金瑞期货分析称，宏观方面，特朗普称暂缓对关键矿产征税，金属市场有所回落。基本面上，智利 Mantoverde铜矿出现罢工，厄瓜多尔Mirador铜矿二期扩产延期，铜矿紧张矛盾仍存。进出口方面，未 来国内淡季，或仍保持对外出口。消费端，近期下游消费表现仍走弱，减停产情况增加。国内平衡保持 较多过剩。海外方面，CL价差收窄，需持续观察美国进口量，可能影响未来紧张预期。展望后市，暂 缓关税令市场有所降温，但对铜影响可能不大，CL价差未出现明显变化。因此，预期的紧张维持尚未 扭转和证伪看待，铜价总体的偏强震荡可能尚未结束。 广州期货指出，国内央行下调各类结构性货币政策工具利率0.25个百分点，并强调今年降准降息还有一 定空间，提振市场信心。产业面，铜市紧原料叙事逻辑持续，当前美国已琐死全球一半以上铜库存，非 美市场整体现货流通相对有限，警惕春节前后下游可能的补库行为或引发库存的去化，从而给价格带来 新的上涨驱动，近期LME库存再次转为下降，关注持续性，铜价维持易涨难跌态势。主力合约波动参 考10.1-10.5万。 1月16日，国内期市有色金属板块跌幅居前。其中，沪铜期货主力合约开盘报103030.00元/吨，今日盘 ...

当地时间1月8日，海尔巴基斯坦经销商峰会在拉合尔成功举办。海尔空调携多款精准适配本地需求的创 新产品亮相现场，通过场景化形式，直观展示在高温制冷、节能方案与绿色创新方面的领先实力，系统 化呈现了其在全球化、绿色化战略指引下的深度本土化成果。 全球化战略：定制本土差异化产品与服务 海尔空调在巴基斯坦全面落地全球化运营能力。依托强大的全球研发能力，其深刻洞察当地市场需求： 当地大部分地区气候炎热，夏季气温常常飙升，对空调的制冷能力要求极高。海尔空调把握这一需求， 推出T3空调产品矩阵，可在70℃极端高温下保持强劲、稳定制冷能力，为当地用户解决高温制冷难 题。这一产品正是海尔空调将全球研发能力与本地化需求深度结合的成果。 在服务方面，海尔空调也实现本土化实践。会上，其宣布在巴基斯坦全面推行行业首创的五年"真免 费"保修政策，涵盖零人工费、零隐藏费用及零部件不限次更换。这一政策充分考虑了巴基斯坦用户对 售后服务的期望，彰显了其以用户为中心的长期承诺。 绿色化战略：提供可持续生活解决方案 节能减碳是全球宏观趋势，而巴基斯坦电费高昂，许多家庭和企业为高昂的电费支出而苦恼，对于节能 的需求尤为迫切。海尔空调积极践行ESG理 ...

Core Insights - MediaTek's newly released Dimensity 9500s features a comprehensive cache configuration, including 7MB of L2 cache, 12MB of L3 cache, and 10MB of system cache, totaling 29MB, positioning it as a true flagship chip [1][3] - The importance of cache in mobile chips is emphasized, as it acts as a temporary storage for data, significantly impacting performance [3] - The Dimensity 9500s utilizes a flagship-level architecture with a 3nm process and approximately 30 billion transistors, showcasing a competitive configuration in its class [3] Performance Analysis - The GPU, G925, is expected to outperform competitors, with real-world tests showing the Dimensity 9500s achieving nearly full frame rates in demanding games like "Honkai: Star Rail" [5] - In various gaming tests, the Dimensity 9500s demonstrated strong performance, achieving an average frame rate of 119.9 in "Honor of Kings" and maintaining high frame rates in "Genshin Impact" under maximum settings [8] - Overall, the gaming capabilities of the Dimensity 9500s are highlighted as exceptionally strong, with its full cache configuration contributing to a superior user experience [10]

目前来看，集运指数(欧线)行情呈现震荡下行走势，盘面表现偏弱。对于集运指数(欧线)后市行情将如 何运行，相关机构观点汇总如下： 1月16日，国内期市主力合约多数飘绿。其中，集运指数(欧线)期货主力合约开盘报1168.0点，今日盘中 低位震荡运行；截至发稿，集运指数(欧线)主力最高触及1199.0点，下方探低1114.4点，跌幅达8.52%附 近。 中金财富期货指出，昨日欧线主力合约呈现宽幅震荡走势，地缘局势紧张一度引发资金快速进场04合约 涨幅超5%。但是在运力过剩、节后航运淡季预期影响下，利多因素开始被市场逐渐消化，04合约回吐 日内涨幅。当前集运市场多空因素交织，短期价格波动受红海局势等地缘政治因素及港口天气扰动影 响；现货指数(SCFIS)连续上涨，对02合约形成直接支撑；但2026年全球运力增速超过需求增速的预 期，也将压制运价中枢。预计欧线期货市场呈现近强远弱的宽幅震荡行情。 华联期货分析称，消息面来看，美国总统发文表态，任何与伊朗有商业往来的国家，其与美国的所有商 业往来将面临25%关税，受此影响，部分外贸企业加速备货冲刺开年业绩，或形成阶段性备货旺季。红 海复航出现进展，马士基旗下第二艘集装箱船 ...

摘要1月15日，COMEX黄金库存录得1123.86吨，较上一交易日减少2.55吨；COMEX黄金周四（1月15 日）收4609.20美元/盎司，下跌0.62%，comex黄金价格日内最高上探至4637.20美元/盎司，最低触及 4584.00美元/盎司。 近期，美国持续发表觊觎丹麦自治领地格陵兰岛的言论。14日，美国与丹麦在华盛顿就格陵兰岛问题会 晤后，15日，多个欧洲国家已确认向格陵兰岛派遣军事人员。与此同时，白宫则表示，欧洲国家向格陵 兰派遣军队不会影响特朗普关于格陵兰的决定。 日期 COMEX黄金库存量(吨) 增持（吨） 2026-01-15 1123.86 -2.55 2026-01-14 1126.41 -2.52 【要闻回顾】 据报道称，美国总统特朗普"正暂缓决定是否对伊朗发动军事打击"。据称白宫正在内部进行密集讨论并 与盟友磋商，以"评估打击时机以及'是否能真正动摇伊朗政权'"。美国、以色列及阿拉伯国家消息人士 称，"军事选项仍在桌面上，但不确定性明显上升"。 美联储官员施密德表示，降息可能加剧通胀，对就业帮助有限。更倾向于保持货币政策适度紧缩。 1月15日，COMEX黄金库存录得1123.8 ...

机构观点 宝城期货： 在商品市场情绪回暖与成本端上行的双重支撑下，近期锰硅价格呈现震荡走强态势。不过，鉴于其自身供需格局尚未出现实质性改善，价格上行 动能相对有限，后续走势大概率转为震荡运行，市场需重点关注锰矿端价格及供应的变化动向。 中辉期货： 消息面 河钢集团26年1月硅锰首轮询价5850元/吨，12月硅锰定价：5770元/吨。(2025年1月定价6500元/吨)。26年1月硅锰采量17000吨。12月采量：14700 吨。(2025年1月硅锰采量：11700吨)。 1月15日，郑商所锰硅期货仓单37771张，环比上个交易日增加2400张。 数据显示，1月15日锰硅现货价格报5584元/吨，较上一日下跌4元/吨，当日跌幅为0.07%。最近一周，锰硅价格累计下跌8元/吨，下跌幅度为 0.14%；最近一个月，锰硅价格累计上涨94元/吨，上涨幅度为1.71%。 产区供应环比下降，需求边际改善，库存开始转降但绝对水平仍然较高。新一轮钢招陆续开启，近期已出台招标价格多集中在5870-5940元/吨之 间，其中标志性钢厂计划采购数量17000吨，环比增加2300吨，首轮询盘价5850元/吨，关注最终定价情况。预计短期 ...

后市来看，兴业期货表示，市场情绪角度，交易所提升风险控制措施，碳酸锂期货减仓下行，价格博弈 强度同步减弱，市场情绪逐步降温；基本面角度，本周周产环比继续增加，冶炼环节保持积极开工，库 存压力虽向上游转移，但总库存重回降库趋势，下游产线检修力度或不及预期，锂价下方存在支撑，走 势或震荡为主。 需求方面，海证期货指出，目前多渠道表示锂电出口退税下调/取消或推升抢出口订单，从而带动一季 度表现淡季不淡的特征。不过仍需关注动力领域需求的季节性变化。 库存端，据光大期货介绍，周度碳酸锂社会库存环比减少263吨至109679吨，其中下游环比下降888吨至 35652吨，其他环节减少720吨至54300吨，上游环比增加1345吨至19727吨。 1月16日，国内期市有色金属板块大面积飘绿。其中，碳酸锂期货市场情绪转弱，呈现震荡下行走势。 截至发稿，碳酸锂主力合约大幅走低8.99%，报146200.0元/吨。 从基本面来看，华联期货分析称，本周国内碳酸锂维持小幅增长，行业整体开工率维持高位，新增产能 贡献增量。 ...

Group 1 - The core viewpoint of the articles indicates that the domestic futures market for non-ferrous metals is experiencing a decline, while polysilicon futures show a significant upward trend, with the main contract reported at 50,105.0 yuan/ton, marking a substantial increase of 2.31% [1] Group 2 - In the spot market, the price of N-type polysilicon material has dropped to 54,750 yuan/ton, with the lowest delivery price also at 54,750 yuan/ton, leading to a spot premium increase to 6,080 yuan/ton [2] - Supply concerns arise as a leading polysilicon manufacturer may implement production cuts or suspensions until May, which could alleviate supply pressure if realized [2] - Demand analysis suggests that global photovoltaic new installations are expected to decline to 428 GW in 2026, a year-on-year decrease of 17%, with the Chinese market projected to only reach 190 GW, reflecting a significant drop of 36% [2] - The industry anticipates that weak terminal demand will suppress the incremental demand for polysilicon significantly [2] - Looking ahead, short-term price support is expected between 46,000 to 48,000 yuan/ton, with ongoing policy risks affecting the market direction, leading to a forecast of price fluctuations within the range of 47,000 to 50,000 yuan/ton [2]

Group 1 - The core point of the article is that Wenyan Zhixing has officially entered the "thousand-vehicle era" with its global Robotaxi fleet, marking a significant milestone in the scale deployment of autonomous driving and advancing the commercialization of the global autonomous driving industry [1][3] - The new generation Robotaxi GXR, which is the world's first Robotaxi equipped with the NVIDIA DRIVE Thor X chip, provides 2000 TOPS AI computing power and meets L4 autonomous driving requirements, leading to a 50% reduction in autonomous driving kit costs and an 84% decrease in total lifecycle costs [1][3] - Wenyan Zhixing's Robotaxi has established a global operational network covering over 10 major cities across Asia, the Middle East, and Europe, with successful commercial operations in Guangzhou and Beijing [3] Group 2 - The company has achieved a fourfold increase in fleet size in Abu Dhabi since launching pure unmanned commercial operations in December 2024, nearing breakeven on a per-vehicle basis, and plans to expand to Singapore by 2026 [3] - To enhance user experience, Wenyan Zhixing launched the "Wenyan Travel" WeChat mini-program, allowing users to easily call for Robotaxi services without downloading an app, thereby increasing service accessibility [4] - The company aims to deploy hundreds of thousands of Robotaxis globally by 2030, contributing to the intelligent and low-carbon transformation of transportation systems, and its thousand-vehicle deployment serves as a benchmark for the industry [4]

Group 1 - International silver is currently trading below $91.66, with a recent opening at $92.38 per ounce and a current price of $90.85, reflecting a decline of 1.65%. The highest price reached was $92.78, while the lowest was $89.49, indicating a bearish short-term trend in the silver market [1]. - Silver has experienced significant volatility over the past two days, with a notable drop in early trading. The price remains above the EMA50, suggesting a stable bullish trend and short-term dominance. Positive signals from the relative strength index and the removal of overbought conditions may allow for further price increases in the near term [4]. Group 2 - Russian Foreign Ministry spokesperson Zakharova stated that Russia does not recognize unilateral sanctions against sovereign nations, viewing them as violations of international law. Russia is committed to long-term cooperation with Iran across various sectors, including energy, and aims to develop trade relations with all interested countries [3]. - Zakharova emphasized that Russia's international cooperation is primarily based on national interests rather than succumbing to threats or intimidation from third-party nations [3].