金十数据全球财经早餐| 2024 年 2 月 8 日

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今日精选

美国驻伊拉克大使馆“处于最高戒备状态”

哈马斯提出三阶段停火计划遭以色列拒绝

美联储“鹰派”：今年仅预计降息2至3次

穆迪将纽约社区银行评级下调至垃圾级 纽约社区银行正在洽谈剥离抵押贷款风险

中国证监会主要领导班子调整

深圳市住建局印发关于优化住房限购政策的通知

1月底中国外汇储备环比小幅下降 黄金储备“连续15年”增加

市场库存

周三（2月7日）破纪录的10年期美国国债拍卖出乎意料地稳定。美债收益率短暂下跌，随后反弹。基准10年期美债收益率一度回到4.10%以下，但很快又回到4.10%；对利率敏感的两年期美国国债收益率盘中回到4.40%。美元指数自近三个月高位持续回落，盘中跌破104关口，最终收跌0.08%至104.05。

现货黄金突破2040关口后回落，基本收平，小幅下跌0.04%至2035美元/盎司；现货白银收跌0.95%至每盎司22.22美元。

原油连续三周升至一周高位。 EIA公布上周美国原油库存超预期增加552.1万桶后，日内涨幅收窄。 WTI原油收涨0.82%至每桶74.01美元；布伦特原油收涨0.85%，报79.32美元/桶。美国天然气期货结算价自 2023 年 3 月以来首次跌破 2 美元。

美股集体收高，道琼斯工业平均指数收盘上涨0.4%，标普500指数收盘上涨0.83%，创下收盘新高，纳斯达克综合指数收盘上涨0.95%。 Snap (SNAP.N) 收盘下跌 34%，Arm (ARM.O) 上涨 5.5%，Nvidia (NVDA.O) 上涨 2.7%，特斯拉 (TSLA.O) 上涨 1.3%。纳斯达克中国金龙指数收盘下跌1.2%，阿里巴巴(BABA.N)公布财报后下跌5.8%，百胜中国(YUMC.N)上涨7.9%。

欧洲股市集体收跌，德国DAX30指数收跌0.70%；英国富时100指数收盘下跌0.66%；法国CAC40指数收盘下跌0.36%；欧洲斯托克50指数收盘下跌0.29%；西班牙IBEX35指数收盘下跌1.15%；意大利富时MIB指数收盘下跌0.43%。

Hong Kong stocks surged higher in early trading, but technology stocks led the market to fall in the afternoon, with the Hang Seng Index barely holding on to the 16,000 mark. The Hang Seng Index closed down 0.34% at 16081.89 points. The Hang Seng Technology Index closed down 1.64% at 3190.68 points. As of the close, the Hang Seng Index's trading volume reached HK$103.633 billion (the previous trading day's trading volume was HK$128.041 billion). On the market, the semiconductor sector led the decline, Chinese real estate stocks weakened, rare earth concepts were strong throughout the day, and WuXi rebounded. In terms of individual stocks, Yum China (09987.HK) rose 14.76%, Hua Hong Semiconductor (01347.HK) fell 11.5%, Semiconductor Manufacturing International Corporation (00981.HK) fell nearly 8%, and Baidu (09888.HK) fell 2.55%. Sinopharm (00570.HK) closed up nearly 10%. Sinopharm is said to be considering restarting its acquisition of China Traditional Medicine.

The three major A-share indexes fluctuated and rose. As of the close, the Shanghai Stock Exchange Index rose 1.44%, the Shenzhen Stock Exchange Component Index rose 2.93%, and the ChiNext Index rose 2.37%. On the market, the concept of rare earth permanent magnets rose sharply throughout the day, setting off a daily limit trend within the sector; the biomedicine sector strengthened, with Junshi Biotechnology, China Cell, etc. rising by more than 10%; the securities sector rose, with Yangtze Securities, Huachuang Yunxin, and Western Securities rose by more than 6%; the coal sector bottomed out and rebounded, Huaibei Mining hit a record high; concept sectors such as small metals and fluorochemicals rose. Concept sectors such as new urbanization concepts and PEEK materials fell. The total transaction volume in the two cities exceeded 1 trillion yuan throughout the day, the first time since November 21, 2023.

international news

1. All entrances to the "Green Zone" in Baghdad, Iraq, are closed, and the U.S. Embassy in Iraq "has entered the highest alert state."

2. Hamas has proposed a three-phase ceasefire plan, with each phase lasting 45 days. The Prime Minister said he rejected Hamas’ ceasefire demand.

3. U.S. Central Command: On February 6, local time, the Houthi armed forces conducted multiple anti-ship ballistic missile attacks in the southern Red Sea and the Gulf of Aden.

4. Fed "Hawk" Kashkari: If conditions are right, we can lower policy interest rates quite slowly, and 2-3 interest rate cuts this year seems appropriate; New York Fed Vice Chairman Remachi: It is unlikely to return to the epidemic At the current balance sheet size, ONRRP is likely to fall to 0; Barkin: Supports patience in determining the timing of interest rate cuts; Kugler: Focusing on commercial real estate risks, a rate cut may be appropriate later this year; Collins: Possibly this year Rate cut later.

5. U.S. regulators will release individual Treasury bond trading data, but will not disclose the identities of the trading parties.

6. The U.S. Congressional Budget Office: The ratio of U.S. debt interest payments to GDP will hit a record high in 2025, and the deficit forecast for fiscal year 2024 has been lowered to $1.507 trillion.

7. Moody's downgraded New York Community Bank (NYCB) to junk status and warned that further downgrades may be possible. New York Community Bank is in talks to divest mortgage risk as it plans to sell $1 billion in RV loans.

8. The nuclear contaminated water purification device of Japan's Fukushima Daiichi Nuclear Power Plant leaked, and approximately 5.5 tons of nuclear contaminated water leaked.

9. Boeing’s largest union seeks a 40% wage increase, which may intensify production business risks.

10. India is considering extending rice tariffs until after March.

11. Tesla may lay off employees after requiring managers to confirm whether each employee's position is critical.

12. According to The Information: Apple (AAPL.O) has developed a foldable clamshell iPhone.

13. The Supreme People’s Assembly of North Korea decided to abrogate all economic cooperation agreements with South Korea.

14. Medvedev warned: If a war breaks out with NATO, Russia can only respond with nuclear weapons.

domestic news

1. Adjustments in the main leadership of the China Securities Regulatory Commission: Wu Qing was appointed as Secretary and Chairman of the Party Committee of the China Securities Regulatory Commission, and Yi Huiman was removed from his position as Secretary and Chairman of the Party Committee of the China Securities Regulatory Commission.

2. Cao Xin, the founding partner of Shanghai Tianli Private Equity, passed away.

3. China Automobile Association: China’s new energy vehicle sales increased by 78.8% year-on-year in January.

4. National Development and Reform Commission: Last year, all 1 trillion yuan of additional government bond issuance projects were released.

5. It is rumored that all securities lending will be recalled in advance tomorrow? A brokerage person: No notification has been received so far.

6. Nine units including the Ministry of Commerce issued opinions supporting the healthy development of new energy vehicle trade cooperation.

7. China’s gold reserves increased by 320,000 ounces (approximately 9.95 tons) month-on-month at the end of January, marking the 15th consecutive month of increases. China's foreign exchange reserves stood at US$3.21932 billion at the end of January, a decrease of US$18.657 billion from the previous month.

8. Shenzhen optimizes the housing purchase restriction policy, cancels the local household registration years and the years required to pay personal income tax and social insurance.

9. Alibaba’s Q3 financial report for fiscal year 2024: revenue of 260.35 billion yuan, a year-on-year increase of 5%; the repurchase plan increased by US$25 billion; there is no rush for Cainiao and Hema to IPO.

10. Passenger Car Association: From January 1 to 31, the passenger car market retailed 2.04 million units, a year-on-year increase of 58% and a month-on-month decrease of 13%. The new energy vehicle market retailed 670,000 vehicles, a year-on-year increase of 102%.

Risk Warning

07:50 Japan’s December Trade Account

09:30China January CPI annual rate

21:30 Number of initial jobless claims in the United States in the week to February 3

21:30 Federal Reserve Barkin’s interview with Bloomberg TV

23:00 US wholesale sales monthly rate in December

23:30 EIA natural gas inventories in the United States for the week to February 2

Article forwarded from: Golden Ten Data

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