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嘉峪关市








衢州市(龙游县、衢江区、江山市、柯城区、常山县、开化县)
沈阳市(皇姑区、沈河区、铁西区、康平县、法库县、新民市、浑南区、苏家屯区、沈北新区、大东区、于洪区、辽中区、和平区)
遵义市(习水县、正安县、汇川区、余庆县、凤冈县、务川仡佬族苗族自治县、道真仡佬族苗族自治县、仁怀市、红花岗区、绥阳县、湄潭县、桐梓县、赤水市、播州区)
博尔塔拉蒙古自治州(博乐市、温泉县、精河县、阿拉山口市)
怒江傈僳族自治州(福贡县、贡山独龙族怒族自治县、兰坪白族普米族自治县、泸水市)
张掖市(甘州区、山丹县、民乐县、高台县、肃南裕固族自治县、临泽县)
保定市(安国市、博野县、涞水县、徐水区、雄县、定兴县、曲阳县、唐县、莲池区、蠡县、高碑店市、竞秀区、涞源县、安新县、顺平县、满城区、清苑区、高阳县、定州市、阜平县、易县、容城县、涿州市、望都县)
迪庆藏族自治州(维西傈僳族自治县、德钦县、香格里拉市)
喀什地区(疏附县、英吉沙县、岳普湖县、莎车县、麦盖提县、巴楚县、叶城县、泽普县、喀什市、塔什库尔干塔吉克自治县、伽师县、疏勒县)

  标普500指数再度下挫、美元大跌、金价创出新高,面对这一切,华尔街似乎被一种低迷感所笼罩。

  “这是我记忆中出现下跌约4%时市场最安静、最平静的一天,”从业30年、以市场评论而闻名的资深人士DaveLutz表示。“股票和期权交易量根本不存在。”

  本月早些时候,4月3日和4日标普500指数在唐纳德·特朗普宣布全面对等关税之后累计大跌逾10%,一周之后他又宣布暂停执行关税,股指飙涨9.5%,而这一次的市场与这些情境都不同,投资专业人士和基金经理的气氛似乎相当平静,甚至有点茫然。要透过模糊的窗口来观察局势,这是个挑战,也带来了很多猜测。

 

 “眼下一切都与经济有关,但没有人知道会发生什么,或者可能发生什么,”HirtleCallaghan的首席投资官BradConger表示。“人们非常担心会有任何重大波动,就好比在一个黑暗的房间里,地板上到处都是锋利的玻璃碎片,最好的办法就是保持不动,寄望灯会重新亮起。”

  2025年4月势将成为有记录以来最动荡的时期之一,仅次于2008年10月和2020年3月。“但与那些时期不同,当时全球分别爆发了金融危机以及疫情,而这一次,华尔街笼罩在表面平静而内在不安的气氛之中,如果价格走势上还未反应出来,那至少在交易员的心理上是这样。”

  标普500指数涨或跌达到2%的情况今年以来平均每周都会出现一次,而过往长期平均是每月两次。Cboe波动率指数VIX徘徊在35附近,这个水平通常预示着处境不佳。

  不过,4月以来的成交量远低于平均水平,从略高于200亿股降至约135亿股。

  摩根大通交易部全球风险交易主管ElanLuger在周一下午的报告中写道,“我们的交易席非常安静。”

  不过,尽管标普500指数迈向2022年9月以来最差单月表现,但几乎没有恐慌的迹象。尤其是散户投资者,他们在继续买入。据摩根大通全球量化和衍生品策略师EmmaWu,截至纽约时间周一14:30,散户投资者净买入22亿美元股票,大大高于过去一个月的平均水平。

  “我一点也没有感觉到恐慌。只是买家罢工,”HirtleCallaghan的Conger表示。“标普500指数目前预期市盈率约为20倍,而恐慌情况下的水平看起来应该差不多是16倍左右。”

  不过,交易老手都知道很快就会变得痛苦。财报季即将拉开序幕,企业只能凭感觉行事,而投资者的关注焦点都放在前景和资本支出计划上,而不是利润。

  “没有太多好消息,”RoundhillFinancial首席执行官DaveMazza表示。“投资者现在不那么愿意冒险了。围绕贸易政策的不确定性,再加上特朗普对鲍威尔的猛烈抨击,对于已经摇摇欲坠的市场来说是雪上加霜。”

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