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  全球财经媒体昨夜今晨共同关注的头条新闻主要有:

  鲍威尔:特朗普关税让美联储陷入两难境地

  美联储主席鲍威尔周三在讲话中表示担心,美联储可能会在控制通胀和支持经济增长之间陷入两难境地。

  随着特朗普总统的关税将产生何种影响的不确定性上升,这位央行行长表示,尽管他预计通胀会上升,经济增长会放缓,但目前还不清楚美联储需要把更多的注意力放在哪里。

  鲍威尔在芝加哥经济俱乐部发表的事先准备好的讲话中说:“我们可能会发现自己处于一个充满挑战的局面,我们的双重使命目标处于紧张状态。如果发生这种情况,我们将考虑经济离每个目标还有多远,以及这些差距有望在多长时间内缩小。”

  黄金突破3300美元贸易紧张局势升级提振避险需求

  由于避险需求升温、美元下跌以及科技股重挫,黄金周三飙升至新高,此前美国总统唐纳德·特朗普下令展开一项调查,可能在全球贸易战中开辟新战线。

  现货黄金周三一度上涨3.2%,首次突破每盎司3300美元,超过周一创下的历史纪录。由于特朗普启动针对关键矿产是否需要加征关税的调查,关税相关消息令交易员应接不暇,美元也跌至六个月低点。

  随着贸易战升级引发全球衰退担忧,加之美国关税政策变动频繁令投资者难以建立长期仓位,黄金今年已累计上涨超过26%,并连续刷新纪录高点。

  “过去几周,黄金价格不断创出新高,”贝莱德主题与行业投资全球主管EvyHambro在接受采访时表示。“黄金市场在这个不确定性的时期欣欣向荣,但其上涨基础是实实在在的。”

  OpenAI最新的人工智能模型可以“用图像思考”,理解图表和草图

  OpenAI发布了其最新的人工智能模型,据称该模型能够“用图像思考”,这意味着它可以理解和分析用户的草图和图表,但它们的质量很低。

  OpenAI的主要新推理模型被称为o3,该公司同时发布了一个较小的模型,名为o4-mini。在此之前,OpenAI的第一个推理模型o1于去年9月首次亮相,该模型专注于解决复杂问题,并分多个步骤仔细考虑答案。

  用户使用o3,可以上传白板、草图和其他图像,并让AI分析和讨论它们。这些模型还可以旋转、缩放和使用其他图像编辑工具。

  特斯拉在加州电动车市场份额跌破50%产品老化与言论争议成主因

  在售出全美近三分之一电动车的加州,特斯拉不再占据新注册电动车的半壁江山。

  加州新车经销商协会周三表示,特斯拉第一季度在加州的电动车销售份额从一年前的55.5%降至43.9%。虽然特斯拉的注册量下降15%,但今年年初所有其他电动车的销售却增长35%。

  该协会在季度报告中指出:“日渐老化的产品阵容,以及对首席执行官马斯克政治行为的反感,可能是导致特斯拉纯电动车市场份额下滑的关键因素。”

  哈佛大学与联邦政府冲突升级前校长萨默斯炮轰特朗普“暴政”

  哈佛大学前校长萨默斯抨击特朗普对该高校不断加剧的攻击,称本周早些时候冻结联邦拨款的做法“严重违法”,并对政府的“暴政”发出警告。

  “这不是一件孤立的事情,”萨默斯周三接受采访时表示,“这是一项广泛而全面的行动,旨在打压那些对政府提出挑战的机构。”

  本周,特朗普政府宣布冻结对哈佛大学的22亿美元联邦拨款,双方之间的冲突不断升级。特朗普随后威胁要取消该校的免税地位,并在周三指责该校雇佣“激进左翼”教职工,称其“甚至不能再被当作一所像样的学府”。

  花旗将未来12个月欧元汇率预测上调至1.20美元

  花旗集团策略师周三上调了对欧元的汇率预期,理由是美国经济表现相对不佳、政策不确定性加剧推动资本持续回流海外,都对美元构成压力。

  “我们调整了外汇预测,以反映全球投资者越来越有可能减少对美国资产配置的风险,”花旗策略师DanielTobon、OsamuTakashima和BrianLevine在报告中写道。“周期性增长差异、政策和经济的不确定性,甚至反美情绪,都可能促使资金重新流向本国市场,或者成为降低针对这种不确定性曝险的机会。”“我们并不认为这是真正的‘去美元化’,也不认为美元的储备货币地位面临实质性风险。”

  他们将未来三个月的欧元预测从3月20日报告中的1.05上调至1.15,当时他们也曾上调了欧元预期。对于未来6至12个月,他们将欧元预测从此前的1.10上调至1.20,欧元/美元周三上涨0.8%至1.1373美元;花旗加入高盛行列,预计未来12个月欧元料将达到1.20美元。

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

  香港联交所最新资料显示,4月11日,FirstBeijingInvestmentLimited增持新东方-S(09901)267.08万股,每股作价33.4708港元,总金额约为8939.38万港元。增持后最新持股数目约为1.19亿股,最新持股比例为7.04%。

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