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特朗普“变调”引爆黄金过山车 4800成多头生命线
Jin Tou Wang· 2026-01-22 06:03
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 ...
养殖端对后市预期转好 鸡蛋期货表现震荡运行
Jin Tou Wang· 2026-01-22 06:03
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。 ...
基本面有所改善 短期纯苯行情震荡偏强运行为主
Jin Tou Wang· 2026-01-22 06:03
Group 1 - The main contract for pure benzene futures experienced a rapid increase, reaching a peak of 5963.0 yuan, with a current price of 5946.0 yuan, reflecting a rise of 2.04% [1] - Institutions have varying views on the future market for pure benzene, with Guotou Anxin Futures predicting a short-term strong fluctuation, while Nanhua Futures notes a decrease in supply and an increase in demand [2][3] - Guotou Anxin Futures highlights that refinery production cuts and reduced import volumes have led to a decrease in supply, while downstream demand from styrene and phenol has increased, resulting in a significant reduction in inventory at East China ports [2] Group 2 - Nanhua Futures reports that the supply of pure benzene has decreased while demand has increased, with many downstream facilities ramping up production, leading to improved weekly supply-demand conditions [3] - Huatai Futures indicates that the fundamentals of pure benzene have improved, with port inventories declining and downstream demand increasing, although styrene production remains low [4] - Attention is drawn to the potential impact of U.S. tariff policy changes on Korean pure benzene and the ongoing low production levels domestically [4]
市场刚需将趋于平淡 沥青期货上下空间均有限
Jin Tou Wang· 2026-01-22 06:03
1月22日,国内期市能化板块大面积飘红。其中,沥青期货主力合约开盘报3179.00元/吨,今日盘中高 位震荡运行;截至发稿,沥青主力最高触及3239.00元,下方探低3169.00元,涨幅达2.48%附近。 目前来看,沥青行情呈现震荡上行走势,盘面表现偏强。对于沥青后市行情将如何运行,相关机构观点 汇总如下: 南华期货(603093)表示,沥青现阶段旺季并无超预期表现。短期需要关注后续炼厂冬储情况,炼厂是 否会进一步调整价格刺激拿货,以及炼厂原料端是否充足,敏感油贴水变化情况。由于成本端原油仍存 地缘扰动,因此沥青短期相对价格上维持震荡看待,上下空间均有限。 国新国证期货指出,沥青产量有所增加,库存继续累库,但整体供应压力不大,随着天气降温,市场刚 需将趋于平淡,多转为备货需求,短期沥青价格呈现震荡运行。 东海期货分析称,油价小幅回升,沥青价格关键位置积累较多支撑后再度加仓上行。当下需求继续处于 淡季,供应端叙事比例更大,炼厂开工保持平稳,地炼开工略有下行,但国营开工走高,供应压力小幅 增加。库存方面社库小幅累积,对厂库承接去化,但总库存去化幅度有限,给到沥青一部分短期上行驱 动。但中长期沥青自身仍然较为承压 ...
瑞银展望扰动黄金走势 关注4748双底支撑
Jin Tou Wang· 2026-01-22 06:03
Group 1 - Current policy uncertainties, such as threats to Greenland and rising Japanese bond yields, are driving up global sovereign debt yields, benefiting gold as a primary asset [2] - Japanese 10-year government bond yields have reached the upper limit of their range, linked to rising U.S. rates, which suppress risk appetite and increase gold demand [2] - The focus of the market is expected to shift from technology to commodities (energy, materials) and small-cap stocks by 2026, with these sectors showing strong recent performance [2] Group 2 - The latest gold price is reported at 1073.71 yuan per gram, down 7.79 yuan or 0.72% from the previous trading day, indicating a weak oscillating trend [1] - The trading range for gold today has seen a high of 1081.80 yuan per gram and a low of 1068.21 yuan per gram, reflecting market volatility [1] - The current market is characterized by a wide oscillating rhythm, with key support levels identified around 4750 yuan per gram [3]
供应压力减少 甲醇呈现区间震荡、略偏强的态势
Jin Tou Wang· 2026-01-22 06:03
1月22日,国内期市能化板块几乎全线飘红。其中,甲醇期货盘面表现偏强,截至发稿主力合约报 2242.00元/吨,震荡上行1.22%。 展望后市,东海期货表示,甲醇市场供需基本面有望随着到港减少而边际转好,但受制于疲弱的下游利 润,价格缺乏大幅上涨的扎实基础。预计市场将主要呈现区间震荡、略偏强的运行态势,后续需重点关 注MTO装置重启计划的实际兑现情况。 需求方面,瑞达期货(002961)指出,浙江兴兴MTO装置进入停车状态,仍有部分企业降负荷运行 中,上周国内甲醇制烯烃行业开工继续走低,本周MTO装置稳定运行,暂无明显变动计划,周均开工 率预计下降。 库存方面,据申银万国期货介绍,截至1月15日,沿海地区甲醇库存在143.2万吨(目前沿海甲醇库存处 于历史中高位置),相比1月8日下降3.05万吨,跌幅为2.09%,同比上涨41.5%。 供应方面,华联期货分析称,国内甲醇开工率与产量高位维持,国际甲醇开工率降至低位,进口压力下 降,供应压力减少。 ...
喀什金融监管分局同意人保财险巴楚支公司阿拉格尔乡营销服务部变更营业场所
Jin Tou Wang· 2026-01-22 04:58
中国财险 分时图 日K线 周K线 月K线 15.76 -0.27 -1.68% 15.73 15.83 15.93 16.03 16.13 16.23 16.33 1.25% 1.87% 09:30 10:30 12:00/13:00 14:00 16:10 1.25% 0.62% 0.00% 0.62% 2026年1月15日,喀什金融监管分局发布批复称,《关于中国人民财产保险股份有限公司巴楚支公司阿 拉格尔乡营销服务部变更营业场所的请示》(喀人保财险发〔2025〕102号)收悉。经审核,现批复如 下: 一、同意中国人民财产保险股份有限公司巴楚支公司阿拉格尔乡营销服务部将营业场所变更为:新疆维 吾尔自治区喀什地区巴楚县阿拉格尔乡阔纳乌堂村2组广场旁边03号。 二、中国人民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。 1.87% 0 197万 395万 592万 ...
喀什金融监管分局同意人保财险巴楚支公司阿瓦提镇营销服务部变更营业场所
Jin Tou Wang· 2026-01-22 04:58
2026年1月15日,喀什金融监管分局发布批复称,《关于中国人民财产保险股份有限公司巴楚支公司阿 瓦提镇营销服务部变更营业场所的请示》(喀人保财险发〔2025〕103号)收悉。经审核,现批复如下: 中国财险 分时图 日K线 周K线 月K线 15.76 -0.27 -1.68% 1.87% 1.25% 0.62% 0.00% 0.62% 1.25% 1.87% 15.73 15.83 15.93 16.03 16.13 16.23 16.33 09:30 10:30 12:00/13:00 14:00 16:10 0 197万 395万 592万 一、同意中国人民财产保险股份有限公司巴楚支公司阿瓦提镇营销服务部将营业场所变更为:新疆维吾 尔自治区喀什地区巴楚县阿瓦提镇再吾斯塘路11号。 二、中国人民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。 ...
忆联发布新款SATA SSD UM311d:以卓越性能与更低TCO,从容应对海量存储需求
Jin Tou Wang· 2026-01-22 04:34
Core Insights - The article emphasizes the critical role of SATA SSDs in enterprise storage systems amidst the challenges posed by the data surge driven by artificial intelligence and cloud computing [1] Group 1: Product Launch - The company has launched the new SATA SSD model UM311d, which addresses the challenges of massive data storage with improved performance and cost efficiency [1] - The UM311d supports SATA III interface with capacities ranging from 480GB to 3.84TB, featuring sequential read/write speeds of up to 560/535 MB/s and random read/write performance of 99K/48K IOPS, marking a 14% increase in random IOPS and a 35% reduction in key latency compared to the previous model UM311b [3] Group 2: Compatibility and Testing - The UM311d is designed for seamless integration, featuring a standard 2.5-inch form factor that ensures compatibility with mainstream servers and storage arrays without the need for modifications [5] - Extensive testing has been conducted, including over 1,000 samples for performance stability, rigorous reliability tests covering UBER and MTBF, and compatibility checks across more than 40 mainstream configurations, simplifying the deployment process for enterprises [6] Group 3: Cost Optimization - The UM311d aims to optimize total cost of ownership (TCO) for enterprises by leveraging advanced storage media and hardware design to control costs while maintaining high performance and reliability [7] - The product's excellent unit performance significantly reduces long-term operational expenses, making it a viable solution for large-scale deployments and providing efficient, stable data support for critical business operations [7]
Coosea酷赛智能:不止于手机,解锁物联网生态的多元可能
Jin Tou Wang· 2026-01-22 04:33
Core Insights - Coosea has expanded beyond the smartphone sector into a full-stack smart hardware ecosystem, focusing on rugged smartphones and IoT products, leveraging technological innovation to unlock diverse possibilities in the IoT ecosystem [1][4] Business Overview - Coosea positions itself as a "local brand enabler," offering comprehensive solutions from product definition and R&D to supply chain management, manufacturing, and after-sales service [1] - The company has developed rugged smartphones for industrial users, which are waterproof, dustproof, and shockproof, becoming reliable choices across various industry scenarios [1][3] - Coosea's diverse IoT product matrix integrates deeply into smart living and industrial interconnectivity, supported by its core components like printed circuit boards and market-responsive internet services [1][3] Technological Capabilities - Coosea boasts a robust R&D design capability, mastering core technologies such as RF, antennas, and optics, allowing for flexible modular solutions that can quickly respond to customized demands [3] - The company has over 100 patents and has developed more than 500 models of smartphones and printed circuit board components, along with over 40 types of other smart terminal products [3] Market Performance - In 2024, Coosea became the second-largest end-to-end solution provider for local smartphone brands by shipment volume, and it is projected to reach the top position in Q1 2025 [4] - The company reported revenues of 2.717 billion yuan and a net profit of 206.6 million yuan in 2024, with steady growth in overseas market revenue [4] - Coosea's management team covers the entire consumer electronics supply chain, maintaining a product inspection pass rate of over 98%, which helps it seize market opportunities [4] Future Outlook - Coosea aims to become a sustainable and respected smart technology enterprise, continuously expanding the boundaries of smart hardware [4] - The company plans to deepen AI functionality development and expand global sales channels, anticipating new growth opportunities in diverse sectors [4]