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九幺旧版本_未来人类的道德思考与选择
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九幺旧版本_未来人类的道德思考与选择

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财联社4月25日讯(编辑卞纯)当地时间周四,克利夫兰联储主席哈马克排除了美联储5月降息的可能性,但暗示6月可能降息。她表示,如果掌握美国经济走向的明确证据,美联储最早可能在6月采取行动。

周四,多位美联储官员公开讨论降息事宜。

美联储理事克里斯托弗·沃勒当天也表示,如果特朗普政府恢复激进的关税水平,美国企业可能会加大裁员力度,如果失业率显著上升,他将支持美联储降息。

明尼阿波利斯联储主席卡什卡利周四也对当前美国经济的不确定性表达了担忧,这种不确定性最终会导致未来裁员人数增加。他表示,尽早解决与主要伙伴的贸易争端,将有助于消除笼罩美国经济的不确定性。

摩根资产管理日前表示,市场低估了美联储的降息幅度。该机构的全球综合策略主管MylesBradshaw表示,特朗普的关税措施更可能拖累经济增长而非刺激通胀。他预计,由于美联储已在较长时间内将政策维持不变,最终将需要更为激进地降息。

周四美股三大指数连续第三个交易日上涨,这在一定程度上是受降息预期升温推动。截至收盘,标普500指数涨2.03%,报5484.77点。

过去几周,受美国关税政策影响,美股大幅下跌。最近几天,随着美国总统特朗普的关税口风有所缓和,美股勉强避开了熊市。标普500指数已从本月低点反弹,但其今年以来的跌幅仍高达逾6%。特朗普近期多次施压美联储降息,市场也希望美联储出手救市。

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

  百度集团-SW(09888)早盘上涨4.09%,现报87.80港元,成交额3.74亿港元。

  4月25日,Create2025百度AI开发者大会在武汉举办。百度正式发布新一代文心大模型4.5Turbo和X1Turbo。百度创始人、董事长兼首席执行官李彦宏表示,4.5Turbo和X1Turbo主打三个特性,分别是多模态、强推理、低成本。此外,文心4.5Turbo在去幻觉、逻辑推理能力和代码能力上也有整体增强;文心X1Turbo具备更先进的思维链,深度思考能力更强,而且能够调用不同工具。据悉,文心大模型4.5Turbo价格相比文心4.5下降80%,仅为DeepSeekV3调用价格的40%。文心大模型X1Turbo价格较上一代下降50%,仅为DeepSeekR1模型的25%。

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

  春立医疗(01858)早盘一度涨超18%,截至发稿,股价上涨8.28%,现报9.81港元,成交额7206.82万港元。

  春立医疗2024年实现营业额8.06亿元人民币,同比跌33.3%;纯利1.25亿元,同比跌55%;每股盈利0.33元。派末期息4.9分。此外,春立医疗制定2024-2026年股东分红回报规划,明确在盈利且累计未分配利润为正的情况下,每年现金分红比例不低于可供股东分配利润的10%。

  中银证券此前发布研报称,给予春立医疗买入评级。评级理由主要包括:1)集采续标使公司业绩承压;2)四季度收入端单季下滑收窄,静待影响出清;3)研发持续投入,竞争力有望持续增强;风险提示:集采政策超预期,进一步导致公司产品价格下降;行业手术量恢复不达预期,导致公司销售低于预期。

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

  贝壳-W(02423)早盘上涨5.34%,现报58.25港元,成交额4.16亿港元。

  中金此前研报指出,贝壳三月经历入通利好兑现、以及2024年全年利润和前向指引弱于预期,股价较入通前高点累计回撤26%,同期恒生科技累计回撤21%、港股通内房指数累计回撤8%;往前看,该行认为房地产基本面边际走弱态势渐趋明朗,外部环境扰动下市场对国内支持性政策的预期或更为乐观积极,房地产相关板块交易情绪或有所提振。公司作为基本面扎实、市场地位稳固的白马标的,在回撤中逐步展示出布局性价比;交易层面,其积极的股东回报态度亦为市值提供底部支撑。

  汇丰环球研究指,低利率、供应紧张和信贷正常化正推动内地房地产市场结构性复苏,已见到如深圳等一些区域复苏超出预期。持续的宽松政策将支撑增长,内房股已相应上调今年销售目标。东方证券认为,贝壳作为国内房产经纪龙头,不断塑造平台价值以强化市占优势,在地产修复周期中向上弹性较大,并且“三翼”业务具备发展潜力。

财联社4月25日讯(编辑潇湘)美国总统特朗普本周曾称美联储主席鲍威尔为“大输家”。不过,在特朗普频繁对美联储指手画脚乃至威胁提前解雇鲍威尔的背景下,真正的“大输家”,也许将是目前“八字还没一撇”的下任美联储主席……

事实上,尽管下任美联储主席将会“花落谁家”眼下还不得而知,但这位注定将由特朗普提名的美联储主席,已很难摆脱一个公众共同的质疑:他/她是否会沦为特朗普的“傀儡”?

素有“新美联储通讯社”之称的著名记者NickTimiraos周四就撰文表示,尽管特朗普本周已收回了暗示可能解雇鲍威尔的威胁,但他的行为凸显出这场施压美联储运动中更大的输家,很可能将会是他明年选择的鲍威尔继任者。

Timiraos指出,多位经济学家和美国前政策制定者已表示,特朗普要求美联储降息可能会削弱投资者对下任美联储主席的信心;而投资者也可能质疑鲍威尔的继任者是否与总统就利率问题达成了某种默契。

Timiraos援引咨询公司DynamicEconomicStrategy总裁、前参议院银行委员会首席经济学家JohnSilvia的观点称,“你无法在如此贬低一个人(鲍威尔)后,又指望市场相信你挑选的继任者会有令人信服的可信度。”

下任主席还没上台就已不被信任?

自美联储在1980年代成功遏制高通胀以来,美国政策制定者始终极为珍视联储独立于白宫的地位,因为这往往能使其利率政策更有效。从1990年代的克林顿时期开始,历任美国总统也对美联储采取不干涉态度,因为他们明白将央行官员逼入墙角只会让政策更难如愿实施。

在1999-2001年曾担任克林顿政府财政部长的知名经济学家劳伦斯·萨默斯表示:“总统公开抨击美联储是愚蠢之举。美联储(在此背景下)要么只能充耳不闻,要么不得不迫于压力刻意证明其独立性——这意味着短期利率反而将维持不变甚至升高。而市场也会因此紧张,导致长期利率上升。”

事实上,虽然美联储控制着短期利率,但其他利率或资产价格可能会对鲍威尔或其他美联储领导人的言论敏感,因为他们可能会透露经济前景的变化,或暗示这些变化将如何影响未来的利率制定。如果投资者认为美联储已被总统“掌控”,那么总统的言论最终可能会影响利率,从而削弱美联储的权威。

彼得森国际经济研究所经济学家、美联储前高级顾问大卫·威尔考克斯表示,特朗普近期对鲍威尔的攻击“无疑会给下任主席蒙上猜疑的阴影。

“你无法抹去对美联储采取威胁姿态的影响”,他分析称,在金融市场参与者眼中“压倒性的可能性”是,下任主席“将让特朗普有充分理由相信,相比对鲍威尔货币政策的不满,新主席会令他满意”。

特朗普能改造美联储吗?

当然,目前特朗普究竟能将美联储“改造”到何种程度,眼下还有待观察。

鲍威尔的现任联储主席任期将于2026年5月结束。特朗普于2018年任命时任美联储理事的鲍威尔为美联储主席,前总统拜登则在2022年时提名其获得了连任。

明年,特朗普将有机会通过替换至少一名美联储理事,并提名七位理事之一担任主席,开始重塑美联储。值得一提的是,美联储理事的任期长达14年,因而虽然明年5月鲍威尔的主席任期就将结束,但只要他想的话,他依然可选择留任理事至2028年初。

Timiraos表示,这其实也意味着特朗普通过挑选下任主席重塑美联储的权力,仍面临重要制约。美联储主席的影响力部分源于其凝聚共识、领导12位地区联储主席和6位其他理事(这群人有时难以协调)的能力。在由7位华盛顿理事和5位轮值地区主席组成的联邦公开市场委员会中,主席本身其实也就仅握有12票中的1票。

Timiraos比喻道,“因此,美联储主席就像橄榄球队的四分卫,他们可以指挥比赛,但无法保证每个人都能按照预期路线前进。”

“特朗普对自己的美联储主席的掌控力是有限的。他挑选的人选越极端,就越无法带动联邦公开市场委员会(FOMC)跟进,”曾任奥巴马时期高级经济顾问的JasonFurman也表示。

Furman强调,如果特朗普没有获得解雇美联储理事的权力,那么当前美联储的制度系统其实仍存在非常强大的制衡机制,委员会不会对一个完全政治化的主席有任何服从。

下任美联储主席有哪些热门人选?

美国财政部长贝森特上周曾表示,美国政府将于今年秋天开始面试美联储职位的候选人。

目前业内预计的主要竞争者包括前美联储理事凯文·沃什(KevinWarsh)和现任白宫国家经济委员会主任凯文-哈塞特(KevinHassett),前者是小布什总统的顾问,曾在2006年至2011年担任美联储理事。

贝森特本人也被一些美联储观察人士视为这一职位的可能竞争者。

此外,美联储理事沃勒于2020年被特朗普任命担任现职至今,一些分析人士认为他也有机会接替鲍威尔。

沃勒周四表示,央行如何保持独立性的问题将取决于下一任主席。“他上任后会延续央行独立、非政治化制定政策的传统吗?对我而言,这是关键...无论下任主席是谁。”他在采访中表示。

  4月25日金融一线消息,中国人民银行广西壮族自治区分行日前披露的行政处罚决定信息公示表显示,广西宾阳农村商业银行股份有限公司因违反反假货币业务管理规定;违反信用信息采集、提供、查询及相关管理规定;未按规定履行客户身份识别义务;未按规定报送可疑交易报告,受到警告并被罚款83.9万元。

  磨某军(时任广西宾阳农村商业银行股份有限公司副行长)对该行未按规定履行客户身份识别义务,未按规定报送可疑交易报告负有责任,被罚款3.3万元。

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