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  热点聚焦

  1、中共中央政治局委员、国务院副总理何立峰15日至16日在广东出席第137届中国进出口商品交易会(广交会)有关活动并调研外贸工作。何立峰强调,着力推进外贸高质量发展,共同努力建设开放型世界经济。

  2、《求是》杂志刊登商务部部长王文涛署名文章《多措并举扩大服务消费》。文章指出,加快政策推出,出台支持家政服务消费、发展数字消费等政策文件,会同相关部门制定促进旅游业、超高清、体育赛事经济、中医药健康发展等支持政策。

  3、针对“美对华关税加征至245%”,外交部发言人林剑表示,具体税率的数字,你可以问问美方。关税战、贸易战没有赢家,中方不愿打,但也绝不怕打。商务部表示,中方此前已就美单边加征关税多次阐明立场,对于美方这种毫无意义的关税数字游戏,中方不予理会。但倘若美方执意继续实质性侵害中方权益,中方将坚决反制,奉陪到底。

  4、据Wind统计,截至4月16日,4月以来共112家港股上市公司实施了回购,累计回购金额为89.67亿港元。与上月同期相比,数量和总金额分别增长286.21%、171.15%。2025年以来,港股上市公司回购总金额已突破500亿港元。整体来看,积极实施回购的公司不仅集中在金融蓝筹和互联网科技板块,部分消费企业也加大了回购力度。

  5、受避险需求升温、美元下跌以及科技股重挫影响。周三进入美股盘前时段后,现货黄金价格迅速升破每盎司3300美元。有分析称,由于不断升级的贸易战引发了人们对全球经济衰退的担忧,且由于华盛顿宣布的关税难以预测,投资者难以建立长期仓位。在这种环境下,黄金被视为最受青睐的避险资产。

  环球市场

  周三,受美联储主席鲍威尔鹰派发言影响,美股三大指数集体大跌。截至收盘,道琼斯指数跌1.73%,标普500指数跌2.24%,纳斯达克指数跌3.07%。

  大型科技股集体收跌,苹果跌3.89%,微软跌3.66%,英伟达跌6.87%,特斯拉跌4.94%。

  热门中概股普跌,纳斯达克中国金龙指数跌2.72%,阿里巴巴跌4.93%,京东跌5.64%,小鹏汽车跌5.55%,理想汽车跌3.03%,哔哩哔哩跌3.52%。

  港股方面,三大指数周三集体下跌。截至收盘,恒生指数跌1.91%,科技指数跌3.72%,国企指数跌2.55%。

  从市场表现来看,包括互联网、汽车、医药、航运等多数个股领跌,而黄金在金价持续飙升的背景下持续受益。

  公司要闻

  金山云(03896.HK):新增发的1850万股ADS,每ADS定价为11.27美元。此次定增所募集的资金,计划用于投资于升级和扩大基础设施、投资于技术和产品开发等。

  巨子生物(02367.HK):拟折让约9.50%先旧后新配股,最高净筹约22.94亿港元。

  华能国际电力股份(00902.HK):一季度境内电厂累计完成上网电量1066.33亿千瓦时,同比下降5.66%。

  中国建材(03323.HK):一季度净亏损5.20亿元,上一年同期为亏损13.50亿元。

  远洋集团(03377.HK):前3月累计合同销售52.8亿元,同比增长22.2%。

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