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美联储政策转向 独立性争议成关键变量
Jin Tou Wang· 2026-01-30 02:52
截至2026年1月30日,美元指数延续弱势震荡态势,1月28日大跌0.95%报96.17,创下2022年2月以来的 逾四年新低,后续小幅整理维持在96.20附近。兑主要非美货币普遍承压,美元兑人民币汇率中间价报 7.12左右,在岸与离岸市场波动幅度收窄;兑日元汇率逼近129的均衡合理区间,日元走强态势明显; 兑加元汇率跌破1.35关口,最新报1.3504,日内微涨0.12%,凸显美元整体弱势格局。开年以来,美元 指数累计下跌超2.3%,延续2025年下半年以来的下行趋势,市场对美元的看空情绪持续升温。 美联储的独立性正遭遇前所未有的冲击,成为影响美元走势的隐性风险。鲍威尔在记者会上直言,正在 审理的最高法院案件可能是"美联储113年历史上最重要的法律案件",并公开建议继任者"与美国政治划 清界限"。近期美国政府针对美联储办公大楼翻修项目展开的刑事调查,被广泛解读为政治报复,核心 分歧之一是美联储未按白宫意愿加速降息。此外,美国总统特朗普已高调预告将尽快宣布下一任美联储 主席人选,支持降息的美联储理事沃勒获提名,市场解读为未来政策可能更贴近白宫诉求,若独立性受 损,美联储或被迫在通胀未受控的前提下过早宽松,重蹈 ...
云南领克粉末李宗刚接受采访:2026年战略瞄准精深发展与绿色创新
Jin Tou Wang· 2026-01-30 02:43
2026年1月23日,云南领克新型材料科技有限公司总经理李宗刚接受了涂料采购网的采访,就公司2026年发展战略、技术研 发方向与市场布局进行了深入阐述。李宗刚表示,面对行业新阶段,云南领克粉末将坚持"在我们擅长的领域"持续深耕, 不走盲目扩张之路,而是通过技术深化、产品升级与市场聚焦,实现企业的高质量、可持续发展。 作为一家成立于2019年、总部位于昆明的高新技术企业,云南领克粉末自成立以来便专注于中高端粉末涂料的研发、生产 与销售。公司目前已配备20余条自动化生产线,年产能达6000吨,产品辐射国内西南、华南、华中市场;凭借"绿色环保、 可持续发展"的核心理念与扎实的技术积累,公司已先后获得国家级科技型中小企业、云南省专精特新中小企业等多项资质 荣誉,在粉末涂料领域树立了良好的品牌形象。 二、 拥抱绿色趋势,发力环保低温与节能减排产品 随着全球环保意识增强及相关法规日趋严格,绿色、低碳已成为涂料行业不可逆转的趋势。李宗刚对此有着清醒的认 识:"研发方向必须转向环保低温及节能减排的绿色产品,这是响应市场需求,更是企业履行社会责任的体现。" 一、 专注核心领域,以技术深化提升产品竞争力 云南领克粉末自创立之初便 ...
强势延续!英央行政策立场谨 慎利差优势支撑英镑
Jin Tou Wang· 2026-01-30 02:30
Core Viewpoint - The British pound is experiencing strength against major currencies, driven by a recovering UK economy and diverging monetary policies between the Bank of England and the Federal Reserve. Group 1: Economic Indicators - The UK economy shows unexpected recovery, with the S&P Global Composite PMI rising from 51.4 to 53.9, the highest in 21 months, surpassing market expectations of 52.0 [2] - December retail sales increased by 0.4% year-on-year, rebounding significantly from November's -0.3%, while wage growth of 3.8% exceeds the inflation rate of 3.2%, indicating stable purchasing power [2] - The unemployment rate rose to 5.1% in August-October 2025, the highest since 2021, with forecasts suggesting it may remain around 5.0% in 2026, potentially limiting economic recovery momentum [2] Group 2: Monetary Policy - The Bank of England cut the benchmark interest rate to 3.75% on December 18, 2025, marking the sixth cut since the easing cycle began in August 2024, with internal divisions among policymakers regarding further cuts [3] - Inflation showed signs of stickiness, with the CPI rising from a low of 3.2% in November to 3.4% in December, driven by increased tobacco taxes and holiday demand, leading to a cautious stance from the Bank of England [3] - Market expectations for rate cuts in February have dissipated, with predictions suggesting only 1-2 cuts throughout 2026, potentially delaying the first cut until after April [3] Group 3: Currency Trends - Diverging monetary policy expectations between the Bank of England and the Federal Reserve are enhancing the relative strength of the pound, with market expectations for two rate cuts by the Fed exceeding 70% [4] - The pound is benefiting from a weaker dollar, with the dollar index hitting its lowest since October, which has contributed to the pound's strength against the dollar [4] - The pound's technical indicators show a bullish trend, with the price breaking above previous resistance levels and maintaining an upward trajectory [4][5] Group 4: Market Predictions - Analysts have differing views on the pound's trajectory for 2026, with optimistic forecasts suggesting it could reach 1.40 against the dollar by mid-year, while cautious predictions indicate a potential drop below 1.3450 by March [6] - Concerns about slowing economic growth and political uncertainties are prevalent, with predictions of GDP growth slowing to 1.0% in 2026, which could impact market confidence [6]
美指高位持续回落 延续阶段性弱势
Jin Tou Wang· 2026-01-30 02:28
截至北京时间1月30日亚市尾盘,美元指数延续阶段性弱势运行,最新报价围绕96.00一线窄幅波动,盘 中最低触及95.85,创下2022年2月以来的阶段性新低。2026年开年至今,美元指数自99.30附近高位持续 回落,累计跌幅已超3%,空头趋势明朗,市场对美元的悲观预期持续发酵,弱势格局成为当前汇市核 心特征。 RSI相对强弱指标:日线RSI持续处于30以下的超卖区间,短期存在技术性修复的反弹需求,但指标尚 未出现底背离形态,超卖并不意味着趋势反转,更多是下跌过程中的阶段性休整,反弹高度大概率受 限。 MACD指标:MACD快慢线持续运行于零轴下方,死叉状态维持,空头能量柱虽未显著放大,但始终保 持正值,说明下行动能仍在持续释放,暂无明显的多头反攻信号。 布林带指标:价格紧贴布林带下轨运行,布林带开口逐步扩大,表明市场波动加剧,空头趋势的延续性 较强,短期反弹大概率受制于布林带中轨(96.80附近)。 非美货币:欧元、英镑、日元等G10主流非美货币同步走强,欧元兑美元回升至1.10上方,英镑兑美元 站稳1.28关口,商品货币(加元、澳元)受益于大宗商品上涨,对美元升值幅度更为显著,直接拖累美元 指数表现。 美 ...
振幅高达近500美元!金价从历史高位暴跌
Jin Tou Wang· 2026-01-30 02:25
摘要周五(1月30日)亚市早盘,现货黄金快速回落,短线跌近50美元,最新黄金价格交投于5300美元附 近,昨日现货黄金价格出现极为剧烈的波动,金价盘中振幅高达近500美元。由于投资者获利了结,金 价从历史高位暴跌,但受地缘政治紧张局势支撑,金价自低点大幅反弹,最终收盘显著缩减跌幅。 周五(1月30日)亚市早盘,现货黄金快速回落,短线跌近50美元,最新黄金价格交投于5300美元附近, 昨日现货黄金价格出现极为剧烈的波动,金价盘中振幅高达近500美元。由于投资者获利了结,金价从 历史高位暴跌,但受地缘政治紧张局势支撑,金价自低点大幅反弹,最终收盘显著缩减跌幅。 【要闻速递】 现货黄金周四亚市早盘一度触及5598.18美元/盎司,创下历史新高,随后金价出现震荡走势。进入纽约 交易时段后,金价出现暴跌,最低一度跌至5102.48美元/盎司。随后金价又上演V型反弹,截至周四收 盘,现货黄金收报5379.11美元/盎司,日内跌幅0.65%。 受多重利好因素刺激,黄金在今年1月一度上涨超过1200美元,连续上涨积累了大量的获利盘,一些交 易者选择获利了结,这加强了短期抛压,引发市场连锁反应,最终造成金价周四盘中急跌400美 ...
不锈钢:商品情绪和基本面改善共振 盘面整体上涨
Jin Tou Wang· 2026-01-30 02:25
【现货】据Mysteel,截至1月29日,无锡宏旺304冷轧价格14500元/吨,日环比持平;佛山宏旺304冷轧 价格14400元/吨,日环比上涨100元/吨;基差85元/吨,日环比下跌120元/吨。 【原料】镍矿方面,印尼地区矿山出货有限,旧配额部分矿山MOMS系统审核未能通过,新配额ESDM 审批缓慢,镍矿升水大幅拉涨至28-32美元/湿吨,镍矿偏紧预期之下印尼冶炼厂加大采购原料。高镍生 铁市场询单冷清,供方一口价报价多在1080-1100元/镍(舱底含税)附近,长协报价多在升水10-20,市场 低价资源较少;铬铁现货资源流通较少,叠加铬铁供应增量放缓,铬铁零售价格仍较坚挺。 【供应】据Mysteel统计,2026年1月国内43家不锈钢厂粗钢预估产量342.6万吨,月环比增加16.55万 吨,增幅5.08%,同比增加24.83%;300系179.57万吨,月环比增加4.85万吨,增幅2.78%,同比增加 20.76%。2月不锈钢粗钢预计排产265.1万吨,月环比减少22.62%,同比减少12.49%;其中300系131.59 万吨,月环比减少26.72%,同比减少17.14%。节前钢厂加大减产力度,部分钢 ...
2025版熊猫纪念币150克精制金币现在市场价是多少(2026年01月30日)
Jin Tou Wang· 2026-01-30 02:24
2025版熊猫纪念币150克精制金币现在市场价是多少(2026年01月30日) | | 产品名称 | 产品价格 | 价格单位 | 涨跌 | | --- | --- | --- | --- | --- | | 150克熊猫金币 | | 252117 | 元/枚 | 涨 | | 2025版150克熊猫金币信息介 | | | | | | 绍 | | | | | | 面额 | 2000元 | | | | | 重量 | 150克 | | | | | 质量 | 精制 | | | | | 年号 | 2025 | | | | | 成色 | 99.9% | | | | | 直径 | 60毫米 | | | | | 形状 | 圆形 | | | | | 正面图案 | 北京天坛祈年殿,并刊国名、年号 | | | | | 背面图案 | | 熊猫滑雪嬉戏图,辅以熊猫金币发行40周年标识,并刊面额、重量及成 | | | | | 色 | | | | 更多每日熊猫金币价格报价请关注专栏:熊猫金币价格 以上2025年150克熊猫金币价格仅供参考,如对实物投资有疑问可咨询本站客服。 摘要金投网提供2025版熊猫纪念币150克精制金币现在市场价是多少 ...
白银期货价格今日行情(2026年1月30日)
Jin Tou Wang· 2026-01-30 02:19
| 名称 | 最新价 | 最高价 | 最低价 | 昨收价 | | --- | --- | --- | --- | --- | | 沪银主力 | 30771.00 | 32382.00 | 27611.00 | 30891.00 | 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(2026年1月30日) 今日白银期货价格查询(2026年1月30日) 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 打开APP,查看更多高清行情》 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。 ...
1月30日白银早评:特朗普将宣布美储主席人选 银价盘中剧烈波动
Jin Tou Wang· 2026-01-30 02:12
北京时间周五(1月30日)亚盘时段,美元指数交投于96.490附近,现货白银今日开盘于115.79美元/盎司, 目前交投于116.14美元/盎司附近,白银t+d交投于29600元/千克附近,沪银主力交投于30155元/千克附 近。今日基本面关注美国将公布12月PPI数据与美国1月芝加哥PMI。 周四(1月29日)美元指数上涨0.43%,收报96.158,现货白银收报115.82美元/盎司,下跌0.67%,由于美 联储释放出略偏鹰派的信号为美元提供了一定支撑,现货黄金日内振幅近500美元,现货白银也随黄金 剧烈波动,盘中一度跌超10美元:现货黄金下跌0.65%,报5379.11美元/盎司,现货铂金收跌2.48%,报 2637.00美元/盎司;现货钯金收跌2.51%,至2003.50元/盎司。 【最新数据一览】 1月29日SLV白银ETF持仓15523.36吨,较前一交易日下跌112.76吨; 1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:将宣布美联储主席人选,利率应下降2到3个百分点;我们理应享受全球最低的利率,美联 储现在就应该大幅降息;将采取两党合作的方式避免政府停摆。 ...
跨越周期:中国企业出海东南亚的系统化攻坚指南
Jin Tou Wang· 2026-01-30 00:13
Core Insights - The shift of Chinese companies going abroad has evolved from an optional strategy to a necessity for long-term development, particularly in Southeast Asia, which is becoming a core area for globalization efforts due to its economic growth and strong trade ties with China [1] Group 1: Trends in Chinese Companies Going Abroad - The current trend of Chinese companies going abroad shows a clear upgrade, with a focus on brand establishment, technology cooperation, and long-term market share rather than just short-term orders [2] - The modes of going abroad have diversified from primarily goods trade to include greenfield investments, cross-border mergers and acquisitions, and localized R&D and operations [2] - Factors driving this transformation include domestic industrial upgrades, the Belt and Road Initiative, and investment incentives from Southeast Asian countries [2] Group 2: Opportunities and Challenges in Southeast Asia - Southeast Asia presents a diverse opportunity landscape, with different countries offering unique entry points for various types of businesses, such as manufacturing hubs in Vietnam, Thailand, and Indonesia, and digital innovation centers in Singapore and Indonesia [3] - However, challenges such as increased compliance requirements, geopolitical risks, and difficulties in local integration must be addressed [4] Group 3: Systematic Approach for Successful Expansion - A successful overseas expansion requires a systematic approach involving five key stages: research and site selection, investment and structural planning, operational model design, implementation, and ongoing compliance and risk management [5][6] - The Overseas Direct Investment (ODI) filing is a critical legal prerequisite for initiating overseas actions, and professional assistance can significantly streamline this process [6] Group 4: Building Resilience Against Uncertainties - Companies need to build resilience by prioritizing compliance, diversifying supply chains and markets, utilizing policy financial tools, and cultivating local leadership [7] Group 5: Future Outlook - Southeast Asia is expected to remain a vibrant testing ground and growth engine for Chinese companies' globalization efforts, with successful companies adopting a long-term mindset and viewing overseas expansion as an organizational capability upgrade [8]