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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周二,加元兑美元跌至一周低点,原因是加拿大国内通胀疲软降低了市场对加拿大央行收紧货币政策的预期,而华盛顿方面宣布对加拿大商品加征新关税。美元兑加元在亚洲交易时段升至1.4085加元附近,加元兑美元汇率接近71.00美分。 市场概览

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欧佩克+8月增产令引发供应担忧,油价下跌

周一,欧佩克+七个产油国同意将8月份的日产量目标提高18.8万桶,这是连续第五个月增产,令交易员重新关注供应过剩风险,与此同时,海湾地区的原油出口也在复苏。受此消息影响,油价小幅走低。 格林尼治标准时间01:21,美国西德克萨斯中质原油期货(CL)下跌0.5%,至每桶68.78美元。布伦特原油期货(LCO)下跌0.2%,至每桶71.96美元。

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