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  全球财经媒体昨夜今晨共同关注的头条新闻主要有:

  美国3月二手房销售创2022年以来最大降幅受利率和房价影响  

  由于购房者持续受到高房贷利率和高房价的双重压制,美国3月二手房销量创下2022年以来最大跌幅。

  全美房地产经纪人协会(NAR)周四公布的数据显示,3月二手房成交量下降5.9%,至折合年率402万套。低于接受调查的大多数经济学家的预期。

  二手房售价中值同比上涨2.7%,至40.37万美元,为历年3月的最高纪录,也延续2023年中以来的同比价格上涨趋势。市场前景不容乐观,关税措施不仅可能推高家具和建筑材料的成本,还将进一步加剧财务吃紧的消费者的负担。

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

  OpenAI发文称:注意到许多用户都喜欢使用DeepResearch,因此OpenAI通过引入轻量级的DeepResearch版本来扩大Plus、Team和Pro用户的使用范围,以提高当前的速率限制。我们还向免费用户推出了轻量级版本。

  轻量版DeepResearch由OpenAIo4-mini版本提供支持,其智能水平接近用户熟知且喜爱的标准版DeepResearch,同时运营成本显著降低。

  该版本在保持用户所期待的深度与质量的同时,响应内容通常更为简洁。当标准版的使用额度耗尽后,系统将自动切换至轻量版响应查询。所有Plus、Team和Pro用户现在都扩展了对DeepResearch的使用。

  Alphabet一季度营收和利润均超预期得益于谷歌搜索广告业务强劲表现

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

  Alphabet第一季度扣除合作伙伴分成后的营收为765亿美元,高于彭博汇总的分析师平均预估754亿美元。每股收益2.81美元,远超华尔街预期的2.01美元。

  财报发布后,Alphabet股价在盘后交易中上涨超过3.5%。今年以来,公司股价已下跌16%。

  美联储理事Waller:如果高关税导致失业增加将支持下调利率  

  美联储理事ChristopherWaller表示,如果特朗普政府重新实施高额关税,企业可能会开始裁员,届时他将支持降息以保护就业市场。

  “如果真的恢复特别高的关税,我不会对裁员增加和失业率小幅上升感到意外,”Waller周四在接受采访时表示,“如果劳动力市场明显恶化,鉴于实现充分就业是美联储的使命之一,我认为我们有必要出手。”

  Waller强调,他不认为关税在7月之前会对经济造成显著影响,但如果高关税持续存在,失业人数可能会上升,且增长速度很快。

  特朗普抨击哈佛是“自由派烂摊子”要求自家企业炒掉该校律师  

  美国总统特朗普近日再次猛烈抨击哈佛大学,称其是一个“自由派烂摊子”,连该校一位律师也成为他攻击的对象。此人恰好也为特朗普的商业帝国提供法律服务。

  “哈佛是对民主的威胁,他们的律师也是我的代理律师,他应该立刻辞职,否则就该被解雇,”特朗普周四在TruthSocial上发文称,显然指的是来自QuinnEmanuelUrquhart&Sullivan律所的WilliamBurck。

  Burck曾处理多起政界与商界的高知名度案件,今年1月被聘为特朗普集团的外部伦理顾问。当时,特朗普之子埃里克·特朗普还曾在社交媒体发文称自己“很自豪”地宣布Burck加入团队,称他是“全美最优秀、最受尊敬的律师之一”。

  G20轮值主席国南非警告贸易摩擦升级会后未发布正式公报  

  二十国集团(G-20)轮值主席国南非的央行行长表示,全球贸易紧张局势已经变得“如此严重”。

  “这种针锋相对的情况意味着我们实际上可能不会互相交谈,”南非央行行长LesetjaKganyago在华盛顿举行的G-20财长和央行行长会议后对记者表示。“即便有国家伸出橄榄枝,我们也可能看不见,因为局势已经变得如此紧张”。

  在他一旁发言的南非财政部长EnochGodongwana表示,美国财政部长斯科特·贝森特参加了周三晚间和周四早间的部分会议,但两位官员都未透露贝森特的讲话。

  欲览更多环球财经资讯,请移步7×24小时实时财经新闻

  市场

  收盘:美股连续第三日收高市场聚焦关税与联储降息可能性

  4月24日美股成交额前20:亚马逊与英伟达称AI中心建设未放缓

  周四热门中概股多数上涨台积电涨4.04%,阿里巴巴涨0.27%

  周四美国WTI原油收高0.8%

  纽约期金涨近1.9%,费城金银指数收涨超1.8%

  欧洲主要股指收盘集体上涨德国DAX30指数收涨0.67%

  宏观

  特朗普抨击哈佛是“自由派烂摊子”要求自家企业炒掉该校律师

  特朗普称已为俄乌问题设最后期限届时美国态度或生变

  特朗普计划向沙特提出逾1000亿美元的军售方案

  特朗普称有望与挪威达成贸易协议但未承诺关税让步

  美国3月二手房销售创2022年以来最大降幅受利率和房价影响

  美国3月成屋销售创2009年以来同期最低

  美国财长贝森特预计美国和韩国下周就贸易达成谅解协议

  白宫国家经济委员会主任:最高级别的税收谈判代表下周将举行会议

  欧洲央行将考虑对货币政策战略进行调整以便更灵活应对价格冲击

  公司

  Alphabet一季度营收和利润均超预期得益于谷歌搜索广告业务强劲表现

  OpenAI向免费用户推出轻量版DeepResearch

  英特尔第二季度展望疲软将裁员以削减成本

  受贸易战和支出缩减影响,航空公司持续削减航班并下调盈利预期

  一位苹果多头今日下调了苹果目标价

  摩根士丹利清仓X平台债务

  百事可乐下调盈利预期:关税动荡与消费疲软双重打击

  孩之宝预警:特朗普关税将使今年利润缩水3亿美元

  波音CEO:必要时将“毫不吝啬”地引进新高管

  支付领域竞争升温,Coinbase取消购买PayPal稳定币手续费

  今年销售成本将增加2亿美元,默沙东回应关税政策影响

  评论  

  G20轮值主席国南非警告贸易摩擦升级会后未发布正式公报

  斯塔默政府实施系列税改后亿万富豪正在离开英国

  美国2024年烈酒出口创纪录受关税担忧推动

  美国7年期国债中标收益率小幅高于发行前交易水平

  英国央行行长:对美元失去储备货币地位的担忧“过头”

  英国央行行长:目前英国不太可能陷入经济衰退

  俄罗斯央行:截至4月18日国际储备总额达6813亿美元

  随着收益率下降、美元波动,市场重新评估“抛售美国资产”交易

  宣布“对等关税”后美民众对特朗普经济政策的不满情绪日益增长

  特朗普的贸易战给企业带来更多阴霾

  欧洲债市:欧洲债券上涨德国国债表现落后

  德国财长看好与美国达成贸易协议称90天关税缓冲期“可行”

  格奥尔基耶娃:IMF专注于稳定,并在气候变化问题上支持各国

  美联储理事Waller:如果高关税导致失业增加将支持下调利率

  欧洲央行首席经济学家:贸易冲击不太可能引发衰退

  42%美国30岁以下年轻人陷财务窘境教育程度成关键分水岭

  观点综述:美元恐陷入结构性跌势

  纽约汇市:美元下跌关税疑虑挥之不去

  美国债市:国债上涨7年期美债招标结果表现稳健后保持涨势

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