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麻豆星空传媒果冻传媒大象:姐妹间的互动让人期待值拉满
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麻豆星空传媒果冻传媒大象:姐妹间的互动让人期待值拉满

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特朗普,又出“幺蛾子”了……

当地时间15日,白宫表示,美国总统特朗普签署了一项行政命令,对美国依赖进口加工关键矿物及其衍生产品的国家安全风险展开调查。

图片来源:视觉中国(资料图)

此外,当地时间4月14日,据美国有线电视新闻网(CNN)报道,美国总统特朗普当日表示,他正在考虑为美国汽车制造商提供进口零部件关税豁免,帮助他们转向在美国生产的零部件。特朗普表示,这些汽车公司要在美国生产确实需要一点时间。另据报道,特朗普14日在白宫会见到访的萨尔瓦多总统布克尔时表示,他正考虑采取一些措施帮助汽车企业,以便让它们调整供应链。美联社报道称,特朗普或是在暗示暂时免除汽车关税。

此前,特朗普对所有运往美国的汽车征收25%的关税,预计将使购车成本增加数千美元。报道称,目前不存在纯美国制造的汽车。受特朗普政府对进口汽车征收25%“永久关税”的影响,奥迪等国外汽车制造商已暂停向美国交付汽车。

美股三大期指盘后齐跌

英伟达市值蒸发超1.2万亿元

当地时间4月15日,美股三大指数震荡后集体收跌,纳指跌0.05%,标普500指数跌0.17%,道指跌0.38%。盘后,美股三大指数期货也齐齐下跌,纳指期货跌超1%。

大型科技股盘后全线下跌,截至发稿,英伟达跌超6%,市值蒸发超1700亿美元(约合人民币1.24万亿元),苹果、Meta、亚马逊、特斯拉跌超1%,谷歌A和微软也跌了。

消息面上,英伟达当地时间4月15日在一份文件中表示,4月9日,美国政府告诉该公司,将需要获得向部分国家与地区出口芯片的许可证。美国政府称,英伟达的芯片可用于制造军用超级计算机。

当地时间4月15日,针对英伟达承诺斥资5000亿美元在美国独家研发AI超级计算机这一消息,美国总统特朗普在社交平台上发文表示,“这是一个激动人心的重大消息”,特朗普称,将加速办理所有必要的许可并尽快交付给英伟达。

国际油价4月15日下跌。截至当天收盘,纽约商品交易所5月交货的轻质原油期货价格下跌20美分,收于每桶61.33美元,跌幅为0.33%;6月交货的伦敦布伦特原油期货价格下跌21美分,收于每桶64.67美元,跌幅为0.32%。

现货黄金快速上涨,站上3260美元。

美股遭大规模抛售

多位华尔街大佬集体警告

当前,全球市场密切关注美国关税政策变化,华尔街的警告声不断。

当地时间4月15日,美国银行发布的调查报告显示,在过去两个月内,全球投资者创纪录地大幅减持美国股票。参与调查的基金经理认为,这一史诗级抛售或将持续下去,美国总统特朗普掀起的“贸易战”可能引发全球经济衰退,这是美股市场面临的最大风险。

在美国银行对基金经理进行的4月月度调查中,受访的基金经理的美股净仓位减少了36%,而2月份则增加了17%,创下了历史上两个月内最大的变动幅度。美银表示,基金经理们相当悲观,82%的受访者预计全球经济将走弱,42%的受访者表示美国可能面临衰退。此外,打算减少美股敞口的受访者数量创纪录。与此同时,基金经理的悲观情绪尚未完全反映在资产配置中,这可能意味着美国股票市场将面临进一步下跌。

此外,有49%的基金经理表示,“做多黄金”目前是最拥挤的交易策略,结束了连续24个月的“做多美股科技七巨头”的策略。61%的基金经理预期美元将在未来12个月内贬值,这是2006年5月以来的最高水平。

美银表示,此项全球调查在4月4日至10日进行,共有164名参与者,管理资产总规模达3860亿美元(约合人民币2.8万亿元)。

当地时间4月14日,高盛CEO大卫·所罗门警告称,在贸易政策不确定性加剧的背景下,美国经济衰退的可能性正在上升。所罗门在电话会议上称:“前进道路的不确定性以及对‘贸易战’可能升级影响的担忧,给美国和全球经济带来了重大风险。”

摩根大通CEO杰米·戴蒙也对美国经济的前景发出警告称,美国经济正面临“相当大的动荡”。戴蒙警告称,美国总统唐纳德·特朗普发起的贸易战可能会损害美国的国际信誉。戴蒙自2006年起掌舵摩根大通,是华尔街最具影响力的人物之一。

戴蒙在接受媒体采访时表示,美国凭借其经济和军事实力,依然是“避风港”,但特朗普试图重塑全球贸易格局的做法,可能会威胁到美国的经济优势。“现在的很多不确定性正在挑战这一点。你们接下来可能会不停看到相关报道,直到这些关税和贸易战平息,人们才能说,‘我可以信赖美国’,”戴蒙说。

此外,贝莱德CEO拉里·芬克警告称,美国经济可能已经疲软到增长为负的程度。芬克告诉分析师,“这些全面的关税政策公告的影响程度超出了我在金融行业49年从业生涯中的想象”,并警告称其影响可能会广泛蔓延。拉里·芬克称,“客户们的谈话中充满了对市场和经济未来的不确定性和焦虑情绪。”

美国前财政部长耶伦4月14日也表示,美国的关税政策加剧了经济衰退的风险,“经济衰退的可能性大幅上升”。耶伦表示,在关税政策不确定的情况下,企业将不愿投资,这有可能引发“严重的经济衰退”。尽管如此,耶伦认为,美联储鉴于关税带来的通胀风险,将“不愿”降低利率。

(声明:文章内容和数据仅供参考,不构成投资建议。投资者据此操作,风险自担。)

编辑|||段炼盖源源

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