分区域来看，吉林、辽宁、陕西、四川、江苏、浙江、江西、广东、福建、湖北汽油批发价格上涨，甘 肃、海南、北京、河北、广西汽油批发价格下跌；四川柴油批发价格上涨；内蒙古、陕西、安徽、江 西、福建、海南、天津、河北、山西、广西柴油批发价格下跌。山东地炼方面，汽油价格小幅下跌，柴 油价格下跌。 中国汽、柴油批发价格由中国经济信息社-中国石油经济技术研究院"能源大数据实验室"联合上海石油 天然气交易中心发布，基于对全国范围内主要经营单位和社会经营单位（不含炼厂）的批发价格数据采 集并计算形成，是反映中国汽、柴油批发市场整体情况的权威产品。 （文章来源：新华财经） 新华财经北京1月28日电中国汽、柴油批发价格显示，1月27日，中国汽、柴油批发价格整体"汽涨柴 跌"。全国92#汽油平均批发价格为7345元／吨，较前一日上涨4元／吨；柴油（含低凝点）平均批发价 格为6091元／吨，较前一日下跌6元／吨。 从市场整体情况来看，1月26日国际原油期货价格小幅下跌，一揽子原油平均价格变化率正向区间延 伸，消息面指引仍存。经营单位报价稳中小幅上涨，但月度下旬侧重走量，成交面改善有限，购销气氛 相对平稳。 ...

Core Viewpoint - The bullish sentiment in the commodity market is rising, particularly in aluminum, which saw a significant price increase, reaching a historical high of 25,500 yuan/ton on January 28 [1] Group 1: Market Performance - On January 28, funds flowed into Shanghai aluminum futures, leading to a price surge of over 5% [1] - The stock market also reflected this trend, with major resource companies, including China Aluminum, hitting a 10% limit-up, marking a historical high [1] Group 2: Price Forecasts - Goldman Sachs raised its aluminum price forecast for the first half of the year from $2,575 per ton to $3,150 per ton, citing low global inventories, concerns over power supply for new smelters in Indonesia, and strong global demand [1] Group 3: Market Analysis - Gu Fengda, chief analyst at Guosen Futures, noted that the non-ferrous metals sector is experiencing high volatility, with aluminum prices rising sharply, indicating a strategic bet in the financial market [1] - The concept of "substituting aluminum for copper" is expected to drive long-term demand growth for aluminum, despite the copper-aluminum ratio currently being at a historically high level of around 4.2 [1] Group 4: Investment Strategy - The financial market's bullish positioning on aluminum has significantly increased, suggesting a need for caution regarding actual downstream demand when assessing aluminum price fluctuations [1] - It is recommended to maintain a bullish offensive while controlling positions to mitigate risks associated with market volatility before the sensitive period of the Spring Festival [1]

Core Viewpoint - The polysilicon market is currently in a stalemate, with minimal transactions and a prevailing wait-and-see sentiment among market participants, leading to a significant slowdown in new order signings [1] Group 1: Market Conditions - The main polysilicon products have seen no transactions this week, with only a few small exploratory orders being placed [1] - Downstream purchasing intentions remain low, primarily focused on inventory digestion rather than restocking, despite some companies lowering prices to test the market [1] - The upcoming Chinese New Year is increasing uncertainty in production plans for silicon and battery companies, further suppressing short-term demand [1] Group 2: Supply and Demand Dynamics - Major companies have significantly reduced or halted production, leading to a continued contraction in polysilicon supply, which has somewhat alleviated supply-demand conflicts and weakened the incentive for companies to lower prices [1] - A leading company has fully suspended production, and two others have implemented production cuts, resulting in a projected 15% month-on-month decrease in polysilicon output for January [1] - The production plan for February indicates a further reduction in polysilicon output to 82,000-85,000 tons, continuing the trend of supply contraction [1] Group 3: Future Outlook - With the Chinese New Year approaching and the first quarter being a traditional off-season, domestic terminal demand and overseas component orders lack strong support [2] - High prices of auxiliary materials like silver paste continue to exert pressure on battery cell production costs [2] - Despite supply contraction providing some price support, high inventory levels remain unaddressed, continuing to suppress upward price movement [2]

截至当天收盘，道琼斯工业平均指数比前一交易日下跌408.99点，收于49003.41点，跌幅为0.83%；标 准普尔500种股票指数上涨28.37点，收于6978.60点，涨幅为0.41%；纳斯达克综合指数上涨215.74点， 收于23817.10点，涨幅为0.91%。 板块方面，标普500指数十一大板块九涨二跌。科技板块和公用事业板块分别以1.42%和1.25%的涨幅领 涨，医疗板块和金融板块分别下跌1.66%和0.74%。 新华财经纽约1月27日电（记者刘亚南）由于权重科技股继续走强而政策利空打压医疗板块股票，纽约 股市三大股指27日开盘时涨跌不一，盘中窄幅盘整并维持分化走势，收盘时纽约股市三大股指涨跌不 一，标普500指数收盘时创下历史新高。 美国联邦住房金融管理局（FHFA)在当日上午公布的数据显示，美国2025年11月份住房价格指数环比上 涨0.6%，高于前月的0.4%。 里士满联储银行当日上午发布的数据显示，该行所辖地区1月份制造业景气指数为-6，略高于前月 的-7。 个股方面，美国最大的健康保险公司联合健康集团（UnitedHealth Group Inc.）当日暴跌19.57%，其他 多只医疗 ...

Group 1 - The French consumer confidence index stood at 90 points in January 2026, unchanged from the previous month but below the long-term average of 100 points from 1987 to 2025 [1] - The indicator measuring consumers' willingness to save decreased by 4 points to 41, although it remains above the long-term average of 19 points [1] - The proportion of consumers expecting prices to rise significantly in the next 12 months increased, with the related indicator rising by 3 percentage points compared to the previous month, further deviating from the long-term average [1] Group 2 - The household savings rate in France was reported at 18.4% in the third quarter of 2025, a slight decrease from 18.7% in the previous quarter [1]

Core Points - The US dollar index fell significantly, reaching its lowest point in nearly four years, closing at 96.219 and further dropping to 95.55, the lowest since mid-February 2022 [1] - The euro reached 1.20 against the dollar for the first time since 2021, indicating a strong performance of the euro [1] - President Trump expressed confidence in the current dollar performance, stating he does not believe the dollar has depreciated excessively, which contributed to the dollar index's decline [1] - There are market expectations of potential joint intervention by the US and Japan in the foreign exchange market, leading to a strengthening of the Japanese yen [1] - Economic policy uncertainty is heightened due to Trump's lack of regret over tariff policies and the possibility of another government shutdown [1] Currency Exchange Rates - 1 USD exchanged for 152.77 JPY, down from 154.18 JPY [2] - 1 USD exchanged for 0.7664 CHF, down from 0.7768 CHF [2] - 1 USD exchanged for 1.3608 CAD, down from 1.3720 CAD [2] - 1 USD exchanged for 8.8169 SEK, down from 8.9368 SEK [2]

另外，金价的强势拉涨也带动了当天银价的回升。尽管27日纽约交易时段早盘，白银一度在获利了结等 因素打压下走低并回吐当天亚洲交易时段内的涨幅。但随着黄金价格强势拉涨，白银再度震荡回升。 当天3月交割的白银期货价格上涨845.5美分，收于每盎司112.345美元，涨幅为8.14%。 分析来看，黄金、白银价格26日创下历史新高之后，短期市场出现获利了结。不过，有关美日联合干预 汇率以及对美国政府可能再次停摆的担忧，打压美元指数27日重挫，重新提振了资金对黄金的买盘兴 趣。 衡量美元对六种主要货币的美元指数当天下跌0.84%，在汇市尾市收于96.219。但在随后的电子交易 中，美元指数进一步下跌至95.55，为2022年2月中旬以来的低点。 经济数据方面，美国消费者信心指数跌幅超出预期，也支持了金价的上涨。世界大型企业联合会27日公 布的数据显示，1月份美国消费者信心指数降至84.5，远低于经济学家普遍预期的90.9，也低于12月份向 上修正后的94.2。 新华财经纽约1月27日电（记者徐静）受美元指数大跌提振，纽约商品交易所黄金期价在27日盘后电子 交易时段大幅走高。 截至交易结束时，纽约商品交易所黄金期货市场交投 ...

剔除黄金进口后，2025年阿塞拜疆进口额为181.2亿美元，与2024年相比仅增长2.1%。剔除黄金进口 后，2025年阿塞拜疆的外贸顺差为69.228亿美元。 新华财经巴库1月28日电（记者周良）阿塞拜疆趋势网站27日援引阿权威部门的消息报道，2025年阿塞 拜疆非石油和天然气出口额比2024年增长8.1%，达到36.28亿美元，创下该国独立以来的最高水平。 据趋势网站报道，为进一步加强宏观经济稳定，阿塞拜疆在2025年进口了价值62.6亿美元的黄金，黄金 是该国战略外汇储备的重要组成部分。由于黄金进口与实际消费和经济活动无关，因此阿塞拜疆在统计 进口或国内需求驱动的进口活动时，不会将黄金进口纳入进口数字。 据阿塞拜疆官方数据，其石油产量在2010年达到峰值，为5080万吨。2014年，石油产量为4210万吨， 2018年为3880万吨，2021年为3160万吨，到2024年仅为2920万吨。 2014年，石油和天然气行业收入在阿塞拜疆政府预算收入中的占比为66%。到2024年，石油和天然气行 业收入在政府预算收入中的份额已降至49%。 （文章来源：新华财经） 阿塞拜疆是石油和天然气出口大国，石油和天然气行 ...

Group 1 - The core focus of the news is on the strong performance of the non-ferrous metal sector in the A-share market, with fund managers adjusting their portfolios to include cyclical sectors like coal, oil and gas, and transportation to balance their holdings [1] - As of January 27, 2025, 1,201 A-share companies disclosed their annual performance forecasts, with 475 companies expecting positive results and 107 companies predicting a doubling of net profits year-on-year [2] - The public fund of funds (FOF) has shown a significant preference for resource-related assets, with the Huaan Gold ETF being heavily favored in the first three quarters of 2025, indicating a trend towards resource investment [3] Group 2 - The Hong Kong stock market has become a key focus for public funds, with 26 new products reported in 2026, primarily targeting technology, pharmaceuticals, and cyclical sectors, and a notable net inflow of nearly 30 billion yuan into Hong Kong-themed ETFs [4] - The gold and jewelry industry is expected to undergo significant changes in 2026 due to high gold prices, leading to a shift from price competition to value competition, favoring high-quality development [5] - The private equity fund management scale reached a record high of 22.15 trillion yuan by the end of 2025, with private securities investment funds being the main contributors to new registrations [7] Group 3 - Several listed brokerages have reported positive earnings forecasts for 2025, with net profits expected to grow significantly, indicating a strong performance across the brokerage sector [8] - Over 150 companies are projected to achieve record high net profits in 2025, with the electronics industry being the largest contributor, highlighting a robust recovery in various sectors [9] - Nearly 1,250 companies have disclosed performance forecasts, with a median net profit exceeding 173 billion yuan, reflecting a nearly 100% increase compared to the previous year, indicating a strong market recovery [10] Group 4 - Insurance capital is increasingly investing in private equity funds, with China Life announcing significant investments in two funds, reflecting a trend towards diversifying asset allocation [11] - The Ministry of Human Resources and Social Security plans to expand the scale of entrusted investments for basic pension insurance funds, indicating ongoing reforms in social security systems [12] - In 2025, profits of large-scale industrial enterprises in China increased by 0.6% compared to 2024, with a notable recovery in December, particularly in the manufacturing sector [13][14]

（文章来源：新华财经） 日本石油协会（PAJ）28日公布的数据显示，截至1月24日当周，日本汽油库存较之前一周增加54578千 升，至1718926千升；煤油库存较之前一周下降69137千升，至1930575千升。 ...