男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 美参议院未通过两党所提拨款法案 特朗普宣布对进口中型和重型卡车征收25%关税 特朗普取消与委内瑞拉达成外交协议的努力 上任不足一个月，法国总理勒科尔尼闪辞 哈马斯代表团：与以色列间接谈判取得积极进展 AMD与OpenAI签订芯片供应协议 市场盘点 周一，美元指数呈现倒V走势，最高触及98.5，随后急转直下，抹去日内全部涨幅，最终收跌0.005%，报98.11。基准的10年期美债收益率收报4.152%，对美 联储政策利率敏感的2年期美债收益率收报3.597%。 受美联储本月降息预期升温以及美国、法国和日本经济和政治不确定性的推动，现货黄金大涨近75美元，将历史新高刷新至3970美元关口上方，最终收涨 1.91%，收报3961.05美元/盎司；现货白银跟随黄金走高，最终收涨1.1%，报48.52美元/盎司。 由于欧佩克+温和增产缓解了交易员对供应过剩的担忧，国际原油跳空高开。WTI原油重回61美元关口上方，最终收涨1.69%，报61.52美元/桶；布伦特原油 最终收 ...

Core Insights - Gold prices have surged significantly due to increasing uncertainty from the U.S. government shutdown and rising expectations of interest rate cuts, reaching a new historical high of $3,940 per ounce, with a year-to-date increase of over 50% [1] - The phenomenon of "gold-plated FOMO" (fear of missing out) is driving investors to include gold in their portfolios amid concerns over inflation risks [2] Market Dynamics - The ongoing trade war initiated by former President Trump has led to a surge in demand for safe-haven assets like gold, contributing to its record high prices this year [3] - In September alone, gold prices increased by nearly 12%, marking the largest monthly gain since 2011, as central banks and various types of investors have been accumulating gold [3] - The inflow of funds into gold exchange-traded funds (ETFs) has been a significant catalyst for the price increase, with net inflows reaching $13.6 billion over the past four weeks and over $60 billion year-to-date, setting a new record [4] Investment Trends - The total amount of gold held by ETFs has surpassed 3,800 tons, nearing the peak levels seen during the COVID-19 market sell-off [5] - Analysts suggest a shift in investor behavior, with a growing trend of long-term allocation to precious metals, akin to traditional stock and bond investments [5] - A recent survey indicated that fund managers currently allocate only 2% to gold, but a shift to a "60/20/20" asset allocation model could lead to trillions of dollars flowing into the gold market [5] Economic Factors - The current state of the bond market, characterized by record sovereign debt issuance, has diminished the appeal of fixed-income assets, making gold a more attractive option for portfolio diversification [7] - Concerns over policymakers potentially tolerating inflation rates above target levels to manage record sovereign debt are also driving interest in gold as a hedge against asset depreciation [7] - The prevailing sentiment in the market is to prepare for scenarios where the Federal Reserve may lose its independence, further emphasizing the need for gold as a risk management tool [8]

Core Insights - Gold prices have surged significantly due to increasing uncertainty from the U.S. government shutdown and rising expectations of interest rate cuts, reaching a new historical high of $3,940 per ounce, with a year-to-date increase of over 50% [1] - The phenomenon of "gold-plated FOMO" (fear of missing out) is driving investors to include gold in their portfolios amid concerns over inflation risks [2] Market Dynamics - The ongoing trade war initiated by former President Trump has led to a surge in demand for safe-haven assets like gold, contributing to its record highs this year [3] - In September alone, gold prices rose nearly 12%, marking the largest monthly increase since 2011, as central banks and various types of investors have significantly increased their gold purchases [3] - The inflow of funds into gold exchange-traded funds (ETFs) has been a key catalyst for the price surge, with net inflows reaching $13.6 billion over the past four weeks and exceeding $60 billion for the year, setting a new record [4] Investment Trends - The total amount of gold held by ETFs has surpassed 3,800 tons, nearing levels seen during the peak of the COVID-19 pandemic sell-off [5] - Analysts suggest a shift in investor behavior, with a growing trend of long-term allocation to precious metals, akin to traditional stock and bond investments [5] - A recent survey indicated that fund managers currently allocate only 2% to gold, but a shift to a "60/20/20" asset allocation model could lead to trillions of dollars flowing into the gold market [5] Economic Factors - The current state of the bond market, characterized by record sovereign debt issuance, has diminished the appeal of fixed-income assets, making gold a more attractive diversifying asset [7] - Concerns that policymakers may tolerate inflation rates above target levels to manage record sovereign debt levels are also driving interest in gold as a hedge against asset depreciation [7] - The prevailing sentiment is that while there is a desire to avoid scenarios where the Federal Reserve loses its independence, preparations for such outcomes are being made [8]

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 欧洲央行即将迎来为期两年的高层大洗牌——包括行长拉加德在内，三分之二的最高领导层将被替换。 | 2026年5月 | 副行长路易斯·德金多斯任期结束 | | --- | --- | | 2027年5月 | 首席经济学家菲利普·莱恩任期结束 | | 2027年10月 | 行长克里斯蒂娜·拉加德任期结束 | | 2027年12月 | 执行委员会成员伊莎贝尔·施纳贝尔任期结束 | 由6人组成的执行委员会（Executive Board）改革计划，其制定既取决于个人资历，也受政治因素深度影响。本周，欧元区财长将在卢森堡举行会 议，届时可能启动这一改革，为讨论拉加德副手德金多斯的继任者提供契机。 哪些成员国提名候选人、哪些国家表示支持，或可暗示各方对未来更重要职位的野心：首席经济学家与行长之位——这两个职位均将于2027年空 缺。 作为欧元区最大的两个经济体，德国与法国已将目光锁定关键职位。连同意大利在内，这三个国家一直都有执行委员会成员任职。西班牙与荷兰 也在竞争行列中，而东欧国家正力争史上首个委员会席位，南欧国家则希望凭借比多数北欧国家更好的债务危机脱困成果获 ...

Core Viewpoint - Despite the implied volatility of market benchmark indices remaining stable or declining throughout the year, the risk premium for options across various assets, including stocks and gold, has been rising due to the subdued actual market volatility [1][5]. Group 1: Market Dynamics - The increase in risk premium is attributed to the difference between expected market volatility and actual volatility, driven by various factors such as interest rate expectations affecting gold, supply-demand outlooks limiting oil price fluctuations, and uncertainties surrounding Federal Reserve policies impacting stock market performance [5]. - The S&P 500 index has experienced low correlation among individual stocks, which has suppressed overall volatility, even as earnings season approaches [8][10]. Group 2: Options Market Insights - September saw record trading volumes in options, as investors began to hedge against year-end market movements, leading to heightened expectations of volatility [5]. - Fixed strike volatility has significantly increased, with implied volatility remaining high relative to actual volatility metrics [5][7]. Group 3: Oil Market Analysis - Oil prices have been trapped in a narrow range due to conflicting market expectations of oversupply and geopolitical tensions affecting short-term supply [9]. - The implied volatility of the United States Oil Fund is currently at the 77th percentile of the past year, indicating a high level of risk premium despite limited price movements [9]. Group 4: Gold Market Trends - Gold's implied volatility has been rising, pushing the risk premium for options to a five-year high, primarily due to record-high gold prices and uncertainties surrounding a potential U.S. government shutdown [11][14]. - The fear of missing out (FOMO) among investors has led to a significant increase in option premiums during periods of price surges, although a stabilization in gold prices could lead to a decrease in these premiums [14].

Core Viewpoint - The ongoing negotiations between Hamas and Israel, facilitated by the U.S., aim to achieve a ceasefire and the release of hostages in Gaza, with significant developments expected in the coming days [1][2]. Group 1: Negotiation Dynamics - Hamas officials have arrived in Egypt to negotiate with Israel, with a focus on hostage release and a potential ceasefire [1]. - The Israeli negotiation team, led by Strategic Affairs Minister Ron Dermer, is set to meet in Sharm El Sheikh to discuss the release of hostages [1]. - U.S. Secretary of State Marco Rubio indicated that the sincerity of Hamas will soon be assessed based on the logistical progress of the negotiations [1]. - Trump has expressed optimism about the negotiations, stating that the first phase, which involves hostage release in exchange for Palestinian prisoners, should be completed soon [1][2]. Group 2: Strategic Approach - Unlike previous negotiations that followed a phased approach, the current talks aim to finalize a comprehensive agreement before a ceasefire is established [3]. - Rubio emphasized the urgency of reaching a resolution quickly, indicating that the timeline for finalizing the hostage release agreement is not expected to extend for weeks [3]. Group 3: Ongoing Conflict and Reactions - Despite the diplomatic efforts, Israeli airstrikes in Gaza continue, resulting in civilian casualties, which raises concerns about the effectiveness of the peace initiatives [4][6]. - The ongoing military actions have led to over 67,000 deaths in Gaza, predominantly among civilians, contributing to Israel's international isolation [6]. - There is a mixed sentiment within Israel regarding the war's end, with some citizens expressing hope due to Trump's plan, while others, including hardline government members, oppose any cessation of military operations [5].

Group 1 - Bitcoin has reached a new high of over $125,000, surpassing its previous record set on August 14, driven by optimism from the "Uptober" trend and the impact of the U.S. government shutdown on risk assets [1] - The recent surge in Bitcoin's price is supported by the rise in the U.S. stock market and renewed inflows into Bitcoin-related ETFs, as investors anticipate a shift towards safe-haven assets due to the government shutdown [1][2] - The term "Uptober" refers to the historical trend of Bitcoin's price increasing in October, with Bitcoin rising in 9 out of the last 10 Octobers [1] Group 2 - Bitcoin has seen a year-to-date increase of over 30%, largely due to a favorable legislative environment under the Trump administration and the adoption of a "Bitcoin accumulation" strategy by companies like Michael Saylor's Strategy [2] - In the week ending October 3, Bitcoin spot ETFs experienced a net inflow of $3.24 billion, marking the largest single-week inflow of 2025 and the second-largest since the launch in January 2024 [2] - Despite the potential for a prolonged government shutdown and weak business activity data, the U.S. stock market reached historical highs, influenced by significant AI trading and collaboration [2] Group 3 - Standard Chartered's global digital asset research head, Geoff Kendrick, noted that the current government shutdown is significant and expects Bitcoin to rise during this period, contrasting with its performance during the last shutdown in 2018-2019 [3] - Kendrick highlighted that Bitcoin's trading is currently influenced by "U.S. government risk," particularly in relation to U.S. Treasury yield spreads [4] - He predicts that new ETF inflows and the government shutdown could further drive up cryptocurrency prices, with Bitcoin potentially reaching $135,000 in the coming weeks and maintaining a year-end target of $200,000 [4]

在美国总统特朗普发起的贸易战引发避险资产抢购潮、美元大幅下跌后，金价今年已飙升近50%，屡屡刷新历史高位。 周一，由于美国政府持续关门带来的不确定性加剧以及降息预期升温，现货黄金开局维持强势，一度向上触及3920美元/盎司，再创历史新高。此时距离首 次突破3800美元关口仅不到10天。 黄金正经历自20世纪70年代以来最凶猛的涨势，而"黄金版错失恐惧"（gold-plated FOMO）则在火上浇油——投资者既担心错过收益，又忧虑通胀风险， 纷纷将这一贵金属纳入投资组合。 即便今年夏季由关税引发的金融市场波动有所缓解，金价涨势仍在加速：仅9月单月涨幅就接近12%，创下2011年以来的最大单月涨幅。 资产管理公司表示，多年来各国央行储备管理者持续大举购金，如今更多类型的投资者也纷纷加入这波涨价热潮，成为推动金价上涨的关键催化剂。 "这就是黄金版的错失恐惧，"百达资产管理公司（Pictet Asset Management）首席策略师卢卡·保利尼（Luca Paolini）表示。他提到，这种"错失恐惧"的情绪 也推动了大型科技股及信贷等其他市场的大幅上涨。 美国银行金属研究主管迈克尔·威德默（Michael Wi ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 美国非农报告12年来首次缺席 哈马斯同意释放全部人质，特朗普称以色列同意初步撤军线 普京：若美向乌提供"战斧"导弹，将摧毁俄美关系 高市早苗当选日本自民党总裁 欧佩克+同意11月小幅增加石油产量 美参议院否决两党临时拨款法案，政府本周继续关门 港股全天低开低收，恒生指数盘中一度失守27000点，截止收盘，恒生指数收跌0.54%，恒生科技指数跌0.90%。汽车板块全天走低，比亚迪股份(01211.HK) 收跌3.95%，小鹏汽车(09868.HK)跌2.84%，理想汽车(02015.HK)、蔚来汽车(09866.HK)跌超2%。科网股表现低迷，快手(01024.HK)跌超3%，京东 (09618.HK)、网易(09999.HK)跌超1.5%。个股方面，紫金黄金国际(02259.HK)午后回落，收跌1.09%，云锋金融(00376.HK)收涨6.16%。 今年9月A股市场月度成交额刷新历史纪录 腾讯混元图像3.0登顶LMArena全球盲测第一 市场盘点 上周五，美元 ...

今年以来，欧佩克+石油产量目标累计上调逾270万桶/日，约占全球需求的2.5%。在经历多年减产之后，此次政策转向旨在从美国页岩油生产商等竞争对手 手中夺回市场份额。 第四季度或现供应过剩 上周五，布伦特原油价格跌破每桶65美元。多数分析师预测，受需求放缓及美国供应增加影响，第四季度及2026年将出现石油供应过剩局面。目前油价低于 今年每桶82美元的峰值，但高于5月每桶60美元的水平。 欧佩克+周日宣布，将于11月每日增产13.7万桶石油。鉴于市场对潜在供应过剩的担忧持续存在，该组织选择了与10月相同的温和月度增产幅度。周一开 盘，WTI原油涨超1%。 挪威雷斯塔能源公司（Rystad Energy）的豪尔赫·莱昂（Jorge Leon）表示："看到市场变得如此紧张后，欧佩克+采取了谨慎行动……该组织正在维持稳定与 在过剩环境中夺回市场份额之间左右为难。" 欧佩克+的减产规模在3月达到峰值，总计达585万桶/日。减产由三部分构成：220万桶/日的自愿减产、8个成员国合计165万桶/日的减产以及全体成员国额外 200万桶/日的减产。 根据此前计划，8个主要产油国在9月底前完全取消其中220万桶/日的减产额度，并于 ...