据华尔街日报报道，有知情人士透露，美国国务卿鲁比奥向议员们表示，政府近期针对格陵兰岛发出的威胁并不意味着即将进 行"入侵"，其目的是从丹麦手中购得该岛。而与此同时，白宫方面却不断发表愈发强硬的言论，试图掌控该岛屿。特朗普以及政府 高层官员已公开表示不排除通过武力夺取该岛。 据悉，鲁比奥的这番言论是在为国会就通报抓捕马杜罗的简报中发表的，当参议院少数党领袖舒默询问特朗普政府是否计划在其他 地区使用军事力量之后，鲁比奥给出了上述言辞。 全球最大白银etf--iShares Silver Trust持仓报告显示，1月6日白银etf持有量为16118.16吨，较上一交易日减少235.44吨。周二（1月6 日）现货白银尾盘收于81.21美元/盎司，上涨6.06%，盘中白银价格最高上探至81.42美元/盎司，最低触及75.84美元/盎司。 【市场要闻速递】 ...

Core Insights - The company "Grandpa's Farm" has officially submitted its listing application, capitalizing on the growing organic food market driven by health-conscious consumers and scientific feeding concepts [1][4] - The organic baby food segment is experiencing significant growth, with a projected market size increase from 1.2 billion RMB in 2020 to 2.2 billion RMB by 2024, reflecting a compound annual growth rate (CAGR) of 15.9% [4][5] - The company holds a leading position in the organic baby food sector, with a market share of approximately 23.2% and the highest growth rate among the top five competitors from 2022 to 2024 [5][9] Market Trends - The penetration rate of infant complementary food in China is expected to rise from 36.8% in 2020 to 43.3% in 2024, with further growth anticipated to 52.2% by 2029 [4] - The organic seasoning market is projected to grow from 7 billion RMB in 2024 to 19.8 billion RMB by 2029, with a CAGR of 23.2% [6] Competitive Landscape - The Chinese organic baby food market is still in its early stages, with only 5.6% market share compared to more mature markets in Europe and Australia, which have shares of approximately 30% and 40-50%, respectively [5] - The top five players in the organic baby food segment are expected to hold a combined market share of 79.1% by 2024, indicating a trend towards market concentration [5] Financial Performance - The company has demonstrated strong financial growth, with revenue increasing from 622.39 million RMB in 2023 to 875.35 million RMB in 2024, representing a growth of 40.6% [9][10] - The gross profit margin has remained high, with rates of 55.5%, 58.8%, and 57.3% for the years 2023, 2024, and 2025, respectively [9][10] Product Strategy - The company has developed a diversified product system centered around organic products, with a total of 269 SKUs, including 195 for infant complementary food and 74 for family food [7][12] - The family food segment is rapidly growing, with revenue expected to increase from 42.92 million RMB in 2023 to 105.03 million RMB in 2024, marking a growth of 144.72% [11][12] Future Outlook - The upcoming IPO is expected to provide new momentum for the company's growth, supporting capacity expansion, research and development, and upgrades to the family food business [13] - The company is well-positioned to leverage its strengths in the organic baby food market and its successful expansion into family food, creating a dual growth engine for future performance [11][13]

Group 1 - The core viewpoint indicates that the silver market is experiencing significant price increases due to geopolitical tensions in South America, with silver prices rising sharply and domestic sentiment remaining strong [1][3] - On January 7, the closing price of Shanghai silver futures was 19,290 yuan per kilogram, reflecting a daily increase of 2.07% and a trading volume of 2,172,110 contracts [1] - The spot price of silver in Shanghai was reported at 19,650 yuan per kilogram, showing a premium of 360 yuan per kilogram over the futures price [1] Group 2 - The geopolitical situation in Venezuela is highlighted, with ongoing negotiations between Venezuela and the U.S. regarding oil exports, and recent data showing that Venezuela has not exported oil to any destination other than Chevron in the past five days [1] - The signing of a declaration by France, the UK, and Ukraine to deploy troops to Ukraine post-ceasefire, with U.S. support in terms of intelligence and logistics, indicates heightened military involvement in the region [1]

沪银主力维持震荡格局，今日白银期货开盘报19460元/千克，最高触及20235元/千克，最低触及19050 元/千克，截止收盘报19290元/千克，上涨2.07%。 上海期货交易所指定交割仓库期货1月7日仓单日报显示，白银期货总计553429千克，今日仓单较上一日 减少28007千克。 地区 仓库 期货 增减 上海 中储吴淞 88658 -1001 外运华东虹桥 75459 -4247 中工美供应链 337512 -19688 合计 501629 -24936 广东 深圳威豹 51800 -3071 总计 553429 -28007 【基本面消息】 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。" 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。米兰发表上述言论 之前，其他官员本周表示 ...

Core Viewpoint - Stainless steel futures have reached a limit-up price of 13,885.00 yuan/ton, with a 4.99% increase on January 7 [1] Group 1: Market Expectations - New Lake Futures expects stainless steel prices to rebound following low nickel prices, despite weak downstream demand and high inventory levels [2] - Ruida Futures anticipates a strong adjustment in stainless steel prices, citing tightening raw material supply and declining export volumes, while noting that market purchasing interest remains low [3] - Dayue Futures predicts a strong oscillation in stainless steel prices, with a current increase in spot prices and a decrease in inventory, suggesting that short positions may wait [3]

1月7日，国内期市有色金属板块多数飘红。其中，沪锡期货主力合约强势上涨，突破36万关口，创2022 年3月以来新高。截至收盘，沪锡主力合约报359050.00元/吨，涨幅达5.33%。 对于沪锡后市行情将如何运行，相关机构观点汇总如下： 新湖期货表示，当前盘面已较大程度脱离基本面。下游焊料等加工企业及终端厂商对价格接受度低，消 费阶段性下降明显。供应则变化不大，缅甸复产推进中，锡矿供应趋增，国内冶炼厂开工率变化不明 显，产量以稳为主。当前有色板块总体看涨氛围浓厚，锡价表现出易涨难跌的态势，不过回调风险同样 大。追高需谨慎。 国投安信期货指出，委内瑞拉前10月出口锡精矿金属吨占国内进口比重的2%、影响有限。沪锡期权波 动率高位，35万卖看涨期权止损或仍考虑持有。 西南期货分析称，刚果金军事冲突持续，近期地缘冲突频发推高资源品价格，基本面来看，矿端方面仍 旧偏紧，佤邦复产进度推进缓慢，预计大量产出时间延后，目前国内加工费低位，冶炼厂亏损且原料库 存进一步缩紧，开工率低于正常水平，进口方面印尼严打非法矿山，或影响后续产出及出口，供应方面 总体偏紧；需求端，锡下游消费市场呈现出"传统领域承压，新兴领域动能支撑"的复杂 ...

Core Viewpoint - The Federal Reserve's interest rate policy and economic data are creating a complex landscape for potential interest rate cuts in 2026, with market expectations continuously adjusting amid internal divisions within the Fed [1][2]. Group 1: Federal Reserve Policy Dynamics - The current target range for the Federal Funds Rate is maintained at 3.50%-3.75%, following a 25 basis point cut in December 2025, marking a total reduction of 75 basis points for the year [1]. - The FOMC decision was passed with a vote of 9-3, indicating significant internal disagreement, the highest dissent since 2019 [1]. - Divergent views among Fed officials are evident, with some advocating for aggressive cuts while others prefer to maintain current rates [2]. Group 2: Economic Indicators - The U.S. non-farm payroll data for December 2025 showed a strong increase of 256,000 jobs, significantly exceeding the market expectation of 180,000, marking the largest monthly gain since March 2023 [2]. - Despite robust job growth, wage growth has slowed, with a year-on-year increase of 3.2%, suggesting a moderation in labor market heat and a lack of excessive inflationary pressure [2]. - The unemployment rate remains low, slightly up from its yearly low but still consistent with full employment goals, providing a buffer for policy adjustments [2]. Group 3: Inflation Metrics - The core PCE price index rose by 2.8% year-on-year in December 2025, stabilizing at this level for three consecutive months, with a month-on-month increase of 0.2% [3]. - The overall PCE price index increased by 2.6% year-on-year, with a month-on-month growth of 0.3%, indicating manageable inflation pressures that could allow for potential rate cuts [3]. Group 4: Market Expectations - Market probabilities for a 25 basis point cut in January are only 18.3%, with an 81.7% chance of maintaining current rates; the probability of a cumulative 25 basis point cut by March is 40.7% [3]. - The Fed's dot plot indicates only one expected rate cut in 2026, while major institutions like Goldman Sachs and Morgan Stanley predict two cuts, lowering rates to the 3.00%-3.25% range [3]. - Some institutions, such as Wells Fargo, suggest the possibility of three cuts throughout the year, depending on economic data trends [3]. Group 5: Personnel Changes and Market Sentiment - Fed Chair Powell's term ends in May 2026, with potential successors leaning towards dovish policies, which could exert downward pressure on the dollar [4]. - The Fed has initiated a short-term Treasury purchase program to maintain adequate reserves, raising concerns about potential distortions in policy signals and interest rate expectations [4]. - Economic fundamentals, including labor market trends, inflation persistence, and growth resilience, will directly influence policy adjustments, with any unexpected data fluctuations potentially altering the rate cut trajectory [4].

Group 1 - Gold prices surged to around $4500 per ounce due to geopolitical tensions and expectations of Federal Reserve rate cuts, with a daily increase of over 1% [1][2] - Silver prices rose over 5%, reaching a historical high, with strong momentum despite being in overbought territory; a breakthrough above $81.44 could open an upward channel to $82.00-$85.87, while $80.00 serves as key support [1][3] - The uncertainty surrounding the Venezuelan crisis, following the U.S. military action and the capture of President Maduro, may continue to support traditional safe-haven assets like gold [1] Group 2 - The FOMC meeting minutes indicated that most officials believe further rate cuts are appropriate as long as inflation continues to decline, with an 82% probability that rates will remain unchanged in the upcoming meeting [2] - The market is focused on the upcoming U.S. employment report, with expectations of a 55,000 increase in non-farm payrolls and a slight decrease in the unemployment rate to 4.5%; stronger-than-expected data could pressure gold prices [2] - Silver has a bullish long-term outlook, with potential prices reaching $100, $120, or even higher, while the $70 level remains a strong support despite a significant adjustment in late 2025 [3]

国内品牌金价今日继续全线上行，整体价格区间进一步抬升。其中，老庙黄金表现突出，报价达1402 元/克，成为今日首个突破1400元/克关口的品牌。其余主流品牌金价也普遍迈向1400元大关。市场最高 价与最低价（菜百报1370元/克）之间的价差仍为32元/克。 以下是各大品牌金店详细报价： | | | 今日金店黄金价格一览(2026年1月7日) | | | | --- | --- | --- | --- | --- | | 金店报价 | 今日金价 | 单位 | 变动幅度 | 涨跌 | | 老庙黄金价格 | 1402 | 元/克 | 13 | 张 | | 六福黄金价格 | 1396 | 元/克 | 8 | 涨 | | 周大福黄金价格 | 1398 | 元/克 | 8 | 涨 | | 周六福黄金价格 | I383 | 元/克 | 8 | 涨 | | 金至尊黄金价格 | 1396 | 元/克 | 8 | 涨 | | 老凤祥黄金价格 | 1399 | 兀/兄 | 11 | 张 | | 潮宏基黄金价格 | 1398 | 元/克 | 8 | 涨 | | 周生生黄金价格 | 1397 | 元/克 | 10 | 张 | | 菜白 ...

机构观点 东海期货： 市场评估俄乌冲突协议近战，若冲突结束，这对本就面临供应过剩的石油市场可能构成利空。周二美国政府再会议上向乌克兰当局提出的安全保 证辅助做出了一定的协议进展。委内瑞拉方面，主要石油公司预计将就委内瑞拉能源行业和特朗普政府会谈。中东地区风险也在发酵，伊朗的抗 议活动持续。叠加API数据出现原油和成品油的双重累库，油价近期将继续保持弱运行。 消息面 数据显示，截至1月6日，国内92#汽油均价为7298元/吨，较月初下跌1元/吨，0#柴油均价为6247元/吨，较月初下跌29元/吨。 据日本石油协会(PAJ)，截至1月3日当周，日本商业原油库存较之前一周增加586212千升，至10353413千升。日本汽油库存较之前一周下降17333 千升，至1695758千升。日本煤油库存较之前一周增加171775千升，至2227363千升。日本炼油厂的平均开工率为90.2%，之前一周为90.2%。 据CNBC报道，能源分析师称，印度国有炼油企业仍在继续购买俄罗斯石油。美国去年8月以印度持续进口俄油为由，对印度加征25%"二级"关 税，还在11月下旬对俄罗斯卢克石油和俄罗斯石油公司实施制裁。 华联期货： 消息面 ...