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  美股录得贸易战升级以来首次连续两天上涨,各类资产的波动性有所缓解,因迹象显示特朗普正在重新思考他在贸易和美联储问题上最强硬的立场。

  标普500指数收涨1.7%,盘中一度上涨3.4%,交易员试图判断应多大程度上认真看待特朗普就与贸易伙伴谈判所释放的灵活性信号。

  尽管财报中一系列数据不及预期,特斯拉股价仍然跃升,因马斯克承诺下个月起把“更多时间”投入到这家电动汽车制造商,缓解了投资者对这家公司近年来最糟季度业绩的担忧。

  波音股价走高,该公司公布的第一季度业绩表现超出华尔街预期。

  英特尔股价上涨,该公司预计将在本周宣布计划裁员超过20%。

  “鉴于我们认为政策是当前市场的主导因素,我们并未花太多时间去预测盈利或经济前景,”PiperSandler&Co的MichaelKantrowitz表示,“一旦政策环境变得更加明朗,且对市场的推动作用减弱,有关经济和企业盈利前景的预期将再次变得重要”。

  在当前不确定时期,Kantrowitz仍建议投资者维持一个由基本面较稳健的公司构成的均衡投资组合。

  “虽然我们认为当前尚未完全摆脱困境,但我们必须尊重历史经验,随着主要问题开始‘修复’,市场回调往往会站稳脚跟”。

  尽管标普500指数周二和周三连续两天上涨,但该基准股指自4月2日特朗普宣布关税计划以来仍处于下跌。美股在此期间剧烈波动,标普500指数在短短14个交易日里有五个交易日跌幅超过2%,两个交易日涨幅超过2%。

  截至收盘,标普500指数上涨1.7%,报5375.86点;

  道琼斯工业平均指数上涨1.1%,报39606.57点;

  纳斯达克综合指数上涨2.5%,报16708.05点;

  纳斯达克100指数上涨2.3%,报18693.26点;

  罗素2000指数上涨1.5%,报1919.14点。

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

  每经记者黄海    每经编辑文多    

  国中水务(SH600187)饮下汇源果汁的收购方案最终“难产”。

  4月23日,国中水务公告,终止以支付现金方式向上海邕睿企业管理合伙企业(有限合伙)(以下简称“上海邕睿”)收购其持有的诸暨市文盛汇自有资金投资有限公司(以下简称“诸暨文盛汇”)相关份额的交易。

  2024年7月,国中水务曾就上述交易发布公告。按彼时计划,相关收购完成后,国中水务将累计持有诸暨文盛汇注册资本的比例不低于51%,从而成为诸暨文盛汇的控股股东及北京汇源食品饮料有限公司(以下简称“北京汇源”)的间接控股股东。

  但眼下,因交易标的股权仍处于冻结状态,存在限制转让的情形,尚不符合有关规定。

  4月23日,国中水务开盘跌停。不过,公司在公告中也表示:“待相关限制转让情形解除后再行评估推进的可行性。”

  国中水务终止收购诸暨文盛汇,背后矛盾究竟在何处?《每日经济新闻》曾在3月28日发布的《调查丨国中水务“收编”汇源果汁迟迟未果:支付9.3亿元后仍有障碍待移除》中,独家拆解此事的两大核心障碍:

  其一,广东民营投资股份有限公司(以下简称粤民投)与上海文盛资产管理股份有限公司(以下简称文盛资产)之间的侵权责任纠纷;其二,文盛资产与北京汇源针对实缴资金的定义,交易方之间有不同的理解。

  首先看粤民投。2024年8月20日,作为文盛资产股东之一的粤民投以侵权责任纠纷为由向法院提起诉前保全,申请冻结诸暨文盛汇控股股东上海邕睿的股权。

  3月26日上午,文盛资产主要责任人胡军(化名)向《每日经济新闻》记者透露,截至当时,针对粤民投的诉讼,双方正在协商中,有望在近期达成和解。

  如今,从客观结果来看,双方纠纷仍未妥善解决,最终导致标的股权仍处于冻结状态。

  4月23日,《每日经济新闻》记者通过微信就交易终止原因以及庭审结果采访胡军,但截至发稿对方尚未回复。

  据了解,粤民投不仅是文盛资产的股东,还与文盛资产存在很多业务上的合作。胡军3月时表示,粤民投此番“发难”或是因其认为文盛资产比较重视该笔交易,就通过诉讼来引起后者重视。“粤民投要求获得合作收益,我们是理解的,我们也一直就此问题进行磋商。”但粤民投提起针对北京汇源持股主体的诉讼并申请冻结股权的行动,文盛资产一方事前并不知晓。

  此外,对于此次粤民投针对北京汇源持股主体的诉由——侵权损害纠纷,文盛资产方面并不认同。

  “在做北京汇源项目之初,公司就设立了一些项目公司来持有股权。这种安排粤民投作为股东是了解的。他们在去年8月份提起诉讼,但实际上在2022年、2023年就已经按照这种股权安排在开展工作。”胡军3月时称。

  “我们认为北京汇源股权的持有主体都是独立的法人,和粤民投之间没有直接的债权债务关系。股权安排也都是正当的商业安排,所以不涉及侵害任何主体的权利。”胡军3月时还表示,至于出售北京汇源部分股权所获资金,其中一大部分用于汇源项目的投资,另一部分用于文盛资产的经营开支和投资,这些资金(的)流向都是正当且有据可查的。

  值得注意的是,最新公告中,国中水务并未再度提及诸暨文盛汇以及天津市文盛汇投资管理合伙企业(有限合伙)(以下简称天津文盛汇)对北京汇源出资款的问题。

  据国中水务此前公告,截至2025年3月21日,北京汇源的股东诸暨文盛汇及天津文盛汇对其尚有部分出资款未到位,导致各方无法就标的估值作价达成一致,对商务谈判形成实质影响。

  4月23日下午,《每日经济新闻》记者从国中水务处了解到,目前该纠纷也尚未解决。

  根据北京汇源重整计划,文盛资产应通过诸暨文盛汇和天津文盛汇向北京汇源出资16亿元,对应取得北京汇源70%股权(诸暨文盛汇持股60%,天津文盛汇持股10%)。

  北京汇源重整执行完毕的核心标准有两条:一是重整投资人第一个年度投资资金7.5亿元全部出资完毕;二是债转股的股权或保留的股权已在市场监督管理部门办理完成变更登记。

  根据北京汇源2023年年报,文盛资产旗下诸暨文盛汇认缴出资额约6.40亿元,天津文盛汇认缴出资额1.07亿元,二者合计认缴出资额约7.5亿元。2023年,诸暨文盛汇完成对北京汇源7.5亿元的投资,两条标准悉数达成。同年7月5日,法院宣布北京汇源重整计划执行完毕并终结其重整程序。

  分歧随之而来:文盛资产方面称,依据增资入股协议提出的“将7.5亿元投资优先认定为实缴出资”,由于实际金额已经高于诸暨文盛汇和天津文盛汇承诺的认缴出资额,北京汇源应进行工商登记确认此实缴出资已经完成;但北京汇源方面认为,文盛资产方面支付的7.5亿元资金中,只有部分作为注册资本能被认定为实缴资金,另外的部分则被划转至资本公积。

  北京汇源2023年年报显示,诸暨文盛汇的实缴金额为4.21亿元,天津文盛汇实缴金额为0元。也就是说,北京汇源认为,文盛资产方面支付的7.5亿元资金中,计入实缴的只有4.21亿元,离实缴7.5亿元还有一定的差距。

  双方陷入僵持。

  胡军3月时向《每日经济新闻》记者透露:“按照当时的增资入股协议,文盛资产在出到7.4亿多元的资金后,实缴出资义务就完成了,后续投资义务还是有待继续支付的。但属于资本公积的部分,因未完成实缴出资登记,文盛资产遭遇融资困难。我们本来计划通过股权融资,把(剩余的)8.5亿元投资款支付掉。但因实缴没有完成工商登记,成为金融机构提供融资的实际阻碍。”

  韩国第一季度意外萎缩,凸显在特朗普关税措施全面来袭之前韩国经济活动已显疲态。

  根据韩国央行周四公布的数据,今年第一季度GDP环比萎缩0.2%,而经济学家的预估中值为增长0.1%。去年12月初,前总统尹锡悦的戒严令风波引发了韩国数十年来最严重的政治危机,严重打击消费者信心,导致内需疲软。

  最新经济数据凸显了韩国决策者维持经济增长所面临的巨大挑战。当前,不断加剧的贸易紧张局势对韩国等出口导向型经济体构成尤为严峻的威胁。本周早些时候发布的贸易数据显示,韩国4月份前20天对美出口同比大幅下滑14.3%。

  建筑投资下滑3.2%,连续第四个季度下降。韩国央行行长李昌镛上周表示,当前经济信心恢复缓慢,建筑业尤其表现疲弱。

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

  华泰证券(06886)公布,华泰证券股份有限公司2025年面向专业投资者公开发行短期公司债券(第三期)发行工作已于2025年4月23日结束。本期债券最终发行规模为30亿元,票面利率为1.77%,认购倍数为3.60倍。

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