证监会称，对虚拟资产ETF的认可，绝对不等同支持相关虚拟资产或鼓励大众进行相关投资

长端利率下行最流畅的时候可能已经过去。但在经济基本面（尤其是地产链）未观察到趋势性好转，以及货币政策尚未转向，后续收益率上行的空间也较为有限，对应到债基收益率或将短期震荡

2024年4月29日—5月5日全球大事预报

两部委谈财政与货币政策配合 央行称二级市场买卖国债不是QE；储能锂电池投资降温 3月新增产能规划环比近腰斩；跨境理财通优化效果显著 “南向通”客户数3月激增近12倍

实物申赎渠道的开通，为香港虚拟资产现货ETF扩展了需求，但严控洗钱风险是重要一环

内地投资者配置全球资产的需求日益旺盛

零售品牌靠K金业务拉升利润率，但对消费者来说，高毛利产品意味着低性价比

风口浪尖中的万科，在本周出面回应了部分传闻，并反思了自己因为扩张惯性而调整不及时。与此同时，国家统计局的3月份70城房价数据出炉，又一次量价齐跌。在销售端持续萎靡的情况下，万科以及房企们要靠什么走出困境？

在香港获准发行的两类虚拟资产现货ETF同时允许现金或实物两种方式进行申赎

大宗上涨是商品属性的需求驱动还是金融属性的交易或配置驱动？是普涨行情还是结构型机会？

• Global gold prices have surged significantly over the past month, with Shanghai Gold Exchange's "Au99.99" spot price rising nearly 15% from 480 yuan/gram on March 1, 2024, to a peak of 568 yuan/gram by April 12, 2024. Similarly, international prices represented by LBMA's "London Gold" rose from $2044/ounce to a mid-session high of $2394/ounce on April 12, marking an increase of over 16%.
• The surge in gold prices has ignited both offline gold trading and financial market activities related to gold. During the Qingming holiday period, major offline markets in Beijing and Shenzhen saw heavy traffic and soaring jewelry prices, while futures trading volumes and ETFs linked to gold also experienced significant increases.
• Despite the strong performance of gold as an asset class, there are warnings about potential corrections due to its rapid price increase. Regulatory bodies have issued risk warnings following unusual market activities such as consecutive trading halts for certain ETFs. Additionally, global factors like higher-than-expected U.S. inflation rates have caused fluctuations in gold prices but haven't halted their upward trajectory.

近期黄金交易转向交易避险和储备属性；急涨一个多月后，未来走势更多受美联储货币政策走向、主要央行增持黄金储备势头等影响

【本文系数据通用户提前专享】近期黄金交易转向交易避险和储备属性；急涨一个多月后，未来走势更多受美联储货币政策走向、主要央行增持黄金储备势头等影响

邓晓峰钟爱有色金属和基础化工等顺周期板块；冯柳则对消费和医药情有独钟；赵军继续加仓基建。此外，以AI、汽车为代表的高端制造板块也获得了头部私募的青睐

现货比特币ETF上市交易获批后，可让机构和散户投资者在不直接持有比特币的情况下就能投资比特币

2023年消费整体平淡，但在女性消费力的加持下，医美和化妆品板块基本面向好，利润率极高，且经历市场调整估值跌出性价比

推荐：央行：存款准备金率仍有下降空间 正加强对资金空转的监测；中国移动2023年营收首次突破万亿元 预计2024年5G投资减少21.6%；Kimi概念火爆 相关概念公司紧急撇清

张勇卸任后获得阿里巴巴集团10亿美金支持设立科技基金，该10亿美金将参与晨壹基金的投资

短期来看，当下无论是估值、成交额占比、还是市场情绪等，红利类资产的确都已经升至阶段性新高，不乏浮盈较高的获利盘会止盈离场，增量资金难接续，此时波动幅度会加大，投资者需谨慎入场

• After three months of bullish bond market, yields began to rise in March 2024, signaling a potential pause in the bull run amid increasing trading enthusiasm and emerging risks.
• Record low yields were observed for 10-year and 30-year government bonds by early March 2024, but yields rebounded within a week, reflecting market volatility and divided future outlooks among investors.
• The surge in bond investments is driven by demand for asset allocation amidst a backdrop of monetary easing. However, concerns arise over the sustainability of this trend due to speculative trading behaviors and the potential for rapid adjustments if market conditions change.