Chennai Investment：Morning Post (04.05) ｜ The Fed of the Eagle is smashed!There may not be interest rate cuts this year; the price of cloth oil has broken $ 90 for the first time in half a year; burst!The highest number

Broken!The maximum increase of 2454%, 45 A -share companies took the lead in previewing the first quarter performance. It is expected that the net profit increase will be as up to 100%. There are 19 companies.Analysts pointed out that the revenue and profitability of A -share listed companies in the first quarter of 2024 are expected to continue renovation, and the judgment of the revenue and profit foundation in the second quarter of 2023 is expected to further confirm.

The Federal Reserve ’s high officials spoke intensively, and some officials bluntly said that this year may not cut interest rates -it is expected that the Minneapolis Federal Reserve Chairman Kashkali, which is expected to be amazing in March, is surprising that the Fed may not even cut interest rates this year, shocking the market.In addition, the Federal Reserve’s old leader and former New York Fed chairman bluntly stated that the future interest rate may not decline as the Fed’s current expectation.

In terms of U.S. stocks, the US March ADP employment data has once again proved that the economy has continued to strengthen, and Fed Chairman Powell has reiterated that "there is more confidence in inflation to reduce interest rates." U.S. stocks have performed on the rise and fall of the U.S. stocks throughout the day.Rising 0.23%, S & P 500 rose 0.11%.

In terms of global assets, crude oil has a new high for five months, and the cloth oil has risen for the first time in five months.COMEX Gold Futures closed up 0.3%, and the June contract refreshed the historical high at the historic high to $ 2325.30 in the electronic transaction.Lun Tong made a new high in the past two years.The offshore RMB fell over a hundred points, and lost 7.25.Bitcoin rose over $ 4,000 and rushed to the $ 70,000 mark.

1. Cook reduces apples!Settle over 33 million US dollars

According to the SEC regulatory document, (AAPL, the stock price is 16.966 US dollars, the market value is 2.6 trillion US dollars) CEO Tim Cook sold 196,400 shares within two days on April 1 and 2, and cash more than 33 million US dollars (About RMB 241 million).

2. Three -month user increased tripled!Openai said that the company’s version of Chatgpt’s increase is "huge"Chennai Investment

Openai’s COO said that there are currently more than 600,000 registered users in ChatGPT, and he said more than 150,000 in January this year.He also said that the AI ​​chip supply chain needs to adapt to the almost index -level growth demand in the next ten years; OpenAI plans to set up an office in Tokyo.

3. Running the MARCUS under the Federal Reserve Goldman Sachs lowered high -yield savings account interest rate

As investors pay attention to the Fed’s interest rate cuts at time, consumer banking business MARCUS has lowered its interest rates for its high -yield savings account for more than three years.The bank’s flagship product currently has an annualized return rate of 4.4%, lower than 4.5%in March.According to BankRate’s data, this is the first time that Goldman Sachs reduced interest rates from 0.6%to 0.5%in November 2020.

4. Tesla’s big movement!Planned investment up to 14.5 billion yuan

According to U.S. media reports, Tesla will send a team to India this month to plan to invest 2 billion US dollars to $ 3 billion (about RMB 14.5 billion) electric vehicle factories.People familiar with the matter also said that the company expects that the factory will reach the output of 500,000 vehicles per year during full load production.

5. TSMC: The overall equipment restoration rate of the wafer plant reaches more than 80%Kolkata Stocks

For the impact of earthquakes, TSMC stated that although a few equipment in some factory areas is damaged and affects the production of some production lines, the main machines include all extremely ultraviolet (EUV) photocoli equipment without damage.Within 10 hours after the earthquake, the recovery rate of the wafer plant has exceeded 70%, and the recovery rate of the newly built wafer plant has exceeded 80%.However, there are still news that the impact of the earthquake on TSMC’s fiscal quarter in the second quarter of TSMC was about $ 60 million. In response, TSMC said that the news was "released by TSMC."

6. Douyin intends to acquire the Hailian Jinhui offline bank card collection license for more than 750 million

Hailian Jinhui announced that it intends to transfer its paid institutions (linkage advantage e -commerce Co., Ltd.) to the parent company of the Douyin Payment License (Wuhan Hezhong Yibao Technology Co., Ltd.).Yuan+Discaying Daily assets.After the transaction is completed, the payment institution will be merged with Yizhong Yibao.The above transactions and mergers are approved by the central bank.

7. On the same day of the Shenzhen Stock Exchange, the IPO review of 5 companies was the issuer and sponsor to take the initiative to withdraw

The Shenzhen Stock Exchange ended the IPO review of five companies including Haojida, Zhouyu Design, Huayi Ecology, direction electronics, and Subami Medicine, all of which were actively withdrawing applications for issuers and sponsor.Among these 5 sponsorship projects, CITIC Securities accounts for two, Haitong Securities, Shen Wanhongyuan underwritten sponsor, and Zhejiang Business Securities each account for one.

8. Investment Bank "Winter"!77%in the first quarter!Only 18 "open", the average income is less than 80 million

In the first quarter of this year, the total scale of stock financing was 77.6 billion yuan, a decrease of 77%year -on -year.IPO issuance and fixed increase issuance have slowed significantly, and the scale of fundraising has declined by more than 70 %.The investment banking business of the securities company is the first. There are only 18 brokerage IPO underwriting "opening", which is almost "halved" compared to the same period last year. On average, the IPO underwriting sponsor fee of less than 80 million yuan per securities dealer hasFamily earned nearly 200 million yuan.

9. Alaska Airlines: Boeing Payment of $ 160 million in compensation

On April 4, local time, according to Reuters, Alaska Airlines said on the same day that Boeing paid an initial compensation of about $ 160 million in the first quarter to resolve the airlines sufferedFinancial losses.Alaska Airlines said that the money was equivalent to the loss caused by the first quarter of the accident and the suspension, and it was expected to receive additional compensation.

10. Witness history!Taylor Swift has become a billionaire!

A few days ago, Forbes released the 38th Global Billionaire List, and the American music scene Taylor Swift (nicknamed "mold") officially appeared on the rich list.Assets became the first artist to become the first of the richest people in history.

1. The Minutes of the European Central Bank Meeting: It is expected that inflation will continue to decline in the next few months, and the reason for considering interest rate cuts is strengthening

The meeting of the meeting said that inflation is expected to continue to decline in the next few months. Officials are becoming more and more confident in inflation, but they cannot take it lightly. The inflation process is still fragile.The members said that the inflation can continue to decline to 2%on time to express their confidence in enhancing.The reason for considering interest rate cuts is strengthening, and we still need to be patient and cautious.

2. The service industry has a significant recovery!The euro zone comprehensive PMI returns to the expansion range to 50.3

It is expected to-8.6%, the previous value -8.60%; the monthly rate is -1%, the largest decrease since May 2023, expected -0.7%49.9.

3Agra Investment. South Korean President Yin Xiyue: South Korea will maintain a short selling ban until the computer system is completely established

South Korea will maintain a short selling ban until a computer system is introduced to avoid damage to stock short selling.The government is developing a computer system that South Korea can return to support global standards after the establishment of the system.After seeing the investment of foreign investors recently increased, I believe that the short -selling ban is the right move.

4. Japan sold overseas bonds last week to set the largest record in 18 months

The early weekly duty released by the Ministry of Finance in Japan in Tokyo shows that Japanese investors sold the highest level of foreign bonds sold at the end of the country’s fiscal year for nearly 18 months.Last week, funds in Asian countries sold 1.66 trillion yen of overseas bonds, the highest level since October 2022.

5. Reno, the largest union organization of Japan, quoted the third survey data that the average salary provided by Japanese companies increased by 5.24%.

6. Global Fund sells Indonesian stocks to hit a six -month high

The Indonesian stock market encountered the largest net sales in more than 6 months on April 3.According to the Indonesian Ministry of Finance, Global Fund sold $ 61.4 million in Indonesian bonds on April 2.According to the exchange data, $ 111.1 billion in stocks were sold on April 3, which is the highest level since September 13th, and it is also sold for the seventh consecutive day.

1. Breakthrough 310 million 2024 Qingming file on the first day of the box office created a new high in film history

According to the professional version of the lighthouse, as of 18:51 yesterday, the box office of the Qingming Festival exceeded 310 million yuan in 2024, exceeding the first day of the Qingming file (3096.7 million) in the first day of the Qingming file, a record history."What kind of life do you want to live", "Godzilla War King Kong 2: The Rise of the Empire" and "The Hermore Earth" temporarily listed the top three today’s box office.

2. More than 10 cities or regions such as Zhengzhou and Liangxi District, Wuxi City, "replaced by the old" of real estate have taken the lead in starting

At present, Zhengzhou, Liangxi District, Wuxi City, Zibo, Nantong, Nanjing, Qingdao, Jinan, Jinan, Ningbo, Lianyungang, Luzhou, Fuyang and other 10 cities or regions have promoted "new replacement of new" related policies.Industry insiders said that real estate "replacing the old" refers to real estate developers or government agencies to encourage and help existing residents of housing to sell old replacement through acquisition, replacement, subsidy, etc., thereby promoting the sales and de -de -production of new housing.

3. Ministry of Industry and Information Technology: In the first two months, my country’s smartphone production increased by 31.3% year -on -year

The Ministry of Industry and Information Technology, from January to February 2024, the added value of the electronic information manufacturing industry above the scale of my country increased by 14.6%year -on -year, and the value -added growth rate was 7.6 and 7.1 percentage points higher than the high -tech manufacturing industry during the same period.Among the main products, the output of smartphones was 172 million units, an increase of 31.3%year -on -year.

4. On the first day of the Qingming holiday, the number of popular cities such as the peak peak in Wuhan has doubled year -on -year

Where to go, the domestic popular city hotel reservation on the Qingming Festival increased by nearly doubled year -on -year, and the average payment price decreased by about 10 %.From the perspective of the province, Jiangsu, Guangdong, Zhejiang, Shandong, Sichuan ranks among the top five destinations.Due to the short holidays, passengers flow in the 2 -hour high -speed rail circle more frequently, which gives some special small town opportunities.

Guoabong Investment