Group 1 - The current trading price of London silver is above $81.83, with an opening price of $80.39 per ounce and a current price of $83.02, reflecting a 3.84% increase [1] - The highest price reached today was $83.94, while the lowest was $79.94, indicating a short-term volatile trend in the market [1] Group 2 - Federal Reserve Chairman Jerome Powell faces potential criminal charges related to his Senate testimony about a renovation project, which has raised political pressure on him [1] - Annikas Wealth Management's Chief Economic Strategist Brian Jacobson noted that Trump is attempting to use Powell's testimony as a basis for criminal charges, suggesting Powell may protest through a sit-in [1] - Jacobson indicated that Powell's potential decision to remain on the board despite political pressure could prevent Trump from appointing new members, with only one vacancy available until 2026 [1]

Market Overview - The US dollar index is trading around 98.882, while spot gold opened at $4509.80 per ounce and is currently trading at approximately $4578.39 per ounce. Gold T+D is trading around 1022.00 CNY per gram, and the Shanghai gold main contract is at 1025.06 CNY per gram [1][1]. - On the previous trading day, the US dollar index rose by 0.26% to 99.130, and spot gold increased by 0.71% to $4509.13 per ounce. Other precious metals saw mixed results, with spot silver rising by 3.89% to $79.95 per ounce, platinum decreasing by 0.57% to $2268.50 per ounce, and palladium increasing by 1.35% to $1818.27 per ounce [1][1]. Inventory Data - As of January 9, COMEX gold inventory stands at 1129.43 tons, a decrease of 2.34 tons from the previous trading day. COMEX silver inventory is at 13677.47 tons, down by 85.19 tons [2][2]. - SPDR gold ETF holdings are at 1064.56 tons, a reduction of 2.57 tons from the previous day, while SLV silver ETF holdings increased by 93.05 tons to 16308.48 tons [2][2]. Economic Indicators - In December, the US non-farm payrolls increased by 50,000, with revisions in October and November showing a total downward adjustment of 76,000 jobs. The unemployment rate for December is recorded at 4.4% [4][4]. - Following the non-farm payroll report, the swap market indicates a zero probability of a Federal Reserve rate cut in January [4][4]. Geopolitical Developments - Tensions with Iran are escalating, with Iranian officials warning that US bases and troops could become "legitimate targets" if provoked. President Trump has threatened to intervene in Iran, considering various options for action [5][5]. - In Venezuela, Trump has canceled plans for a second wave of attacks and is pressuring major oil companies to invest $100 billion in the country, with Venezuela offering 30 million barrels of oil to the US [5][5].

【最新纸黄金行情解析】 【要闻速递】 金价狂飙、美元贬值，美元在全球外汇储备中的占比连续下滑。2025年，美元信用遭遇严重挑战。记者 还注意到，2025年全球资产去美元化趋势明显。随着越来越多国家增持黄金，全球央行黄金持有量时隔 近30年再度超越美国国债。黄金价格飙升导致黄金储备换算成美元后价值上升。2025年中期，美债在除 美联储以外央行的储备占比下降到25%以下，黄金的占比上升至25%以上。这是自1996年以来，黄金首 次在各国央行储备中的占比超过美债。专家表示，全球资本对美元资产的风险偏好下降，从中长期来 看，美元在全球外汇储备中占比下降的走势难以逆转，国际货币体系将向多元化发展。 工行纸黄金于2026年1月9日10:35报1003.45元/克，日内最高1003.45元，最低约1000.00元，小幅上涨 0.35%，延续震荡上行态势；价格站稳布林带上轨，RSI维持在62附近偏强区间，MACD红柱持续扩 张，多头动能增强；关键支撑位1000.00元，阻力位1009–1012元，与沪金期货及SGE AU99.99现货价格 高度联动；市场交易活跃，持仓稳定，无集中赎回，央行持续购金与美联储降息预期构成核心支撑 ...

摘要今日周一(1月12日)亚盘时段，黄金T+D目前交投于1030元附近，截至发稿，黄金T+D暂报1023.54 元/克，涨幅2.35%，最高触及1028.00元/克，最低下探1000.20元/克。目前来看，黄金T+D短线偏向看涨 走势。 【最新黄金t+d行情解析】 上海黄金t+d(AU(t+d))于2026年1月12日强势上行，盘中突破1031元/克大关，最新报价1025.83元/克，日 内涨幅达1.41%，创阶段新高。日线RSI稳定于28附近，MACD红柱持续扩张，多头动能强劲，有效突 破1030元/克前高阻力位，短期目标指向1030–1031元/克，下方关键支撑位于1000—1010元/克区间。成 交量与持仓量同步攀升，反映市场参与度提升。中国央行连续14个月增持黄金，叠加美联储降息预期与 全球地缘避险情绪，支撑内盘韧性持续增强。 面对居高不下的美国住房成本，特朗普政府正打算绕过美联储，利用行政力量介入抵押贷款市场。上周 四，特朗普下令联邦住房金融局监管的房利美和房地美购买2000亿美元债券，该局局长威廉.普尔特上 周五表示已启动首批30亿美元购债计划。此举效果立竿见影，美国30年期固定住房抵押贷款平均利 ...

Group 1 - The core viewpoint of the news highlights the strong performance of gold prices, with the latest price reported at $4580.10 per ounce, marking a significant increase of $62.10 or 1.37% from the previous closing price of $4518.40 per ounce [1] - In the context of macroeconomic factors, the bond market is reacting to expectations of further interest rate cuts by the Federal Reserve, driven by lower-than-expected job growth reported in the non-farm payrolls [3] - The upcoming Consumer Price Index (CPI) data is anticipated to show high inflation, which may support the Fed's decision to pause on interest rate changes, with traders predicting the next rate cut could occur in mid-2026 [3][4] Group 2 - The technical analysis of COMEX gold indicates a strong upward trend, with a weekly increase exceeding 5%, and the price successfully maintaining above the psychological level of $4500 [5] - Macro factors supporting gold prices include rising expectations for Fed rate cuts, continued gold purchases by global central banks, and a weakening US dollar [5] - Goldman Sachs forecasts that gold prices could reach $4745 per ounce by Q4 2026, although there may be short-term profit-taking pressure above $4580 [5]

【最新黄金期货行情解析】 高盛首席美国经济学家戴维·梅里克强调，未来几年GDP增长的结构将与上一周期有所不同。其中，生 产率提升将成为增长的主要驱动力，这一趋势已现反弹迹象，并有望得到人工智能技术的进一步推动。 相比之下，由于移民水平大幅下降，劳动力供应增长对GDP的贡献将有所减少。 彭博社去年12月中旬的经济学家调查显示，普遍预测美国2026年经济增长率为2%，与2025年持平。外 界普遍认为，美国总统特朗普的减税计划将有助于维持美国相对于其他发达经济体的优势地位。 高盛的预测更为乐观，预计2026年第四季度同比GDP增长率为2.5%，全年增长率则达到2.8%。到年 底，核心PCE通胀率预计同比降至2.1%，核心CPI将放缓至2%。基线预测显示，失业率将稳定在4.5%， 但需注意企业利用人工智能降低劳动力成本可能导致"无就业增长"期的出现。 在贸易方面，高盛假设中期选举将使生活成本问题成为政治焦点，从而促使白宫避免采取大幅提高关税 的措施。梅里克认为，在减税和实际工资增长的双重支持下，消费者支出应会稳步增长。同时，更宽松 的金融条件、政策不确定性的降低以及税收激励措施，将共同推动企业投资成为2026年GDP ...

今日周一(1月12日)亚盘时段，现货白银目前交投于82.77一线上方，今日开盘于80.39美元/盎司，截至发 稿，现货白银暂报83.46美元/盎司，上涨4.39%，最高触及83.94美元/盎司，最低下探79.94美元/盎司， 目前来看，现货白银盘内短线偏向震荡走势。 但报道也提到，欧盟正在起草针对美国公司的制裁计划，以备特朗普拒绝北约部署的提议。像Meta、 谷歌、微软和X等科技巨头以及美国银行和金融公司可能被限制在欧洲大陆运营。 此外，更极端的选项可能是将美军逐出其在欧洲的基地，剥夺其在中东等地行动的关键中转站。 【最新现货白银行情解析】 【要闻速递】 美国总统特朗普9日声称，美国需要得到格陵兰岛，如果无法"以简单方式"就格陵兰岛达成协议，他将 不得不采取"艰难方式"，此番言论引发部分北约成员国及欧洲国家担忧。 据英国《每日电讯报》等外媒报道，欧洲多国军事首脑们正在草拟一项可能的北约任务计划，以应对特 朗普的威胁。 白银长期保持100-120美元目标不变。白银短期阻力84美元，然后86-86.5和88.5-89美元；支撑81.5-81美 元，然后78-78.5美元和75美元。突破81.00美元将推动白银向阻 ...

今日周一(1月12日)亚盘时段，国际白银目前交投于81.83一线上方，今日开盘于80.39美元/盎司，截至发 稿，国际白银暂报82.90美元/盎司，上涨3.69%，最高触及83.94美元/盎司，最低下探79.94美元/盎司， 目前来看，国际白银盘内短线偏向看涨走势。 【要闻速递】 美国联邦检察官已对美联储主席杰罗姆.鲍威尔展开刑事调查，鲍威尔于上周日(1月11日)晚间确认了这 一消息。 【最新国际白银行情解析】 白银当前上涨接近84，已经逼近前高，白银破位前高只是一步之遥的事，很快白银将继续走高，再次刷 高点，但依旧有回落的机会，周初可以关注81.5，79两个支撑点做多，具体回落止跌或者再看上涨，需 要行情变化后的确定。今日白银下方关注81.05美元或80.50美元支撑，上方关注83.00美元或84.00美元阻 力。 鲍威尔表示，此次调查的起因是美联储"依据我们对公众利益的最佳判断来设定利率，而非遵循"总统特 朗普的偏好。 他在美联储账户发布的视频声明中说道："此事关系着美联储能否继续基于证据和经济状况来设定利 率，还是说货币政策将受制于政治压力或胁迫。" 鲍威尔称，上周五"司法部已向美联储送达大陪审团传票， ...

【要闻速递】 特朗普否认了参与司法部对美联储发出传票行动。 今日周一(1月12日)亚盘时段，COMEX白银目前交投于82.67一线上方，今日开盘于80.50美元/盎司，截 至发稿，comex白银暂报83.39美元/盎司，上涨4.51%，最高触及83.91美元/盎司，最低下探79.90美元/盎 司，目前来看，comex白银盘内短线偏向看涨走势。 此前，据知情官员透露，美国哥伦比亚特区联邦检察官办公室已对美国联邦储备委员会主席鲍威尔展开 刑事调查，调查内容涉及美联储对其华盛顿总部大楼的翻修工程，以及鲍威尔是否就该项目的范围向国 会撒谎。 该知情官员表示，这项调查包括对鲍威尔公开声明的分析以及对支出记录的审查，并于去年11月获得哥 伦比亚特区联邦检察官珍妮娜.皮罗的批准。皮罗是特朗普的长期盟友，去年被任命为该办公室负责 人。 【最新comex白银行情解析】 白银的上涨空间没有走完，在1月白银可能还有新的高点，价格保持典型的单边上行趋势，K线连续创 新高，均线系统呈现多头发散形态，显示中长期趋势依旧强劲。comex白银需考验75美元/盎司附近的支 撑力度，阻力或为84美元/盎司附近。 他谈及美联储主席鲍威尔时表示：" ...

Core Viewpoint - Foton Motor has achieved significant growth in 2025, with total sales exceeding 650,000 units, driven by a doubling of heavy truck sales and a nearly 90% increase in new energy vehicles, indicating a shift from traditional growth metrics to a focus on quality and market adaptation [1][4][16] Group 1: Sales Performance - In 2025, Foton's heavy truck sales reached over 140,000 units, marking a 104% year-on-year increase, while new energy commercial vehicle sales hit 101,000 units, up 87% [4][5] - The overall growth of Foton outpaced the industry average, which saw only a 10% increase in the total truck market, highlighting Foton's successful strategy [4] Group 2: Market Strategy - Foton's strategy involves a collaborative approach across different vehicle segments, with heavy trucks targeting long-haul logistics, light and micro trucks focusing on urban delivery, and new energy products penetrating various scenarios [3][4] - The company is embedding new energy and intelligent technologies into operational efficiency, adapting to the low-carbon and intelligent trends in commercial vehicle applications [3][7] Group 3: Product Development - Foton has shifted from a traditional focus on scale to a more nuanced approach that emphasizes how products are sold, with a focus on high-end configurations and safety in its heavy truck orders [5][11] - The company has developed a range of products tailored to specific operational scenarios, such as the Qixing platform for urban delivery, which addresses real-world challenges faced by drivers [8][11] Group 4: Technological Innovation - Foton's R&D investment in 2025 was 1.379 billion yuan, accounting for 3.03% of revenue, with a focus on enhancing operational efficiency through targeted technological advancements [8][12] - The company has developed proprietary technologies, such as the Aiyike power battery and the HWP highway pilot system, which have been validated through extensive real-world testing [9][11] Group 5: Global Expansion - Foton is moving beyond traditional export models to a localized production and service approach, establishing factories and service networks in regions like Thailand, South Africa, and Brazil [5][15] - This strategy aims to build long-term relationships in local markets, enhancing the company's ability to meet specific regional demands [5][15] Group 6: Industry Transformation - The commercial vehicle industry is undergoing a transformation driven by dual carbon goals, intelligent upgrades, and globalization, necessitating a systemic reconfiguration of productivity and production relationships [12][13] - Foton's comprehensive strategy of internationalization, new energy adoption, and intelligent solutions aligns with these industry trends, providing a model for addressing the challenges faced by the sector [12][16]