国外1. 荷兰国际：日本核心通胀支持日本央行5月加息。2. 凯投宏观：瑞典央行...
2025-03-21 08:13:35
全球金融市场动态：国内外最新投资趋势解读
国际市场
1. 荷兰国际：日本核心通胀数据超预期，支持日本央行5月加息预期，或将影响亚洲市场资金流向。
2. 凯投宏观：瑞典央行货币政策转向，下一步行动或是加息，北欧市场投资环境面临调整。
3. 凯投宏观：瑞士央行此次降息或为周期内最后一次，欧洲货币政策转向信号显现。
国内市场
1. 中金：大模型技术推动中台升级，科技硬件产业链迎来新机遇，重点关注半导体、AI芯片等细分领域。
2. 中金：美国大选年经济政策分析，特朗普亟需解决贫富差距和政府债务两大根本问题，或影响中美经贸关系。
3. 华泰证券：快递行业2024年包裹量增速或超预期，行业整合加速，龙头公司投资价值凸显。
4. 华泰证券：中美宏观叙事逻辑切换引发全球资金再配置，"东西跷跷板"效应或将延续，建议关注跨境投资机会。
5. 银河证券：政策利好+市场回暖+业绩改善，多重因素推动证券板块景气度上行，券商股配置价值提升。
6. 中信证券：千亿财政支出法案落地，欧洲储能市场迎来拐点，新能源产业链投资机会显现。
7. 财通证券：债市资金最紧时刻或已过去，货币基金及短债基金投资策略转向控回撤，稳健型投资者可关注。
8. 中银证券：资本市场改革深化，证券行业景气度持续上行，建议关注头部券商投资机会。
9. 大华银行：受关税政策影响，马来西亚贸易前景面临不确定性，东南亚市场投资需谨慎。
对投资者的影响：
1. 全球货币政策分化加剧，需关注各国央行政策调整带来的市场波动风险
2. 科技产业链升级带来新的投资机会，建议关注AI、半导体等硬科技领域
3. 中美经济政策变化将影响全球资产配置，投资者需及时调整投资策略
4. 资本市场改革深化，券商板块配置价值提升，可适当增加权益类资产配置
5. 地缘政治因素影响国际贸易，需警惕相关市场投资风险
7x24 快讯
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Pumpfun accumulated fee income of about 3.23 million SOL, about 610 million USDAccording to Dune data, Pumpfun's cumulative fee revenue has reached 3,236,352 SOL, worth about $610 million.
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Slow Mist: DeFi protocol SIR.trading attacked, estimated loss of $350,000According to the slow fog monitoring, DeFi protocol SIR.trading attacked, cosine is expected to attack hackers profit 350,000 dollars.
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Cornerstone's second fund aims to raise $200 million by the end of the year, investing in Web3 and quantum computingCornerstone Ventures, a venture capital firm, announced that it will complete a $200 million fundraising for its second fund by the end of this year. It is reported that the fund first raised $40 million in January this year and plans to complete a $1000- $15 million fundraising in April. Cornerstone said its second fund will focus on industries such as financial services and technology markets, and will also use some of the funds to support startups operating in Web3 and quantum computing.
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Xu Zhengyu: The Hong Kong government is drafting amendments to family office tax relief, covering virtual assets, private lending, etcThe Secretary for Financial Services and the Treasury of Hong Kong, Hui Zhengyu, said that the complex global political and economic environment is more conducive to the family office business in Hong Kong, and the number of family offices in Hong Kong can accumulate to more than 3,000 in a short period of time. In terms of tax relief for family offices, the Hong Kong government is drafting amendments to allow tax relief for private loans, virtual assets, carbon credits, etc., and is also consid...
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At the same time, Mike McGlone believes that a return to the $2,000 level of...
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Indian bank Axis Bank will adopt JP Morgan's blockchain payment solutionAxis Bank, one of the top five banks in India, has announced that it will use JPMorgan's Kinexys Digital Payments (formerly JPM Coin) for cross-border transfers. Unlike SWIFT payments, which are subject to bank operating hours, JP Morgan's blockchain-based bank account supports instant payments 24/7.
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A giant whale that once traded TRUMP and lost $15.72 million bought more than 333,000 TRUMPAccording to Onchain Lens, after losing $15.72 million in a previous TRUMP transaction, a whale spent 3.41 million USDC to purchase 333,664 TRUMPs for $10.22.
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So over the years, Crypto's secret has been'don't get off the table '. It's simple to say, but it's a test of resilience, patience, vision, cohesion, and strategic resolve for both individuals and businesses. The strong never complain about the environment, and pay tribute to the strong who hav...
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