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【环球财经】美联储降息预期升温 标普500指数接近历史新高
转自:新华财经 新华财经纽约6月26日电(刘亚南 李维真) 随着投资者对未来市场的乐观预期增强,纽约股市三大股指26日高开,盘中维持涨势,尾盘小幅回调,收盘时 三大股指全线收涨。 截至当天收盘,道琼斯工业平均指数比前一交易日上涨404.41点,收于43386.84点,涨幅为0.94%;标准普尔500种股票指数上涨48.86点,收于6141.02 点,涨幅为0.80%;纳斯达克综合指数上涨194.36点,收于20167.91点,涨幅为0.97%。 板块方面,标普500指数十一大板块九涨二跌。通信服务板块和能源板块分别以1.77%和1.50%涨幅领涨,房地产板块和必需消费品板块分别下跌0.64%和 0.18%。 美国商务部当日盘前发布的最终修正数据显示,第一季度美国国内生产总值(GDP)环比按年率计算萎缩0.5%,弱于-0.3%的初值和-0.2%的修正值。美国 商务部表示,最新修正值主要反映了消费者支出和出口数据的下调。与去年第四季度2.4%的增速相比,今年一季度GDP的萎缩主要反映了进口的增长以 及政府支出的下降,但投资的增加部分抵消以上负面影响。 美国格拉尼特湾财富管理公司(Granite Bay)首席投资官 ...
每周投资策略-20250609
citic securities· 2025-06-09 08:55
Group 1: Hong Kong and Mainland Market Focus - The growth rate of social financing in Mainland China is expected to peak around mid-2025, driven by government bond issuance and low base effects from last year [13][15]. - Chinese equity assets are entering an annual bull market, with a focus on the core asset pool of 50 stocks in the Hong Kong-Shanghai-Shenzhen market [16][21]. - The iShares MSCI China ETF is highlighted as a key investment vehicle for international investors looking to access large and mid-cap Chinese stocks [23]. Group 2: UK Market Focus - The UK economy is expected to slow down, with GDP growth in Q2 likely to be weaker due to various economic indicators showing a gloomy outlook [32][36]. - The labor market is cooling, with the unemployment rate rising to 4.5% and wage growth slowing, indicating potential demand weakness in the coming months [32][41]. - The iShares MSCI UK ETF is noted for tracking the performance of large and mid-cap companies in the UK, providing exposure to the UK market [42]. Group 3: Stablecoin Theme - Global regulatory efforts are accelerating, with the U.S. and Hong Kong advancing legislation on stablecoins, which could enhance their role in cross-border payments [48][51]. - Stablecoins are seen as a programmable digital currency that can bridge the gap between fiat and cryptocurrencies, enhancing market liquidity [48][51]. - The advantages of compliant stablecoin systems over traditional SWIFT systems are highlighted, particularly in terms of efficiency and transparency in cross-border transactions [51][52].