️Macro Alpha Analytics🫆

AMD : 我的妈呀，英伟达被美国限制不能卖H20芯片给中国，这又关我什么事啊？

这正是中国想要的战略布局，所以才会一直强调关丹中国产业园

高盛对美国经济前景祭出严厉警告，最新预测，即使在没有额外关税，美国今年经济增长率已逼近零。 https://www.enanyang.my/node/661369

🇭🇰 Hong Kong Post said on Wednesday that it would suspend its postal service for items containing goods to the United States, for air mail from April 27, and said that Hong Kong residents should be prepared to pay "exorbitant and unreasonable fees". Reuters

https://www.enanyang.my/%E5%9B%BD%E9%99%85/%E4%BC%A0%E4%B8%AD%E5%9B%BD%E4%B8%8B%E4%BB%A4%E6%9A%82%E5%81%9C%E6%8E%A5%E6%94%B6%E6%B3%A2%E9%9F%B3%E9%A3%9E%E6%9C%BA-%E7%89%B9%E6%9C%97%E6%99%AE%E6%89%B9%E5%8C%97%E4%BA%AC%E8%83%8C%E4%BF%A1 川宝表示生气气 🤬

一波三折

习大大：你们自己玩球，我忙着吃榴莲

"Asia fund managers turn bearish as tariff shocks hit growth expectations - BofA" https://www.investing.com/news/stock-market-news/asia-fund-managers-turn-bearish-as-tariff-shocks-hit-growth-expectations--bofa-3986998

美国总统特朗普呼吁中国主动与其接洽，以启动世界两大经济体之间不断升级的贸易争端的谈判。 白宫方面也坚称，必须由中方先行表达意愿，才能开始对话；而中方则表示，美方的具体要求尚不明确。

"NVIDIA braces for $5.5 billion Q1 charge amid US chip export curbs" https://www.investing.com/news/stock-market-news/nvidia-braces-for-55-billion-q1-charge-amid-us-chip-export-curbs-3986922

Bank of America boosts profit on trading gains, interest income - BofA's trading revenue up 9% amid market volatility - Equities trading hits record $2.2 billion, fixed income up 5% - Net interest income grows 3%, maintains forecast despite tariff concerns - Bank does not expect recession Citigroup profit beats estimates as stock trading jumps 23% - Profit boosted by volatile markets and client activity - Fixed income revenue up 8% - Citi continues restructuring amid regulatory challenges Reuters

"French PM Bayrou: Trump has unleashed a ’hurricane’ with far-reaching consequences" https://www.investing.com/news/economy-news/french-pm-bayrou-trump-has-unleashed-a-hurricane-with-farreaching-consequences-3985645

英伟达获得来自川普的“特别许可证” ✅