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  美股股指期货周五盘前小幅下挫,欧洲股市反弹,美元企稳,黄金急跌超40美元,投资者评估贸易战可能出现的缓和迹象,同时,一些企业亮眼的季度财报也为市场提供了支撑。

  截至发稿,道指期货跌0.44%,标普500指数期货跌0.26%,纳指期货跌0.35%。

  德国DAX指数涨0.63%,英国富时100指数涨0.11%,法国CAC40指数涨0.42%,欧洲斯托克50指数涨0.53%。

  随着投资者对非美避险资产的需求减弱,美元走强,日元和瑞士法郎回落;金价下跌1.3%,极度逼近3285美元。与此同时,美国国债维持周四的涨势。

  RobecoGroep多资产策略主管ColinGraham评论称:“特朗普已经开始退让,不再坚持‘交易的艺术’那一套。但我们知道他可能随时反悔并重新加征关裞,所以目前这些消息更像是噪音,而非明确的信号。”

  Moneyfarm首席投资官RichardFlax表示:“目前大家普遍认为,这种关裞水平在长期来看是不可持续的,但要真正实现调整可能还需要一段时间,问题在于这些关裞最终会稳定在哪个水平。”

  美联储有望提前降息

  美联储理事沃勒表示,如果特朗普政府激进的关裞政策对就业市场造成冲击,他将支持降息。克利夫兰联储主席哈马克则表示,如果能明确看到经济走向,美联储可能最早在6月调整利率。

  目前市场预计6月将降息25个基点,并在年底前共降息三次。美联储下次会议将于5月6日至7日举行。市场普遍预计,美联储届时将按兵不动。

  德银、高盛齐唱空:美元开启“漫长熊市”。

  在美元在连续两天上涨后恢复下跌之际,外汇交易员仍持有对美元的负面看法。

  期权数据显示,美元的短暂反弹被视为投机性美元空头仓位暂时受到挤压,市场对美元的结构性看法仍为负面,市场情绪表明美元预计将进一步走软。

  在这种背景下,德意志银行与高盛默契看空美元,均指出美元似乎开启了下行周期。

  焦点个股

  英特尔盘前跌5%,Q2业绩预报令人失望。

  Alphabet盘前涨5%,第一季度收益和营收超预期。

  亚朵盘前涨超2%,“五一”假期机酒迎预订高峰。

  好未来盘前涨超1.2%,第四财季营收同比增长42%。

  4月25日金融一线消息,国家金融监督管理总局本溪监管分局行政处罚信息公开表显示,中国工商银行股份有限公司本溪分行因虚增存贷款规模、信贷业务管理未尽职,被责令改正并罚款60万元。张铁平(中国工商银行股份有限公司本溪分行行长)对上述事由负有责任,受到警告。

  4月25日金融一线消息,中国人民银行广东省分行行政处罚决定信息公示表显示,广东汇卡商务服务有限公司因违反商户管理规定,违反机构管理规定,未按规定保存客户身份资料和交易记录,被给予警告,没收违法所得3128168.18元,并处罚款635万元。

  杨(时任广东汇卡商务服务有限公司法定代表人、董事长兼经理)对公司未按规定保存客户身份资料和交易记录负有责任,被罚款5万元。

行政处罚决定信息公示表序号当事人名称(姓名、职务)行政处罚决定书文号违法行为类型行政处罚内容作出行政处罚决定机关名称作出行政处罚决定日期公示期限(自公示之日起计算)备注1广东汇卡商务服务有限公司 广东银罚决字〔2025〕4号1.违反商户管理规定;2.违反机构管理规定;3.未按规定保存客户身份资料和交易记录。警告,没收违法所得3128168.18元,并处罚款635万元中国人民银行广东省分行2025年4月16日5年2030年4月25日公示期届满2杨*,时任广东汇卡商务服务有限公司法定代表人、董事长兼经理 广东银罚决字〔2025〕5号对广东汇卡商务服务有限公司以下违法行为负有责任:未按规定保存客户身份资料和交易记录。罚款5万元中国人民银行广东省分行2025年4月16日5年“双罚”案件按较长期限公示,2030年4月25日公示期届满

  矿业和运输企业集团墨西哥集团(GrupoMexico)周五称,受金属价格上涨推动,其2025年第一季度净利润跃升了17%。

  净利润增至10.9亿美元,高于路孚特(LSEG)所调查分析师给出的平均预期值8.16亿美元。

  这家全球主要的铜生产商还在墨西哥运营着庞大的货运铁路业务。该公司在一份声明中表示,本季度其收入增长了10%,总计达42亿美元。

  在此期间,铜和银的价格分别飙升了18%和38%,这助力提升了该公司矿业部门的销售额。

  墨西哥集团由亿万富翁赫尔曼・拉雷亚(GermanLarrea)控股,是全球最大的铜生产商之一,在秘鲁、美国、西班牙以及其总部所在地墨西哥均拥有矿山,同时在墨西哥还运营着主要的货运铁路业务。

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