【逻辑】昨日不锈钢盘面震荡走弱，日内走势受到镍的影响较大，消息面镍矿原料端预期变化，带动不 锈钢市场情绪大幅回落。现货市场伴随期货走跌佛锡两市观望情绪渐起，出货多集中在低价资源，日内 询单及成交均表现较差。昨日印尼能矿部长在公开的业绩发布会中，并未就2026年镍矿配额批量给出明 确结果，这使得此前对矿端供应缩减的预期未能得到落实。近期菲律宾Benguet矿山1.25镍矿招标，尚 未有成交落地，矿山维持看涨心态；印尼下调镍矿配额预期，印尼1月(一期)内贸基准价上涨0.05-0.08美 元/湿吨，内贸升水方面，当前主流升水维持+25。原料收紧预期下，近期镍铁价格持续拉涨，主流成交 价格集中在950元/镍附近；铬铁现货资源流通较少，叠加铬铁供应增量放缓，铬铁零售价格仍较坚挺。 供应端压力稍缓，300系排产环比继续下滑；需求淡季，施工项目放缓采购乏力、下游企业资金压力凸 显，需求端难以承接高价涨幅。近期社会库存去化整体加快，现货市场库存压力有缓解。总体上，基本 面供应压力稍缓，矿端和镍铁成本支撑强化，但是淡季需求提振仍不足。近期原料端消息对盘面影响较 大，强成本支撑和弱需求博弈，情绪释放完毕后进一步驱动或有限，短期预 ...

Core Viewpoint - The steel market is experiencing a seasonal downturn in demand, with production increasing but inventory levels rising, leading to a weaker price environment for steel products [5]. Supply - Steel production has rebounded, with pig iron output increasing by 2% to 2.295 million tons. The total output of five major steel products rose by 3.4 thousand tons to 8.186 million tons, including rebar up by 2.8 thousand tons to 1.91 million tons and hot-rolled coil up by 1 thousand tons to 3.055 million tons [2]. Demand - Seasonal demand for steel has significantly weakened, with total apparent demand for five major steel products decreasing by 44 thousand tons to 7.97 million tons. Rebar demand fell by 25.5 thousand tons to 1.75 million tons, while hot-rolled coil demand remained relatively stable with a decrease of 2.4 thousand tons to 3.08 million tons [3]. Inventory - Inventory levels are entering a seasonal accumulation phase, with rebar inventory increasing by 16 thousand tons to 4.38 million tons, while hot-rolled coil inventory decreased by 2.8 thousand tons to 368 thousand tons. The total inventory of five major steel products rose by 22 thousand tons to 12.54 million tons [4]. Price and Profitability - Steel prices have fluctuated, remaining weaker than coking coal and iron ore prices. Current profit margins are highest for steel billets, followed by rebar and hot-rolled coil. The market is expected to see seasonal accumulation of steel inventory leading up to the Spring Festival, with rebar prices fluctuating in the range of 3000-3200 yuan per ton and hot-rolled coil prices in the range of 3150-3350 yuan per ton [1][5].

通知称，其将于当地时间1月9日盘后，全面上调黄金、白银、铂金、钯金期货品种的履约保证金。此 外，大部分天然气合约的保证金将被下调。芝商所称，保证金的调整是基于对市场波动性以确保充足的 抵押品覆盖的审查做出的。 【最新现货黄金行情解析】 隔夜黄金再度上演深V反转，大阳线自4407一线强势拉升至4480，充分展现多头韧性。每次回落均被大 阳线迅速收复，且下方收出长下影线，止跌信号明显，彰显多头"打不死"的劲头。 四小时图连续两根大阳线，从均线下方发力直接突破阻力区，虽有上影线，但大阳实体完全覆盖，形成 吞没上行格局，跌势难以延续。上方4502附近仍是目标位。晚间将公布美国非农数据，预测值仅6万 人，而周三ADP仅4.1万，明显低于预期，黄金大概率受益利多。 摘要今日周五(1月9日)亚盘时段，现货黄金最新报价1001.92元/克，较前一交易日下跌3.07美元，跌幅 0.31%，日内高位盘整。当日开盘价1004.62元/克，最高价1006.30元/克，最低价999.37元/克。 今日周五(1月9日)亚盘时段，现货黄金最新报价1001.92元/克，较前一交易日下跌3.07美元，跌幅 0.31%，日内高位盘整。当日开盘价 ...

1月7日，周六福黄金价格报1383元/克，与本月初（1348元/克）相比，上涨了35元，涨幅2.60%。较本 月最高价相差0元/克，较本月最低价相差41元/克，均价1356元/克。 | 当日价 | 1383 | | --- | --- | | 日涨幅 | 0.58% | | 最高价 | 1383 | | 最低价 | 1342 | | 顶位差 | 0 | | 底位差 | 41 | | 平均值 | 1356 | 周六福 分时图 日K线 周K线 月K线 27.26 -0.32 -1.16% 2.03% 1.34% 0.69% 0.00% 0.69% 1.34% 2.03% 27.02 27.21 27.39 27.58 27.77 27.95 28.14 09:30 10:30 12:00/13:00 14:00 16:10 0 9933 2万 3万 摘要1月7日，周六福黄金价格报1383元/克，与本月初（1348元/克）相比，上涨了35元，涨幅2.60%。 较本月最高价相差0元/克，较本月最低价相差41元/克，均价1356元/克。 周六福黄金价格月度统计（1月1日-1月7日，单位：元/克） ...

Group 1 - The USD/CAD exchange rate continues to rise, driven by market concerns over potential Venezuelan oil returning to the market, which could intensify competition for North American oil supplies, thereby putting pressure on the Canadian dollar [1] - Despite signs of improvement in Canadian economic data, the USD remains stable ahead of key U.S. employment data, supporting a short-term strong trend for USD/CAD [1] - The core driver of the exchange rate's upward movement is the market's reassessment of the global oil supply landscape, particularly after the U.S. signaled a potential restart of Venezuelan oil imports, raising concerns about increased global oil supply and competition for Canadian oil [1] Group 2 - Canada's latest Purchasing Managers' Index (PMI) has shown a significant improvement, returning to the expansion zone, indicating a notable recovery in domestic business activity [2] - The market is cautiously awaiting Canada's trade balance data to further assess the impact of external demand on the economy [2] - The overall performance of the USD remains stable, with the U.S. economy showing some resilience, although weak employment indicators are leading to a cautious market stance ahead of key data releases [2] Group 3 - Technically, the USD/CAD exchange rate is in a bullish trend, consistently trading above key short- and medium-term moving averages, with strong buying momentum evident [2] - The recent price action has confirmed sustained buying interest, with the RSI indicator in a strong zone, suggesting that upward potential has not yet been fully realized [2] - Key resistance and support levels are identified, with a potential breakthrough of resistance opening new upward movement, while failure to hold support could halt the short-term bullish trend [2]

Group 1 - The US Dollar Index (DXY) has paused its upward trend after two days of gains, entering a phase of narrow fluctuations as market sentiment turns cautious [1] - Recent US economic data shows a clear divergence, with employment indicators weakening while service sector data remains robust, leading to a wait-and-see approach ahead of the upcoming non-farm payroll report [1] - The service sector PMI data significantly exceeded previous values and market expectations, indicating a recovery in service activities, while signs of a cooling labor market have become a core contradiction in the current economic landscape [1] Group 2 - Market expectations suggest that the upcoming non-farm payroll numbers will be lower than previous values, indicating a potential continued weakening in employment growth momentum [2] - Various employment leading indicators have released signals of weakness, including lower job vacancy numbers and private sector employment data that, despite some improvement, remain significantly below market expectations [2] - Recent statements from Federal Reserve officials have reinforced the market's perception of a dovish stance, with calls for more aggressive rate cuts to maintain economic growth momentum [2]

2026年1月8日 1398 962 - 元/克 2026年1月7日 1398 962 - 元/克 金投网提示：以上报价仅供参考，据此交易，风险自担。 基本面： 2026年1月8日，实物黄金周大生黄金报价1398元/克，相比昨日保持不变。铂金价格今天报价962元/ 克，相比昨日保持不变。 附表： 周大生 黄金价格 铂金价格 金条价格 单位 乌克兰总统泽连斯基7日在塞浦路斯访问期间表示，目前与美欧伙伴的谈判达到了一个新的水平，有望 在2026年上半年结束与俄罗斯的冲突。泽连斯基称，乌方与其欧洲伙伴、美国以及所有"意愿联盟"的参 与者一起，并称目前谈判达到了一个新阶段，冲突可能在塞浦路斯担任欧盟轮值主席国期间结束。 ...

2025年12月30日，汉中金融监管分局发布批复称，《中国平安财产保险股份有限公司陕西分公司关于南 郑支公司变更营业场所的请示》(平保产陕分发〔2025〕137号)收悉。经审核，现批复如下： 一、同意中国平安财产保险股份有限公司南郑支公司将营业场所变更为：陕西省汉中市南郑区天汉大道 以西天佑商务酒店1幢2层2-办公区01号。 二、中国平安财产保险股份有限公司应按照有关规定及时办理变更及许可证换领事宜。 ...

摘要周四(1月8日)亚欧时段，国际黄金震荡走弱，一度跌0.9%至4416美元/盎司，创近三日新低。美元 持稳于逾两周高点施压金价，投资者谨慎观望，聚焦周五非农报告以研判美联储政策路径，同时评估美 干预委内瑞拉的地缘影响。交易员权衡地缘紧张(如美扣押委油轮)与宏观信号(美11月职位空缺创14个月 新低)：弱就业或强化降息预期支撑金价，但美元走强及高位获利了结抑制涨幅。 周四(1月8日)亚欧时段，国际黄金震荡走弱，一度跌0.9%至4416美元/盎司，创近三日新低。美元持稳 于逾两周高点施压金价，投资者谨慎观望，聚焦周五非农报告以研判美联储政策路径，同时评估美干预 委内瑞拉的地缘影响。交易员权衡地缘紧张(如美扣押委油轮)与宏观信号(美11月职位空缺创14个月新 低)：弱就业或强化降息预期支撑金价，但美元走强及高位获利了结抑制涨幅。 【要闻速递】 世界黄金协会最新数据显示，11月全球央行净购入黄金45吨，虽较10月略降，但仍处于年内高位。年初 至今累计购入量接近297吨，新兴市场央行持续大规模增持。摩根士丹利预计，受利率下降、美联储领 导层变动及央行和基金强劲买盘推动，今年第四季度金价或升至每盎司4800美元。 今晚 ...

1月7日，COMEX白银库存录得13863.99吨，较上一日减少108.05吨；comex白银周三（1月7日）收报 98.06美元/盎司，下跌3.83%，comex白银价格日内最高上探至82.58美元/盎司，最低触及76.08美元/盎 司。 最新comex白银库存数据： 日期 comex白银库存量(吨) 增持/减持（吨） 2026-01-07 13863.99 -108.05 2026-01-06 13972.04 -9.66 美联储官员上个月连续第三次下调利率，但暗示短期内不保证会进一步降息。政策制定者在通胀和劳动 力市场前景上存在分歧；根据其最新预测的中值估计，他们预计2026年仅降息一次。 美联储理事米兰表示，美联储在2026年需要降息超过一个百分点，并认为当前的货币政策正在限制经济 增长。 米兰周二在福克斯商业频道露面时表示："我认为很难辩称政策已接近中性。我认为政策显然具有限制 性，正在阻碍经济发展。我认为今年降息100多个基点是合理的。" 【要闻回顾】 ...