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  来源:金十数据

  美国总统特朗普表示,美联储主席鲍威尔“被撤职的速度还不够快”,他指责美联储本应今年早些时候降息,“现在必须立即行动”。

  此言一出,现货黄金短线走高超10美元,随后小幅回落。

  这位曾在首个任期内提名鲍威尔的总统,周四早间在其社交平台TruthSocial上发文,用讽刺性绰号“太迟”称呼鲍威尔,并称“鲍威尔的撤职一刻都不能再等!”

  目前尚不清楚特朗普是指鲍威尔既定的任期结束(2026年5月),还是意图推动其提前离职。白宫未立即回应置评请求。鲍威尔的美联储理事任期将持续至2028年2月。

  这是特朗普对美联储的最新抨击,重现了其首个任期内与美联储的激烈矛盾,可能再度引发华盛顿关于美联储独立性的辩论。特朗普近期推动对全球加征对等关税,已引发对国内经济增长放缓和物价上涨的担忧,使美联储的政策制定面临更大挑战。

  特朗普发表上述言论之际,欧洲央行正酝酿第七次降息。他在文中特别提及:“而美联储的‘太迟’鲍威尔——总是行动太慢且错误——昨天又发布了一份典型的‘混乱’报告!”他补充称油价和食品价格已下跌,美国正通过关税“变得富裕”。

  鲍威尔周三在芝加哥经济俱乐部的演讲中强调,美联储必须确保关税不会引发更持久的通胀。“我们的职责是锚定长期通胀预期,防止一次性价格上涨演变为持续通胀问题。”尽管鲍威尔讲话后美股延续跌势,但周四早间期货市场有所回升。

  4月17日金融一线消息,据中国人民银行河南省分行行政处罚决定信息公示表显示,登封齐鲁村镇银行有限责任公司因违反安全管理要求,被罚款1.5万元。

  4月17日,A股震荡攀升,国防军工板块全天活跃,大飞机概念领涨带动,国防军工ETF(512810)早盘上探1.39%!午后在军工电子走低拖累下震荡回落,最终顽强收涨,全天成交4400万元。当日深成指、沪深300均收跌。

  从成份股表现来看,大飞机概念涨幅领先,北摩高科午后涨停封板,航发控制、航天环宇涨超3%,宗申动力、三角防务跟涨。军工电子大面积飘绿拖累板块整体走势,振华科技跌7.25%,宏达电子跌4.64%,振华风光、鸿远电子跌逾3%。

  消息面,近日我国交付老挝航空的首架C909飞机实现商业首航,国产飞机再一次进入“一带一路”共建国家航空运输市场。4月14日,越南总理会见中国商飞董事长时提出,希望中国商飞深化与越方在航空航天经济领域的合作。

  分析指出,国产大飞机事业发展如火如荼,海外市场拓展有望加快。据中国商飞预测,预计未来20年(2023-2042年)我国将接收超9000架新机,对应价值1.4万亿美元(10.23万亿元人民币)。

  天风证券研报认为,在外部环境变化较大的形势下,我国大飞机产业链自主可控或迫在眉睫,叠加国家大力政策及资金支持,以及产业链相关企业已具备较强产业化能力,我国商飞商发产业或正迎来历史性发展机遇。

  就国防军工整体,华福证券强调,在现有摩擦不断升级背景下,国防军工板块凭借刚性内需、自主可控、对抗特性等,展现出较强的抗波动能力;叠加2025年为全年加速完成“十四五”计划之年,国防军工板块确定性或不容忽视。

  大变局之中,自主可控强化,国防军工左侧布局或正当时。投国防军工,认准【代码里有“八一”】的国防军工ETF(512810)!成份股覆盖代表新质生产力的“大飞机+低空经济+商业航天+军用AI+深海科技”等各细分领域,兼顾航发、船舶、航空航天等传统国防军工装备产业,六成以上成份股均为央国企上市公司。目前国防军工ETF同时是融资融券标的及互联互通标的。

  特别提醒:近期市场波动可能较大,短期涨跌幅不预示未来表现。请投资者务必根据自身的资金状况和风险承受能力理性投资,高度注意仓位和风险管理。

  数据来源于沪深交易所、银河证券研报。风险提示:请投资者在参与融资融券交易时,认真阅读融资融券相关业务规则、业务合同及风险揭示书,审慎评估自身的经济状况和财务能力等情况,避免因参与融资融券交易而遭受难以承受的损失。国防军工ETF被动跟踪中证军工指数,该指数基日为2004.12.31,发布于2013.12.26,2020-2024年分年度历史收益分别为:67.91%、14.28%、-25.74%、-11.02%、8.2%,指数成份股构成根据该指数编制规则适时调整,指数回测历史业绩不预示指数未来表现。以上个股均为标的指数成份股,仅作展示,个股描述不作为任何形式的投资建议,也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的该基金的风险等级为R3-中风险,适宜平衡型(C3)及以上投资者,适当性匹配意见请以销售机构为准。任何在本文出现的信息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,投资人须对任何自主决定的投资行为负责。另,本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议,亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险,基金的过往业绩并不代表其未来表现,基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证,基金投资须谨慎。

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