Group 1 - The main contract for polysilicon futures experienced a rapid increase, reaching a peak of 50,710.0 yuan, with a current price of 50,615.0 yuan, reflecting a rise of 2.60% [1] Group 2 - Guangzhou Futures predicts a range-bound market for polysilicon, noting that while spot prices remain high, transaction focus is shifting downwards due to strong downstream price-cutting intentions and high inventory levels [2] - East China Futures indicates that polysilicon prices are testing lower support levels, with the latest N-type polysilicon price quoted at 61,000 yuan/ton, showing a significant increase compared to previous periods [2] - The market is characterized by a lack of demand support despite a decline in production from leading companies, leading to an increase in inventory levels [2]

Group 1 - The international silver market is currently experiencing a bullish trend, with prices trading above $93.58 and reaching a high of $94.11, reflecting a 1.04% increase [1] - The short-term outlook for silver prices suggests a potential rise towards the resistance level of $98.00, with a trading range expected between $90.00 support and $98.00 resistance [4] Group 2 - The U.S. Bureau of Economic Analysis (BEA) is set to release the Personal Consumption Expenditures (PCE) price index, which is a key inflation indicator favored by the Federal Reserve, with expectations that inflation pressures remain persistent [3] - The consensus forecast for the core PCE price index for Q3 is projected to be 2.9%, unchanged from the previous value, indicating that inflation is in a "sideways" phase and remains above the Fed's long-term target of 2% [3] - Citigroup economists noted that core PCE inflation has remained stubbornly high, creating a dilemma for the Federal Reserve as inflation has not worsened but has not softened enough to justify immediate rate cuts [3]

Core Viewpoint - The integration of traditional culture with the digital age is creating unprecedented vitality and value, driven by the domestic cultural digital asset platform iBox, which acts as an integrator and enabler of digital transformation in the cultural industry [1][2]. Group 1: iBox's Role and Technology - iBox is not merely a technology user or content transporter; it leverages blockchain and other digital technologies to create a transparent and traceable cultural digital asset service system, addressing the challenges of value realization in the digital world [1][2]. - By providing immutable rights confirmation and storage through blockchain technology, iBox assigns a unique digital identity and credible ownership record to each cultural digital asset, establishing a foundation of user trust [1][2]. Group 2: Collaborative Ecosystem - iBox has built a highly open and multi-win ecological cooperation network, collaborating with cultural state-owned enterprises and platforms like JD.com to ensure deep cultural content and industry development standards [2][3]. - The partnership with JD.com exemplifies a classic integration of "platform + technology + culture," allowing cultural treasures like the Dehua porcelain "Guanyin" to reach a vast audience digitally, showcasing the potential of cultural digital consumption [2][3]. Group 3: Impact and Recognition - The ecosystem-driven innovation model of iBox significantly expands the boundaries of cultural expression and industry value, collaborating with hundreds of well-known IPs to stimulate new digital cultural consumption [3][4]. - iBox's non-heritage digitalization case has received recognition from various levels, including being featured in "Cultural Digitalization New Scenarios and Cases" and reported by CCTV, highlighting its social value in cultural inheritance and innovative dissemination [3][4]. Group 4: Future Directions - iBox is responding to and shaping the future of the industry by advocating for a shift towards "virtual and real integration, asset flow, and ecological collaboration," positioning itself as a pioneer in the digital cultural industry [3][4]. - The core logic of iBox's path is to build a solid development foundation with credible technology and gather industry synergy through an open ecosystem, promoting a more regulated, transparent, and vibrant digital cultural industry [4].

Group 1 - The core viewpoint indicates that silver prices are experiencing volatility, characterized by a "roller coaster" trend, with analysts noting that the smaller market size and higher leverage of silver lead to exponential recovery speeds [2] - Industrial demand remains the dominant factor for silver, driven by the green economy, particularly in photovoltaic cell electrodes, with silver paste now accounting for 19.3% of component costs due to rising prices [2] - The supply-demand balance for silver is expected to remain tight in the long term, as there has been a persistent supply-demand gap since 2019, compounded by rigid supply and emerging applications [2] Group 2 - The current trading range for silver is projected to be between a support level of $90.00 and a resistance level of $98.00 [4] - Short-term bullish trends are dominating the market, with prices expected to rise above $90.00, targeting a resistance level of $98.00 [3]

今日周四(1月22日)亚盘时段，国际黄金最新报价为1074.16元/克，较前一交易日下跌7.34元，跌幅 0.68%，日内呈现震荡微弱走势。当日开盘价报1081.22元/克，盘中最高触及1081.80元/克，最低下探至 1068.21元/克。 打开APP，查看更多高清行情>> 【要闻速递】 高盛将2026年末金价预测大幅上调至5400美元/盎司，主因私人投资者与各国央行需求激增。该行分析 师指出，预计今年央行月均购金60吨，叠加美联储降息周期推动ETF持仓增长，央行已通过ETF与私人 投资者争夺有限供应。 【最新国际黄金行情解析】 短期从技术上来看，尽管行情自1小时60周期均线回升，但最终未能重返4830，今天（1月22日）开市后 价格并未有实质回升，1小时成交量显示卖压较重，斐波那契回撤位78.6%的4786支撑力度也在减弱。 短期先关注4小时20周期MA的4753和61.8%回撤位的4706，上方压力位参考4799和4829。这些是我目前 理想的位置。先静观其变，看看今天亚市的反应。 周三金价突破4800美元创历史新高后，市场热议后续空间。除高盛外，伦敦金银市场协会预计金价年内 破5000美元，工银标准银 ...

Group 1 - Gold futures are currently trading around 1074.22, with a slight decline of 0.09%, reaching a high of 1099.62 and a low of 1074.00 [1] - The short-term outlook for gold futures appears bearish [1] Group 2 - A Reuters survey indicates that most economists expect the Federal Reserve to maintain the benchmark interest rate at 3.50%-3.75% this quarter, reversing previous expectations of a rate cut before March [3] - The strong growth outlook for the U.S. economy and persistent inflation above the 2% target are the main reasons supporting this judgment [3] - 58% of economists surveyed expect no change in rates this quarter, with a consensus that the January FOMC meeting will result in no action [3] - Concerns about political interference are rising, with Trump criticizing Powell for not cutting rates effectively and potential criminal investigations into Powell's actions [3] Group 3 - The survey has raised the U.S. GDP growth forecast for this year to 2.3%, up from 2% last month, with an average of 2% expected by 2028 [4] - The chief economist at Oxford Economics is more optimistic, predicting a growth rate of 2.8% due to AI investments and tax cuts contributing 0.6 percentage points [4] - Inflation, as measured by PCE, is expected to remain above the 2% target this year and through 2028, with an average unemployment rate of 4.5% [4] Group 4 - As of January 22, 2026, the main gold futures contract has surpassed 1100 yuan/gram, creating a historical high and showing a high-level oscillation [5] - Technical indicators suggest a bullish trend in the short term, but caution is advised due to the RSI nearing the overbought zone [5] - Support is noted at 1090 yuan/gram, while resistance is observed at 1120 yuan/gram, with geopolitical tensions and global central bank gold purchases supporting the long-term trend [5]

Group 1 - The core viewpoint of the news highlights the ongoing decline in gold prices, with the latest quote at 1074.54 yuan per gram, down 6.97 yuan or 0.64% from the previous trading day, indicating a weak fluctuation in the market [1] - The opening price for the day was reported at 1081.70 yuan per gram, with a daily high of 1082.01 yuan and a low of 1068.41 yuan, reflecting the volatility in gold trading [1] Group 2 - Trump's speech at the Davos Forum starkly contrasts with the forum's advocacy for "woke capitalism," emphasizing protectionism and skepticism towards multilateral organizations, which could undermine the post-World War II international order [2] - The potential collapse of this order is linked to the disconnect between institutions like the IMF and World Bank and the rise of emerging economies, as well as stagnation in global trade agreements [2] - The fragmentation of geopolitical landscapes and the absence of rules are expected to increase "risk premiums," leading central banks to reduce holdings in U.S. Treasuries while increasing investments in gold and other non-U.S. assets, enhancing gold's role as a "ultimate insurance" in the transition period [2] Group 3 - Recent fluctuations in gold prices are attributed to a temporary easing of risk aversion, with prices dropping to around 4756 USD per ounce, which is seen as a normal correction within an overall upward trend [3] - The driving forces behind the recent price increase include geopolitical tensions and trade policy threats, particularly between the U.S. and the EU, with signs of easing tensions prompting profit-taking and subsequent price corrections [3] - The recent price drop, while exceeding 100 USD, represents only a 2% decline from a high base of 4800 USD, indicating a reasonable technical correction rather than a trend reversal, suggesting a continuation of the upward trend [3]

Core Viewpoint - The synthetic rubber market is experiencing a strong upward trend, with significant price movements driven by supply-demand dynamics and cost factors [2][3]. Group 1: Market Performance - On January 22, the domestic futures market for synthetic rubber showed a significant increase, with the main contract opening at 11,935.0 CNY/ton and reaching a high of 12,215.0 CNY, marking a rise of 3.58% [1]. - The synthetic rubber market is currently characterized by a strong performance, with prices fluctuating upwards [2]. Group 2: Supply and Demand Dynamics - According to Huatai Futures, the supply-demand balance for polybutadiene rubber is stable, with high operating rates but limited room for further increases due to production losses [2]. - Downstream demand remains weak, leading to a cautious procurement attitude among buyers, while upstream prices for butadiene are expected to remain stable due to recent export boosts and high operating rates in downstream sectors [2]. Group 3: Cost and Price Drivers - Guoyuan Futures noted that the recent price surge in BR rubber futures is primarily driven by a rebound in international oil prices, supported by tight European spot markets and geopolitical tensions [3]. - The limited availability of butadiene resources in the domestic market has strengthened seller sentiment, contributing to cost support for BR rubber [3]. Group 4: Long-term Outlook - Xinhuh Futures maintains a bullish long-term outlook for synthetic rubber, predicting a favorable fundamental environment for polybutadiene rubber in the first half of 2026, with no new production capacity expected [3]. - There is an anticipated production gap for butadiene due to continuous underinvestment in capacity compared to downstream demand, which may lead to rising prices in the coming years [3].

摘要今日周四(1月22日)亚市时段，黄金市场出现极为剧烈的波动，金价一度创下历史新高，但美国总 统特朗普表示，已就格陵兰未来达成框架协议，代表收回先前欲对欧洲八国加征关税的威胁，这刺激股 市反弹，并打击市场避险情绪，尽管金价收盘仍然走高，但已经较高位大幅回落。 针对特朗普试图罢免美联储理事的诉讼，美国最高法院大法官对其做法提出质疑。 丹麦对"不武力夺岛"的表态表示欢迎，愿通过对话解决美方关切，但重申主权问题无谈判余地。 市场人士认为，此次表态缓解了短期紧张局势，后续需关注协议细节及谈判进展对市场情绪的持续影 响。 【最新现货黄金行情解析】 受特朗普在格陵兰问题上立场软化、地缘风险阶段性缓解影响，金价自创纪录高位4888美元/盎司回 落，但市场不确定性仍支撑避险需求。目前协议细节未明，后续走向存变数。 今日周四(1月22日)亚市时段，黄金市场出现极为剧烈的波动，金价一度创下历史新高，但美国总统特 朗普表示，已就格陵兰未来达成框架协议，代表收回先前欲对欧洲八国加征关税的威胁，这刺激股市反 弹，并打击市场避险情绪，尽管金价收盘仍然走高，但已经较高位大幅回落。 【基本面解析】 特朗普与北约秘书长就格陵兰及北极地区达成 ...

消息面 机构观点 中原期货： 随着前期看涨情绪降温，产区囤货逐步释放，市场供应增加，而当前高价下销区走货偏慢，贸易商采购趋于谨慎，呈"供增需 缓"格局，蛋价短期承压。不过春节家庭消费仍构成底部支撑，且养殖端对后市预期转好，蛋价下行空间有限。盘面近强远弱， 维持高位震荡，维持偏多对待。 国投安信期货： 鸡蛋期货表现震荡运行。现货价格大部稳定，河北地区蛋价有所上调。短期来看鸡蛋近期期现货价格有所调整，中长期来看行业 基本面逐步改善，行业在产蛋鸡存栏下降趋势不变，中长期仍然维持逢低做多思路。 昨日全国鸡蛋价格3.68元/斤，环比持平，产区中，宁津粉壳蛋3.7元/斤，黑山市场褐壳蛋3.4元/斤，环比持平；销区中，浦西褐壳 蛋3.96元/斤，广州市场褐壳蛋3.83元/斤，环比持平。 据卓创资讯（301299）统计，12月全国在产蛋鸡存栏量13.44亿羽，环比下降0.59%，同比实现增长5%。存栏量处于近9年最高水 平，供应快速恢复兑现。按补苗趋势看，1月蛋鸡存栏量或继续小幅回落，同比或处近10年次高水平。 1月21日，鸡蛋前20名期货公司(全月份合约加总)多单持仓38.14万手，空单持仓35.97万手，多空比1.06。 ...