宇佐见_梅莉
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Daily digest market movers: Ang DXY ay nakakaranas ng bahagyang pagkalugi sa kabila ng malakas na low-tier na data
Ang Consumer Confidence ng Conference Board ay lumabas na mas malakas kaysa sa inaasahan sa 102, kumpara sa inaasahang 96.Higit pa rito, nalampasan ng S&P/Case-Shiller Home Price Indices ang mga inaasahan na may 7.4 YoY print noong Marso.Ang Personal Consumption Expenditure (PCE) ng Abril, ang g
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港股概念追踪 | 今年来存储芯片价格上涨50% 机构称行业进入新一轮上行周期(附概念股)
今年以来存储芯片价格已较去年同期上涨约50%。某存储企业负责人表示,从2023年年底开始,半导体存储产业逐步进入上行周期,今年已多次收到上游存储芯片厂提高合约价的通知。有报告显示,存储芯片价格或还将持续上涨,预计今年第二季度DRAM内存新品合约价格将上涨13%至18%。山西证券称,价格上涨趋势明确,存储进入新一轮上行周期,未来随着存储价格持续涨价带来的营业利润率改善,存储厂商有望迎来业绩与估值的戴维斯双击,行业存在较大的反弹空间。相关概念股:上海复旦(01385)、中芯国际(00981)、华虹半导体(01347)。 此外,近期存储芯片相关消息不断。4月26日消息,美国计划向美光科技提供61亿美
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Mexican Peso traders await GDP data
The Mexican Peso could be subject to volatility after the release of the preliminary reading for Q1 Mexican GDP growth data at 12:00 GMT. In the previous quarter, the GDP growth rate was recorded as 2.5% YoY and 0.1% QoQ. If the data beats the previous results it could lead to an appreciat
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USD/CAD TRADES WITH MODEST LOSSES, HOLD ABOVE MID-1.3700S AMID SOFTER OIL PRICES
USD/CAD retreats from the YTD peak, albeit the downside remains cushioned.Reduced Fed rate cut bets continue to act as a tailwind for the USD and the pair.Softer Crude Oil prices could undermine the Loonie and help limit the downside. The USD/CAD pair comes under some selling pressure on the first d
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欧冠升提早“交棒” 今年来港交所(00388)已接获30宗新的公司上市申请
港交所(00388)行政总裁欧冠升(Nicolas Aguzin)将提早3月1日交棒,由陈翊庭接任行政总裁。欧冠升在业绩发布会上表示,自今年初以来,集团已接获30宗新的公司上市申请,较去年同期数字为高,形容相关的活动水平健康,当中有部分申请为大公司及非常优秀的公司,并对相关情况保持一定程度谨慎,但同时亦对此持乐观态度,仍然相信香港是一个值得公司来上市的庞大市场。 欧冠升指出,展望未来,市场气氛继续受宏观经济及地缘政治因素影响,包括中美关系、利率走向及内地经济复苏步伐,而随着利率走势预期越趋平稳或下跌,2024年内部管理投资组合的收入预计将会减少,又指近期推出的产品及货币期货表现强劲,将继续推动
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EUR/USD MENJADI 1,0700 PADA Q2 – DEUTSCHE BANK
Ekonom di Deutsche Bank memperkirakan Dolar AS (USD) akan tetap kuat sepanjang tahun dan memperkirakan EUR/USD di 1,0700 pada kuartal kedua. Dolar akan tetap kuat pada tahun 2024 Kami memperkirakan pasangan EUR/USD akan tetap lemah hingga tahun 2024. Kami memperkirakan EUR/US
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Từ Nhâm Thìn đến Giáp Thìn: Tài sản các ngân hàng đã bùng nổ thế nào?
Năm 2012 (năm Nhâm Thìn), thị trường chứng khoán Việt Nam mới chỉ có 10 ngân hàng niêm yết cổ phiếu trên sàn chứng khoán, với tổng giá trị tài sản khoảng 2,04 triệu tỷ đồng. Đến nay, số ngân hàng đã tăng lên 27 và tổng giá trị tài sản đã tăng lên 14,667 triệu tỷ đồng. Trong đó, 3 ông lớn vốn Nhà nướ
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Sentimen pasar bergeser ke arah yang lebih hawkish
Beberapa minggu yang lalu, para trader melihat kemungkinan 80% penurunan suku bunga pada bulan Maret, menurut alat CME Fedwatch. Pada saat artikel ini ditulis, jumlahnya turun menjadi hanya 56%, dan masih ada dua minggu lagi hingga pertemuan tersebut. Menurunnya kemungkinan penurunan suku bunga dise
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