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孟买证券交易所股价飙升超过7%,创历史新高
news flash· 2025-05-12 05:46
金十数据5月12日讯,周一,亚洲历史最悠久的证券交易所之一孟买证券交易所(BSE)的股票盘中飙 升7.2%,反映了达拉尔街(印度金融街)强劲的买入情绪,因为印度和巴基斯坦在周末达成了停火协 议,此前双方就军事设施展开了猛烈的导弹和无人机袭击。地缘政治紧张局势的缓和让看涨者重新掌控 了印度股市。BSE首次突破7000卢比大关,创下每股7047卢比的历史新高。 孟买证券交易所股价飙升超过7%,创历史新高 ...
Euronext announces volumes for April 2025
Globenewswire· 2025-05-09 16:00
Euronext announces volumes for April 2025 Amsterdam, Brussels, Dublin, Lisbon, Milan, Oslo and Paris – 9 May 2025 – Euronext, the leading European capital market infrastructure, today announced trading volumes for April 2025. Monthly and historical volume tables are available at this address: euronext.com/investor-relations#monthly-volumes CONTACTS ANALYSTS & INVESTORS – ir@euronext.com Investor Relations Aurélie Cohen Judith Stein +33 6 15 23 91 97 MEDIA – mediateam@euronext.com Europe Aurélie Cohen ...
摩根士丹利:随着美中贸易谈判即将启动,A 股市场情绪有所改善。
摩根· 2025-05-09 05:19
Investment Rating - The report advises a balanced portfolio with high-quality, large-cap offshore internet names and A-share blue-chip consumer names [1][12]. Core Insights - A-share investor sentiment improved significantly, with the weighted Morgan Stanley A-share Sentiment Indicator (MSASI) rising by 9 percentage points to 76% [2][6]. - The People's Bank of China (PBoC) announced a monetary easing package, including a 50 basis point cut in the reserve requirement ratio (RRR) and a 10 basis point cut in the policy rate to 1.4% [11]. - High-level US-China trade negotiations are set to begin, which could lead to a gradual removal of tariffs, although a durable resolution remains uncertain [4][11]. Summary by Sections Investor Sentiment - The weighted MSASI improved to 76%, while the simple MSASI rose to 67% [2][6]. - Average daily turnover for ChiNext, A-shares, and Northbound increased by 13%, 12%, and 19% respectively compared to the previous cycle [2]. Trade Negotiations - Vice Premier He Lifeng will meet with US Treasury Secretary Scott Bessent, marking the first high-level talks since tariff escalations [4]. - Current US effective tariffs on China are at 107%, with a potential reduction to 45% by year-end [4]. Monetary Policy - The PBoC's recent easing measures include a Rmb1.1 trillion lift in relending quota and support for the stock market [11]. - The easing package exceeded market expectations and indicates further room for monetary support [11]. Market Monitoring - Key indicators to monitor include the progress of US-China talks, potential tariff pauses, and developments regarding non-tariff measures against China [13].
国联民生证券:2025年猪价整体承压 未来生猪产能去化趋势或有所加强
智通财经网· 2025-05-08 08:35
Group 1 - The core viewpoint of the reports indicates that the breeding sow inventory is expected to continue increasing until at least September 2025, despite a projected decline in overall pig prices and industry profitability in 2025 [1] - The Ministry of Agriculture and Rural Affairs reported a decrease in the breeding sow inventory in March, while the total pig output turned positive with a slight increase in production [1] - The first quarter saw a total pig output of 19.476 million heads, a year-on-year increase of 200,000 heads, while pork production reached 16.02 million tons, up 190,000 tons year-on-year [1] Group 2 - Data from Yongyi Consulting shows a mixed trend in breeding sow inventory for March, with one sample point decreasing by 0.25% and another increasing by 0.1% [2] - The number of breeding sows decreased by 0.43% in March, while the number of farrowing sows slightly increased by 0.31% due to last year's higher breeding sow numbers [2] - The piglet mortality rate decreased in March compared to February, indicating improved survival rates for piglets [2] Group 3 - According to Mysteel data, the breeding sow inventory saw a slight increase of 0.09% in March, with larger farms showing a smaller increase compared to smaller farms [3] - The industry is currently stable in terms of disease, and profitability in the breeding sector remains, leading to a weaker inclination for large farms to reduce production capacity [3] - There is a growing optimism in the market regarding piglets post-holiday, which has led to increased replenishment intentions among smaller farms [3]
出栏节奏偏慢,猪价维持震荡
Hua Tai Qi Huo· 2025-05-08 02:43
1. Report Industry Investment Rating - The investment rating for both the pig and egg industries is neutral [3][6] 2. Core Views - For the pig industry, it is expected that the spot price will remain weak in May, but the downside space of the futures contracts is limited due to large discounts. Although supply data shows an oversupply, low frozen product inventory and limited secondary fattening support the bottom of the pig spot price [2] - For the egg industry, the short - term supply - demand pattern of oversupply is difficult to change, but the increase in breeding costs provides some support for the spot price [5] 3. Summary by Related Catalogs Pig Industry Market News and Important Data - Futures: The closing price of the live pig 2509 contract was 13,985 yuan/ton, up 25 yuan/ton (+0.18%) from the previous trading day [1] - Spot: In Henan, the price of external ternary live pigs was 15.04 yuan/kg, up 0.01 yuan/kg; in Jiangsu, it was 15.23 yuan/kg, unchanged; in Sichuan, it was 14.70 yuan/kg, unchanged [1] - Wholesale market: On May 7, the "Agricultural Product Wholesale Price 200 Index" was 116.64, up 0.02 points; the "Vegetable Basket" product wholesale price index was 117.25, up 0.03 points. The average price of pork in the national agricultural product wholesale market was 21.02 yuan/kg, up 0.3% [1] Market Analysis - From the supply - demand perspective, the spot price is expected to be weak in May. The large discounts of futures contracts limit the downside space. Low frozen product inventory and limited secondary fattening support the spot price, but their large - scale participation depends on price drops [2] Strategy - The strategy for the pig industry is neutral [3] Egg Industry Market News and Important Data - Futures: The closing price of the egg 2506 contract was 2,890 yuan/500 kilograms, up 6 yuan (+0.21%) from the previous trading day [3] - Spot: In Liaoning, the egg spot price was 3.04 yuan/jin, down 0.12 yuan; in Shandong, it was 3.10 yuan/jin, down 0.10 yuan; in Hebei, it was 2.73 yuan/jin, down 0.09 yuan [3] - Inventory: On May 7, 2025, the national production - link inventory was 1.34 days, unchanged; the circulation - link inventory was 1.79 days, up 0.03 days (1.70%) [3] Market Analysis - After the Qingming Festival, the spot price was weak. The post - festival restocking and the May Day holiday boosted demand and prices, but high - price acceptance at the consumer end was limited. Entering the Dragon Boat Festival stocking period, overall demand is slowly increasing, but the short - term oversupply pattern persists, and increased breeding costs support the price [4][5] Strategy - The strategy for the egg industry is neutral [6]
深交所会员客户交易行为管理评价业务指引修订 新增程序化交易及两融交易管理情况评价
news flash· 2025-05-06 05:50
深交所会员客户交易行为管理评价业务指引修订 新增程序化交易及两融交易管理情况评价 智通财经5月6日电,深圳证券交易所近期对《深圳证券交易所会员客户交易行为管理评价业务指引》进 行了修订,以进一步压实会员客户交易行为管理责任,更好地发挥评价机制的督促引导作用。据悉,此 次修订增加上位规则依据,并完善了会员评价内容,新增"会员对程序化交易的管理情况""会员对融资 融券交易的管理情况"两方面评价内容,并在原有的"会员协同自律监管情况"评价中新增重点监控证券 管理、加强客户交易风险提示等内容。此外,此次修订还优化了评价结果运用规定,明确了对评价星级 为两星及以下且评价得分小于70分的会员,可采取口头问询、谈话提醒等工作措施,不采取自律监管措 施;评价星级为两星及以下且评价得分小于60分的会员,原则上纳入现场检查范围。 (中证金牛座) ...
早盘直击 | 今日行情关注
周三沪深 A 股延续此前窄幅波动的走势,持续牛皮盘整,基本上一脉相承。从原因看,一方面, 上市公司年报和一季报业绩披露进入最后关头,场内资金出于规避或有风险的考虑,短线观望。同 时,"五一"小长假在即,鉴于近期外围市场波动较大,因此也增强了短线观望气氛。此外,月度宏观数 据开始披露,投资者对于经济数据的分析解读,也需要一定的时间,对盘面变化也需要一定地观察。 总体看,4 月份 A 股市场平稳收官,考虑到目前政策基调以稳为主,机构资金以及批量上市公司都 有增持回购方案,因此对节后市场有很好的承接能力,也为红五月打下坚实基础。 风险提示:消息面或海外市场表现超预期,流动性的不确定性。 展望后市:关注休市期间海外市场表现,关注 4 月份宏观经济数据。从盘口看,关注成交量变化以 及是否有超预期的科技题材利好,对下一阶段市场活跃,放量走强非常重要。 ...
亏钱的股民,都有一个通病!
Sou Hu Cai Jing· 2025-05-05 05:15
在这浮躁的时代,世人对财富的追求可谓迫切。而其中,股市投机便成了许多人的梦想与苦海。如今,股市如同一片汹涌的海洋,吸引着无数的航船驶向未 知的彼岸,但许多人最终却迷失在其中,失去了方向,甚至沉没。今天,我们便来探讨一下,为什么股民总是频频亏损,究竟是什么让他们始终无法从这股 海的深渊中挣脱? 我曾在金融界辗转多年,见过形形色色的投资者。有的如火如荼,抱着一夜暴富的梦想,有的则冷静沉着,步步为营。然而,最常见的,却是那些在股市中 屡屡遭遇失误的人,他们有着一个共同的病症,那便是情绪化决策。 或许,你会觉得自己炒股时从不冲动,每每决策都在冷静思考。但请别急着下结论。情绪化决策,并非指在股市之中你会失控,怒喊连天,或是摔桌砸板。 而是当你面对股市涨跌时,内心的波动往往超出了理智的控制,情感主导了行为。比如,当股票上涨时,你便如获至宝,恨不得立刻卖出,快意收获;而当 股市下跌,你便如临大敌,心急如焚,想要立即割肉止损,恐惧让你失去了冷静。 你或许会辩解:"偶尔的情绪波动,不算什么问题吧?"然而,正是这些看似微小的情绪变化,才是造成股市亏损的根源。情绪一旦占据上风,后果将是灾难 性的。 首先,情绪化决策容易错失良机。若 ...
江西:一季度全省畜牧业生产总体平稳 肉蛋奶总产量同比增长3.9%
news flash· 2025-05-03 06:28
日前,省农业农村厅畜牧兽医处发布数据:今年一季度,全省畜牧业发展总体保持平稳态势,全省肉蛋 奶总产量119.6万吨,同比增长3.9%;其中主要畜禽肉类产量93.6万吨,同比下降1.4%;禽蛋产业保持 蓬勃发展态势,禽蛋产量24.9万吨,同比增长29.9%。全省市场畜禽产品供应充足。(江西日报) ...
巴西游说团体ABPA表示,巴西农业部长通报称,韩国对巴西猪肉出口免征关税。免税额度为10,000吨冷冻猪肉,猪腹部除外。
news flash· 2025-05-02 19:02
巴西游说团体ABPA表示,巴西农业部长通报称,韩国对巴西猪肉出口免征关税。免税额度为10,000吨 冷冻猪肉,猪腹部除外。 ...