铂 (Platinum) 加自选

美国股票期货周四大幅下跌，科技巨头Meta Platforms在发布第二季度疲软的收入指导后，在延长交易中暴跌约15%，超过了好于预期的第一季度业绩。国际商业机器公司（International Business Machines）也暴跌8%，未达到收入预期，并宣布计划收购HashiCorp。在周三的常规交易中，道琼斯指数下跌0.11%，标准普尔500指数和纳斯达克综合指数分别微涨0.02%和0.1%。这些举措出台之际，投资者正在分析最新一批盈利报告，并继续评估美国利率前景。特斯拉宣布计划提高产量并推出更实惠的车型后，股价飙升12%。与此同时，波音公司股价下跌2.9%，此前该公司公布了七个季度以来的首次季度收入下降。投资者现在期待周四更多的盈利报告和美国GDP数据。

US stock futures fell sharply on Thursday as tech giant Meta Platforms plunged about 15% in extended trading after issuing a weak revenue guidance for the second quarter, which outweighed better-than-expected first quarter results. International Business Machines also tumbled 8% missing revenue estimates and announcing plans to acquire HashiCorp. In regular trading on Wednesday, the Dow fell 0.11%, while the S&P 500 and Nasdaq Composite edged up 0.02% and 0.1%, respectively. Those moves came as investors parsed through the latest batch of earnings reports and continued to assess the outlook for US interest rates. Tesla surged 12% after announcing plans to ramp up production and introduce more affordable models. Meanwhile, Boeing fell 2.9% after the company reported its first quarterly revenue decline in seven quarters. Investors now look ahead to more earnings reports and US GDP data on Thursday.

2024年3月，英国汽车产量下降27.1%，至59467辆，打破了连续六个月的增长，因为制造商对下一代汽车（主要是电动汽车）进行了调整。国内市场产量小幅下降0.3%，至19995台，出口下降35.9%，至39472台。尽管如此，66%的总产量用于海外运输，其中大部分运往欧盟、美国和中国。包括电池电动、插电式混合动力和混合动力在内的电动车型占所有产量的三分之一以上。SMMT首席执行官Mike Hawes表示：“今年秋天并不意外，因为随着现有车型的耗尽和更多工厂向电动汽车生产过渡，英国汽车工厂内部正在发生大规模变化。随着制造商为成功的零排放未来奠定基础，我们预计整个2024年将出现进一步的波动。”

UK car production declined 27.1% to 59,467 units in March 2024, breaking six consecutive months of growth as manufacturers adjusted for the next generation of cars, mainly electric. Production for the domestic market edged down 0.3% to 19,995 units, while exports plunged 35.9% to 39,472 units. Still, 66% of overall production accounted for overseas shipments, with the bulk going to the EU, US and China. Electrified vehicle models including battery electric, plug-in hybrid and hybrid represented more than a third of all production. SMMT Chief Executive Mike Hawes said: “This fall is not unexpected given the wholesale changes taking place within UK car factories as existing models are run out and more plants transition to electric vehicle production. We can expect further volatility throughout 2024 as manufacturers lay the foundations for a successful zero emission future.”

根据预先估计，2024年3月，韩国经济季度环比增长1.3%，高于上一季度的0.6%。这是自2021年12月以来的最大增幅，超过了0.6%的预期。在支出方面，受商品和服务支出增加的推动，私人消费增长了0.8%（第四季度为+0.2%）。政府消费也有所增长，增长0.7%（第四季度为+0.5%），主要是由于商品支出增加。建筑投资大幅增长，增长2.7%（第四季度为-4.5%），建筑施工和土木工程都有所增长。然而，设施投资下降了0.8%（第四季度为+3.3%），主要是由于运输设备投资减少。受手机等IT产品出口增加的推动，出口增长0.9%（第四季度为+3.5%）。进口收缩0.7%（第四季度为+1.4%），主要是由于电子设备进口减少。

South Korea's economy expanded by 1.3% quarter-on-quarter in March 2024, up from 0.6% growth in the previous quarter, according to advance estimates. This growth rate represents the largest expansion since December 2021, surpassing expectations of a 0.6% increase. On the expenditure side, private consumption rose by 0.8% (vs +0.2% in Q4), driven by increased expenditures on goods and services. Government consumption also grew, increasing by 0.7% (vs +0.5% in Q4), mainly due to higher spending on goods.Construction investment expanded significantly, growing by 2.7% (vs -4.5% in Q4), with both building construction and civil engineering seeing increases. However, facilities investment declined by 0.8% (vs +3.3% in Q4), primarily due to lower investment in transportation equipment. Exports rose by 0.9% (vs +3.5% in Q4), driven by higher exports of IT items, such as cellular phones. Imports contracted by 0.7% (vs +1.4% in Q4), mainly due to decreased imports of electronic equipment.

2024年4月，制造业的商业调查指数（BSI）从上月的71增至73。这是自6月以来的最高数据，因为出口导向的需求（3月为80比75）和销售额（3月的79比77）都有所增长。与此同时，盈利能力稳定在78，国内需求（3月为69，而3月为70）下降。此外，制造商报告销售价格（3月份为100比95）和原材料采购价格（3月为121比117）均有上涨。

The Business Survey Index (BSI) for the manufacturing sector increased to 73 in April 2024, from 71 in the preceding month. It marked the highest reading since June as export oriented demands (80 vs 75 in March) and sales (79 vs 77 in March) rose. Meanwhile, profitability remained steady at 78 and domestic demands (69 vs 70 in March) decreased. Additionally, manufacturers reported an increase in both sales prices (100 vs 95 in March) and raw material purchase prices (121 vs 117 in March).