Jin Tou Wang
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美指年末承压震荡 26年结构性弱势格局难改
Jin Tou Wang· 2025-12-30 02:27
2025年年末,美元指数(DXY)围绕98关口窄幅震荡,12月29日亚市早盘交投于97.95,逼近10月初低点 (97.75)。全年累计跌幅近9.7%,或创2017年以来最差年度表现,市场普遍预期2026年其结构性弱势将延 续。 近期,新年假期临近导致市场交投清淡,限制了美元指数波动。12月29日欧洲早盘,汇价在98.00附近 震荡,空头回补与技术面买盘短暂支撑汇价,但美联储降息预期压制反弹。短期上方压力98.50,下方 支撑97.50-97.60,跌破或下探97.00。目前市场对美联储1月降息预期仅18.3%,政策面观望使汇价缺乏 方向指引。 美元年末承压,根源在于美国经济结构性矛盾与全球货币政策分化。美国三季度GDP按年率增长4.3% (同比2.3%),但结构性缺陷显著:实际国内总收入同比仅增0.6%,产出与收入背离;非住宅投资三连 降,企业预期转弱;消费依赖必需支出,可选消费疲软;净出口增长源于进口下滑。劳动力市场亦显衰 退迹象,动摇了美元的相对增长优势基础。 货币政策分化是美元下行核心驱动力。2025年美联储累计降息75个基点,12月第三次降息后利率至 3.50%-3.75%,市场预期2026年至少再 ...
中国邮政储蓄银行卡首绑携程旅行领298元优惠券礼包活动细则
Jin Tou Wang· 2025-12-30 02:27
2.活动对象 中国邮政储蓄银行卡持卡用户(以下简称"用户")。 3.活动内容 活动期间,用户通过邮储银行(601658)手机银行APP或信用卡APP渠道,通过"一键绑卡"功能,首次 将中国邮政储蓄银行卡绑定携程旅行平台,成功完成绑卡后,有机会获得携程旅行298元优惠券礼包, 用户无需手动领取,权益直接发放至银行预留手机号注册的携程账户中。活动期间权益名额借记卡、信 用卡合计不少于500万个,名额有限,先到先得,用完即止,同一用户借记卡、信用卡各限享一次活动 优惠。 一、活动内容 1.活动时间 2025年08月01日-2025年12月31日,每日0点起。 ...
加元逼近五个月低位 政策分化油价成博弈核心
Jin Tou Wang· 2025-12-30 02:25
Group 1 - The core viewpoint of the articles indicates that the USD/CAD exchange rate is influenced by the divergence in monetary policy between the Federal Reserve and the Bank of Canada, alongside oil prices and geopolitical risks [1][2] Group 2 - The Federal Reserve completed its third rate cut of the year in December, totaling a 75 basis point reduction for the year, with a dovish outlook from Powell leading to expectations of continued easing [1] - The Bank of Canada maintained its interest rate at 2.25% for the second consecutive month in December after a total of 100 basis points cut during the year, signaling a potential rate hike in 2026 due to positive economic indicators [1] - The Canadian dollar is highly correlated with oil prices, with WTI crude stabilizing around $57.20 per barrel, driven by supply concerns from the Middle East, which supports the CAD [1] Group 3 - Ongoing trade uncertainties in North America, particularly regarding the USMCA negotiations and US tariffs on steel and aluminum, are exerting pressure on the Canadian dollar's fundamentals [2] - Technically, the USD/CAD has been in a downward trend since November, with key support levels at 1.3700 and 1.3640, indicating potential further declines [2] - The medium to long-term outlook for the exchange rate will depend on three main variables: the persistence of the policy divergence between the US and Canada, the recovery of oil prices, and the outcomes of trade negotiations [2]
加元承压政策与油价成关键
Jin Tou Wang· 2025-12-30 02:25
Core Viewpoint - The USD/CAD exchange rate is under pressure due to the divergence in monetary policies between the Federal Reserve and the Bank of Canada, alongside fluctuations in oil prices [1][2] Group 1: Monetary Policy Divergence - The Federal Reserve is expected to implement three rate cuts totaling 75 basis points by March 2025, with a projected rate range of 3.50%-3.75% [1] - Despite the Fed's forecast of only one additional rate cut in 2026, market expectations lean towards further easing, with an 81.7% probability of maintaining rates in January [1] - The Bank of Canada has maintained a neutral to hawkish stance, keeping rates at 2.25% after four cuts totaling 100 basis points, leading to expectations of rate hikes in 2026 [1] Group 2: Economic Indicators - Canada's GDP grew by 2.6% in Q3, with employment figures exceeding expectations and the unemployment rate dropping to 6.5%, indicating economic resilience [1] - The narrowing interest rate differential between the US and Canada is a primary factor pressuring the USD/CAD exchange rate [1] Group 3: Commodity Correlation - The Canadian dollar, as a commodity currency, is closely linked to oil prices, with Canada being the largest oil supplier to the US [1] - Recent WTI crude oil prices rebounded to $57.20 per barrel, supported by geopolitical factors in the Middle East [1] - Although oil prices have dropped by 15.2% in 2025, the narrowing spread between WCS and WTI prices and supply chain concerns have attracted capital inflows into Canadian assets [1] Group 4: Technical Analysis - The USD/CAD has been in a downward trend since November, breaking below the 1.3700 support level and testing lower support levels around 1.3640-1.3660 [2] - If the exchange rate effectively breaks below the 1.3640 support, it may decline to the 1.3550-1.3580 range, while resistance levels are identified at 1.3720-1.3750 [2] - The medium-term outlook remains bearish, with a focus on the upcoming Federal Reserve meeting minutes and Bank of Canada guidance on interest rates and inflation [2]
澳元14个月新高 政策分化商品涨势成核心推手
Jin Tou Wang· 2025-12-30 02:25
澳大利亚国内经济韧性为鹰派政策提供底气。数据显示,10月家庭支出环比增1.3%超预期,三季度 GDP同比增长2.1%,创下2023年三季度以来最快增速,新私人需求与商业投资表现亮眼,驱动力已从 传统矿业延伸至数据中心、民用航空等新兴领域。就业市场保持稳健,11月失业率稳定在4.3%的低 位,虽就业人数小幅减少,但整体市场健康度良好。通胀黏性持续凸显成为澳联储收紧政策的重要依 据,10月整体通胀率从3.6%回升至3.8%,始终高于2%-3%的政策目标区间,12月消费者通胀预期反弹 至4.7%,进一步强化加息预期。 展望后市,澳元兑美元走势将聚焦三大核心线索。其一,澳大利亚通胀数据至关重要,1月底公布的第 四季度CPI数据若超预期走高,将为澳联储2月加息提供直接依据,进一步为澳元添能;其二,澳联储 与美联储政策动向需紧密跟踪,两者加息与降息节奏的差异将直接决定利差格局,美联储1月FOMC会 议纪要将为其政策路径提供关键线索;其三,大宗商品价格走势及中国经济复苏进度将直接关联澳大利 亚出口表现,进而影响澳元基本面支撑。技术面来看,汇价突破14个月高点后上行空间打开,关键阻力 关注0.6800整数关口,回调支撑集中在 ...
(2025年12月30日)白银期货价格今日行情查询
Jin Tou Wang· 2025-12-30 02:24
金投白银网提供今日白银期货价格走势_今天白银期货价格走势(2025年12月30日) 今日白银期货价格查询(2025年12月30日) | 名称 | 最新价 | 最高价 | 最低价 | 昨收价 | | --- | --- | --- | --- | --- | | 沪银主力 | 17493.00 | 18636.00 | 17205.00 | 18205.00 | 打开APP,查看更多高清行情》 金投白银网(http://ag.cngold.org)为您提供最新白银期货价格、白银期货合约、白银期货交易以及白银期 货走势,更多白银期货行情敬请关注:白银期货专栏 备注:以上白银的价格仅供参考,请以官方报价为准。如对白银投资有疑问可咨询本站客服。 ...
纽约白银期货实时行情(2025年12月30日)
Jin Tou Wang· 2025-12-30 02:24
金投白银网提供今日纽约白银期货实时行情_今天白银期货价格走势(2025年12月30日) 金投白银网(http://ag.cngold.org)为您提供最新comex白银期货价格、comex白银期货合约、白银期货交易 以及白银期货走势,更多白银期货行情敬请关注:白银期货专栏 | 名称 | 最新价 | 最高价 | 最低价 | 昨收价 | | --- | --- | --- | --- | --- | | comex白银期货 | 72.00 | 72.74 | 70.67 | 71.64 | 打开APP,查看更多高清行情》 今日白银期货价格查询(2025年12月30日) ...
美联储暂停降息受关注 伦敦金趋势偏弱
Jin Tou Wang· 2025-12-30 02:13
Group 1 - The latest spot price of London gold is $4355.41 per ounce, reflecting an increase of $23.76 per ounce, or 0.55% from the previous trading day [1] - The highest price during the day reached $4355.92 per ounce, while the lowest dipped to $4322.53 per ounce [1] - The previous closing price was $4331.65 per ounce, and the opening price today was $4329.39 per ounce [1] Group 2 - The Federal Reserve completed its third rate cut of the year in early December, signaling a "pause" in monetary policy actions [2] - Analysts expect the upcoming meeting minutes to indicate that further rate cuts will only occur if necessary, reflecting a cautious stance among officials [2] - There is a division among officials regarding inflation and growth risks, with some advocating for a cautious approach due to inflation concerns, while others focus on the labor market and support maintaining a loose monetary policy [2] Group 3 - The daily trend for London gold is weakening, currently in a repair phase, with a significant bearish candle formed yesterday [3] - The gold price has broken below the upward channel's lower boundary and is now in a downward channel, indicating limited rebound potential [3] - The market shows a strong wait-and-see sentiment, as reflected by a significant decrease in trading volume compared to the previous day [3]
12月30日白银早评:年末贵金属坐上过山车 白银走势宽幅震荡
Jin Tou Wang· 2025-12-30 02:07
【最新数据一览】 12月29日白银ETF持仓16305.96吨,较前一交易日减少84.6吨; 12月29日延期补偿费支付方向:Ag(T+D)--空付多。 【要闻速递】 1、特朗普:考虑以不称职为由起诉鲍威尔,还是可能炒了他。 2、特朗普确认美军在委内瑞拉行动中打击一座大型设施。其最近和马杜罗进行了交谈。 北京时间周二(12月30日)亚盘时段,美元指数交投于98.054附近,现货白银今日开盘于72.19美元/盎司, 目前交投于72.82美元/盎司附近,白银t+d交投于17630元/千克附近,沪银主力交投于17596元/千克附 近。今日基本面关注美国12月芝加哥PMI。 周一(12月29日)美元指数下跌0.04%,收报98.015,现货白银收报72.15美元/盎司,下跌8.79%,由于地 缘紧张局势出现缓解信号,芝商所上调金属品种履约保证金,贵金属坐上过山车,现货黄金冲高回落, 日内重挫200美元,现货白银价格上演过山车行情,日内跌幅一度扩大至10%:现货黄金下跌4.45%,报 4331.65美元/盎司,现货铂金收跌14.22%,报2102.50美元/盎司;现货钯金收跌15.72%,至1621.00元/盎 司。 ...
特朗普涉委袭击言论未证 金价企稳或迎震荡修复
Jin Tou Wang· 2025-12-30 02:07
特朗普未透露袭击细节,仅称行动发生在海岸沿线,但不愿说明由军方还是情报机构执行。这是其数日 内第二次以模糊措辞提及对委行动,上周五他在电台采访中宣称摧毁了一个"大型设施",暗示目标在委 内瑞拉,但至今白宫、五角大楼及委方均未证实。 自8月以来,美国便在加勒比地区军事集结,向马杜罗政权施压,指控其向美输送致命毒品。特朗普的 对委策略依赖模糊表态、公开威胁与影射,意图颠覆该政权。与此前发布打击毒贩船只视频的做法不 同,此次官方未承认或说明袭击,白宫国安会、CIA及南方司令部均拒评,五角大楼将问题推给白宫。 目前袭击地点、破坏程度、伤亡及执行方式均未明朗,可能是常规军事打击,也可能是网络或秘密行 动。委政权未公开回应,多名美官员对特朗普言论感意外,但也承认可能存在不为多数官员知晓的秘密 行动。 【最新现货黄金行情解析】 摘要今日周二(12月30日)亚盘时段,现货黄金目前交投于4349.92美元附近,截至发稿,现货黄金最新报 4337.79美元/盎司,涨幅0.14%,最高上探至4349.92美元/盎司,最低触及4322.53美元/盎司。目前来 看,现货黄金短线偏向震荡走势。 今日周二(12月30日)亚盘时段,现货黄金 ...