在黄金价格屡创新高之际，纽约联储代表全球各国央行持有的美国国债规模，已降至逾十年最低水平，这再次引发外界对外国投资者持有美国主权 债务及其他美元计价资产意愿的质疑。 "滞后数据"和"实时数据"打架 最新TIC数据显示，7月外国央行净买入171亿美元美国国债。摩根大通分析师指出，这使得今年前七个月的净买入规模达到380亿美元，较2024年同 期增加约40亿美元。 这一现象或许有些出人意料。包括美国财政部国际资本流动报告（TIC）与国际货币基金组织（IMF）"官方外汇储备构成"（Cofer）报告在内的近 期数据显示，海外市场对美国国债及美元资产的需求仍保持良好态势。 这两组数据是衡量美国资本流动与全球外汇储备的"黄金标准"，但发布存在较长滞后性——最新的TIC数据仅覆盖至今年7月，而最新的Cofer数据则 截至第二季度。 纽约联储的数据虽不够全面（各国央行可通过其他渠道持有美国国债），但发布频率为每周一次，在跨境央行资本流动领域，这几乎相当于"实时 数据"。 而目前，这一托管规模正快速下滑。 最新数据显示，纽约联储代表外国央行持有的美国国债价值为2.78万亿美元，创下2012年8月以来的最低值，仅两个月内就减少了 ...

Group 1 - The People's Bank of China reported that as of the end of September, the country's gold reserves reached 74.06 million ounces, marking the 11th consecutive month of increases, with a month-on-month increase of 40,000 ounces [1] - Spot gold prices have surpassed the $4,000 per ounce milestone, driven by concerns over the U.S. economy and government shutdown risks, with gold prices rising over 50% this year [2] - The People's Bank of China will conduct a 1.1 trillion yuan reverse repurchase operation on October 9 to maintain ample liquidity in the banking system [3] Group 2 - During the National Day holiday, over 2.4 billion people traveled across regions, setting a historical record, with box office revenue exceeding 1.8 billion yuan [4] - The China Securities Regulatory Commission held a meeting to discuss the "14th Five-Year" capital market planning, focusing on deepening reforms in issuance, refinancing, and mergers and acquisitions [5] - The National Development and Reform Commission has allocated 69 billion yuan in special bonds to support the consumption upgrade policy [6] Group 3 - Cambrian Technology announced a private placement to raise 3.985 billion yuan, with funds allocated for AI chip and software platform projects [6] - Chipone Technology expects to sign new orders worth 1.593 billion yuan in Q3, a year-on-year increase of 145.8%, with AI-related orders accounting for about 65% [6][14] - Zhangjiang Hi-Tech's controlling shareholder plans to reduce its stake by up to 1% [7] - Shenyang Chemical is facing penalties for alleged false disclosures in annual reports from 2018 to 2021, resulting in a fine of 7 million yuan [8] - Hainan Huatie's subsidiary terminated a 3.69 billion yuan computing power service agreement due to market changes [9] - Wintime Technology announced a temporary suspension of trading due to undisclosed important information [10] - Seres reported a 19.44% year-on-year increase in September sales of new energy vehicles [11] - Hainan Huatie's major shareholder plans to increase its stake by 30 to 50 million yuan [12] - Yonghe Holdings expects a significant increase in net profit for Q3, projecting a year-on-year growth of 448% to 507% [12] - Sichuan Gold acquired exploration rights for a gold mine in Xinjiang for 510 million yuan, indicating favorable geological conditions [13]

勒科尔尼在谈及为通过2026年预算案、为欧元区第二大经济体法国争取财政稳定而努力达成协议时表 示："我认为仍有可行之路。" 法国总统府于当地时间周三表示，总统埃马纽埃尔·马克龙（Emmanuel Macron）将在未来48小时内任命 新总理。此外，总统府还称，在法国遭遇数十年来最严重危机之际，多数议员反对举行临时议会选举。 塞巴斯蒂安·勒科尔尼（Sebastien Lecornu）是法国两年内的第五任总理，他于周一宣布内阁成员名单数 小时后，便提交了自己及内阁的辞呈，这使其领导的政府成为法国现代史上任期最短的政府。 但应马克龙的要求，勒科尔尼已与中左翼及中右翼的政治领导人展开进一步磋商，试图化解这场危机。 爱丽舍宫援引勒科尔尼的结论称："多数议员反对解散议会；存在实现稳定的平台；有望在12月31日前 通过预算案。基于此，共和国总统将在未来48小时内任命新总理。" 无协议达成但仍有希望 勒科尔尼之所以辞职，是因为反对党以及部分盟友威胁要投票罢免他，这一现象凸显出法国正深陷动 荡。目前法国议会中没有任何团体或政党占据多数席位，各党派在诸多重大议题上难以达成妥协，其中 就包括解决该国糟糕的财政状况这一问题。 尽管勒 ...

Group 1 - The Senate has rejected both Republican and Democratic proposals aimed at ending the government shutdown, which has now lasted for eight days without a resolution in sight [1] - The Republican-led temporary funding bill failed with a vote of 54 in favor and 45 against, while the Democratic-supported short-term funding bill was also rejected with 47 in favor and 52 against [1] - Bipartisan support was lacking, as three Democratic senators who previously supported the Republican bill switched their votes, while a Republican senator voted with the Democrats [1][2] Group 2 - The Republican proposal aims to fund the federal government until November 21 and includes provisions for increased security funding for lawmakers following a recent assassination [2] - The Democratic proposal includes over $1 trillion in additional healthcare funding, extending subsidies under the Affordable Care Act, which were set to expire at the end of the year [2] - A compromise proposal from a Republican senator aimed at resolving the shutdown was not able to persuade any Democratic senators [2] Group 3 - The Senate requires 60 votes to overcome procedural hurdles, meaning the Republicans need support from approximately eight Democratic senators for their funding bill to pass [3] - The White House has warned that prolonged shutdown could lead to layoffs of federal workers, although a Republican congressman stated that laid-off employees must be compensated upon their return [3]

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 特朗普宣布以哈签署加沙停火第一阶段协议 美参议院第六次否决两党临时拨款议案 仿制药将被排除在大型制药公司关税计划之外 周三，美元指数连续第三个交易日走高，尾盘触及99关口，随后有所回落，最终收涨0.26%，报98.84，创逾两个月来新高。基准的10年期美债收益率收报 4.121%，对美联储政策利率敏感的2年期美债收益率收报3.591%。 随着避险资金源源不断地涌入贵金属市场，现货黄金历史性地涨破4000美元/盎司大关，最终收涨1.43%，收报4041.65美元/盎司；现货白银跟随黄金创纪录 涨势，最高触及49.55美元/盎司，再创14年新高，最终收涨2.17%，报48.87美元/盎司。现货钯金大涨10%，创下前年5月以来新高。 由于俄乌达成和平协议的前景日益暗淡，国际原油维持涨势。在数据显示美国上周EIA原油库存超预期增长后，WTI原油收窄日内涨幅，最终收涨0.28%， 报61.97美元/桶；布伦特原油最终收涨0.38%，报65.8美元/桶。 美股道指持平，标普 ...

尽管高盛和巴克莱等银行最近的仓位指标显示，投资者对股市进一步上涨的前景仍然看涨，但一些市场 参与者正开始对在人工智能上的巨额投入能否带来回报持谨慎态度。 高盛集团策略师Peter Oppenheimer指出，现在就担心高歌猛进的美股科技股存在泡沫还为时过早。 Oppenheimer表示，科技巨头这轮破纪录的涨势一直伴随着强劲的盈利增长，而在过去的泡沫中，市场 主要是由投机情绪推动的。 Oppenheimer和他的团队在一份报告中写道："科技行业的估值正变得捉襟见肘，但尚未达到历史泡沫时 期的水平。" 尽管如此，这位策略师重申了他的建议，即投资者应寻求多元化投资，以避免美股涨势过于集中以及人 工智能领域竞争加剧所带来的风险。 包括英伟达、博通和微软在内的少数科技巨头已将美股推至历史新高，因为投资者押注于人工智能带来 的持续盈利增长和生产力提升。 在一份报告指出甲骨文公司云计算业务的利润率低于许多人的预期后，科技股权重较高的纳斯达克100 指数周二有所下滑。与此同时，彭博社汇编的数据显示，新闻报道中提及"科技"和"泡沫"的次数在近几 周大幅增加。 估值也水涨船高。纳斯达克100指数的预期市盈率为28倍，而其十年平 ...

Group 1 - The new demands from the U.S. government may undermine a recently reached trade agreement with the EU, which had previously eased tensions between the allies [1] - The U.S. has proposed a new trade proposal aimed at achieving "reciprocal, fair, and balanced" trade, but EU officials view these demands as excessive [1] - The U.S. is seeking discussions on EU legislation, including digital and technology rules, while the EU insists on maintaining regulatory autonomy [1] Group 2 - In return for concessions, the EU has submitted legislation to lower tariffs on U.S. industrial goods and some non-sensitive agricultural products, pending approval from the European Parliament [2] - Discussions regarding the reduction of U.S. tariffs on steel and aluminum have made little progress, with the EU planning to impose tariffs on foreign steel imports exceeding certain quotas [2] - Concerns have been raised that the U.S. is expanding the list of products subject to the 50% tariff, potentially affecting medical devices and technology, which could weaken the EU's hard-won 15% tariff cap [2]

由于政府关门导致决策者无法获取关键数据，美联储官员们对于降息幅度依然存在分歧，其中一些人更 担心通胀，而另一些人则更关注就业市场。 由美国总统特朗普任命的最新美联储理事米兰周二重申，他希望以比同僚们快得多的速度，让利率达到 所谓的"中性"水平。中性利率是指既不刺激也不减缓经济增长的利率水平。 米兰在"管理基金协会2025年政策展望"会议上的一次谈话中表示："我确实认为，与一年前相比，中性 利率已经下降了。这使得当前的货币政策比几个季度前更具限制性。" 他补充说："货币政策的额外限制性会带来一些未来的风险"，因为"考虑到政策的滞后效应，经济预计 将会走弱。因此，短期内我对经济一点也不悲观，但如果我们不调整政策，我确实看到一些风险潜伏在 那里。" 另一方面，主张更关注通胀的声音来自堪萨斯城联储主席施密德，他周一晚间表示，他认为当前的利率 水平对经济"略微构成限制"，并称这是"恰到好处的"。 施密德在堪萨斯城的一次演讲中补充道："在通胀仍然过高的情况下，货币政策应抑制需求增长，为供 给增长和缓解经济中的价格压力留出空间。" 自上次议息会议以来的几周里，随着决策者们公开发表对未来货币政策路径的看法，美联储内部的利率 ...

LendingTree的首席信贷分析师Matt Schulz表示："没有什么比食品杂货价格更能影响美国人对经济的看 法了。如果人们确信这些价格只会持续上涨，那么理所当然地，就会有更少的人认为自己家庭的财务状 况在一年后会变得更好。" AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 根据纽约联储周二发布的一项调查，由于预期通胀可能回升，美国人对自己的财务状况越来越感到担 忧。 这家地区联储的月度《消费者预期调查》发现，消费者预计未来一年的通胀将更高，并且更少人预计自 己家庭的财务状况在一年后会变得更好。 纽约联储的调查还发现，家庭支出增长预期也有所下降。 尽管许多美国人对物价上涨和美国总统特朗普的关税政策表示担忧，但很少有人真正改变自己的消费习 惯。专家表示，到目前为止，这正是帮助美国避免严重经济放缓的原因。 其他研究表明，美国人正感到越来越吃力，特别是高昂的食品成本，这使得他们在日常月份中更难支付 开销。根据最新的消费者价格指数，8月份的食品杂货价格同比上涨了2.7%，这是自2023年8月以来的 最快年度涨幅。 与此同时，纽约联储关于家庭债务的另一项研究显示，信用卡余额正在悄然攀升，这表明越来越多的 ...

Core Insights - The attractiveness of gold is significantly increasing in 2025 due to factors such as currency devaluation, economic uncertainty, and geopolitical risks, marking one of the strongest bull markets for gold in decades [1] - Gold prices have recently reached an all-time high, surpassing $4000 per ounce for the first time, reflecting a direct response to inflation and currency devaluation risks in major economies [1] Price Trends - Since early 2024, gold prices have approximately doubled from around $2000 to about $4000 per ounce [2] - The current price is 20% above the 200-day simple moving average (SMA), indicating that the market may be nearing a turning point [2] Market Analysis - Historical data shows that gold prices have experienced a steady increase for seven consecutive weeks, a phenomenon that has occurred 18 times since 1970, often leading to subsequent price corrections [1] - The likelihood of a significant price correction is suggested by the current market conditions, as past trends indicate that prolonged price increases often precede downturns [1][2] Technical Indicators - The 14-month relative strength index (RSI) indicates that gold is severely overbought, with readings above 70 typically signaling an overbought condition [2] - Analysts recommend waiting for a price correction before increasing gold holdings, with silver also being highlighted as a potential investment option due to its recent outperformance compared to gold [2]