中美初步贸易协议推动市场反弹

美国和中国公布初步协议后,全球市场因贸易乐观情绪而反弹。

HK 50 – Daily Chart (1)

HK50指数日图

在3月份找到24907点左右的支撑后,HK50的价格已接近10月份的高点。这将是未来重要的支撑水平。

美国财政部长说,美国和中国已经发布了一个潜在贸易协议的框架,两国领导人本周会晤时将讨论这个框架。

贝森特表示,将包括就TikTok达成“最终协议”,以及推迟中国收紧对稀土矿物的控制。他还指出,他不希望特朗普总统威胁要对中国商品征收100%的关税,而中国将恢复从美国大量购买大豆

两国都希望避免世界两大经济体之间的贸易战进一步升级。周四是谈判的日期,这将是美国联邦公开市场委员会利率决定的第二天,市场预计美联储将降息25个基点。

贝森特表示,两国“为两国领导人达成了实质性框架”,“关税将被避免”。

中国政府的一份声明表示,双方谈判团队“就解决各自关切的安排达成了基本共识”。

“双方同意进一步敲定具体细节,”他们补充说。

华为的电动汽车合作伙伴正在寻求IPO的消息再次提振了香港股市。此举预计将募资17亿美元,为恒生交易所创下的上市交易纪录再添一笔。

如果贸易协议继续推进,本周股市可能继续走高。

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