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智通财经呼吸,施罗德投资环球无约束固定收益投资主管JulienHoudain指,过去两周的市场动荡可谓历历在目。即使整体宏观前景仍然存在不确定性,观察到部分资产已开始展现具吸引力的估值水平,为投资者带来潜在机会。鉴于近期经济与政策变化,将美国经济“硬着陆”的可能性上调至35%,但根据综合分析,经济“软着陆”仍是最有可能出现的情境,机率为55%。施罗德投资表示看好美国5年期国债,但对中长期美债持审慎态度。

目前市场局势依然高度不稳定,走向瞬息万变。分析这些政策对美国经济短期影响的最简单方式,是将其视为一种对消费者与企业课征的税负。目前这项“加税”措施约等同于国内生产总值(GDP)的0.6%,与经济低幅度增长甚至停滞相符,但尚未构成深度衰退的条件。尽管全球消费者将因关税面临更高成本,国际油价下跌将在某程度上提供缓解。尽管不足以完全抵销关税压力,但仍是一项正面因素。

施罗德投资表示,虽然目前的宏观环境似乎对经济前景不利,但更关注这些因素对市场估值的影响。在投资级别与高收益债券市场中,近期显著的市场波动与无差别式的抛售,已为这些资产类别创造了具吸引力的入市点。然而,审慎挑选仍是关键。

过去数周,美国10年期国债殖利率自3月底以来显著攀升(意味价格下跌)。在债券配置上,仍看好美国5年期国债,但对中长期美债持审慎态度,因其仍面临潜在风险。在欧元区债券方面,维持对其负面展望的观点,主因估值偏高,加上德国等区内核心国家的财政政策出现重大转向,可能对债市构成压力。从跨市场配置的角度出发,德国公债(Bunds)仍是目前“沽空”的主要策略标。

  4月25日金融一线消息,中国人民银行昌吉回族自治州分行日前披露的行政处罚决定信息公示表显示,新疆奇台农村商业银行股份有限公司因违反反洗钱管理规定,违反账户管理规定,违反征信管理规定,受到警告并被罚款25.1万元。

  张某梅(时任新疆奇台农村商业银行股份有限公司党委委员、副行长)对该行违反反洗钱管理规定的行为负有责任,被罚款1.16万元。

序号

当事人名称

(姓名、职务)

行政处罚

决定书文号

违法行为

类型

行政处罚内容

作出行政处罚

决定机关名称

作出行政处罚决定日期

公示期限

(自公示之日起计算)

备注

1

新疆奇台农村商业银行股份有限公司

昌银罚决字〔2025〕1号

1. 违反反洗钱管理规定;

2. 违反账户管理规定;

3. 违反征信管理规定。

警告,并处罚款25.1万元

中国人民银行

昌吉回族自治州分行

2025年4月17日

三年

 

2

张某梅(时任新疆奇台农村商业银行股份有限公司党委委员、副行长)

昌银罚决字〔2025〕2号

对违反反洗钱管理规定的行为负有责任。

罚款1.16万元

中国人民银行

昌吉回族自治州分行

2025年4月17日

三年

 

  4月25日金融一线消息,中国人民银行河北省分行日前披露的行政处罚决定信息公示表显示,内丘县农村信用合作联社因违反账户管理规定;未按规定履行客户身份识别义务,未按规定报送大额交易报告或者可疑交易报告;违反信用信息采集、提供、查询相关管理规定,受到警告并被罚款134万元。

  贾某强(时任内丘县农村信用合作联社主任)、姚某朋(时任内丘县农村信用合作联社财务会计部副经理)二人对该行未按规定履行客户身份识别义务,未按规定报送大额交易报告或者可疑交易报告负有责任,分别被罚款2万元。

  石某贝(时任内丘县农村信用合作联社市场与业务拓展部副经理)对该行违反账户管理规定负有责任,被罚款1万元。

来源:瑞恩资本RyanbenCapital

  港交所(00388.HK)于周四(4月24日)收市后宣布,拟斥资63亿港元,向置地公司购入中环交易广场一期9层办公楼连平台部分铺位,作为其永久总部,涉实用面积14.7万方呎,相当于平均呎价42849港元。

  是次由港交所自资「扫货」的物业,其中大部分现已由港交所租用,包括交易广场一期第42楼至50楼共9层办公室,以及1楼及2楼与香港金融大会堂相邻的部分区域,即平台多个铺位,办公室楼层预计12至18个月内分阶段完成交易,平台物业则料今年9月或之后完成收购。

  港交所将以内部资源支付全部代价,目前已支付10%订金。此外,港交所昨日亦签订新租约,续租交易广场二期其中5个楼层,租赁期为9年。

  港交所表示,今次购买与租赁结合的混合模式,有助应对不同房地产周期的灵活性和韧性,长远可节省租金开支;今次投资既满足其长期发展和运营需求,亦可巩固其国际交易所的地位。

  另外,置地承诺额外投入4亿元,用于优化与港交所相关的周边设施,包括设立港交所专用接待大堂,直接连至香港金融大会堂,及公众区域设置带有港交所品牌的标志,料未来数年完成。

  截至2024年底,港交所账面上持有现金及等价物约1,343.65亿元,在其2024年度报告内未见持有任何物业。

  4月25日金融一线消息,中国人民银行广西壮族自治区分行日前披露的行政处罚决定信息公示表显示,广西宾阳农村商业银行股份有限公司因违反反假货币业务管理规定;违反信用信息采集、提供、查询及相关管理规定;未按规定履行客户身份识别义务;未按规定报送可疑交易报告,受到警告并被罚款83.9万元。

  磨某军(时任广西宾阳农村商业银行股份有限公司副行长)对该行未按规定履行客户身份识别义务,未按规定报送可疑交易报告负有责任,被罚款3.3万元。

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