国外1. 高盛上调年底金价目标至3700美元。2. 高盛：预计油价跌势将持续至2026...
2025-04-14 08:10:59
国际金融市场最新动态与投资机会分析
全球宏观经济与大宗商品
1. 黄金投资价值凸显：高盛最新报告将年底金价目标上调至3700美元，德商银行分析指出关税政策引发的市场动荡为金价提供强力支撑。
2. 原油市场预警：高盛预测油价下跌趋势可能延续至2026年，能源板块投资者需警惕风险。
3. 外汇市场波动：高盛提示日元汇率关键节点，若接近130关口日本央行可能暂停加息，外汇交易者应密切关注。
美股与债券市场
4. 美股评级调整：花旗将美股评级从"超配"下调至"中性"，反映机构对美股估值担忧。
5. 债市转折信号：摩根大通研判美国国债可能已完成筑底，德商银行强调债市防御价值凸显。
6. 经济前景预警：摩根大通警告全球经济面临重大动荡，投资者需加强资产防御性配置。
中国资本市场投资策略
A股市场机遇
1. 黄金板块机会：中信建投指出多重因素驱动金价上行，黄金股估值修复在即。
2. 科技主线明确：中信证券研判物理AI将加速智能驾驶与人形机器人产业变革，4-5月或现科技主题行情。
3. 防御配置建议：中信证券强调红利资产的避风港属性，财信证券指出A股市净率处于历史低位，配置价值显著。
债市与跨境投资
4. 债市走牛确认：中信证券明确债市牛市逻辑，中信建投提示美债利率可能宽幅震荡。
5. 关税影响应对：中信建投建议关注信创及跨境支付板块，银河证券推荐配置高安全边际资产。
投资影响分析
1. 资产配置调整：机构观点显示防御性资产(黄金、红利股)配置价值提升
2. 行业轮动机会：科技板块与避险资产可能呈现跷跷板效应
3. 跨境投资影响：关税政策与汇率波动将加大跨境投资复杂度
4. 估值优势显现：A股低市净率吸引长期资金布局
7x24 Newsflash
19:37 2025-06-16
JPMorgan Chase applies for cryptocurrency trademark "JPMD" for trading and payment servicesJPMorgan Chase has applied for the cryptocurrency trademark "JPMD" for trading and payment services. The company has recently started to adjust its attitude towards cryptocurrencies, providing its customers with a way to buy bitcoin. Currently, JPMD is seeking to acquire the trademark to establish its own cryptocurrency trading service. There are rumors that JPMD is a new dollar-backed stablecoin, which is currently under development.
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Agency: Fed to take "super dovish" stance, bet on US two-year Treasury bondsHedge fund Tolou Capital Management has taken a leveraged long position in two-year Treasuries, betting that Federal Reserve Chairperson Jerome Powell will be replaced by a "super dove" who will slash interest rates at the urging of US President Donald Trump. Spencer Hakimian, chief investment officer of Tolou Capital, started going long three weeks ago, betting that short-term bond yields would fall sharply over the next 12-18 months; Powell's term expires in May 2026, and Trump recently said h...
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BTC briefly breaks through $108,000The market shows that BTC broke through $108,000 in a short time, and is now reported at $107908.47, an increase of 2.05% in 24 hours. The market fluctuates greatly, so please do a good job in risk control.
17:20 2025-06-16
Netanyahu does not rule out assassinating KhameneiIsraeli Prime Minister Benjamin Netanyahu told ABC he would not rule out the assassination of Iran's Supreme Leader Ayatollah Ali Khamenei and said killing him would "end the conflict".
17:20 2025-06-16
Iran launched a missile attack on Israel for the fourth consecutive nightOn the evening of June 16 local time, the Israeli military issued a statement saying that it had detected missiles fired from Iran flying towards Israel, and that air defense sirens had sounded in many places. The Israeli army called on the public to strictly abide by the instructions of the Home Garrison Command, saying that it was conducting interception operations "and conducting strikes if necessary to eliminate the threat."
16:28 2025-06-16
Arab media denied claims that "Iran issued a cessation of hostilities"The Al Jazeera reporter denied the Wall Street Journal's claim that Iran had signaled a cessation of hostilities, insisting that no message had been sent.
16:25 2025-06-16
Iran's state television building was attacked by IsraelAccording to the Iranian Fars News Agency reported on the 16th, the Islamic Republic of Iran Radio and Television building in the capital Tehran was attacked by Israel on the same day. The live broadcast of the TV station showed a loud explosion and smoke rising from the TV studio.
16:25 2025-06-16
Iran says it will launch "unprecedented" strikes against Israel, warning Tel Aviv residents to evacuateOn the evening of June 16 local time, shortly after Israel issued an evacuation warning to designated areas in Tehran, the Iranian capital, Iran's Islamic Revolutionary Guard Corps called on Israel's Tel Aviv residents to evacuate as soon as possible. According to Iranian sources, Iran is preparing to launch an unprecedented large-scale strike against Israel, which will be the first such strike since Israel launched a military operation against Iran.
16:22 2025-06-16
Davis Commodities Launches $30 million Strategic Growth Plan, 40% Invested in Bitcoin ReservesNasdaq-listed Davis Commodities launched the $30 million Strategic Growth Plan, which plans to allocate 40% ($12 million) to Bitcoin reserves in phases, with about 15% of the funds ($4.50 million) in the first phase. In addition, 50% of the funds ($15 million) will be invested in Pioneer's RWA tokenization project, and the remaining 10% ($3 million) will be used to build advanced technology infrastructure, implement strong security measures, and establish strategic partnerships.
16:19 2025-06-16
Bitwise CEO: Investors seem to be taking a fresh look at EthereumBitwise CEO Hunter Horsley said in a post on the X platform that the Bitwise Bitcoin ETF received about $83 million in inflows last week, making it the second largest Bitcoin exchange-traded fund in terms of inflows; in addition, the combined Bitwise Ethereum ETP in the United States and Europe received about $28 million in inflows, and investors seem to be re-examining Ethereum.
16:16 2025-06-16
Arkham: FTX raises 252,847 SOL from Coinbase PrimeAccording to Arkham, about 25 minutes ago, the FTX cold wallet address raised 252,847 SOL worth $39.72 million from Coinbase Prime.
16:10 2025-06-16
GF Securities (Hong Kong) will launch GF TokenAccording to community circulation materials, GF Securities (Hong Kong) plans to launch a money fund-like token product called GF Token. The product is denominated in US dollars, the subscription starting point is 100,000 US dollars, and the daily yield is pegged to the interbank market base rate (SOFR) (the annualized interest rate of 4.3% is based on the SOFR on June 12, 2025, assuming no interest rate changes during the holding period). It supports daily redemption and realizes T + 0 receipt....
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