冬梅06568259
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中金:上调中国一季度增长预测
1-2月主要经济数据显著好于市场预期,其中有闰年因素的影响,也可能部分反映经济基本面边际改善。海外经济表现较好,其库存周期拉动中国出口。春节假期所呈现的商品和服务消费超预期景气,有阶段性的提振因素,但也不排除经济结构调整的影响。我们将一季度GDP同比增速由4.5%左右上调至5.0-5.5%。展望未来,1-2月的新增社融与信贷均同比少增,而更能转为实物工作量的信贷融资有所增长。但中国还处于金融周期下行阶段,需求不足是主要矛盾,经济复苏基础仍需财政发力来巩固。 闰年2月自然日比平常年份多一天,会提升当月经济增速,但难以准确量化这个因素对增长的影响。 以工业增加值为例,统计局曾在《2009年2月工业
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EUR/JPY KEMBALI KE DEKAT 161,40 MENGIKUTI KOMENTAR DOVISH PEJABAT JEPANG
EUR/JPY menghentikan penurunan beruntunnya setelah pernyataan dovish dari menteri Jepang.Menteri Keuangan Jepang Suzuki mengindikasikan bahwa saat ini tidak kondusif untuk pengetatan kebijakan moneter.Euro menguat sebagai respons terhadap komitmen ECB untuk menegakkan langkah-langkah kebijakan ketat
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DXY technical analysis: DXY bears seize control, oversold signals loom
The DXY's outlook is predominantly bearish despite the Relative Strength Index (RSI) nearing oversold conditions. The RSI's position near 30 often signals the potential for a price reversal. With the Moving Average Convergence Divergence (MACD) presenting rising red bars, the momentum is currently p
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交银国际:内地光伏制造业估值较低 首选福莱特玻璃(06865)、协鑫科技(03800)
交银国际发布报告称,内地光伏制造业面临产能过剩加剧,但目前估值已跌至较低水平,已充分反映此预期,首选具有成本优势的龙头企业福莱特玻璃(06865)及协鑫科技(03800),评级均为“买入”,目标价各为19港元及1.91港元。 交银国际指出,光伏玻璃行业三季量利双升,部分企业获利创单季新高,产能预警机制下毛利率下行空间有限。多晶硅行业均价大跌,导致多晶硅企业获利锐减,过剩产能出清前售价仍有压力。变频器行业受欧洲库存高企影响,海外户用储能及并网逆变器需求大幅下降,国内需求仍维持快速成长。因收入结构差异,企业绩效出现明显分化。
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BUVA Masih Defisit Rp1,3 Triliun Pada Akhir September 2023
Pasardana.id - PT Bukit Uluwatu Villa Tbk (IDX: BUVA) membukukan laba bersih sebesar Rp57,66 miliar dalam sembilan bulan tahun 2023, atau membaik dibanding periode sama tahun 2022 yang tercatat rugi bersih sebesar Rp154,15 miliar. Dampaknya, defisit atau akumulasi rugi menyusut 4,1 persen dibanding
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DXY HOLDS GROUND NEAR 105.70 BELOW THE SIX-MONTH HIGH, INVESTORS AWAIT US DATA
USD Index (DXY) hovers below the six-month high before the slew of US economic data.Investors turn cautious ahead of US Core PCE, awaiting further cues on US inflation scenarios.Fed’s hawkish stance could reinforce the Greenback’s strength.US Treasury yields peaked at multi-year highs, supporti
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$3030 Thưởng Giao Dịch trên Các Sàn Giao Dịch Ngoại Hối Uy Tín
Trong bối cảnh tăng trưởng kinh tế toàn cầu gặp phải sự bất ổn và không chắc chắn, việc đối phó với rủi ro và biến động thị trường đã trở thành ưu tiên hàng đầu của các tổ chức toàn cầu và các nhà đầu tư cá nhân. Trong ngữ cảnh này, việc đầu cơ vàng và kinh doanh ngoại hối đã nổi lên như một phương
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