Banking

搜索文档
Global Markets React to Huawei’s Chip Ambitions, UAE Rate Cut, and Geopolitical Tensions
Stock Market News· 2025-09-18 03:39
Key TakeawaysHuawei (HWT.UL – unofficial, as Huawei is not publicly traded) announced an aggressive roadmap for its Ascend and Atlas AI chips, with the Ascend 910C launched in Q1 2025 and new Ascend 950PR/950DT chips slated for 2026, alongside the Atlas 950 Supercluster in late 2025, aiming to bolster China's domestic AI computing power amidst U.S. restrictions.The UAE Central Bank cut its benchmark interest rate by 25 basis points to 4.15% on Wednesday, mirroring a move by the U.S. Federal Reserve and mark ...
合格境外有限合伙人外汇管理试点扩围至横琴粤澳深度合作区
中国新闻网· 2025-09-18 02:56
据介绍,此次试点有利于提升横琴粤澳深度合作区内跨境投融资便利化水平,主要包括:实行余额 管理模式,赋予试点基金管理企业更多资金运作自主权,允许其在登记的规模内自由汇出汇入本金,并 可在其发起成立的多个QFLP试点基金之间灵活调剂额度,实现"额度共享+动态调剂";简化了外汇登 记,建立以基金管理企业为主体的外汇管理新模式,管理企业办理外汇登记即可,试点基金无需再单独 办理登记;此外,跨境汇兑手续更加便捷,大幅精简办理跨境资金汇兑手续所需的资料,真正实现"减 环节、降成本、提效率"。 该局表示,下一步将协同地方金融管理部门持续完善试点业务配套服务体系,让政策红利惠及更多 经营主体,助力横琴粤澳深度合作区打造高水平对外开放新高地。 中新社广州9月17日电 (记者 许青青)据国家外汇管理局广东省分局17日消息,为进一步促进琴澳金 融深度融合和互联互通,该局近期发布《横琴粤澳深度合作区开展合格境外有限合伙人(QFLP)外汇管 理试点业务实施细则》。至此,横琴粤澳深度合作区成为继广州南沙自贸片区后,该局辖内第二个获批 开展QFLP外汇管理试点的区域。 ...
Where Is Bitcoin Headed Next Following Fed Chair Powell's Remarks?
Yahoo Finance· 2025-09-18 01:26
Neither the U.S. central bank’s decision to drop the interest rate nor Federal Reserve Chair Jerome Powell’s measured comments following the announcement stirred Bitcoin much on Wednesday. But analysts whom Decrypt spoke to are largely upbeat that the asset's price would gain ground throughout the remainder of the year. Powell’s emphasis on a sagging employment market and wider concerns will likely result in additional rate cuts, sending Bitcoin and other cryptocurrencies higher, they said. They also noted ...
Asia-Pacific markets trade mixed after Fed cut rates as expected
CNBC· 2025-09-18 00:13
Japan's benchmark Nikkei 225 rose nearly 0.6% at the open to a record high Thursday, led by gains in the real estate and technology sectors. The gains were led by chemical company Resonac Holdings, which jumped 10%, semiconductor manufacturer Screen Holdings, which added 4.5%, and industrial electronics manufacturer Tokyo Electron, which gained 3.9%.Other Asia-Pacific markets traded mixed after the Federal Reserve lowered its benchmark rate as expected on Wednesday, with Fed Chairman Jerome Powell framing t ...
ASX Market Open: Fed cuts – and now markets not sure what to do next | Sep 18
The Market Online· 2025-09-17 22:28
Join our daily newsletter At The Bell to receive exclusive market insightsWe’ve got here – the Federal Reserve made the call to cut interest rates in the U.S. quite early this morning (Aus time), leaving global markets to figure out whether they like the big chop decision or not this Thursday.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.So far, Australian shares have headed downward since the ‘cut’ ca ...
Financial Markets React to Fed Rate Cut, Puma Takeover Buzz, and Major Tech Partnership
Stock Market News· 2025-09-17 21:38
美联储货币政策调整 - 美联储宣布2025年首次降息 将联邦基金利率目标区间下调25个基点至4%-4.25% [2][3][7] - 美联储主席鲍威尔称当前面临通胀上行风险与就业下行风险并存的"挑战性局面" [3] - 美联储理事米兰反对降息25个基点 主张更激进的50个基点降幅 [3] 德意志银行利率调整 - 德意志银行将最优惠贷款利率下调0.25个百分点至7.25% 自2025年9月18日起生效 [4][7] - 此次利率调整适用于该行在美国的业务运营 包括德意志银行纽约和德意志银行信托公司美洲 [4] 彪马收购传闻 - 德国运动服装制造商彪马股价单日暴涨16.7% 源于收购传闻推动 [2][5][7] - 私募股权公司CVC资本合伙人和Authentic Brands集团被传拟收购法国亿万富翁皮诺家族控股公司Artemis持有的29%彪马股份 [5] - 接近Artemis的消息人士此前表示愿意以每股40欧元的价格出售所持股份 [5] 科技支付企业合作 - 谷歌与PayPal达成多年战略合作 共同开发人工智能驱动的购物体验 [2][6][7] - PayPal的品牌结账解决方案Hyperwallet和支付分发服务将深度整合至谷歌云、谷歌广告和Google Play等平台 [6] - PayPal将利用谷歌云现代化其技术基础设施和应用 支持下一代商业支付平台 [8] 墨西哥政府债务发行 - 墨西哥政府发行138亿美元新债务 用于支持国有石油公司Pemex的财务稳定 [7][9] - 债务以美元和欧元计价 包括50亿欧元债券和80亿美元债券 总需求达到506亿美元 [9] - 此次发债是在Pemex完成120亿美元债券回购后进行的 其中99亿美元涉及2026-2029年到期的票据 [9]
Wall Street Lunch: Fed Rallies Round J-Pow For 'Risk-Management' Cut
Seeking Alpha· 2025-09-17 21:09
Chip Somodevilla/Getty Images News Listen below or on the go on Apple Podcasts and Spotify Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘risk management.’ (1:42) The following is an abridged transcript: The Fed cuts and Powell herds the cats (or hawks and doves). The Federal Reserve cut interest rates for the first time this year, lowering the fed funds rate by 25 basis points to 4%-4.25%. And Fed Chairman Ja ...
Markets React to Fed Rate Cut, Apple Eyes Foldable Future, and M&A Heats Up
Stock Market News· 2025-09-17 20:38
美联储政策与市场反应 - 美联储宣布降息25个基点 将基准利率目标区间设定为4%至4.25% 为2025年首次降息[2] - 政策委员会暗示年底前可能再进行两次25个基点降息 有一位成员反对并支持更大幅度的50个基点削减[3] - 降息后标普500指数下跌0.1% 纳斯达克指数下跌0.3% 道琼斯工业平均指数逆势上涨0.5%至45,984.88点 美元连续第七个美联储决议日走强[2] - 花旗集团宣布将基础贷款利率从7.50%下调至7.25% 自2025年9月18日起生效 与宽松货币政策保持一致[3] 科技行业动态 - 苹果公司正在台湾探索可折叠iPhone的测试生产 预计该产品线将成为iPhone需求的关键驱动力[4] - 公司目标2026年手机总出货量增长10% 初步生产目标约为9500万部 预计可折叠机型将产生"光环效应"带动全线iPhone需求[4] - 英伟达首席执行官黄仁勋对中方要求字节跳动和阿里巴巴停止采购RTX Pro 6000D AI芯片的报道表示失望 承认美中之间存在"更大的议程需要解决"[5] - IonQ公司与美国能源部签署谅解备忘录 共同推进太空量子技术开发和部署 支持量子安全通信等空间应用[6] - 特斯拉正在重新设计电子门释放机制 此举紧随其车门把手安全问题的审查之后[6] 并购与企业战略调整 - 黑石集团和TPG公司重新提出对医疗设备制造商Hologic的收购意向 联合非约束性报价超过160亿美元但遭初步拒绝 谈判可能重启[7] - 摩根士丹利战略整合全球能源与全球电力和公用事业投资银行团队 组建新的全球电力和能源集团 以应对不断变化的能源市场动态[9] 全球贸易发展 - 墨西哥启动公众咨询程序 为2026年美墨加协定(USMCA)审查做准备 邀请经济部门和利益相关者提供意见 以形成与美加联合审查时的谈判立场[10]
What The Fed Rate Cut Means For Mortgage Rates And Money Market Funds
Forbes· 2025-09-17 20:35
美联储利率决议 - 美联储9月会议决定降息25个基点 将联邦基金目标利率下调至4%-4.25%区间[3] - 市场预期美联储将在2026年第三季度前持续降息 使利率最终降至略低于3%的水平[2][4] 货币市场基金影响 - 货币市场基金平均收益率达4.08%(截至9月11日) 资产规模达7.3万亿美元创历史纪录 今年增长超过4550亿美元[6][8] - 预计货币市场基金收益率将随美联储降息而下降 2026年下半年可能跌破3%[9][10] - 若通胀保持3.1%水平而利率下降 货币市场基金实际收益率可能在2026年中转为负值[7][15] 收益率曲线变化 - 短期债券收益率自2023年初以来持续高于长期债券 形成倒挂收益率曲线[11] - 期货市场预测一年后收益率曲线将恢复正常斜率 长期利率将高于短期利率[12][14] - 投资者可通过投资长期债券锁定较高收益 对冲货币市场收益率下降风险[14] 抵押贷款市场 - 30年期抵押贷款利率自2023年2月以来首次跌破6.5%(截至9月16日)[16] - 抵押贷款利率与10年期国债收益率相关性更强 预计2026年可能进一步跌破6%[17][18] - 抵押贷款再融资活动已经开始增加 低利率环境将改善住房 affordability[16][18] 投资策略调整 - 低利率环境对借款方有利但不利于依靠利息收入的投资者[5][21] - 建议投资者转向长期债券锁定收益 并考虑在2026年对高收益债务进行再融资[14][21] - 低利率环境通常对股票和其他风险资产有利 产生积极的连锁效应[22]
U.S. Dollar Unwinds Loss as Powell Pushes Back on Rate Cuts
Barrons· 2025-09-17 20:07
Last Updated: 2 hours ago U.S. Dollar Unwinds Loss as Powell Pushes Back on Rate Cuts By CONCLUDED Stock Market News From Sept. 17, 2025: Dow Gains After Fed Decision Customer Service Karishma Vanjani Much like most other financial assets this afternoon, the dollar has snapped back. The U.S. Dollar Index is up 0.2% to 96.84, wiping out its initial sell-off in reaction to the Fed's decision to cut rates. The gain in the dollar comes as the Fed called Wednesday's decision to cut rates a "risk-management cut" ...