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Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82
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  来源:中国基金报

  【导读】美联储官员讨论降息,大型科技股全线上涨!特朗普称已为俄乌问题设最后期限 

  美东时间4月24日周四,美股收高,三大股指连续第三个交易日上涨。受美联储官员关于6月可能降息的言论影响,科技股普涨。

  对标DeepSeek?OpenAI向免费用户推出轻量版DeepResearch。

  得益于搜索广告业务持续强劲的表现,谷歌母公司Alphabet第一季度营收和利润均超过分析师预期,盘后一度涨近5%。

  美股三大股指收高

  截至收盘,道指涨486.83点,涨幅为1.23%,报40093.40点;纳指涨457.99点,涨幅为2.74%,报17166.04点;标普500指数涨108.91点,涨幅为2.03%,报5484.77点。

  据央视新闻,美国联邦储备委员会理事克里斯托弗·沃勒当日警告称,美国总统特朗普引发的贸易战可能很快会导致失业率上升。

  据悉,因为其他国家对美国商品征收报复性关税,美国目前的就业形势已面临风险。若外国客户减少订单,美国一些依赖出口的行业可能被迫裁员。

  沃勒表示,若关税维持现状,7月之前将不会对美国经济造成显著影响。如果特朗普政府恢复激进的关税水平,企业可能会开始裁员,如果失业率大幅上升,他将支持降息。沃勒强调,一旦劳动力市场出现严重恶化,他预计很快会有更多降息。

  桥水发布报告警告,特朗普政府的“现代重商主义”政策转向可能引发经济衰退,并导致国际资本加速逃离美国市场。该机构预警称,美国衰退概率上升,特朗普关税政策引发的经济增长放缓“很可能恶化为衰退”。

  业绩超预期

  Alphabet盘后一涨近5%

  大型科技股全线上涨,英伟达涨超3%,特斯拉涨逾3%,微软涨超3%,亚马逊涨逾3%,谷歌涨超2%,脸书涨逾2%,苹果涨超1%。

  欧洲汽车制造商协会周四公布的数据显示,特斯拉3月份在欧盟的新车注册量同比下降了36%,至18224辆。此前,特斯拉2月份和1月份在欧盟的注册量分别下降了47%和50%。

  特斯拉已将自动驾驶网约车测试扩大到位于德州奥斯汀的员工,为6月份推出无人驾驶出租车(Robotaxi)服务做准备。

  天风国际分析师郭明錤表示,至少三款2025新款iPhone17机型将配备12GBDRAM。Micron与SKHynix为AppleDRAM升级策略较预期积极的主要受惠者。

  谷歌母公司Alphabet第一季度营收和利润均超过分析师预期,得益于搜索广告业务持续强劲的表现。

  具体来看,谷歌公司广告营收为668.9亿美元,预期为663.9亿美元;谷歌云营收为122.6亿美元,预期为123.2亿美元;YouTube广告营收为89.3亿美元,预期是89.4亿美元;运营利润为306.1亿美元,预期为288.6亿美元;一季度付费订阅用户数超过2.7亿。

  财报发布后,Alphabet股价在盘后交易中一度上涨近5%。

  对标DeepSeek?OpenAI推出轻量版DeepResearch

  OpenAI在其最新公告中表示:鉴于众多用户对DeepResearch的喜爱,公司决定推出一个轻量级版本的DeepResearch,来扩大Plus、Team和Pro用户使用范围,并提升现有的速率限制。此外,免费用户现在也能体验到这一轻量级版本。

  该轻量级版本的DeepResearch由OpenAIo4-mini版本提供技术支持,它在智能性能上与广受欢迎的标准版DeepResearch相差无几,同时显著降低了运营成本。

  特朗普称已为俄乌问题设最后期限 

  届时美国态度或生变

  据央视新闻报道,当地时间4月24日,美国总统特朗普就俄乌冲突发表了一系列言论。特朗普指出,乌克兰和俄罗斯都有实现和平的意愿,双方都必须加入谈判。他还透露,自己已在俄乌问题上设定了一个最后期限,期限过后,美国的态度将会有所不同。

  不过,俄罗斯总统新闻秘书佩斯科夫23日称,特朗普从未指定任何日期,且俄方认为设定俄乌停火的最后期限并不合适。

  在谈及对俄罗斯的态度时,特朗普表达了对俄罗斯袭击基辅的不满。当谈及是否对俄罗斯实施制裁时,特朗普表示,他“宁愿在一周内回答这个问题”,但如果无法达成协议结束冲突,“事情就会发生”,并强调美国会竭尽全力与乌克兰合作。

  当被问及乌克兰割让领土问题时,特朗普表示,这将取决于具体割让哪些领土。

  此外,特朗普认为,俄罗斯并非和平的阻碍,目前美国正在对俄乌双方施加巨大压力,以推动和平进程。

  (综合整理赵刚)

  日本东京通胀较上月加速,升至两年来最高水平,支持日本央行的加息立场。

  根据内务省周五发布的报告,4月东京不包括生鲜食品的消费者价格(CPI)同比上涨3.4%,受到去年学费下调及当前食品和能源价格上涨等因素的综合影响。经济学家的预估中值为上涨3.2%。总体通胀率从3月的2.9%升至3.5%。

  作为全国通胀的领先指标,东京最新通胀数据的发布正值美国总统特朗普关税战带来的不确定性对日本央行通过渐进式加息进一步缩减货币宽松的计划构成压力。

  通胀率一直稳定高于日本央行2%的目标,3月全国核心通胀指标升至3.2%,但美国的一连串关税行动正在增加全球面临的增长风险,可能使以行长植田和男为首的日本央行决策者难以推进加息。

  美国股指期货上涨,Alphabet的业绩优于预期,增强了围绕货币政策和可能达成贸易协议的积极情绪。标普500指数期货上涨0.5%,纳斯达克100指数合约上涨0.7%。标普500指数周四上涨2%,纳斯达克100指数上涨2.8%,对美联储降息时间早于预期的押注增加。

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