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  美国副总统万斯呼吁开启印度与美国合作的新时代,在特朗普政府重建与世界各地盟友的关系之际,将这个南亚国家定位为特朗普政府的关键合作伙伴。

  在对印度进行为期四天的访问期间万斯发表讲话,推动新德里和华盛顿在从能源到国防等一系列领域加强合作关系。他还强调了双方在双边贸易协议方面取得的进展,双方希望在今年秋季之前敲定协议。

  “这在很大程度上是一种双赢的伙伴关系,”万斯周二在斋蒲尔表示。“21世纪的未来将由美印伙伴关系的强度来决定。”

  虽然万斯在演讲中强调了贸易、国防、能源和技术作为合作领域,但他也呼吁印度总理莫迪政府继续努力降低贸易壁垒并购买更多美国商品。

  这些言论释放了迄今为止最明确的信号,表明印度是特朗普政府当前的优先外交对象,尤其是在美国正致力于培养新伙伴并疏远旧伙伴的背景下。万斯对莫迪大加赞赏,并承诺特朗普政府不会以一种“居高临下”的态度对待印度,也不会将其视为廉价劳动力来源——他指出过去的美国领导人曾显示出这种态度。

  美国副总统万斯在对印度进行为期四天的访问期间与印度总理莫迪会晤后表示,印度和美国接近敲定双边贸易协议。在斋蒲尔的演讲中,万斯批评了前几届政府与印度和其他国家的贸易方式,并主张推动在包括防务和能源在内的一系列领域加强与印度的关系。

  万斯还表示,印美关系是双向互利的,呼吁莫迪政府购买更多美国军事装备,并大力宣传美国F-35战斗机对加强印度空军力量的潜力。

  “美国人希望进一步进入印度市场,”万斯在演讲中说。“这里是开展业务的绝佳之地,我们希望为本国人民提供更多进入这个国家及与印度人民交流的机会。”

  原油上涨,因美国可能限制伊朗石油出口,且金融市场总体反弹。

  WTI上涨约2%,结算价约每桶64美元,收复了前一天的大部分失地。

  油价利好因素包括,特朗普周二与以色列总理本杰明·内塔尼亚胡通话后表示,两人在贸易和伊朗问题上达成统一。此前,美国宣布制裁伊朗液化石油气巨头SeyedAsadoollahEmamjomeh及其企业网络。

  原油价格本月以来大跌,因市场担心美国与其主要贸易伙伴之间的关系日趋紧张将损害经济增长,遏制石油消费,强化此前已有的过剩预期。

  油价晚些时候脱离盘中高点,因为英国《金融时报》报道称,俄罗斯总统弗拉基米尔·普京提出,以当前前线为界停止对乌克兰的进攻,以期与特朗普就停火达成协议。同时,白宫新闻秘书卡罗琳·莱维特重申特朗普对美联储的批评,并表示总统5月份将访问沙特阿拉伯、卡塔尔和阿拉伯联合酋长国。

  尽管市场普遍预期原油供应会过剩,但有指标预示市场短线走强。WTI期货即期价差处于2月份以来最大,表明供需平衡趋紧。

  “短期内,我预计最大的抛售潮已经过去,”摩根士丹利全球石油策略师MartijnRats接受采访时表示,“随着夏季的到来,季节性需求确实会提供一些支持,但下半年我们可能会再次面临下行压力。”

  此外,美国副总统万斯呼吁加强美国与印度在能源和国防等多个领域的合作关系,印度是全球第二大原油进口国。

  交投最活跃的WTI 6月合约在纽约上涨2%,结算价报每桶63.67美元;

  周二到期的5月合约结算价报每桶64.31美元;

  布伦特上涨1.8%,报每桶67.44美元。

  转自:北京商报

  黄金股无疑是当前最热门的交易品种之一,不仅业绩大幅提升,金价也屡创新高,此时市盈率的标准已不再适合投资者研判股价,过往业绩不能完全反映上市公司的价值,投资者应使用新的标准来衡量黄金股的估值水平。

  黄金股业绩的大幅提升,是多重因素共同作用的结果。一方面,全球经济的波动性和不确定性增加,使得黄金作为避险资产的需求持续上升。在通货膨胀预期、地缘政治风险等多重因素的推动下,黄金成为投资者资产配置中的重要一环。另一方面,黄金矿企通过技术创新、成本控制和资源整合,有效提升了生产效率和盈利能力,为股价的上涨提供了较好的业绩支撑。

  金价的屡创新高更是直接推动黄金股走强的关键因素。金价的上涨不仅反映了市场对黄金实物需求的增加,也体现了投资者对黄金作为金融资产的青睐。在全球货币体系面临挑战、金融市场波动加剧的背景下,黄金的避险属性得到了进一步凸显,金价因此得以持续攀升。

  随着黄金股业绩和金价的双重提升,传统的市盈率估值标准显得有些落伍。市盈率作为衡量公司股价相对盈利水平的指标,在稳定的市场环境中具有较好的参考价值。但在黄金股业绩和股价波动较大的情况下,市盈率往往无法准确反映公司的真实价值。过往的业绩数据,由于无法充分考虑到未来金价走势、市场需求变化等因素,因此难以作为研判黄金股股价的可靠依据。

  此时,投资者应该综合考虑多个方面的因素。首先,要关注黄金市场的供需关系,以及全球宏观经济环境的变化。这些因素将直接影响金价的走势,进而影响黄金股的盈利能力和股价表现。其次,要分析黄金矿企的生产成本、资源储备、技术创新能力等核心竞争力指标,这些指标将决定黄金矿企在未来市场竞争中的地位和盈利能力。

  此外,投资者还需要关注原本不值得开采的贫矿可能变得值得开采。有些黄金矿藏原本可能开发难度大、生产成本高,开采越多亏损也就越多,但是随着黄金价格飙升,这类贫矿变得值得开采,那么拥有这类贫矿的上市公司可能会因此出现新的利润增长点,这也对相关公司的股价构成支撑。

  同时,投资者还需要关注黄金股的成长性。随着全球对清洁能源和环保技术的重视,一些黄金矿企开始积极探索绿色矿业和可持续发展道路。这些具有成长性的黄金股,不仅有望在未来实现业绩的持续增长,还将在资本市场上获得更高的估值。

  因此,投资者对于黄金股的估值不能简单地使用市盈率来进行评估,市盈率只能反映上市公司过往的价值,无法反映波动越来越大的黄金价格对于公司估值的影响,综合研判才是正确之道。

  北京商报评论员周科竞

  美股跃升,几乎把周一的跌幅悉数抹去,因交易员押注白宫将与主要经济伙伴达成重要贸易协议。

  标普500指数上涨2.5%,创下近两周来最佳单日涨幅,此前的一系列新闻报道令华尔街押注随着美国在制定协议方面取得进展,关税相关的紧张局势正在缓和。

  科技股七巨头全线走高

  3M上涨8.1%,该公司维持其全年指引,同时承认贸易战带来新的风险。

  航空航天和国防巨头RTXCorp.股价下跌9.8%,该公司表示关税对营业利润构成重大风险。

  VerizonCommunicationsInc.业绩显示第一季度移动电话用户数量降幅超出预期,不过该股收盘仍上涨0.6%。

  周二盘中一系列关税相关的新闻继续推动市场走势,投资者从新闻报道中寻找在危机中交易的线索。

  白宫新闻秘书卡罗琳·莱维特表示,关税谈判正在朝着正确的方向推进。

  Politico报道称白宫接近与日本和印度达成基本贸易协议。

  与昨日相似的是,周二交投依旧清淡,这有时会加剧波动幅度

  “我们正处于一个极度不确定的时期,不应该对单日波动反应太大,”NorthernTrustAssetManagement负责全球资产配置的首席投资官AnwitiBahuguna周二表示。

  ClearBridgeInvestments的分析师JeffSchulze预计近期来看,标普500指数将在几周前触及的低点至约5,400点之间波动。

  “我认为脱离该区间的最大驱动因素是美国经济会否真正陷入衰退,”Schulze周二在一个活动上表示,“然而从长远来看,我认为这是一个利用当前的市场疲软进行定投的良好机会,美国股市在短时间内已经消化了大量负面因素。”

  截至收盘,标普500指数上涨2.5%,报5287.76点;

  道琼斯工业平均指数上涨2.7%,报39186.98点;

  纳斯达克综合指数上涨2.7%,报16300.42点;

  纳斯达克100指数上涨2.6%,报18276.41点;

  罗素2000指数上涨2.7%,报1890.28点。

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