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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:

  美国3月二手房销售创2022年以来最大降幅受利率和房价影响  

  由于购房者持续受到高房贷利率和高房价的双重压制,美国3月二手房销量创下2022年以来最大跌幅。

  全美房地产经纪人协会(NAR)周四公布的数据显示,3月二手房成交量下降5.9%,至折合年率402万套。低于接受调查的大多数经济学家的预期。

  二手房售价中值同比上涨2.7%,至40.37万美元,为历年3月的最高纪录,也延续2023年中以来的同比价格上涨趋势。市场前景不容乐观,关税措施不仅可能推高家具和建筑材料的成本,还将进一步加剧财务吃紧的消费者的负担。

  OpenAI对标DeepSeek?向免费用户推出轻量版DeepResearch

  OpenAI发文称:注意到许多用户都喜欢使用DeepResearch,因此OpenAI通过引入轻量级的DeepResearch版本来扩大Plus、Team和Pro用户的使用范围,以提高当前的速率限制。我们还向免费用户推出了轻量级版本。

  轻量版DeepResearch由OpenAIo4-mini版本提供支持,其智能水平接近用户熟知且喜爱的标准版DeepResearch,同时运营成本显著降低。

  该版本在保持用户所期待的深度与质量的同时,响应内容通常更为简洁。当标准版的使用额度耗尽后,系统将自动切换至轻量版响应查询。所有Plus、Team和Pro用户现在都扩展了对DeepResearch的使用。

  Alphabet一季度营收和利润均超预期得益于谷歌搜索广告业务强劲表现

  谷歌母公司Alphabet第一季度营收和利润均超过分析师预期,得益于搜索广告业务持续强劲的表现。

  Alphabet第一季度扣除合作伙伴分成后的营收为765亿美元,高于彭博汇总的分析师平均预估754亿美元。每股收益2.81美元,远超华尔街预期的2.01美元。

  财报发布后,Alphabet股价在盘后交易中上涨超过3.5%。今年以来,公司股价已下跌16%。

  美联储理事Waller:如果高关税导致失业增加将支持下调利率  

  美联储理事ChristopherWaller表示,如果特朗普政府重新实施高额关税,企业可能会开始裁员,届时他将支持降息以保护就业市场。

  “如果真的恢复特别高的关税,我不会对裁员增加和失业率小幅上升感到意外,”Waller周四在接受采访时表示,“如果劳动力市场明显恶化,鉴于实现充分就业是美联储的使命之一,我认为我们有必要出手。”

  Waller强调,他不认为关税在7月之前会对经济造成显著影响,但如果高关税持续存在,失业人数可能会上升,且增长速度很快。

  特朗普抨击哈佛是“自由派烂摊子”要求自家企业炒掉该校律师  

  美国总统特朗普近日再次猛烈抨击哈佛大学,称其是一个“自由派烂摊子”,连该校一位律师也成为他攻击的对象。此人恰好也为特朗普的商业帝国提供法律服务。

  “哈佛是对民主的威胁,他们的律师也是我的代理律师,他应该立刻辞职,否则就该被解雇,”特朗普周四在TruthSocial上发文称,显然指的是来自QuinnEmanuelUrquhart&Sullivan律所的WilliamBurck。

  Burck曾处理多起政界与商界的高知名度案件,今年1月被聘为特朗普集团的外部伦理顾问。当时,特朗普之子埃里克·特朗普还曾在社交媒体发文称自己“很自豪”地宣布Burck加入团队,称他是“全美最优秀、最受尊敬的律师之一”。

  G20轮值主席国南非警告贸易摩擦升级会后未发布正式公报  

  二十国集团(G-20)轮值主席国南非的央行行长表示,全球贸易紧张局势已经变得“如此严重”。

  “这种针锋相对的情况意味着我们实际上可能不会互相交谈,”南非央行行长LesetjaKganyago在华盛顿举行的G-20财长和央行行长会议后对记者表示。“即便有国家伸出橄榄枝,我们也可能看不见,因为局势已经变得如此紧张”。

  在他一旁发言的南非财政部长EnochGodongwana表示,美国财政部长斯科特·贝森特参加了周三晚间和周四早间的部分会议,但两位官员都未透露贝森特的讲话。

  来源:金石杂谈

  4月24日,证监会拟录用名单公布,共有287名同学被录取,公示时间4月24日至4月30日,看了这份名单,真的是让人忍不住高呼:录用名单太豪华,真的是人才济济。

  1)清北复交,上财央财厦大南开俯拾即是,还有不少的世界顶尖大学,比如斯坦福、曼彻斯特、波士顿、哥伦比亚等世界名校。

  2)据金石杂谈统计,有不少来自沪深交易所以及北交所的同学,还有来自协会和股转协同的同学。

  3)据金石杂谈统计,又有20多位券商民工成功上岸各地证监局或其他监管岗位,这里面既又头部券商中信、中金、华泰,也有小型券商比如万和、国海、开源、东亚前海等券商,还有不少来自分公司的券商员工,而国君的母公司上海国盛也有人成功上岸。

  4)有意思的一点是,上岸证监会和各地证监局的同学,方向来自律所的也是近30名,既有来自方达、中伦等红圈所的人士,也有来自锦天城、盈科这种北上地方大所的同学。果然,监管对法学的要求还是最高的。

  5)审计的同学也有近30位,大多来自德勤、安永、普华永道、毕马威等四大和天健、致同、容诚、天职国际、大华等国内八大会所的同学。

  6)还有几位来自头部公募,比如易方达,还有一些来自私募的朋友。

  转自:财联社

  美联储理事克里斯托弗·沃勒(ChristopherWaller)表示,如果特朗普政府恢复激进的关税水平,美国企业可能会加大裁员力度,如果失业率显著上升,他将支持美联储降息。

  当地时间周四(4月24日),沃勒在接受媒体采访时说道,“如果高关税再度生效,未来可能会出现更多裁员,失业率也会上升,这并不会让我感到意外。”

  沃勒补充称,“一旦劳动力市场出现严重恶化,我预计会进一步降息,而且降息会更快。”

  本月初,特朗普签署行政令,宣布对所有贸易伙伴征收“对等关税”。但后来,特朗普又表示,对部分国家暂停加征关税90天,但保留10%的所谓基础关税。

  沃勒强调,他认为关税在7月之前不会对经济产生重大影响,但如果7月之后高关税重新生效,失业率可能会上升,而且上升速度很快。

  但沃勒认为,关税带来的通胀冲击“可能只是暂时性的”。“我不会因关税导致的通胀上行而过度反应,但如果劳动力市场明显恶化,那么我认为美联储在就业目标上的介入就很重要。”

  先前,美联储主席鲍威尔表示,当前美国经济形势良好,失业率为4%,通胀率接近美联储2%的目标,因此美联储“不急于”降息。

  但鲍威尔也表示,如果劳动力市场“意外降温”或者通胀率比预期下降更快,美联储将会相应调整政策。

  日内早些时候,克利夫兰联储主席哈马克(BethHammack)称,如果能掌握经济走向的明确证据,央行最早可能在6月份调整利率。

  哈马克补充说,5月会议前官员们不太可能拿到足够信息,但之后的会议若获得更多关于增长和通胀走向的证据,就可能采取行动。

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