Workflow
Jin Tou Wang
icon
Search documents
避险失灵,黄金又跌了!
Jin Tou Wang· 2026-01-08 09:55
隔夜,现货黄金一度暴跌逾1.6%,最低触及4422.99美元,最终收跌0.9%至4455.27美元。今日欧市盘中,黄金延续跌势,目前在4428美元附近徘徊。 同时,现货白银冲高回落,盘中最高触及82.748美元,随后连失多道整数关口,最终收跌3.76%,报78.19美元。 静待非农! 隔夜,美股三大指数尾盘跳水,截至收盘,道琼斯工业指数、标普500指数分别下跌0.94%、0.34%,纳斯达克指数上涨0.16%。 消息面上,市场数据喜忧参半影响市场整体风险偏好。 数据方面,美国2025年12月ADP就业人数增4.1万人,预期增4.7万人,前值自降3.2万人修正至降2.9万人。美国2025年12月ISM非制造业PMI为54.4,预期 52.3,前值52.6。美国2025年10月工厂订单月率降1.3%,预期降1.2%,前值升0.2%。 虽略低于市场预期的4.8万人,但成功扭转了2025年11月减少2.9万人的下滑局面,为2025年末表现承压的劳动力市场注入积极信号。 今晚的重要数据有 21:30 的当周初请失业金人数,前值19.9万人,预期21万人,就业是美联储今年的核心变量,今晚这份数据到时候会对利率期货和美元 ...
智慧家庭战略驱动海尔酒柜全球16连冠
Jin Tou Wang· 2026-01-08 09:55
Core Insights - Haier wine cabinet brand ranks first in global retail volume for the 16th consecutive time, with a projected global market share of 21.9% by 2025, being the only brand among the top five with positive growth [1][3] Group 1: Market Position - Haier wine cabinet maintains its leadership in the industry, supported by the implementation of Haier's smart home strategy globally [3] - The brand's retail volume growth is attributed to its innovative solutions tailored to user needs, such as large-capacity, smart, and convenient wine storage options [3] Group 2: User Experience and Technology - The wine cabinet allows users to remotely control temperature and humidity via a mobile app, enhancing user experience and management of wine collections [3] - Haier's original temperature and humidity technology, certified by Germany's VDE, maintains temperature within ±0.3℃ and humidity between 50%-70%, ensuring the quality and flavor of the wine [3] Group 3: Future Growth - Haier wine cabinet aims to continue exploring global user demands to unlock greater growth potential [3]
欧睿国际:海尔冷柜连续15年品牌零售额全球第一
Jin Tou Wang· 2026-01-08 09:51
Core Insights - Haier's refrigerator brand maintains the top position in global retail volume with a market share of 20.4% in 2025, marking its 15th consecutive year at the forefront of the industry [1] - This achievement reflects Haier's strong technological foundation and market recognition in the global refrigeration sector, as well as the foresight of its smart home strategy [1] Group 1 - Haier continues to enhance user experience by focusing on user scenarios, integrating AI and innovative refrigeration technologies [4] - The company offers a comprehensive product range including horizontal cabinets, vertical cabinets, ice bars, and wine cabinets, creating a one-stop solution for home cold chain preservation [4] - Haier's innovations in home cold chain scenarios cater to various storage needs, such as moisture preservation for fruits and vegetables, deep freezing for seafood, and optimal conditions for wine and rare items [4] Group 2 - The innovative practices of Haier align with the global rollout of its smart home strategy, aiming to provide higher value in fresh storage experiences for users worldwide [4]
1月8日上期所沪金期货仓单较上一日持平
Jin Tou Wang· 2026-01-08 09:39
上海期货交易所指定交割仓库期货周四(1月8日)仓单日报显示,黄金期货总计97653千克,今日仓单 较上一日持平。 沪金主力盘内高位回落,周四(1月8日)黄金期货开盘价999.40元/克,截至目前最高1004.94元/克,最 低993.58元/克。截止发稿报997.94元/克,跌幅0.73%,成交量为193114手,持仓为119995手,日持仓减 少6152手。 上海期货交易所黄金期货仓单日报(单位:千克) | 上期所指定交割金库 | 期货 | 增减 | | --- | --- | --- | | | 97653 | 0 | 白宫7日发表声明说,美国总统特朗普当天签署总统备忘录,指示美国退出66个"不再符合美国利益"的 国际组织。 此次美国"退群"的对象中,大部分是与联合国有关联的机构、委员会及顾问小组,这些国际组织的工作 聚焦于气候、劳工、移民等议题,特朗普政府认为这类议题迎合"多元包容"理念和"觉醒"运动。 特朗普在总统备忘录中称,这些组织和实体的运作有悖于美国国家利益、安全、经济繁荣或主权。 根据备忘录,这些国际组织包括联合国文明联盟、联合国人类住区规划署、联合国拉丁美洲和加勒比经 济委员会等31个联合国 ...
【黄金期货收评】黄金长线上涨驱动未变 沪金回落997元
Jin Tou Wang· 2026-01-08 09:39
【黄金期货最新行情】 | 1月8日 | 收盘价(元/克) | 当日涨跌幅 | 成交量(手) | 持仓量(手) | | --- | --- | --- | --- | --- | | 沪金主力 | 997.94 | -0.73% | 193114 | 119995 | 打开APP,查看更多高清行情>> 【基本面消息】 数据显示,1月8日上海黄金现货价格报价998.40元/克,相较于期货主力价格(997.94元/克)升水0.46 元/克。 ADP数据显示,美国企业12月私营部门就业人数增加4.1万,扭转了前月的下滑趋势,但低于市场预 期。另外,美国2025年11月JOLTS职位空缺降至714.6万个,远低于市场预期的760万个,创2024年9月 以来最低水平。 【机构观点】 兴业期货:黄金长线上涨驱动未变 避险需求增加,金融属性、资源品属性及货币属性被强化,黄金长线上涨驱动未变。沪金多头相对白 银、铂钯明显更稳健。建议04合约多单继续持有。 ...
1月8日金市晚评:美联储政策预期受考验 初请数据牵动黄金走势
Jin Tou Wang· 2026-01-08 09:35
Core Viewpoint - The article discusses the recent fluctuations in gold prices and the factors influencing these changes, including the strength of the US dollar, employment data, and geopolitical tensions. Group 1: Gold Price Movements - As of January 8, 2026, gold is trading at $4422.75 per ounce, with a decline of 0.73% from previous levels, reaching a high of $4465.83 and a low of $4415.29 [1] - The market is experiencing selling pressure as gold approaches historical highs, with significant profit-taking observed [2] - The Bloomberg Commodity Index's annual rebalancing is expected to lead to a passive sell-off of approximately 2.4 million ounces of gold over the next five trading days, potentially exerting 2.5%-3.0% downward pressure on gold prices [2] Group 2: Economic Indicators and Market Sentiment - The US ADP employment data for December showed an increase of only 41,000 jobs, which is below market expectations, indicating a cooling labor market [3][4] - This disappointing employment data has reduced aggressive expectations for an immediate interest rate cut by the Federal Reserve, which may limit the downside for gold prices [2][3] - The market anticipates that the Federal Reserve will begin a rate-cutting cycle in 2026, supported by weak employment data [4] Group 3: Geopolitical Factors and Central Bank Actions - Ongoing geopolitical tensions, particularly regarding Venezuela and US comments on Greenland, are contributing to market uncertainty and supporting gold's safe-haven demand [3] - The People's Bank of China has increased its gold reserves for the 14th consecutive month, providing solid long-term support for gold prices [3] - SPDR Gold ETF's holdings have shown fluctuations, with a notable drop at the end of December followed by a recovery, indicating institutional buying interest at lower price levels [3]
聚丙烯期货超过交割时间会怎样
Jin Tou Wang· 2026-01-08 09:35
Core Viewpoint - The article outlines the mandatory handling mechanisms for polypropylene futures that remain open or incomplete after the delivery period, emphasizing the consequences for both individual and institutional investors [2][3]. Group 1: Mandatory Handling Mechanisms - Individual clients are prohibited from holding futures contracts entering the delivery month; if not closed before the last trading day, the futures company will forcibly close positions after the last trading day, with any resulting losses borne by the investor [2]. - Institutional investors or those in the delivery process but not fulfilling obligations will face delivery defaults, with specific penalties for sellers and buyers [2]. Group 2: Penalties for Default - Seller default: If the seller fails to submit sufficient standard warehouse receipts by the last delivery day, they must pay a penalty of 20% of the contract value for the defaulted portion to the buyer, and the delivery will be terminated [2]. - Buyer default: If the buyer does not pay the full amount by the closing of the last trading day, they must pay a penalty of 20% of the contract value for the defaulted portion to the seller, and the delivery will be terminated [2]. - Mutual default: If both parties default, the exchange will terminate the delivery and impose a fine of 5% of the contract value for the defaulted portion on each party [2]. Group 3: Key Delivery Process Dates - Last trading day: The 10th trading day of the contract month, where positions must be closed or prepared for delivery before the market closes [3]. - Last delivery day: The third trading day after the last trading day, where the seller must submit warehouse receipts and the buyer must complete payment [3]. - Warehouse receipt registration: The seller must complete standard warehouse receipt registration by the close of the first trading day after the last trading day; failure to do so will be considered a default [3].
涨疯了,一盒内存条堪比上海一套房!
Jin Tou Wang· 2026-01-08 09:35
最近,蔚来李斌就喊话说,汽车最大的成本压力不是在金属原材料,而是在内存上,搞汽车的要跟搞AI的抢内存。 说白了,金属顶多是一两倍的涨,内存是十几倍的涨,就是大家手机、电脑里边内存条,这一年成了涨价王,16GB的DDR4内存模块去年价格暴 涨1800%,DDR5内存模块涨价超过500%。 现在涨到什么程度了? 一根265G的DDR5服务器内存条价格已经是到4万了,如果100根一盒总价是400万,已经可以在上海一些地方置换一套房了。 而对我们普通人来说,最大影响就是手机、电脑、汽车要涨价,像内存一般占到手机和电脑硬件成本的10%—20%,当他们的价格涨了几倍,那 我们买新电脑或者新手机是不是就得多掏几成的钱呢?就看手机厂商会不会直接把成本转移给消费者了,或者干脆给消费者简配不减价,把手机 悄悄变小。 汽车就更别说了,现在汽车已经相当于是四个轮子的手机,车机、智能座舱、自动驾驶,哪块都离不开大量的内存,这块对内存的需求未来是比 手机、电脑更猛的,被涨价的影响也更大。所以,李斌的喊话就是在说,今年车价可能要绷不住了。 那为什么内存价格涨这么多呢? 美光在2025年9月暂停报价后,恢复报价的新价格普遍上涨约20%,并宣 ...
白银为何突然大跌?
Jin Tou Wang· 2026-01-08 09:28
Group 1 - The recent sharp decline in silver prices is attributed to a combination of passive rebalancing, fund liquidation, and poor liquidity rather than a deterioration in the fundamental outlook [1] - The key driver of the sell-off is the annual adjustment of the Bloomberg Commodity Index, which requires a reduction in silver's weight from 7.11% to 3.94%, leading to an estimated forced selling of $3.4 to $5 billion in silver [1] - The silver market's small size is unable to absorb such concentrated selling pressure, exacerbated by increased margin requirements for silver futures, forcing high-leverage investors to liquidate positions [1] Group 2 - The market is experiencing a tightening of liquidity post-New Year, compounded by institutional profit-taking and programmatic trading, creating a vicious cycle of selling pressure [1] - This situation is viewed as a short-term technical shock, with expectations that prices will normalize after the index adjustment concludes on January 14, 2024 [1] - In the medium to long term, it is advised to monitor the reduction of selling pressure and whether there are buyers stepping in [1]
采购经理人指数(PMI)的荣枯线是多少
Jin Tou Wang· 2026-01-08 09:18
采购经理人指数(PMI)的荣枯线是50。 PMI>50:通常表示经济活动扩张 PMI=50:表示经济活动持平 PMI<50:通常表示经济活动收缩 ...