-- 根據《日經亞洲》週一報道，3月中國跨境銀行間支付系統（CIPS）的人民幣結算額飆升50%，達到1.46兆元人民幣，是2021年同期水準的三倍。 報告稱，由於伊朗開始使用人民幣和加密貨幣支付霍爾木茲號油輪的運費，而俄羅斯被排除在SWIFT系統之外，對人民幣的需求正在飆升。沙烏地阿拉伯目前也使用人民幣結算41%的石油交易。 然而，《日經亞洲》指出，人民幣在全球結算貨幣的份額僅為3%，而美元則高達51%。 （市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源，但可能包含傳聞和推測。準確性無法保證。）
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Asia
Market Chatter: CapitaLand Group, Hongkong Land Chalked Up as Potential Bidders for SG$5.7 Billion Marina One in Singapore
CapitaLand Group and Hongkong Land (SGX:H78) have emerged as potential bidders for the Marina One commercial complex in Singapore, Bloomberg reported Wednesday, citing sources familiar with the matter.The high-rise complex is owned by a joint venture between Malaysia's sovereign wealth fund Khazanah Nasional and Singapore's state-owned Temasek, the report added.The partners are pricing the property at around SG$5.7 billion, according to the report. The property includes an office space, retail space and a few apartments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
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Research
Research Alert: CFRA Downgrades Opinion On Shares Of Skyworks Solutions To Sell From Hold
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month target price at $66, on P/E of 12x our CY 27 EPS view of $5.50, near historical forward averages. After better than feared Mar-Q results/Jun-Q guide, we raise our FY 26 (Sep.) EPS to $4.91 from $4.64 and keep FY 27 at $5.22. Our downgrade reflects our view of better investment opportunities elsewhere in the semiconductor industry despite SWKS's progress on diversification. Although Mar-Q results showed mobile business revenue holding up better than expected, we remain concerned about high exposure to low/no growth markets like smartphones, competitive pressures, and supply chain headwinds including memory bottlenecks and inflationary pressures. SWKS announced a major $1B+ Android design win, which should help diversify revenue away from Apple (60% of sales) and capture share in the premium Android tier, though we expect this to be a gradual tailwind through CY 30 rather than a near-term boost. We await regulatory updates from the pending Qorvo deal (entering Phase 2 in China).
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International
Thailand's Inflation Rises 2.89% in April
Thailand's consumer price index rose 2.89% in April from a year earlier, versus an 0.08% decline in the month prior, the country's Commerce Ministry said Wednesday.The reading exceeded the 2.2% median projection in a Bloomberg survey of economists.Thailand's inflation picked up at its fastest pace since February 2023, marking the first return to the Bank of Thailand's 1% to 3% target band since February last year. Officials expect inflation to rise further to 3.06% in May and 3.27% in June, before peaking near 4.1% in October, Bloomberg News reported, citing a press briefing.Market reaction was muted, with the 10-year government bond yield inching up one basis point to 2.24%, while the baht held steady after gaining 0.6% against the dollar.Core inflation, which excludes selected food and energy items, rose 0.83% during the month, faster than 0.57% a month prior.
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