4月15日欧盘美盘重要新闻汇总
2025-04-15 14:52:22
国内重磅财经新闻：政策红利与市场机遇深度解读
1. 国务院释放房地产与消费市场重大信号
李强总理在北京市调研时强调，将以更大力度促进消费、扩大内需、做强国内大循环。特别指出我国房地产市场仍有巨大发展空间，这预示着政府可能出台更多支持性政策，对房地产及相关产业链投资者构成长期利好。
2. 职业年金投资规模突破3万亿
人社部最新数据显示，截至2024年底全国职业年金基金规模达3.11万亿元，年均收益率4.42%。这一长期资金入市为A股提供稳定流动性，利好蓝筹股和价值投资。
3. 外贸政策调整在即
海关总署召开进出口企业座谈会，预示可能出台新的贸易便利化措施。外贸企业及跨境物流行业将直接受益。
4. 光伏行业规范发展
光伏协会召开专题会议防止"内卷式"竞争，行业集中度有望提升。龙头企业市场份额可能扩大，但中小企业面临更大竞争压力。
5. 牧原股份启动H股上市
国内生猪养殖龙头计划香港上市，或将获得国际资本加持，但需关注其负债率和猪周期影响。
6. 小米深化芯片布局
确认芯片平台部门长期存在，显示其持续加码核心技术研发。半导体国产替代概念股或受提振。
国际要闻速递：全球市场波动加剧
1. 美放宽AI芯片出口
特朗普承诺加速英伟达许可审批，中美科技博弈出现缓和迹象。AI芯片概念股可能迎来估值修复。
2. 奢侈品市场震荡
LVMH单日暴跌8%反映全球消费降级趋势，高端消费板块估值面临重估。
3. 英美贸易协定推进
美英或将达成新贸易协议，金融、制药等跨境服务企业受益最大。
4. 原油需求预期下调
IEA大幅下调2025年石油需求增长预期至73万桶/日，能源板块投资需更谨慎。
5. 资金撤离美股
美银调查显示创纪录资金流出美股市场，全球资产配置可能转向新兴市场。
6. 美国进口价格下降
3月进口物价环比首降，缓解通胀压力但可能影响企业利润。
7. 加拿大关税豁免
给予部分美国商品6个月减免，汽车制造商获全额豁免，北美供应链或重组。
8. 欧美贸易摩擦持续
欧盟预计美国关税维持，跨大西洋贸易关系紧张态势延续。
投资者影响分析：
1. 国内政策导向明确利好消费、房地产及新能源板块
2. 职业年金入市为A股提供长期资金支持
3. 全球资金流动显示风险偏好下降，防御性资产配置需求上升
4. 贸易政策变动持续影响跨国企业盈利预期
5. 行业监管趋严可能加速市场分化，龙头效应凸显
7x24 Newsflash
22:54 2025-06-11
Vice President Vance expressed his gratitude to Musk for his early contributions to DOGEVice President Vance: We appreciate Musk's contribution to the DOGE early process. Talks have been held with Musk and Trump to ensure Musk supports the president's policies. Trump is disappointed with Musk, but has no intention of engaging in a long-term confrontation with him.
22:48 2025-06-11
Investment firm F Street plans to buy $10 million worth of BitcoinF Street, an investment firm, announced that it will use business proceeds as its financial reserves to buy bitcoin daily, with plans to buy $10 million worth of bitcoin.
22:15 2025-06-11
Ethereum NFT trading volume rebounds to 2022 levelsThe total number of Ethereum NFT traders has recently surged to nearly 40,000, close to the June 2022 figure. This surge coincides with the end of OpenSea OS2 beta and the launch of a rewards program.
22:15 2025-06-11
Spot gold stood at $3,360/ounce, up 0.14% in the day.Spot gold stood at $3,360/ounce, up 0.14% in the day.
22:09 2025-06-11
SOL falls below $160The market shows that SOL has fallen below $160 and is now trading at $159.91, a 24-hour decline of 2.46%. The market is volatile, so please do a good job in risk control.
22:09 2025-06-11
The possibility of US-Iran negotiations is decreasingAccording to two US officials, the sixth round of US-Iran talks was originally scheduled to take place in Oman this weekend, but it is now increasingly unlikely that the talks will take place.
22:09 2025-06-11
The probability that the Federal Reserve will keep interest rates unchanged in June is 97.6%.According to the CME "Fed Watch", the probability that the Fed will keep interest rates unchanged in June is 97.6%, and the probability of a 25 basis point cut is 2.4%. The probability that the Fed will keep interest rates unchanged in July is 80.5%, the probability of a cumulative 25 basis point cut is 19.1%, and the probability of a cumulative 50 basis point cut is 0.4%.
22:05 2025-06-11
Cornell University debuts "Liquefaction" working case, allowing users to borrow tokens without owning themResearchers at Cornell Tech University have for the first time proposed a use case for a cutting-edge concept that challenges a central assumption of blockchain security: that only the holder of the private key can control digital assets. The app, called "Take My Ape," uses a process called "Liquefaction," which allows users to temporarily access blockchain assets (such as Bored Ape NFTs) without actually owning them. The project was released on June 11 on the occasion of the 10th anniversary of...
21:56 2025-06-11
U.S. Treasury Secretary: Still expects stablecoin demand for U.S. Treasury bonds to be 2 trillion dollarsU.S. Treasury Secretary Bescent: The Trump administration is committed to maintaining the reserve currency status of the U.S. dollar. Still expects stablecoin demand for U.S. Treasury bonds to be 2 trillion dollars, and may even exceed that level.
21:53 2025-06-11
Cai Chongxin: After DeepSeek made a breakthrough, Alibaba engineers made every effort to catch up with the AI wave during the Spring FestivalAfter DeepSeek stunned the global tech industry with its low-cost, powerful artificial intelligence model launched in January, Alibaba Group engineers cancelled their holidays and continued to work during the Spring Festival holiday to catch up. On June 11, Alibaba Chairperson Cai Chongxin said at the VivaTech conference in Paris that after the launch of DeepSeek's R1 model, Alibaba realized that it was falling behind in the field of artificial intelligence.
21:44 2025-06-11
SEC Chairperson: Consider limiting the scope of data the hedge fund industry can provide to regulatorsPaul Atkins, chairperson of the Securities Exchange Commission (SEC), said he hoped SEC staff would consider narrowing the scope of data Private Offering Fund advisers must provide to regulators in the upcoming regulatory policy. The deadline to comply with the new data reporting requirements will be pushed from June 12 to October 1. But more limited data collection could be a challenge for hedge funds and private equity firms.
21:38 2025-06-11
DWF Labs partner: Hope NEAR will reduce inflation to 2.5%DWF Labs partner Andrei Grachev posted on the X platform that the agency already holds 5 million NEARs and has 6 million NEARs pledged. We hope that NEAR will reduce inflation to 2.5% to enhance the long-term value of the token and promote the development of the ecosystem. If NEAR can do this, the agency will buy 10 million more NEARs in the secondary market.
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