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  市场

  收盘:美股连续第三日收高市场聚焦关税与联储降息可能性

  4月24日美股成交额前20:亚马逊与英伟达称AI中心建设未放缓

  周四热门中概股多数上涨台积电涨4.04%,阿里巴巴涨0.27%

  周四美国WTI原油收高0.8%

  纽约期金涨近1.9%,费城金银指数收涨超1.8%

  欧洲主要股指收盘集体上涨德国DAX30指数收涨0.67%

  宏观

  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

  特朗普称已为俄乌问题设最后期限届时美国态度或生变

  特朗普计划向沙特提出逾1000亿美元的军售方案

  特朗普称有望与挪威达成贸易协议但未承诺关税让步

  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

  美国3月成屋销售创2009年以来同期最低

  美国财长贝森特预计美国和韩国下周就贸易达成谅解协议

  白宫国家经济委员会主任:最高级别的税收谈判代表下周将举行会议

  欧洲央行将考虑对货币政策战略进行调整以便更灵活应对价格冲击

  公司

  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

  OpenAI向免费用户推出轻量版DeepResearch

  英特尔第二季度展望疲软将裁员以削减成本

  受贸易战和支出缩减影响,航空公司持续削减航班并下调盈利预期

  一位苹果多头今日下调了苹果目标价

  摩根士丹利清仓X平台债务

  百事可乐下调盈利预期:关税动荡与消费疲软双重打击

  孩之宝预警:特朗普关税将使今年利润缩水3亿美元

  波音CEO:必要时将“毫不吝啬”地引进新高管

  支付领域竞争升温,Coinbase取消购买PayPal稳定币手续费

  今年销售成本将增加2亿美元,默沙东回应关税政策影响

  评论  

  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

  斯塔默政府实施系列税改后亿万富豪正在离开英国

  美国2024年烈酒出口创纪录受关税担忧推动

  美国7年期国债中标收益率小幅高于发行前交易水平

  英国央行行长:对美元失去储备货币地位的担忧“过头”

  英国央行行长:目前英国不太可能陷入经济衰退

  俄罗斯央行:截至4月18日国际储备总额达6813亿美元

  随着收益率下降、美元波动,市场重新评估“抛售美国资产”交易

  宣布“对等关税”后美民众对特朗普经济政策的不满情绪日益增长

  特朗普的贸易战给企业带来更多阴霾

  欧洲债市:欧洲债券上涨德国国债表现落后

  德国财长看好与美国达成贸易协议称90天关税缓冲期“可行”

  格奥尔基耶娃:IMF专注于稳定,并在气候变化问题上支持各国

  美联储理事Waller:如果高关税导致失业增加将支持下调利率

  欧洲央行首席经济学家:贸易冲击不太可能引发衰退

  42%美国30岁以下年轻人陷财务窘境教育程度成关键分水岭

  观点综述:美元恐陷入结构性跌势

  纽约汇市:美元下跌关税疑虑挥之不去

  美国债市:国债上涨7年期美债招标结果表现稳健后保持涨势

  当地时间周四,正在美国访问的韩国财长崔相穆表示,韩国和美国同意共同努力,到7月初就新的美国关税和经济合作问题达成“一揽子”协议。

  韩国与美国正在华盛顿举行高层贸易谈判。当天上午8点到9点25分,崔相穆和韩国产业通商资源部部长安德根与美国财政部长斯科特·贝森特和美国贸易代表办公室(USTR)代表贾米森·格里尔举行了“2+2”贸易协商。

  此前,特朗普政府于4月9日开始对特定国家征收“对等”关税,包括对韩国征收25%的关税,但不久之后又暂停了90天。其25%的汽车关税已于4月3日生效。

  崔相穆当天在记者会上表示:“我们认为,双方已经达成共识,将在对等关税暂停期结束的7月8日之前,制定以取消(美国)关税为目标的‘7月一揽子方案’。”

  韩美两国还一致同意,今后将围绕4个领域展开谈判,包括关税和非关税措施、经济安全、投资合作,以及汇率政策。两国计划于下周就这些问题展开工作磋商。

  在与美国官员举行高级别会议后,韩国财政部长崔相穆告诉记者,韩国与美国就准备贸易的“7月一揽子计划”达成了共识。未来的讨论将集中在四个方面:关税和非关税措施、经济安全、投资合作和外汇政策。韩国产业通商资源部和美国贸易代表办公室将很快举行技术层面会议。韩国财政部和美国财政部将另行讨论外汇政策。

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