据新华社消息，中国常驻联合国代表傅聪26日在安理会国际法治公开辩论会上作补充发言，回击美国代 表在发言中污蔑中国在南海所谓"扩张性非法声索"的错误言论。 白银，突发大跳水！特朗普出手，狂飙！ （原标题：中方：坚决反对，不得不做出严正回应） 来源：新华社 ...

Market Overview - US stock markets closed higher with the Dow Jones up 0.64% at 49,412.4 points, S&P 500 up 0.5% at 6,950.23 points, and Nasdaq up 0.43% at 23,601.36 points, reflecting positive investor sentiment amid recent economic data [1] - Major tech stocks saw mixed performance, with Apple and Facebook rising over 2%, Google up over 1%, and Microsoft nearly 1%, while Amazon, Nvidia, and Tesla experienced declines, with Tesla down over 3% [3][4] Corporate Bond Market - Despite the volatility caused by tariff threats from the Trump administration, investors are aggressively purchasing corporate bonds, leading to the lowest borrowing costs for blue-chip companies relative to US Treasuries this century [4] - Year-to-date, corporate borrowers have raised over $172 billion from the US investment-grade bond market, marking the fastest growth since 2020 [4] Tariff Announcement - President Trump announced plans to raise tariffs on various goods from South Korea to 25% due to the South Korean legislature's failure to ratify a previously agreed trade deal [5] - The tariff increase will affect products such as automobiles, timber, and pharmaceuticals, which were previously taxed at 15% [5] Commodity Prices - Gold and silver prices reached historic highs, with gold briefly surpassing $5,000 per ounce before settling at $5,040.1 per ounce, a decrease of 0.83% [6][7] - Silver prices saw a peak increase of over 10% during trading but later retracted, closing at $106.4 per ounce, down 7.88% [6][7] Natural Gas Prices - Natural gas prices surged over 40%, with near-month contracts breaking the $7 per million British thermal units mark for the first time since 2022 [8] - A significant winter storm across the US has led to a spike in heating demand and disrupted approximately 12% of the country's natural gas production [12]

Core Viewpoint - The article highlights concerns regarding misleading advertising practices by the company Baicaowei, particularly in the marketing of its nut gift boxes, which contain a significant amount of non-nut products, potentially violating consumer protection laws [1][6]. Group 1: Product Details - The "Baicaowei Nut Gift Box" weighs 958 grams, but includes only 33 grams of walnut kernels, with 660 grams being beverages and the remainder consisting of snacks [2][3]. - The 958-gram gift box is priced at 32.9 yuan, while a larger 1366-gram box is available for 39.9 yuan, containing less than 100 grams of nuts and 990 grams of beverages [2][3]. Group 2: Consumer Concerns - Consumers have raised questions about the appropriateness of labeling the product as a "nut gift box" when the majority of its contents are not nuts, suggesting potential consumer deception [5]. - Legal experts indicate that such marketing practices may constitute false advertising under the Anti-Unfair Competition Law of the People's Republic of China, as they mislead consumers regarding the product's primary ingredients [6]. Group 3: Legal Implications - The company's advertising may infringe upon consumer rights by failing to provide accurate information about the product's composition, particularly the low proportion of nuts [6]. - Consumers misled by the product's labeling may seek remedies such as refunds or compensation, and regulatory authorities could impose penalties for false advertising [6].

【导读】疯狂的白银 大家好啊，今晚继续关注海外市场的表现，白银，又涨疯了。 白银暴涨 1月26日晚间，现货白银涨势不止，向上触及112美元/盎司，日内一度涨超8%。纽约期银也一度突破112美元/盎司，日内涨超10%。 有分析师指出，本周白银的上涨，还受到华盛顿与欧洲盟友关系出现裂痕的推动；同时，结束俄乌战争的最新谈判尝试迄今未能取得 突破。对美联储独立性的挑战，也进一步点燃了避险买需。 ING集团大宗商品策略师Ewa Manthey表示："在政策不确定性加剧的背景下，美元走弱、实际利率下行，以及投资者对硬资产偏好增 强，共同强化了对白银的支撑。"她指出，相较黄金，白银波动更大——这既源于其市场规模更小，也与其兼具工业金属与投资金属的 双重属性有关，从而放大了近期行情的幅度。 与此同时，全球白银市场已连续五年处于供应缺口。随着白银价格不断走高，散户买盘持续涌入。 此外，在特朗普表示其已完成对下一任美联储主席候选人的面试后，贵金属也获得支撑——这一表态再度引发市场对央行独立性的担 忧。特朗普对美联储的再度抨击、对委内瑞拉的军事干预，以及"吞并"格陵兰岛的威胁，进一步助推所谓"货币贬值交易"（debasement ...

Core Viewpoint - Efort is planning to acquire equity in Shengpu through a combination of issuing shares and cash payment, with the transaction not expected to constitute a major asset restructuring or related party transaction [1][3][6]. Group 1: Transaction Details - Efort has signed a share acquisition intention agreement with the transaction counterpart, aiming to gain control of Shengpu [6]. - The company's stock will be suspended from trading starting January 27, 2026, for a period not exceeding 10 trading days [3][6]. Group 2: Financial Performance - Efort's 2025 annual performance forecast indicates an expected revenue of between 889 million and 950 million CNY, representing a year-on-year decline of 30.82% to 35.19% [6]. - The company anticipates a net loss attributable to shareholders of between 450 million and 550 million CNY for 2025, with losses expected to widen by 186.34% to 249.97% year-on-year [6]. Group 3: Company Background - Shengpu specializes in the research, production, and sales of precision fluid control equipment and core components, primarily serving industries such as new energy and automotive electronics [5]. - Efort primarily engages in the research, production, and sales of core components, complete machines, and system integration for industrial robots [5].

美国政府又又又要"关门"了…… 另一家预测平台Kalshi上的同类合约同样显示，1月31日（联邦政府多数部门资金到期日）前发生政府关门的概率已急剧上升。 多位民主党参议院反对 去年12月，美国国会通过一项联邦政府临时拨款法案，结束了持续43天的美国联邦政府史上最长"停摆"。值得注意的是，临时拨款法案本月底到期，国会 必须在月底前通过新的拨款法案，否则许多联邦政府机构将再次"关门"。 此前，共和党占多数的国会众议院已通过政府拨款法案，但该法案仍需参议院审议批准。由于席卷美国大部分地区的暴风雪，参议院投票预计要到周二 晚间才能开始。 当地时间1月26日早盘，Polymarket的数据显示，押注美国政府在1月底前发生新一轮停摆的概率高达78%，而上周五这一概率还不到10%。Polymarket的数 据显示，相关押注的总交易量约为750万美元。 黄金、白银再度拉升 去年的美国政府"停摆"，造成数十万政府雇员被迫停薪，美国航空系统陷入半瘫痪，数千万民众面临断粮风险，正常生活和商业活动遭受严重冲击。"停 摆"更是冲击对美政治体系的信心，在国际上，美国信誉已然受损。 北欧两大养老金 正加速清仓美债，其中瑞典Alecta已抛 ...

1月26日，宇树科技官方微信公众号发文称，其成为2026年春晚机器人合作伙伴。 近期，陆续有多家人形机器人公司宣布，即将登上春晚舞台。 1月25日，银河通用机器人官方微信公众号发文称，中央广播电视总台官宣，银河通用机器人正式成为总台2026年春节联欢晚会指定具身大模型机器 人。 宇树科技表示，这是宇树第三度与春晚结缘。从2021年牛年春晚机器牛"犇犇"的初次亮相，到去年由张艺谋导演执导的人形机器人《秧BOT》的"现象 级"破圈，2026年宇树将再度携手总台，奉献一场引领全球科技进步的除夕盛宴。 此外，宇树科技提到，2025年宇树举办了全球人形机器人首次格斗比赛，开启人类历史新时刻；率先将人形机器人带上了话剧和演唱会的舞台，让大 众近距离感受到机器人的魅力。宇树的四足和人形机器人也在工业场景里默默耕耘，继续领航着行业的应用落地。宇树四足机器人和人形机器人最近 几年出货量全球第一，实现了规模化交付的重大跨越。 此前，宇树科技曾公布其2025年销量数据：全年人形机器人实际出货量超5500台（实际出售发货给终端客户的数量），2025年本体量产下线超6500 台。宇树科技强调，该数据为宇树科技纯人形机器人的数量，不含双 ...

【导读】海螺水泥拟闲置资金理财，单日最高余额合计不超过500亿元 中国基金报记者 夏天 1月26日晚间，海螺水泥（证券代码：600585）公告称，董事会已审议通过2026年度委托理财计划，公司及下属子公司拟将部分暂时闲置资金用于委托理 财：结构性存款单日最高余额不超300亿元，银行理财等产品单日最高余额不超200亿元，总额度500亿元，授权期限为12个月。 此次大额理财计划的推出，不仅直观展现了海螺水泥雄厚的现金储备，更深刻折射出其水泥主业进入成熟阶段、资本开支持续收缩的发展现状。 充裕的现金储备是此次大额理财计划的核心支撑。作为水泥行业的"现金奶牛"，海螺水泥凭借稳健的经营能力积累了丰厚的现金流。最新财务数据显示， 截至2025年三季度末，公司经营活动产生的现金流量净额达111亿元，同比增长7.27%，货币资金与交易性金融资产合计高达626亿元。 财务数据显示，海螺水泥的业绩高点出现在2020年。此后，公司利润呈下降趋势，但仍保持在数十亿元以上的盈利水平。2025年前三季度，公司实现营收 612.98亿元，同比下降10.06%；实现归母净利润63.05亿元，同比增长21.28%。 此外，资本开支的持续收缩则 ...

Core Viewpoint - Zijin Mining is set to acquire all issued common shares of United Gold for approximately 55 million CAD, translating to about 28 billion RMB, at a cash price of 44 CAD per share, representing a premium over recent trading prices [2][3]. Group 1: Acquisition Details - Zijin Gold International signed an arrangement agreement with United Gold on January 26, proposing to buy all common shares at a price of 44 CAD per share, totaling around 55 billion CAD [2]. - The acquisition price reflects a premium of approximately 5.39% over the closing price of 41.75 CAD per share on January 23, 2026, and an 18.95% premium over the weighted average price of 36.99 CAD over the previous 20 trading days [2]. Group 2: United Gold's Assets - United Gold, headquartered in Canada, has three major gold mining projects, including the Sadiola gold mine, where it holds an 80% interest, and the Korali-Sud gold mine, with a 65% interest [2][3]. - The company also owns the Bonikro and Agbaou gold mining projects in Côte d'Ivoire, with respective interests of 89.89% and 85%, and a 100% interest in the Kurmuk gold mine in Ethiopia, which is expected to commence production in the second half of 2026 [3]. Group 3: Market Position and Valuation - Following the acquisition, Zijin Gold International will expand its asset portfolio to include 12 large gold mines across 12 countries, solidifying its position as one of the top five gold companies globally [4]. - As of January 26, Zijin Mining's A-share price was 39.5 RMB, with a market capitalization of 1 trillion RMB, while Zijin Gold International's stock was priced at 208.8 HKD, with a market cap of 558.8 billion HKD [4].

中国基金报记者 安曼 美国政府又又又要"关门"了…… （原标题：美国政府，突发！黄金、白银暴涨！） 【导读】美国政府或再度"关门"，黄金、白银涨疯了 黄金、白银再度拉升 去年的美国政府"停摆"，造成数十万政府雇员被迫停薪，美国航空系统陷入半瘫痪，数千万民众面临断 粮风险，正常生活和商业活动遭受严重冲击。"停摆"更是冲击对美政治体系的信心，在国际上，美国信 誉已然受损。 当地时间1月26日早盘，Polymarket的数据显示，押注美国政府在1月底前发生新一轮停摆的概率高达 78%，而上周五这一概率还不到10%。Polymarket的数据显示，相关押注的总交易量约为750万美元。 另一家预测平台Kalshi上的同类合约同样显示，1月31日（联邦政府多数部门资金到期日）前发生政府 关门的概率已急剧上升。 多位民主党参议院反对 去年12月，美国国会通过一项联邦政府临时拨款法案，结束了持续43天的美国联邦政府史上最长"停 摆"。值得注意的是，临时拨款法案本月底到期，国会必须在月底前通过新的拨款法案，否则许多联邦 政府机构将再次"关门"。 此前，共和党占多数的国会众议院已通过政府拨款法案，但该法案仍需参议院审议批准。由于 ...