人民法院依法对罪犯白天辉执行了死刑。 最高人民法院经复核确认:2014年至2018年,被告人白天辉利用担任华融(香港)国际控股有限公司业务拓展 三部负责人、总经理、投资银行部董事总经理,中国华融国际控股有限公司资本运营总监、总经理助理、副总 经理、总经理等职务上的便利,为有关单位在项目收购和企业融资等方面谋取利益,非法收受财物,共计折合 人民币11.08亿余元。 最高人民法院认为,被告人白天辉的行为构成受贿罪。白天辉受贿数额特别巨大,犯罪情节特别严重,社会影 响特别恶劣,并使国家和人民利益遭受特别重大损失,罪行极其严重,依法应予严惩。本案第一审判决、第二 审裁定认定的事实清楚,证据确实、充分,定罪准确,量刑适当。审判程序合法。据此,最高人民法院核准天 津市高级人民法院维持第一审对白天辉判处死刑的刑事裁定。 天津市第二 ...
最后报名机会 | 全球贸易变局下的航运合规与风控实务研讨会
Refinitiv路孚特· 2025-12-09 06:20
Group 1 - The article highlights the transformation of international trade compliance from a "back-end support" function to a core capability for strategic planning and risk management in enterprises due to the evolving global trade landscape and increasing regulatory pressures [1][2]. - The London Stock Exchange Group (LSEG) is collaborating with Yihailan to host a seminar in Shanghai, focusing on the core pain points of shipping trade and cross-border compliance, inviting professionals from various sectors to discuss challenges and opportunities [1][2]. - Key topics of the seminar include the role of shipping and logistics data in financial compliance, the latest developments in U.S. sanctions and export controls, and practical experiences in building resilient compliance systems [2][7]. Group 2 - The seminar agenda includes guest registration, opening remarks, a keynote speech on shipping trade compliance insights and best practices, and roundtable discussions on the application of compliance data in financial risk control [3]. - Notable speakers include professionals from Yihailan and legal experts from JunHe Law Offices, emphasizing the importance of expert insights in navigating compliance challenges [5][9][10]. - The event aims to foster a robust and transparent global trade environment by facilitating discussions among maritime, shipping, trade, logistics, multinational enterprises, and banking compliance professionals [1].
美联储新掌门短期难掀巨浪,但势在必行的变革将影响深远
Jin Shi Shu Ju· 2025-12-09 06:17
Core Viewpoint - The upcoming nomination of the Federal Reserve Chair by President Trump is expected to have a more profound long-term impact on the central bank than immediate market reactions suggest [1][2]. Group 1: Market Reactions - The market is focused on the expectation that the new chair will be more inclined to lower interest rates than the current chair, Jerome Powell [1]. - Kevin Hassett is highlighted as a leading candidate, perceived as the most dovish option among the five shortlisted candidates [1]. - If Hassett is appointed, it could lead to adjustments in market pricing, including lower short-term Treasury yields, a weaker dollar, and rising inflation expectations [1]. Group 2: Challenges for the New Chair - Any new chair will require time to establish authority within the Federal Open Market Committee (FOMC), which is currently divided and lacks a unified strategic vision [2]. - The new chair will face challenges related to the committee's reliance on lagging data for policy decisions, complicating the resolution of issues like labor market weaknesses [2]. - The committee members are sensitive to accusations of yielding to political pressure, which may lead to resistance against a new chair's initiatives [2]. Group 3: Need for Reform - There is a pressing need for reform within the Federal Reserve, as recent years have seen failures in analysis, forecasting, policy execution, and communication [2][3]. - A Gallup poll indicates that only 9% of Americans rate the Federal Reserve's performance as "excellent," highlighting the need for improvements to maintain its independence [3]. - The new chair must implement reforms that include clarifying inflation targets, updating communication practices, enhancing accountability, and shifting focus from demand management to supply-side development [3].