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专题:2024资本市场盘点

每经编辑杜宇

4月25日,亚太股市,率先开盘的日韩股市,集体高开。

今早,日本股市开盘后直线拉升,截至发稿,日经225指数涨1.6%。个股方面,日本富士通公司股价涨超6%;韩国综合指数涨1.05%。

截至发稿,现货黄金涨0.25%,纽约黄金涨0.54%。

富时中国A50指数期货在上一交易日夜盘收涨0.28%的基础上高开,现涨0.38%。

据证券时报,日本央行行长植田和男表示,如果基础性通胀将趋近于2%的预期成真,日本央行预计将继续加息,特别关注与关税影响相关的数据,希望能够可持续且稳定地实现日本央行2%的通胀目标。

日本内阁官房长官林芳正称,日本和美国将继续就外汇问题进行密切和建设性会谈。

昨夜,美国三大股指全线收涨,道指涨1.23%,标普500指数涨2.03%,纳指涨2.74%。而美联储官员对降息的态度也有所变化。

据央视新闻,当地时间4月24日获悉,美国联邦储备委员会理事克里斯托弗·沃勒当日警告称,美国总统特朗普引发的贸易战可能很快会导致失业率上升。

据悉,因为其他国家对美国商品征收报复性关税,美国目前的就业形势已面临风险。若外国客户减少订单,美国一些依赖出口的行业可能被迫裁员。

沃勒表示,若关税维持现状,7月之前将不会对美国经济造成显著影响。如果美国政府恢复激进的关税水平,企业可能会开始裁员,如果失业率大幅上升,他将支持降息。

沃勒强调,一旦劳动力市场出现严重恶化,他预计很快会有更多降息。

据中国基金报,有分析称,在权衡美国贸易战对美国企业影响的过程中,华尔街投资者押注美联储可能会比预期更早降息以防止经济衰退,从而推动股市上涨。

据券商中国,当地时间4月24日,克利夫兰联邦储备银行行长贝丝·哈马克表示,如果届时有明确的经济走向证据,美联储最早可能在6月调整利率。

贝丝·哈马克排除了美联储在5月降息的可能性,但表示如果届时对经济走向有明确证据,最早可能在6月采取行动。

每日经济新闻综合央视新闻、证券时报、券商中国、中国基金报、市场公开资料

免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。

封面图片来源:每日经济新闻刘国梅摄

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  4月25日消息,港股内房股盘初拉升,金辉控股大涨超53%,融信中国涨超13%,旭辉控股集团、远洋集团、富力地产涨超9%,融创中国、世茂集团、雅居乐集团涨超8%,中梁控股、中国金茂涨超6%。

  消息面上,花旗集团策略师呼吁投资者建仓中国房地产股票,因为政策支持和更好的管理实践有望提升该行业的盈利能力。花旗分析师GriffinChan和CindyLi在周三的报告中表示:“我们预计,未来两年将是布局中国房地产板块的好时机,随着资产周转和定价的改善,其股本回报率有望持续提升。”

财联社4月25日讯(编辑潇湘)本周,世界各国的财政首脑齐聚华盛顿,“近距离”观察到了美国总统特朗普重塑全球经济秩序的尝试,正如何搅动金融市场并侵蚀经济增长。而不少官员也在观察中发现了大打关税牌的特朗普“色厉内荏”本质。

这些来自近200个国家和地区的经贸官员们,名义上是为国际货币基金组织(IMF)和世界银行的春季会议而齐赴华盛顿。他们通常会在这样的会议场合讨论全球经济所面临的诸多挑战——不过眼下,最大的挑战无疑就来自距离IMF总部几个街区之遥的白宫。

白宫关于多项新贸易协定轮廓即将成型的保证,与各国代表团仍在努力揣测特朗普团队真实诉求的现状,形成了鲜明对比。

在全球经济放缓、人为贸易混乱尚未解决的情况下,一些与会者对本周局势没有恶化感到宽慰,但对下一步却还远未放心。“我听到的最大担忧甚至不是关税本身,而是不确定性,”国际货币基金组织总裁格奥尔基耶娃周四对记者表示,“我们需要清晰的方向。”

毫无疑问,本周乃至本月的热门词汇“不确定性”,正悄然进入各大小型企业的会议室。过去几周,发布一季度财报的诸多美国企业都在财报电话会议上指出了这一危险,而在全球各地的交易大厅里,交易员们也因特朗普政策的频繁转变而深感焦头烂额。

“坦率地说,对策略师和投资者来说,要对所有这些头条新闻都做出反应有点像一场噩梦,”Pepperstone高级研究策略师MichaelBrown表示,“这说明了白宫继续制定政策时广泛存在的不连贯、不确定性和不稳定性"。

本周伊始,IMF就给了市场一个当头棒喝,其将全球经济增长预测下调至疫情以来的最弱水平,并警告称情况可能会变得更糟。

不过,在遭遇了美国市场连续的“股债汇三杀”后,美国总统特朗普的态度在近几日似乎终于有所软化,其表示美国政府正积极与中国进行贸易谈判,愿意大幅削减对中国征收的高额关税,并坚称无意解雇美联储主席鲍威尔,这缓解了市场对全球最重要央行独立性面临风险的担忧,市场随之反弹。

但从本质上来看,这一切似乎更像是特朗普政府的自导自演、自说自话。“今日之特朗普”与“昨日之特朗普”,往往都令人难以分清是否是同一个人。

中国商务部发言人何亚东就在24日的例行新闻发布会上就坚决否认了中国与美国存在任何谈判。他表示,关于中美谈判取得进展的任何说法都是纯属猜测,没有任何事实依据。中国外交部发言人郭嘉昆在另一场新闻发布会上也表示,所谓谈判存在是“假消息”。

力量天平不再倒向美方

在来来回回的拉锯中,七国集团中的一位政府官员表示,过去几周中,力量天平似乎已经发生了变化。美国现在亟需进行一次成功的贸易谈判,以证明其强硬政策是有效的。

“因此,目前按照美国开出的条件与美国会谈的紧迫性就没那么大了,”这位官员在接受媒体采访时称。

确实如此,现在美国已着急了,没有4月初时的那么强势。

据业内人士透露,本周来访华盛顿的各国公开和非公开官员都小心翼翼,既要想方设法回击美国的关税,又要避免激化紧张局势或与特朗普直接对立。

英国财政大臣雷切尔·里夫斯周三在接受媒体采访时便表示,英国不急于就关税问题与特朗普总统达成协议,但该国正在努力减少壁垒。

他说,“我们不会急于达成协议。我们希望达成符合我们国家利益的正确协议,相关谈判正在进行中。”

马来西亚第二财政部长AmirHamzahAzizan则坦言,“我们距离看清终局仍很遥远。”该国计划本周晚些时候启动与美方的谈判。

而尽管并未亲赴华盛顿,但加拿大总理卡尼周四也指出,加拿大无需急于同美国总统特朗普达成协议,该国在谈判中拥有足够筹码,可以在必要时等待更长时间。

多位官员表示,他们对特朗普和贝森特本周似乎从一些强硬路线上后退感到宽慰。贝森特周三承诺支持国际货币基金组织和世界银行,也缓解了对这两大国际组织最大成员国的退出担忧。

欧洲投资银行行长NadiaCalvino指出,贝森特周三的讲话——他强调“美国优先并不意味着美国一家独大”,是“一个非常值得欢迎的进展,因为世界其他国家正在表现出很大的善意,试图继续与美国保持建设性和积极的关系。”

但不少官员也表示,眼下距离彻底恢复正常,还有很长的路要走。

瑞典财政部长ElisabethSvantesson在接受采访时说,老实说,美国需要重新赢得我们的信任。

她指出,“我们中的许多人都对贸易战的强度和速度以及美国政府的沟通方式感到惊讶。如果你经常改变信息,就会产生信任问题。为了巩固信任,我们需要行动”。

财联社4月25日讯(编辑秦嘉禾)标普全球近日发布报告称,金属与矿业将在沙特未来的经济增长中扮演越来越重要的角色,这一趋势与其“愿景2030”战略方向高度一致,核心目标在于减少对石油经济的依赖。

沙特境内拥有丰富的金属和矿物资源,其中金属如铜、镍和锂是能源转型的关键原料,而磷酸盐类矿物则对粮食安全具有重要意义。

目前,沙特矿业在国内GDP中的占比约为1.5%。报告认为,沙特政府的目标是到2030年,矿业的经济贡献从2024年的170亿美元增长至750亿美元。

报告指出,沙特政府持续推出相关政策,强化了行业发展的制度保障;同时,通过国家主导的超大型项目和基础设施建设加大投资力度,有望提升本国金属与矿业企业的韧性,缓解成本压力,并改善其信用状况。

尽管如此,报告称,沙特的矿业及金属行业仍面临诸多挑战,包括监管环境和自然环境的复杂性、基础设施建设的需求、全球商品价格波动以及激烈的国际竞争。

工业增长将拉动国内金属需求

报告认为,沙特本土工业扩张是提振金属需求的核心因素。

“我们预计,随着愿景2030计划中投资的持续推进,以及建筑、物流、国内制造业等相关活动的增加,沙特在2025至2028年间的GDP年均增长率将达到约4%,”报告称。

报告表示,基于“愿景2030”的规划,沙特政府计划通过沙特公共投资基金(PIF),每年投资400亿美元,用于建设基础设施、房地产,以及新未来城(NEOM)、德拉伊耶门(DiriyahGate)等超大型项目。

此外,报告还提到,沙特政府投入近290亿里亚尔(约合77亿美元)用于磷酸盐开采及物流和服务等衍生项目,同时计划到2035年投入1000亿美元发展本土关键矿产资源。

根据沙特统计总局(GASTAT)数据,2024年沙特金属类产品进口成本约为200亿至240亿美元。

报告称,从长期来看,这些举措有助于拉动本土金属需求、降低对进口的依赖,并提升行业整体运营效率。在全球对基础金属和关键矿物需求持续增长的背景下,沙特金属与矿业行业有望增强其在国际市场上的供应能力。

然而,报告也指出,行业的长期发展仍需依赖更加明确和可预见的监管环境,尤其是在国际合作、合同透明度及外资进入本地市场等方面,沙特仍需要持续优化,以提升国际投资者的参与度和信心。

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