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霍辞虞安宁:感受无与伦比的服务与设施,打造您理想

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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

  港股黄金股盘初拉升,灵宝黄金涨超6%,赤峰黄金涨超5%,龙资源、山东黄金涨超3%。

  消息面上,今日早间现货黄金持续拉升,突破3360美元/盎司,日内涨2.18%。

  美国对冲基金经理JohnPaulson最新表示,在全球政治和经济动荡的背景下,各国央行将继续增持黄金,摆脱对纸币依赖的同时实现资产多元化。作为华尔街最坚定的黄金支持者之一,Paulson称,随着投资者从美国股票、债券和美元逃离至避险资产,同时全球贸易战的阴影笼罩经济前景,黄金正“迈向一个新的估值水平”。

  当地时间4月24日,美股强势反弹,主要指数连续第二个交易日上涨,市场对贸易紧张局势缓和的预期推升了投资者情绪。

  道琼斯工业平均指数上涨419.59点,涨幅1.07%,收于39,606.57点;标普500指数上涨1.67%,至5,375.86点;纳斯达克综合指数大涨2.50%,收盘报16,708.05点。

  尽管如此,三大指数均未能维持盘中高点,盘中一度涨幅更为显著,其中道指最多上涨逾1100点,标普一度上涨3.44%。

  个股方面,特斯拉涨5.3%,此前特斯拉首席执行官马斯克表示,他将大幅减少在美国政府效率部的工作时间,投入更多时间经营公司。这家电动汽车制造商公布的季度净利润暴跌71%。

  明星科技股中,亚马逊涨4.2%,MetaPlatforms涨4.0%,英伟达涨3.6%,谷歌涨2.5%,苹果涨2.2%,微软涨1.9%。

  中国资产方面,万得中概股科技龙头指数上涨2.4%,纳斯达克中国金龙指数上涨2.9%。阿里巴巴涨2.7%,拼多多涨2.2%,网易涨1.6%,京东跌0.3%。

  投资者之所以情绪明显改善,源于有关贸易政策可能缓和的积极信号。美国财政部长在当天表示,当前形势下,有望达成一项“重大的贸易协议”。这种态度的转变被市场视为紧张局势降温的关键转折点。

  BMO资本市场表示,投资者对美股走势可能过于悲观。首席投资策略师布莱恩·贝尔斯基(BrianBelski)写道:“我们理解过去几个月的市场环境确实具有挑战性,近期的抛售幅度也令人不安,但值得注意的是,并非所有市场指标都在预示未来几个月还会继续下跌,尽管一些评论人士可能这么认为。”

  “事实上,我们一些最可靠的逆向指标近期已跌至极度负面的水平,若历史具有参考价值,这反而意味着一轮强劲的价格反弹可能即将到来。”

  在这种情况下,贝尔斯基建议,投资者此时最明智的做法或许是“保持纪律,坚持既定策略”。

  市场分析人士指出,投资者对于任何缓和信号都高度敏感,因为此前持续的政策对抗对全球供应链和企业盈利构成压制。一位资深投资组合经理表示:“投资者早已厌倦反复升级的对抗,哪怕只是初步转向平和语调,市场都会迅速作出正面反应。”

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