小曹学港美股的个人主页 - 老虎社区

小曹学港美股

小曹学港美股

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小曹学港美股

06-28

找到了

小曹学港美股

06-16

希望老虎证券越来越好

小曹学港美股

06-15

十年后市值109亿美元

小曹学港美股

06-13

向上融科

小曹学港美股

06-13

Tiger trade

小曹学港美股

06-08

不负众望与众不同

小曹学港美股

2023-08-01

我的股票是VFC希望业绩大涨

小曹学港美股

2023-07-25

中签了，不知道是否会涨

小曹学港美股

2023-07-07

小曹学港美股

2023-06-11

祝老虎越来越好

@话题虎:【老虎九周年】盖楼送祝福，虎币赚不停！

小曹学港美股

2023-05-20

小曹学港美股

2023-05-03

$第一共和银行(FRC)$

小曹学港美股

2023-04-10

小曹学港美股

2023-03-30

$宏利美国房地产投资信托(BTOU.SI)$ 今天没收到分红啊，请问什么原因？

小曹学港美股

2023-03-30

经济真强悍，羡慕

抱歉，原内容已删除

小曹学港美股

2023-03-29

$第一共和银行(FRC)$ 今天共和银行会翻倍吗？sell call 要做保护哦，别裸卖空

小曹学港美股

2023-03-22

升级了。什么时候到9级？钱没挣到

小曹学港美股

2023-03-05

$环球烟草(UVV)$ 分享得金币，看好烟草股

小曹学港美股

2023-01-26

$宏利美国房地产投资信托(BTOU.SI)$

小曹学港美股

2023-01-09

$威富集团(VFC)$ 2023年能翻倍吗

去老虎APP查看更多动态

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07:53","market":"hk","language":"zh","title":"昨夜今晨 | 美股全线涨超1%，收复硅谷银行倒闭以来跌幅，纳指100进入牛市","url":"https://stock-news.laohu8.com/highlight/detail?id=1105360204","media":"老虎资讯综合","summary":"摘要：①银行危机担忧情绪减弱，隔夜美股三大股指齐涨逾1%；②北溪爆炸现场不明物体“浮出水面”，距离真相更近一步；③摩根大通分析师：最佳情境下阿里股价能翻一倍。海外行情1、美股收高三大指数均涨超1% 纳","content":"<html><head></head><body><blockquote><strong>摘要</strong>：①银行危机担忧情绪减弱，隔夜美股三大股指齐涨逾1%；②北溪爆炸现场不明物体“浮出水面”，距离真相更近一步；③<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师：最佳情境下阿里股价能翻一倍。</blockquote><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c94873c8d121269cfbe85037305d8b8\" tg-width=\"1080\" tg-height=\"1920\"/></p><p style=\"text-align: justify;\"><strong>海外行情</strong></p><p><strong>1、美股收高三大指数均涨超1% 纳斯达克100指数进入技术性牛市</strong></p><p>美股周三收高，道指上涨1%，纳指上涨近1.8%。<strong>美债收益率回落，推动股指反弹。对银行业状况的担忧有所缓解，也提振了市场情绪</strong>。截止收盘，道琼斯指数涨1%，纳斯达克指数涨1.79%，标普500指数涨1.43%，<strong>代表着科技蓝筹的纳斯达克100指数周三收盘时，较去年12月28日的低点反弹超过20%，进入了崭新的技术性牛市</strong>。</p><p>半导体、新能源板块大涨，<a href=\"https://laohu8.com/S/PLUG\">普拉格能源</a>、<a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a>、<a href=\"https://laohu8.com/S/ENTG\">英特格</a>涨超6%，EnphaseEnergy涨超5%。大型科技股普遍上涨，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨超7%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨超3%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨近2%。贵金属板块走低，<a href=\"https://laohu8.com/S/GORO\">黄金资源</a>跌超4%，金田跌超2%。</p><p><strong>2、热门中概股多数上涨 <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超9%</strong></p><p>热门中概股多数上涨，纳斯达克中国金龙指数涨0.64%。小鹏汽车涨超9%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超6%，<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超1%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>小幅上涨。<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超2%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超1%，<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>小幅下跌。</p><p><strong>3、欧股全线收涨 主要股指均涨超1%</strong></p><p>欧股主要指数全线收涨，德国DAX30指数涨1.23%，法国CAC40指数涨1.39%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨1.07%，欧洲斯托克50指数涨1.51%。市场对欧美银行危机的忧虑持续降温。</p><p><strong>4、油价冲高回落止步两日连涨 美国WTI原油期货收跌0.3%</strong></p><p>美国石油库存意外减少、伊拉克北部地区途径土耳其的部分石油出口暂停、对中国需求复苏的市场预期乐观等因素均提振油价，但收盘前油价冲高回落，无缘三日连涨和两周新高。</p><p>WTI 5月原油期货收跌0.23美元，跌幅0.31%，报72.97美元/桶。布伦特5月期货收跌0.37美元，跌幅0.47%，报78.28美元/桶。</p><p><strong>5、纽约黄金期货周三收跌0.3%</strong></p><p>纽约商品交易所6月交割的黄金下跌5.90美元，或0.3%，收于每盎司1984.50美元，为四个交易日中的第三次下跌。</p><p style=\"text-align: justify;\"><strong>宏观新闻</strong></p><p><strong>1、北溪爆炸现场不明物体“浮出水面” 距离真相更近一步</strong></p><p>当地时间周三(3月29日)，丹麦能源署表示，在”北溪2“海底管道附近发现的不明物体是个海上发烟浮标，这枚浮标在周二被打捞出水。</p><p>专家认为，这可能是接收信号的天线，用来激活可能放在管道系统下面的爆炸装置。</p><p>近日以来，北溪爆破事件依旧是全球焦点新闻。联合国安理会周一就俄罗斯提交的呼吁联合国成立调查委员会、就北溪管道遭到破坏展开调查的决议草案进行表决，但最终表决未能通过决议草案。</p><p><strong>2、法国港口、炼油厂停摆过半 释放千万桶储备料也难解“油荒”</strong></p><p>受到整整两个月的激烈政治辩论和罢工运动影响，法国在能源供应方面面临日趋巨大的压力。最新消息显示，由于港口和炼油厂在罢工期间的停摆，法国已经共释放了1000多万桶战略油料储备。</p><p>法国重度依赖原油进口，数据分析公司Kpler收集的数据显示，本月到目前为止，该国的原油进口量减少了一半以上。根据媒体汇编的油轮追踪数据，目前至少载有1400万桶原油的船只漂浮在法国港口外，另有一些运送燃料的船只已驶往其他国家。</p><p><strong>3、美欧接近达成关键矿产协议 欧洲公司有望和日企共享美国绿色补贴</strong></p><p>综合多家媒体报道，欧盟和美国正接近达成一项关于关键矿产的协议，该协议有望让欧盟公司获得美国《通胀削减法案》提供的一部分绿色补贴。</p><p>熟悉谈判的人士透露，美国与欧盟之间的协议可能类似于昨日与日本签署的关键矿产贸易协议，即双方承诺不对制作电动汽车电池所需的钴、石墨、锂、锰和镍施加限制或征收出口关税。</p><p><strong>4、巴克莱警告第二波存款外逃已开始</strong></p><p>美国总统拜登刚承认银行业危机还未结束，新的危机可能就要来了。</p><p>2008年9月以来长期任巴克莱董事总经理的高级固定收益策略师Joseph Abate在新近报告中警告，因为客户意识到，目前货币市场基金的利率更高，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>系统将迎来新一波存款外流。</p><p>Abate认为，银行的资产负债表面临两波截然不同的资金外流压力。第一波和<a href=\"https://laohu8.com/S/SIVB\">硅谷银行</a>倒闭后产生的银行偿付能力担忧有关，它“可能快结束了“。不过，硅谷银行可能让公众意识到，目前在银行存款的利率很低。</p><p><strong>5、美国参议院：瑞信仍在协助美国超级富豪逃税</strong></p><p>美国参议院金融委员会称，瑞信仍在继续帮助美国富人逃税。</p><p>根据周三上午美国参议院发布的一份报告，<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>与使用外国护照、并有时放弃美国国籍以向税务机关隐瞒资产的双重国籍公民合作。</p><p>在报告附带的一份声明中，美参议院金融委员会主席、俄勒冈州民主党参议员Ron Wyden抨击了“贪婪的瑞士银行家”，美国国税局因此受到了大规模和持续的阴谋欺骗，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>的收购并不能使该事件彻底结束，瑞士信贷仍在协助美国的超级富豪逃税，并剥削其他美国人。</p><p style=\"text-align: justify;\"><strong>俄乌局势</strong></p><p><strong>1、波兰决定增加供乌弹药生产</strong></p><p>波兰政府当地时间29日宣布已通过一项决议，将从预算中拨款20亿兹罗提(约合人民币32亿元)用于在短时间内快速加强弹药生产，以应对欧洲地区对弹药的巨大需求，同时在乌克兰可能的春季攻势到来之前，向乌克兰供应弹药。此外，波兰政府还将花费120亿兹罗提(约合人民币191亿元)用于订购80万发弹药。</p><p><strong>2、俄首次成功拦截美援乌“<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>炸弹” 俄媒称“具有里程碑意义”</strong></p><p>俄罗斯国防部28日称，俄罗斯防空部队首次拦截了美国援助乌克兰的“陆射小直径炸弹”（GLSDB）。俄媒体将其称为一个“具有里程碑意义的事件”。俄罗斯《观点报》认为，这次拦截为未来高效拦截这种弹药奠定了基础。报道援引军事专家尤里·克努托夫的话称，“陆射小直径炸弹”是一种高技术装备，需要一种特殊的方法来消灭它。成功拦截这样的目标意味着俄防空系统升级了特定的软件。</p><p><strong>3、俄空天军发射一枚轻型“联盟-2.1V”运载火箭</strong></p><p>俄罗斯国防部当地时间3月29日发布公告称，当天22时57分，俄空天军在普列谢茨克航天发射场发射了一枚轻型“联盟-2.1V”运载火箭，将一个俄国防部的航天器送入太空。</p><p style=\"text-align: justify;\"><strong>公司新闻</strong></p><p><strong>1、<a href=\"https://laohu8.com/NW/2323784605\" title=\"苹果官宣今年开发者大会6月5日开幕，混合现实头显要亮相了\" target=\"_blank\" class=\"\">苹果官宣今年开发者大会6月5日开幕，混合现实头显要亮相了</a></strong></p><p>美东时间3月29日周二，苹果公司宣布，今年的全球开发者大会（WWDC）定于6月5日到9日举行。</p><p>苹果称，开发者将能借此机会率先了解苹果旗下平台、技术和工具的最新情况，有机会和苹果的专家以及其他开发者互动，全程免费线上交流。</p><p>6月5日当天，苹果还将在加州库比蒂诺市的总部大楼Apple Park为开发者和学生举办一场全天的特别线下活动，他们可以观看主题演讲，和苹果的一些团队会面。</p><p><strong>2、微软：新必应的首要任务是帮助媒体引流、增收</strong></p><p>周三盘后，微软在Bing博客上发表文章，除了重申目前必应的日活用户超过1亿人外，特别强调了新的搜索技术与媒体之间的关系。微软表示，在这个崭新的搜索世界中，公司的首要目标和衡量必应/Edge成功与否的部分标准，正是这些产品向媒体发送了多少流量。其次，公司也希望能通过聊天和问答等新功能，帮助媒体们获得更高的收入。</p><p><strong>3、<a href=\"https://laohu8.com/NW/1156514441\" title=\"摩根大通分析师：最佳情境下阿里股价能翻一倍\" target=\"_blank\" class=\"\">摩根大通分析师：最佳情境下阿里股价能翻一倍</a></strong></p><p>包括Alex Yao在内的摩根大通分析师在周三发表的研报中表示，阿里巴巴“1拆6”的重组行动可以类比<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>转型为Alphabet，会是一个能推动近期股价的情绪助推器。同时分析师们也认为，阿里巴巴的重组可能会在中长期内，对业务基本面和股价产生更重大的影响。在最佳情境中，阿里的股价能够涨到210美元。</p><p>摩根大通也强调，对于阿里而言，接下来可能不会再适用P/E之类的估值模型，而是转向SOTP估值，特别是在子公司将在何时何地IPO的消息明朗化之后。</p><p><strong>4、美国金融监督管理正考虑让大银行为硅谷银行暴雷损失买单</strong></p><p>美国当地媒体周三援引消息人士报道，随着硅谷银行暴雷事件逐渐平息，美国联邦存款保险公司正准备在5月提出“特殊评估”的方案，填补存款保险基金的窟窿。政府官员们准备限制地区银行缴纳这笔款项的比例，从而将重担压在美国最大的几家银行身上。换句话说，诸如摩根大通、美国银行、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>等巨头，将一次性面临数十亿美元的费用。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨 | 美股全线涨超1%，收复硅谷银行倒闭以来跌幅，纳指100进入牛市</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨 | 美股全线涨超1%，收复硅谷银行倒闭以来跌幅，纳指100进入牛市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-03-30 07:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><strong>摘要</strong>：①银行危机担忧情绪减弱，隔夜美股三大股指齐涨逾1%；②北溪爆炸现场不明物体“浮出水面”，距离真相更近一步；③<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师：最佳情境下阿里股价能翻一倍。</blockquote><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c94873c8d121269cfbe85037305d8b8\" tg-width=\"1080\" tg-height=\"1920\"/></p><p style=\"text-align: justify;\"><strong>海外行情</strong></p><p><strong>1、美股收高三大指数均涨超1% 纳斯达克100指数进入技术性牛市</strong></p><p>美股周三收高，道指上涨1%，纳指上涨近1.8%。<strong>美债收益率回落，推动股指反弹。对银行业状况的担忧有所缓解，也提振了市场情绪</strong>。截止收盘，道琼斯指数涨1%，纳斯达克指数涨1.79%，标普500指数涨1.43%，<strong>代表着科技蓝筹的纳斯达克100指数周三收盘时，较去年12月28日的低点反弹超过20%，进入了崭新的技术性牛市</strong>。</p><p>半导体、新能源板块大涨，<a href=\"https://laohu8.com/S/PLUG\">普拉格能源</a>、<a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a>、<a href=\"https://laohu8.com/S/ENTG\">英特格</a>涨超6%，EnphaseEnergy涨超5%。大型科技股普遍上涨，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨超7%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨超3%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨近2%。贵金属板块走低，<a href=\"https://laohu8.com/S/GORO\">黄金资源</a>跌超4%，金田跌超2%。</p><p><strong>2、热门中概股多数上涨 <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超9%</strong></p><p>热门中概股多数上涨，纳斯达克中国金龙指数涨0.64%。小鹏汽车涨超9%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超6%，<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超1%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>小幅上涨。<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超2%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超1%，<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>小幅下跌。</p><p><strong>3、欧股全线收涨 主要股指均涨超1%</strong></p><p>欧股主要指数全线收涨，德国DAX30指数涨1.23%，法国CAC40指数涨1.39%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨1.07%，欧洲斯托克50指数涨1.51%。市场对欧美银行危机的忧虑持续降温。</p><p><strong>4、油价冲高回落止步两日连涨 美国WTI原油期货收跌0.3%</strong></p><p>美国石油库存意外减少、伊拉克北部地区途径土耳其的部分石油出口暂停、对中国需求复苏的市场预期乐观等因素均提振油价，但收盘前油价冲高回落，无缘三日连涨和两周新高。</p><p>WTI 5月原油期货收跌0.23美元，跌幅0.31%，报72.97美元/桶。布伦特5月期货收跌0.37美元，跌幅0.47%，报78.28美元/桶。</p><p><strong>5、纽约黄金期货周三收跌0.3%</strong></p><p>纽约商品交易所6月交割的黄金下跌5.90美元，或0.3%，收于每盎司1984.50美元，为四个交易日中的第三次下跌。</p><p style=\"text-align: justify;\"><strong>宏观新闻</strong></p><p><strong>1、北溪爆炸现场不明物体“浮出水面” 距离真相更近一步</strong></p><p>当地时间周三(3月29日)，丹麦能源署表示，在”北溪2“海底管道附近发现的不明物体是个海上发烟浮标，这枚浮标在周二被打捞出水。</p><p>专家认为，这可能是接收信号的天线，用来激活可能放在管道系统下面的爆炸装置。</p><p>近日以来，北溪爆破事件依旧是全球焦点新闻。联合国安理会周一就俄罗斯提交的呼吁联合国成立调查委员会、就北溪管道遭到破坏展开调查的决议草案进行表决，但最终表决未能通过决议草案。</p><p><strong>2、法国港口、炼油厂停摆过半 释放千万桶储备料也难解“油荒”</strong></p><p>受到整整两个月的激烈政治辩论和罢工运动影响，法国在能源供应方面面临日趋巨大的压力。最新消息显示，由于港口和炼油厂在罢工期间的停摆，法国已经共释放了1000多万桶战略油料储备。</p><p>法国重度依赖原油进口，数据分析公司Kpler收集的数据显示，本月到目前为止，该国的原油进口量减少了一半以上。根据媒体汇编的油轮追踪数据，目前至少载有1400万桶原油的船只漂浮在法国港口外，另有一些运送燃料的船只已驶往其他国家。</p><p><strong>3、美欧接近达成关键矿产协议 欧洲公司有望和日企共享美国绿色补贴</strong></p><p>综合多家媒体报道，欧盟和美国正接近达成一项关于关键矿产的协议，该协议有望让欧盟公司获得美国《通胀削减法案》提供的一部分绿色补贴。</p><p>熟悉谈判的人士透露，美国与欧盟之间的协议可能类似于昨日与日本签署的关键矿产贸易协议，即双方承诺不对制作电动汽车电池所需的钴、石墨、锂、锰和镍施加限制或征收出口关税。</p><p><strong>4、巴克莱警告第二波存款外逃已开始</strong></p><p>美国总统拜登刚承认银行业危机还未结束，新的危机可能就要来了。</p><p>2008年9月以来长期任巴克莱董事总经理的高级固定收益策略师Joseph Abate在新近报告中警告，因为客户意识到，目前货币市场基金的利率更高，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>系统将迎来新一波存款外流。</p><p>Abate认为，银行的资产负债表面临两波截然不同的资金外流压力。第一波和<a href=\"https://laohu8.com/S/SIVB\">硅谷银行</a>倒闭后产生的银行偿付能力担忧有关，它“可能快结束了“。不过，硅谷银行可能让公众意识到，目前在银行存款的利率很低。</p><p><strong>5、美国参议院：瑞信仍在协助美国超级富豪逃税</strong></p><p>美国参议院金融委员会称，瑞信仍在继续帮助美国富人逃税。</p><p>根据周三上午美国参议院发布的一份报告，<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>与使用外国护照、并有时放弃美国国籍以向税务机关隐瞒资产的双重国籍公民合作。</p><p>在报告附带的一份声明中，美参议院金融委员会主席、俄勒冈州民主党参议员Ron Wyden抨击了“贪婪的瑞士银行家”，美国国税局因此受到了大规模和持续的阴谋欺骗，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>的收购并不能使该事件彻底结束，瑞士信贷仍在协助美国的超级富豪逃税，并剥削其他美国人。</p><p style=\"text-align: justify;\"><strong>俄乌局势</strong></p><p><strong>1、波兰决定增加供乌弹药生产</strong></p><p>波兰政府当地时间29日宣布已通过一项决议，将从预算中拨款20亿兹罗提(约合人民币32亿元)用于在短时间内快速加强弹药生产，以应对欧洲地区对弹药的巨大需求，同时在乌克兰可能的春季攻势到来之前，向乌克兰供应弹药。此外，波兰政府还将花费120亿兹罗提(约合人民币191亿元)用于订购80万发弹药。</p><p><strong>2、俄首次成功拦截美援乌“<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>炸弹” 俄媒称“具有里程碑意义”</strong></p><p>俄罗斯国防部28日称，俄罗斯防空部队首次拦截了美国援助乌克兰的“陆射小直径炸弹”（GLSDB）。俄媒体将其称为一个“具有里程碑意义的事件”。俄罗斯《观点报》认为，这次拦截为未来高效拦截这种弹药奠定了基础。报道援引军事专家尤里·克努托夫的话称，“陆射小直径炸弹”是一种高技术装备，需要一种特殊的方法来消灭它。成功拦截这样的目标意味着俄防空系统升级了特定的软件。</p><p><strong>3、俄空天军发射一枚轻型“联盟-2.1V”运载火箭</strong></p><p>俄罗斯国防部当地时间3月29日发布公告称，当天22时57分，俄空天军在普列谢茨克航天发射场发射了一枚轻型“联盟-2.1V”运载火箭，将一个俄国防部的航天器送入太空。</p><p style=\"text-align: justify;\"><strong>公司新闻</strong></p><p><strong>1、<a href=\"https://laohu8.com/NW/2323784605\" title=\"苹果官宣今年开发者大会6月5日开幕，混合现实头显要亮相了\" target=\"_blank\" class=\"\">苹果官宣今年开发者大会6月5日开幕，混合现实头显要亮相了</a></strong></p><p>美东时间3月29日周二，苹果公司宣布，今年的全球开发者大会（WWDC）定于6月5日到9日举行。</p><p>苹果称，开发者将能借此机会率先了解苹果旗下平台、技术和工具的最新情况，有机会和苹果的专家以及其他开发者互动，全程免费线上交流。</p><p>6月5日当天，苹果还将在加州库比蒂诺市的总部大楼Apple Park为开发者和学生举办一场全天的特别线下活动，他们可以观看主题演讲，和苹果的一些团队会面。</p><p><strong>2、微软：新必应的首要任务是帮助媒体引流、增收</strong></p><p>周三盘后，微软在Bing博客上发表文章，除了重申目前必应的日活用户超过1亿人外，特别强调了新的搜索技术与媒体之间的关系。微软表示，在这个崭新的搜索世界中，公司的首要目标和衡量必应/Edge成功与否的部分标准，正是这些产品向媒体发送了多少流量。其次，公司也希望能通过聊天和问答等新功能，帮助媒体们获得更高的收入。</p><p><strong>3、<a href=\"https://laohu8.com/NW/1156514441\" title=\"摩根大通分析师：最佳情境下阿里股价能翻一倍\" target=\"_blank\" class=\"\">摩根大通分析师：最佳情境下阿里股价能翻一倍</a></strong></p><p>包括Alex Yao在内的摩根大通分析师在周三发表的研报中表示，阿里巴巴“1拆6”的重组行动可以类比<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>转型为Alphabet，会是一个能推动近期股价的情绪助推器。同时分析师们也认为，阿里巴巴的重组可能会在中长期内，对业务基本面和股价产生更重大的影响。在最佳情境中，阿里的股价能够涨到210美元。</p><p>摩根大通也强调，对于阿里而言，接下来可能不会再适用P/E之类的估值模型，而是转向SOTP估值，特别是在子公司将在何时何地IPO的消息明朗化之后。</p><p><strong>4、美国金融监督管理正考虑让大银行为硅谷银行暴雷损失买单</strong></p><p>美国当地媒体周三援引消息人士报道，随着硅谷银行暴雷事件逐渐平息，美国联邦存款保险公司正准备在5月提出“特殊评估”的方案，填补存款保险基金的窟窿。政府官员们准备限制地区银行缴纳这笔款项的比例，从而将重担压在美国最大的几家银行身上。换句话说，诸如摩根大通、美国银行、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>等巨头，将一次性面临数十亿美元的费用。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"SG9999002224.SGD":"Allianz Global High Payout SGD","LU0106831901.USD":"贝莱德世界金融基金A2","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","SG9999002232.USD":"Allianz Global High Payout USD","QQQ":"纳指100ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0971096721.USD":"富达环球金融服务 A","QID":"纳指两倍做空ETF","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","TQQQ":"纳指三倍做多ETF","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","03086":"华夏纳指","JPM":"摩根大通",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105360204","content_text":"摘要：①银行危机担忧情绪减弱，隔夜美股三大股指齐涨逾1%；②北溪爆炸现场不明物体“浮出水面”，距离真相更近一步；③摩根大通分析师：最佳情境下阿里股价能翻一倍。海外行情1、美股收高三大指数均涨超1% 纳斯达克100指数进入技术性牛市美股周三收高，道指上涨1%，纳指上涨近1.8%。美债收益率回落，推动股指反弹。对银行业状况的担忧有所缓解，也提振了市场情绪。截止收盘，道琼斯指数涨1%，纳斯达克指数涨1.79%，标普500指数涨1.43%，代表着科技蓝筹的纳斯达克100指数周三收盘时，较去年12月28日的低点反弹超过20%，进入了崭新的技术性牛市。半导体、新能源板块大涨，普拉格能源、拉姆研究、英特格涨超6%，EnphaseEnergy涨超5%。大型科技股普遍上涨，英特尔涨超7%，亚马逊涨超3%，英伟达、特斯拉涨超2%，苹果、微软涨近2%。贵金属板块走低，黄金资源跌超4%，金田跌超2%。2、热门中概股多数上涨 小鹏汽车涨超9%热门中概股多数上涨，纳斯达克中国金龙指数涨0.64%。小鹏汽车涨超9%，蔚来涨超6%，微博、爱奇艺、阿里巴巴涨超1%，理想汽车小幅上涨。网易跌超2%，哔哩哔哩、唯品会、百度跌超1%，京东、拼多多小幅下跌。3、欧股全线收涨 主要股指均涨超1%欧股主要指数全线收涨，德国DAX30指数涨1.23%，法国CAC40指数涨1.39%，英国富时100指数涨1.07%，欧洲斯托克50指数涨1.51%。市场对欧美银行危机的忧虑持续降温。4、油价冲高回落止步两日连涨 美国WTI原油期货收跌0.3%美国石油库存意外减少、伊拉克北部地区途径土耳其的部分石油出口暂停、对中国需求复苏的市场预期乐观等因素均提振油价，但收盘前油价冲高回落，无缘三日连涨和两周新高。WTI 5月原油期货收跌0.23美元，跌幅0.31%，报72.97美元/桶。布伦特5月期货收跌0.37美元，跌幅0.47%，报78.28美元/桶。5、纽约黄金期货周三收跌0.3%纽约商品交易所6月交割的黄金下跌5.90美元，或0.3%，收于每盎司1984.50美元，为四个交易日中的第三次下跌。宏观新闻1、北溪爆炸现场不明物体“浮出水面” 距离真相更近一步当地时间周三(3月29日)，丹麦能源署表示，在”北溪2“海底管道附近发现的不明物体是个海上发烟浮标，这枚浮标在周二被打捞出水。专家认为，这可能是接收信号的天线，用来激活可能放在管道系统下面的爆炸装置。近日以来，北溪爆破事件依旧是全球焦点新闻。联合国安理会周一就俄罗斯提交的呼吁联合国成立调查委员会、就北溪管道遭到破坏展开调查的决议草案进行表决，但最终表决未能通过决议草案。2、法国港口、炼油厂停摆过半 释放千万桶储备料也难解“油荒”受到整整两个月的激烈政治辩论和罢工运动影响，法国在能源供应方面面临日趋巨大的压力。最新消息显示，由于港口和炼油厂在罢工期间的停摆，法国已经共释放了1000多万桶战略油料储备。法国重度依赖原油进口，数据分析公司Kpler收集的数据显示，本月到目前为止，该国的原油进口量减少了一半以上。根据媒体汇编的油轮追踪数据，目前至少载有1400万桶原油的船只漂浮在法国港口外，另有一些运送燃料的船只已驶往其他国家。3、美欧接近达成关键矿产协议 欧洲公司有望和日企共享美国绿色补贴综合多家媒体报道，欧盟和美国正接近达成一项关于关键矿产的协议，该协议有望让欧盟公司获得美国《通胀削减法案》提供的一部分绿色补贴。熟悉谈判的人士透露，美国与欧盟之间的协议可能类似于昨日与日本签署的关键矿产贸易协议，即双方承诺不对制作电动汽车电池所需的钴、石墨、锂、锰和镍施加限制或征收出口关税。4、巴克莱警告第二波存款外逃已开始美国总统拜登刚承认银行业危机还未结束，新的危机可能就要来了。2008年9月以来长期任巴克莱董事总经理的高级固定收益策略师Joseph Abate在新近报告中警告，因为客户意识到，目前货币市场基金的利率更高，美国银行系统将迎来新一波存款外流。Abate认为，银行的资产负债表面临两波截然不同的资金外流压力。第一波和硅谷银行倒闭后产生的银行偿付能力担忧有关，它“可能快结束了“。不过，硅谷银行可能让公众意识到，目前在银行存款的利率很低。5、美国参议院：瑞信仍在协助美国超级富豪逃税美国参议院金融委员会称，瑞信仍在继续帮助美国富人逃税。根据周三上午美国参议院发布的一份报告，瑞士信贷与使用外国护照、并有时放弃美国国籍以向税务机关隐瞒资产的双重国籍公民合作。在报告附带的一份声明中，美参议院金融委员会主席、俄勒冈州民主党参议员Ron Wyden抨击了“贪婪的瑞士银行家”，美国国税局因此受到了大规模和持续的阴谋欺骗，瑞银的收购并不能使该事件彻底结束，瑞士信贷仍在协助美国的超级富豪逃税，并剥削其他美国人。俄乌局势1、波兰决定增加供乌弹药生产波兰政府当地时间29日宣布已通过一项决议，将从预算中拨款20亿兹罗提(约合人民币32亿元)用于在短时间内快速加强弹药生产，以应对欧洲地区对弹药的巨大需求，同时在乌克兰可能的春季攻势到来之前，向乌克兰供应弹药。此外，波兰政府还将花费120亿兹罗提(约合人民币191亿元)用于订购80万发弹药。2、俄首次成功拦截美援乌“智能炸弹” 俄媒称“具有里程碑意义”俄罗斯国防部28日称，俄罗斯防空部队首次拦截了美国援助乌克兰的“陆射小直径炸弹”（GLSDB）。俄媒体将其称为一个“具有里程碑意义的事件”。俄罗斯《观点报》认为，这次拦截为未来高效拦截这种弹药奠定了基础。报道援引军事专家尤里·克努托夫的话称，“陆射小直径炸弹”是一种高技术装备，需要一种特殊的方法来消灭它。成功拦截这样的目标意味着俄防空系统升级了特定的软件。3、俄空天军发射一枚轻型“联盟-2.1V”运载火箭俄罗斯国防部当地时间3月29日发布公告称，当天22时57分，俄空天军在普列谢茨克航天发射场发射了一枚轻型“联盟-2.1V”运载火箭，将一个俄国防部的航天器送入太空。公司新闻1、苹果官宣今年开发者大会6月5日开幕，混合现实头显要亮相了美东时间3月29日周二，苹果公司宣布，今年的全球开发者大会（WWDC）定于6月5日到9日举行。苹果称，开发者将能借此机会率先了解苹果旗下平台、技术和工具的最新情况，有机会和苹果的专家以及其他开发者互动，全程免费线上交流。6月5日当天，苹果还将在加州库比蒂诺市的总部大楼Apple Park为开发者和学生举办一场全天的特别线下活动，他们可以观看主题演讲，和苹果的一些团队会面。2、微软：新必应的首要任务是帮助媒体引流、增收周三盘后，微软在Bing博客上发表文章，除了重申目前必应的日活用户超过1亿人外，特别强调了新的搜索技术与媒体之间的关系。微软表示，在这个崭新的搜索世界中，公司的首要目标和衡量必应/Edge成功与否的部分标准，正是这些产品向媒体发送了多少流量。其次，公司也希望能通过聊天和问答等新功能，帮助媒体们获得更高的收入。3、摩根大通分析师：最佳情境下阿里股价能翻一倍包括Alex Yao在内的摩根大通分析师在周三发表的研报中表示，阿里巴巴“1拆6”的重组行动可以类比谷歌转型为Alphabet，会是一个能推动近期股价的情绪助推器。同时分析师们也认为，阿里巴巴的重组可能会在中长期内，对业务基本面和股价产生更重大的影响。在最佳情境中，阿里的股价能够涨到210美元。摩根大通也强调，对于阿里而言，接下来可能不会再适用P/E之类的估值模型，而是转向SOTP估值，特别是在子公司将在何时何地IPO的消息明朗化之后。4、美国金融监督管理正考虑让大银行为硅谷银行暴雷损失买单美国当地媒体周三援引消息人士报道，随着硅谷银行暴雷事件逐渐平息，美国联邦存款保险公司正准备在5月提出“特殊评估”的方案，填补存款保险基金的窟窿。政府官员们准备限制地区银行缴纳这笔款项的比例，从而将重担压在美国最大的几家银行身上。换句话说，诸如摩根大通、美国银行、富国银行等巨头，将一次性面临数十亿美元的费用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659274216,"gmtCreate":1680102345035,"gmtModify":1680102950717,"author":{"id":"3491210326538039","authorId":"3491210326538039","name":"小曹学港美股","avatar":"https://static.tigerbbs.com/1d4f06c426684914231b10a157aa4520","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3491210326538039","authorIdStr":"3491210326538039"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$&nbsp;</a>今天共和银行会翻倍吗？sell call 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