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  来源:证券日报之声

  本报记者王宁

  Wind最新统计数据显示,截至4月18日,14只黄金ETF(交易型开放式指数基金)年内净流入资金超过700亿元,近1日净流入资金近28亿元;同时,从收益率来看,黄金ETF年内收益率均超25%,其中最高收益率近34%。

  在多位分析人士看来,黄金主题基金年内如此“吸金”,主要在于国际黄金价格持续走高,但短期或存在回调风险,中长期走强逻辑不变,三季度有望试探3600美元/盎司高点。

  在金价持续上行的背景下,年内资金加速涌入黄金类ETF。Wind数据统计显示,截至4月18日收盘,14只黄金ETF中有4只跻身百亿元级阵营,如华安黄金ETF位居首位,最新规模为582.53亿元,年内增加295.77亿元,增幅超100%。从整体资金流动来看,14只黄金ETF近1日资金净流入近28亿元,近一周资金净流入超141亿元,年内净流入资金量超过700亿元;同时,收益率领跑,截至收盘,14只黄金ETF年内涨幅均超25%。

  中粮期货有限公司研究院资深研究员曹姗姗向《证券日报》记者表示,年内国际黄金价格持续走高,短期或有回调风险,尤其是期货价格在持续破新高后,也可能会出现止盈抛压所引发的回调行情。目前来看,国际金价在3000美元/盎司有较强支撑,此关口很难跌破。不过,中长期上涨逻辑不变,预计三季度或达到3600美元/盎司高点,同时,四季度进入消费旺季,预计期价还会再度偏强,不排除更高点的可能。

  银河期货有限公司贵金属高级研究员王露晨向记者介绍说,由于当前国际基本面波动较大,黄金具备避险和货币双重属性,期价或将易涨难跌,3400美元/盎司或很快突破。“在年内避险情绪的持续助推下,黄金多头仓位已较为拥挤,存在一定回调风险。”

  “基于对国际宏观经济的预期,国际金价3400美元/盎司或很快达到。”金瑞期货股份有限公司贵金属研究员吴梓杰告诉记者,近期黄金的避险价值得到最佳体现,从基本面来看,除了国际宏观面不确定性因素外,局部地缘风险还在持续,这些都将增强黄金避险价值。国际金价的大幅上涨,更多是投资者对市场恐慌和不确定性的过度反应,待基本面相对平稳后,同样会增加价格回调风险。对于个人投资者,需要在市场过热时保持理性,避免盲目追涨,但从中长期来看,坚定持有黄金资产仍是最佳选择。

  财联社4月18日讯(记者郭子硕)4月18日,中航信托在官网宣布,为提升公司经营管理效能,经股东会、董事会审议通过,公司与建信信托有限责任公司、国投泰康信托有限公司签订了《委托服务协议》,聘请上述两家公司为本公司日常经营管理提供服务。

  对于托管方如何分工,以及本次签订协议后是否为了进一步重组,财联社记者联系中航信托相关负责人,截至发稿未获回复。

  不过,有消息人士向记者透露,当前托管单位人员已到位,相关分工暂不清楚。

  中航信托表示,公司相关的债权债务关系、信托法律关系不因此而发生改变。委托服务自4月18日开始,结束时间由双方协商。

  有行业知情人士向财联社记者表示,此前中航信托资产状况恶化或因为公司的非标项目。

  中航产融主动退市刚获股东大会通过

  在此之前,4月14日,中航产融(600705.SH)发布公告,主动退市事项获股东大会通过。

  据中航产融彼时的公告,公司股票终止上市事项已获2025年第二次临时股东大会审议通过,将向上海证券交易所申请终止上市交易。公司进入现金选择权行权申报阶段,控股股东中航工业将向除中航工业及其下属单位外的全体A股股东提供现金选择权,行权价格为3.54元/股。现金选择权申报期间为2025年4月23日至4月25日。

  对于主动退市,中航产融称,因经营面临重大不确定性,可能会对公司造成重大影响。根据中航产融业绩预告,公司预计2024年度实现归属于母公司所有者的净利润为-4800万元左右,预计2024年度实现归属于母公司所有者的扣除非经常性损益后的净利润为-1.89亿元。

  中航产融表示,2024年公司经营业绩受到多重超预期因素影响:一是公司业务结构转型调整,营业收入、手续费及佣金收入有所下降;二是受外部宏观经济形势等影响,市场整体资产价格承压,公司持有的资产账面价值出现一定下滑。

  据中航信托最近一期年报披露,公司第一大股东为中航投资控股有限公司,持股比例84.42%,第二大股东为华侨银行,持股比例为15.58%。而第一大股东中航投资控股有限公司为中航产融的控股子公司。

  中航产融是中国航空工业集团有限公司的产业投资与综合金融平台,于2012年8月在上海证券交易所上市,旗下金融机构包括中航证券、中航信托、中航期货等。

  中航信托2023年年报显示,当期贷款损失准备规模从期初的570万元大幅上升至5700万元,当期计提5130万元;坏账准备从起初的2.53亿元升至期末的3.20亿元,当期计提6,672.83万元。同时,中航信托2023年的不良率从上一年的1.74%升至3.33%。

4月18日,Mhmarkets迈汇平台表示,BP可能成为大型石油公司收购目标的猜测正在升温,特别是在激进投资者ElliottManagement收购了BP近5%的股份后。Elliott的介入重新点燃了关于BP可能成为全球石油行业下一个大型合并交易目标的讨论。

  Mhmarkets迈汇平台认为,分析师们正在考虑各种潜在的收购方,包括壳牌(Shell)、雪佛龙(Chevron)和阿布扎比国家石油公司(ADNOC),尤其是BP重新聚焦于石油和天然气业务后。在过去的一年中,曾有报道称ADNOC考虑收购BP,但最终因谈判未深入而放弃。

  BP的股价自2020年以来一直落后于其他大型石油公司,包括壳牌、道达尔能源(TotalEnergies)、埃克森美孚(ExxonMobil)和雪佛龙。尽管BP的前CEO伯纳德·卢尼(BernardLooney)推动向可再生能源转型,以及其继任者默里·奥钦克洛斯(MurrayAuchincloss)重新聚焦于石油和天然气业务,但BP在过去五年的表现仍未达到市场预期。

  Mhmarkets迈汇平台进一步分析,Elliott对BP战略调整、董事会重组以及股票表现快速改善的要求,促使分析师们今年开始猜测哪个潜在买家最适合收购BP。尽管BP的股价在战略调整后一度上涨,但随后因关税和贸易争端导致布伦特原油价格暴跌至每桶60多美元,BP的股价涨幅被抹去。

  Mhmarkets迈汇平台总结认为,尽管BP可能成为大型石油公司收购目标的猜测正在升温,但投资者仍需保持谨慎,密切关注市场动态和潜在收购方的行动。

  新浪科技讯4月18日晚间消息,由美图公司牵头,联合厦门大学、厦门理工学院、厦门科拓通讯技术股份有限公司合作的《面向人机交互与协同的多模态大模型关键技术研究及产业化应用》获得厦门市“2024年未来产业领域市重大科技计划项目”立项。

  美图公司立项项目主要面向当前人机交互与系统的多模态大模型研究存在的问题,利用主动学习、强化学习、类别增量学习、自监督学习、数据增强等先进技术,搭建面向多种垂直领域的多模态大模型,包括建设智慧设计大模型与智慧停车大模型,同时持续提升多模态大模型的理解与生成能力,为实际应用场景的模型训练和产业化应用提供方法支撑。

  2024-2025年,美图公司持续加大在AI领域研发投入的深度与广度。数据显示,2024年美图公司研发投入9.1亿元,同比增长约43.3%。

  【环球网报道】“特朗普炮轰鲍威尔,贝森特私下敦促谨慎行事。”美国“政治新闻网”17日以此为题援引两名消息人士的话爆料,美国财政部长斯科特·贝森特私下曾多次警告白宫官员,任何将美联储主席鲍威尔解职的企图都有可能破坏金融市场稳定。同日早些时候,美国总统特朗普曾在其社交平台发帖称鲍威尔“应该尽早走人”,引发舆论争议。

  报道称,白宫盟友认为,特朗普17日的帖文与其说是试图立即让鲍威尔走人,不如说是扰乱这位美联储主席的节奏,让他成为未来美国经济困境的“替罪羊”。此外,特朗普的言论似乎也旨在向鲍威尔施压,迫使后者屈服。不过,白宫盟友也谨慎地认为,特朗普的立场尚不确定,他可能会随时改变主意。

  “政治新闻网”提到,针对上述消息,美国财政部并未立即回应该媒体置评请求。

  特朗普早些时候施压美联储和鲍威尔的言论也在社交平台引发争议,一些网友在相关报道评论区表达看法。

  “提醒一下,鲍威尔(最早)是由特朗普任命、经国会参议院表决批准上任的。”↓

  还有网友说,“美联储的独立性至关重要——屈服于政治批评会损害公信力。”↓

  在第一任期中,特朗普就频繁公开抨击美联储及鲍威尔,经常敦促美联储降息。开启第二任期以来,特朗普也多次对鲍威尔施压,要求其降息。鲍威尔则在多个场合强调,美联储将保持政策独立性,政策调整需基于经济数据而非政治干预。

  据美国《华盛顿邮报》此前报道,鲍威尔4月16日就美贸易政策的通胀效应发出强烈警告。鲍威尔表示,特朗普政府的关税政策“极有可能”刺激通胀暂时上升,并警告称这些影响可能会持续很长时间。美联社也称,特朗普的关税政策令美国经济衰退风险加剧,而特朗普似乎希望把责任推到鲍威尔身上。在一份最新民意调查中,美国民众对他们的就业前景更加悲观,同时担心关税成本转嫁到民众日常消费中。据耶鲁大学预算实验室测算,关税带来的通胀压力意味着美国普通家庭每户损失4900美元。

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