美国国务院负责对外援助和人道主义事务的官员Jeremy Lewin表示，古巴政府面临一个选择，如果古巴 继续推行压制政策并窃取近期美国运抵的援助物资，该国将被追究责任。 长期以来，古巴一直是委内瑞拉的盟友，通过提供医疗、安全和情报人员来换取补贴石油。在美国的行 动中，近30名负责保护马杜罗的古巴特工丧生，他们的遗体于周四被运回古巴。 今日周五(1月16日)亚盘时段，纸白银目前交投于20.437一线上方，截至发稿，纸白银暂报20.505元/克， 上涨0.98%，最高触及20.830元/克，最低下探20.047元/克，目前来看，纸白银盘内短线偏向看涨走势。 【要闻速递】 在美国成功对委内瑞拉采取军事行动后，美方正加强对古巴的辞令，信号显示除非这个由共产党执政的 岛国改变现状，否则华盛顿将对其采取更强硬的手段。 【最新纸白银行情解析】 日图来看，纸白银价格走势宽幅震荡，一小时布林带收紧，显现出现下跌风险，一小时MACD直方图由 正变为负，显示下跌动能增强，但仍处于零线上方，表明整体上涨趋势未变，DMI也显示空头占据上 风，纸白银走势下方关注19.50-20.00支撑，上方关注20.50-21.00阻力。 另外，据福 ...

摘要今日周五(1月16日)亚盘时段，现货黄金目前交投于4590.87美元附近，截至发稿，现货黄金暂报 4596.67美元/盎司，下跌0.41%，最高触及4620.19美元/盎司，最低下探4590.87美元/盎司。目前来看， 现货黄金短线偏向看空走势。 今日周五(1月16日)亚盘时段，现货黄金目前交投于4590.87美元附近，截至发稿，现货黄金暂报4596.67 美元/盎司，下跌0.41%，最高触及4620.19美元/盎司，最低下探4590.87美元/盎司。目前来看，现货黄金 短线偏向看空走势。 【要闻速递】 彭博指出，特朗普在其第二任期内正显示出更高的威胁兑现倾向，这意味着伊朗面临的风险正在上升， 尽管近期特朗普暗示可能暂停对伊朗的攻击。 韦尔奇表示，这一变化意味着"德黑兰不应指望TACO(特朗普总会退缩)"。她指出，区分虚张声势与真 实威胁虽然困难，但依赖"特朗普总会退缩"的预期并非稳妥，伊朗所面临的政策风险已实质性增加。 【最新现货黄金行情解析】 现货黄金在未能有效突破每盎司4650美元的阻力位后，技术形态显示其可能面临回调压力，下行目标区 间指向每盎司4552美元至4570美元。 从波浪理论分析，金价在 ...

Group 1 - The core viewpoint of the articles indicates that strong U.S. economic data has led to a rise in the U.S. dollar index, resulting in a decline in gold and silver prices for the second consecutive trading day [1][2] - Gold prices fell by 0.53% to $4591.32 per ounce, while silver prices saw a significant drop of 3% to $89.48 per ounce during the trading session [1] - The latest data shows that initial jobless claims in the U.S. unexpectedly decreased to 198,000, significantly lower than the market expectation of 215,000, which boosted confidence in the resilience of the U.S. economy [1] Group 2 - The strong performance of the U.S. dollar, which reached a six-week high of 99.49, has put pressure on gold prices, as gold is priced in dollars [1] - A reduction in geopolitical tensions, particularly comments from President Trump regarding Iran's handling of protests, has diminished the safe-haven demand for gold [1] - Despite recent declines, gold is expected to achieve a cumulative increase of nearly 2% for the week, while silver is projected to have a cumulative increase of approximately 13% for the same period [1]

Group 1 - The core viewpoint of the articles indicates that personal investors are rapidly purchasing silver, leading to it becoming one of the most crowded commodity trades in the market [1] - Vanda Research reported that personal investors bought $921.8 million worth of silver-related ETFs in the past 30 days, highlighting a significant surge in retail investment [1] - The iShares Silver Trust ETF saw a record inflow of $69.2 million from retail investors on Wednesday, marking the largest single-day purchase since 2021, with the ETF up 31.3% year-to-date and 210.9% over the past 12 months [1] Group 2 - London silver prices are experiencing a downward trend due to a solid resistance level at $92.00, despite attempts to gain bullish momentum [2] - The trading above the EMA50 indicates a dynamic support that reinforces the stability of the bullish trend in the short term [2] - Positive signals from the relative strength index and the removal of overbought conditions suggest potential for further price increases in the near term [2]

因此，白银已经连续四年出现供应短缺，累计缺口达两万吨。这也导致白银库存持续去化。未来几年， 这一产业层面的供需偏紧格局恐怕难以改变。 实际上，自2021年以来，伦敦白银市场的库存已经大幅下降三分之一。目前可自由流通的白银仅剩约2 亿盎司，相比2019年的高点萎缩了75%，应对实物挤兑的能力被大幅削弱。要知道，每日白银市场的交 易量就高达2.5亿盎司。 今日周五(1月16日)亚盘时段，白银期货目前交投于22420一线上方，今日开盘于22980元/千克，截至发 稿，白银期货暂报22628元/千克，下跌0.63%，最高触及23123元/千克，最低下探22007元/千克，目前来 看，白银期货盘内短线偏向震荡走势。 【要闻速递】 在供给端，白银与铜等大宗金属一样，近年来受到制约。主要原因是全球主流矿业企业资本开支低迷， 优质矿山日益减少，矿石品位下降，开采成本上升，供给增长跟不上需求步伐。 另外，蒙特利尔银行表示，投资者需要关注太阳能领域的白银消费。"自2020年以来，太阳能领域贡献 了白银消费增量的58%；然而，由于太阳能安装量趋于平缓以及太阳能技术中持续进行的白银节约化设 计，来自太阳能领域的白银需求可能已经见顶， ...

Group 1 - The current trading price of gold T+D is around 1029.10 CNY per gram, with a slight decline of 0.18% from the previous session, indicating a short-term oscillating trend [1] - The highest price reached was 1034.50 CNY per gram, while the lowest was 1026.00 CNY per gram, reflecting a range of volatility in the market [1] - The technical analysis suggests a high-level oscillation pattern for gold T+D, with key support at 990 CNY per gram and resistance at 1010 CNY per gram [3] Group 2 - Federal Reserve Chair Jerome Powell has gained unexpected public support, with notable figures in the financial community praising his leadership amid ongoing investigations related to monetary policy [1] - Philadelphia Fed President Anna Paulsen supports the Fed's recent decisions to lower interest rates, indicating satisfaction with the current interest rate being slightly above neutral [2] - Paulsen suggests that inflation is expected to progress towards the 2% target by the end of the year, and she is inclined towards moderate rate cuts later in the year, contingent on inflation data and labor market conditions [2]

Group 1 - Silver TD is currently trading above 22,604, with a recent price of 22,721, reflecting a 0.52% increase, and has seen a high of 23,110 and a low of 22,040 during the session, indicating a short-term bullish trend [1] - Trump has not imposed tariffs on key mineral imports, including silver and platinum, opting for bilateral negotiations instead, which has led to concerns about increased tariffs causing accumulation of metals in U.S. warehouses [2] - Current silver inventories in warehouses related to NYMEX futures trading stand at approximately 434 million ounces, an increase of about 100 million ounces compared to a year ago when tariffs caused trade disruptions [2] Group 2 - Analysts from StoneX highlight that silver outflows from the U.S. may face obstacles due to its inclusion on Trump's key mineral list, despite the potential for inventory to alleviate other market tensions [2] - The medium-term outlook for silver remains positive, supported by supply shortages, industrial consumption, and spillover demand from gold, although recent price volatility necessitates a cautious short-term approach [2] - Technical analysis indicates that silver TD has ended a week of consecutive gains with a slight decline, currently in a consolidation phase, with support levels identified between 21,500 and 22,000, and resistance levels between 23,500 and 24,000 [3]

国泰君安期货表示，目前国内菜油市场是强现实弱预期，国内菜油库存偏低但是市场担忧后续菜籽和菜 油进口将增加，主要关注中加贸易谈判的进展。随着美国生柴政策利好消息的出现，国际油脂价格受到 美豆油价格上涨影响，且削弱了中国直接进口加拿大菜油的可能性，对国内菜油构成支撑，预计国内菜 油期货将从近期的偏弱走势转为宽幅震荡走势。 瑞达期货（002961）指出，现阶段油厂继续处于停机状态，菜油也维持去库模式，对其价格形成支撑， 菜油基差维持高位。不过，随着澳大利亚菜籽陆续到港后期进入压榨，且中加贸易关系缓和预期升温， 增强远期供应压力。盘面来看，隔夜菜油大幅收涨，短期波动加剧，关注中加贸易谈判。 1月16日，国内期市油脂油料板块多数飘红。其中，菜籽油期货主力合约开盘报8863.00元/吨，今日盘 中高位震荡运行；截至午间收盘，菜籽油主力最高触及9158.00元，下方探低8832.00元，涨幅达 2.44%。 目前来看，菜籽油行情呈现震荡上行走势，盘面表现偏强。对于菜籽油后市行情将如何运行，相关机构 观点汇总如下： 大越期货分析称，油脂价格震荡整理，国内基本面宽松，国内油脂供应稳定。中美关系僵持，美豆新豆 出口受挫，价格承压 ...

摘要今日周五(1月16日)亚市时段，国际黄金价格延续回落，现货金价下探至4605美元/盎司附近。美国 就业数据强于预期，美元指数升至多周高位，成为压制贵金属的核心因素。投资者对美联储短期降息预 期进一步降温，资金更多流向美元资产。 今日周五(1月16日)亚市时段，国际黄金价格延续回落，现货金价下探至4605美元/盎司附近。美国就业 数据强于预期，美元指数升至多周高位，成为压制贵金属的核心因素。投资者对美联储短期降息预期进 一步降温，资金更多流向美元资产。 【基本面解析】 美国劳工部数据显示，截至1月10日当周，首次申请失业救济人数降至19.8万，低于市场预期的21.5万， 较前值修正后的20.7万进一步下降。 最新数据彰显劳动力市场依旧坚韧，为美元注入新的上行动力。Zaner Metals副总裁兼高级金属策略师 Peter Grant指出："近期数据令市场对美联储上半年采取行动的预期趋于观望，美元指数处于多周高 位，对黄金形成明显压制。" 本轮金价回调主要受"美元走强+避险情绪降温"双重因素影响，并非基本面需求实质性恶化。技术面与 基本面共振，使得短期多头优势大幅削弱。在美元进入阶段性强势周期背景下，黄金需依 ...

1月16日，原油期货盘面表现偏弱，截止发给主力合约报438.1元/桶，跌幅3.16%。 【消息面汇总】 委内瑞拉代总统罗德里格斯：12月份委内瑞拉石油产量达到了120万桶/日。 巴西国家石油公司：2025年石油产量为240万桶/日。2025年石油产量已超出自身设定的目标。 美国能源部长赖特：美国目前获得的委内瑞拉石油价格比三周前委内瑞拉的价格高出30%。 机构观点 华泰期货：短期油价依然围绕着特朗普对伊朗动武的可能性在交易，但与委内瑞拉不同，军事打击伊朗美国并不会获得直接利益，且实施难度较 大，美国要向实施与委内一样的扣押油轮同样也难度极大，需要马来西亚等其他国家配合，且伊朗如果出现政权更迭可能成为中东新的火药桶， 周边国家如沙特与卡塔尔等都在阻止特朗普军事打击伊朗，如果伊朗局势维持现状，预计油价将会很快降温。 华联期货：消息面美国总统暂缓决定是否对伊朗发动军事行动。基本面美国原油产量维持高位，OPEC+产量小幅提高。全球总石油库存高位，美 国商业库存偏低，但炼厂开工率持续提升至高位后，库存转移至成品油持续累库。总体看，原油供需仍偏向过剩，但近期原油走势主要受地缘扰 动，特别是关注美伊地缘进展。操作上期货中长 ...