Group 1 - The Federal Reserve has lowered its policy rate by 25 basis points to a range of 4%-4.25%, marking the first rate cut since December of the previous year, while signaling a gradual easing cycle in response to labor market concerns [1][2] - The latest dot plot indicates expectations for more easing this year, with a projected additional 50 basis points cut by year-end, despite inflation remaining above the 2% target at 3% [2][3] - There is significant divergence among Federal Reserve officials regarding future interest rate paths, leading to increased market uncertainty and potential volatility [4] Group 2 - The recent increase in the Consumer Price Index (CPI) in August, driven by rising housing and food costs, has raised fears of stagflation, characterized by slow growth and high inflation [3] - The labor market is showing signs of weakness, with the unemployment rate rising to 4.3% and employment growth falling short of expectations, supporting the case for multiple rate cuts [2][3] - The market's reaction to the Federal Reserve's dovish shift has been mixed, with major indices like the Nasdaq and S&P 500 experiencing volatility following the announcement [2][4]

英国央行仍持有近6000亿英镑的政府债务 市场普遍预计货币政策委员会将维持4%的基准利率不变，且鉴于通胀仍处于高位，可能会彻底打消2025年再降息的 希望。与之形成对比的是，美联储周四凌晨宣布自去年12月以来首次降息，并计划今年再降息两次。 英国央行将于北京时间周四19:00公布利率决议，预计届时将维持基准利率不变，与此同时，受国债市场波动加剧影 响，该央行料将放缓其量化紧缩（QT）计划。 政策指引 经济学家与投资者预计，英国央行货币政策委员会（MPC）将把年度国债持仓减持规模从1000亿英镑（约合960亿 美元）降至700亿英镑，官员们还可能限制长期英国国债的抛售规模。 自英国央行8月会议释放鹰派信号后，投资者已下调对进一步降息的押注。 目前，市场认为年底前再降息的概率仅为三分之一。若11月暂停降息，这将打破英国央行自2024年8月以来"每季度 降息一次"的节奏。 经济学家预计，货币政策委员会将对进一步降息保持谨慎态度。 今年8月，该委员会重申将采取"渐进且审慎的策略"，并警告称，进一步降息"将取决于潜在通缩压力持续缓解的程 度"。委员会还指出，自去年8月以来，基准利率已累计下调五次（每次25个基点），货币 ...

周四凌晨，美联储以11-1的比例投票决定降息25个基点至4%-4.25%，符合市场预期，但最新点阵图以及鲍威尔在新闻发布会上的表态抑制了市场对快速、 大幅降息的预期。 这导致现货黄金在利率决议公布后先快速上冲至3707美元/盎司，再创历史新高，随后从高点一度短线下挫最多近50美元，截至发稿日内下跌0.4%，报 3645.18美元/盎司。 这是美联储今年首次降息，此前美联储在2024年三次降息后，自去年12月以来暂停了政策调整。当利率下降时，黄金往往会受到青睐，因为较低的收益率会 降低持有无收益资产的机会成本。 澳新银行分析师在一份研究报告中表示，投资者为降息周期的开始而欢呼，然而，美联储主席鲍威尔的言论不像市场预期的那样偏鸽，抑制了金价的涨势。 与会者在议息会议上最终投票前提交的点阵图显示，1位官员认为今年全年应将利率维持在原来的4.25-4.5%不变，6位官员认为年内仅降息25个基点，2位官 员认为降息50个基点，9位官员认为降息75个基点，另有一位"大鸽派"认为年内要降息125个基点。市场均分析认为，这位"大鸽派"就是新上任的理事米兰。 点阵图一般根据中值来判断对年内降息次数的暗示。由此看来，点阵图暗示今 ...

Group 1 - The SEC has approved three exchanges to expedite the listing process for exchange-traded products (ETPs) that hold physical commodities like Bitcoin and gold, aiming to enhance investor choice and promote innovation [1][2] - The U.S. Congress is advancing a Bitcoin Strategic Reserve bill, proposing the purchase of 1 million Bitcoins over the next five years, positioning Bitcoin alongside gold as a national strategic reserve asset [1][2] - The SEC has approved a universal listing standard for commodity-based trust shares, which includes digital assets, allowing eligible products to be listed without individual rule change applications [2][5] Group 2 - The New York State Department of Financial Services (NYDFS) has issued guidance requiring banks to adopt blockchain analysis tools to combat illegal activities such as money laundering and terrorist financing [4][5] - The UK's Financial Conduct Authority (FCA) plans to include crypto asset companies in a comprehensive regulatory framework while exempting some traditional financial rules to better suit the crypto industry's characteristics [3] - Standard Chartered Bank, Qatar National Bank, and DMZ Finance have launched a regulated tokenized money market fund in the Dubai International Financial Centre [3] Group 3 - The supply of Bitcoin on centralized exchanges has reached a seven-year low, indicating significant institutional investment in Bitcoin [4] - Gemini's stock has fallen below its IPO price of $28, with a current market capitalization of $2.9 billion, following a significant drop in share price shortly after its market debut [4] - Bitfinex analysts report that Bitcoin has formed a new resistance level around $116,000, with potential catalysts needed for a price increase [5] Group 4 - The total open interest in BNB contracts has approached $2 billion, marking a new historical high, with Binance leading in contract volume [6]

"历史不会简单重复，但常惊人相似。"这句箴言在观察"白银与标普500指数总回报（SPXTR）的比率"时尤为贴切——这一鲜少 被关注的指标，或许正释放重大信号。 若留心观察，投资者会发现图表上正上演诡异一幕：一个长期技术形态正在重现，与2000年代初白银开启传奇牛市前的走势高 度吻合。 彼时，几乎无人预见行情将至。形态早已成型，默默积蓄力量，但多数投资者因过度关注股市而错失信号。如今，这一比率再 次发出"低语"。 核心问题在于：这次你会倾听吗？ 白银与标普500指数总回报比率 "白银/SPXTR比率"简洁直接地回答一个问题：谁在领跑——贵金属还是美国股市？ 当比率下降时，白银表现落后。这种情况通常出现在增长驱动的牛市中，此时投资者更青睐股息、盈利和风险资产，而非无息 贵金属，股市就会占据主导地位。 但当比率开始回升（尤其是在形成长期底部或收复关键移动平均线后），往往预示更大变局：这不仅是技术性反弹，更是市场 悄悄从股市转向白银等防御性硬资产的信号。重要的是，由于SPXTR包含股息再投资，股市在这一对比中本就具备结构性优 势。因此，比率要上涨，白银必须展现真正的强势，而非单纯的稳定。 从这个角度看，白银/SPXT ...

Group 1 - The Federal Reserve lowered interest rates by 25 basis points, aligning with market expectations, with 11 out of 12 voting members supporting this decision [1] - Fed Chairman Powell emphasized that the rate cut was a "risk management" move, balancing "sticky inflation" and "employment downside risks," asserting that political pressure does not influence decisions [1] - The updated dot plot indicates that most officials expect an additional 50 basis points cut in 2025 and a further 25 basis points in 2026, suggesting a long-term easing direction that supports precious metals [1] Group 2 - Following the rate cut, gold and silver prices initially surged but later retreated due to Powell's cautious remarks, with gold dropping to $3689.4 per ounce and silver to $41.79 per ounce [2] - The short-term pullback is attributed to the market having partially priced in the rate cut expectations and profit-taking by bulls, but the long-term bullish outlook for precious metals remains intact [2] - Key technical support levels to watch are $3550 per ounce for gold and $40 per ounce for silver; as long as prices remain above these levels, the short-term upward trend is expected to continue [2]

Group 1 - Deutsche Bank predicts that due to Federal Reserve rate cuts and central bank gold purchases, gold will continue its record-breaking rally, with an average price of $4,000 per ounce by 2026, up from a previous estimate of $3,700 [1] - The report indicates that central bank gold purchases could reach 900 tons next year, primarily from China, and that the likelihood of further gold price increases outweighs the possibility of a correction to fair value [1][2] - Gold prices have surged approximately 40% this year, recently surpassing the inflation-adjusted record high set in 1980, driven by ongoing economic and geopolitical uncertainties [1] Group 2 - Concerns regarding U.S. President Trump's recent attacks on the Federal Reserve have heightened market anxiety, with expectations for a more dovish monetary policy supporting non-yielding gold [2] - Deutsche Bank's latest forecasts do not account for potential risks to Federal Reserve independence, although changes in the Federal Open Market Committee (FOMC) membership could introduce uncertainty in policy responses [2] - Goldman Sachs indicated that if the Federal Reserve's independence is compromised, gold prices could potentially soar to nearly $5,000 per ounce with even a small shift in investor holdings from U.S. Treasuries to gold [2] Group 3 - Deutsche Bank raised its 2026 silver price target from $40 to $45 per ounce, citing a fifth consecutive year of physical supply shortages for silver [3]

汇丰： 比亚迪 目标价由143.00元下调至131.00元。 ...

Group 1 - The core viewpoint of the articles indicates that the Chinese gold market experienced a decline in physical gold and ETF sales in August, as investors shifted focus to the rising stock market, despite a rebound in jewelry demand and increased import volumes [1][4][5] - Gold prices saw a solid increase in August, supported by rising inflation expectations, strengthened Fed rate cut expectations, and a weakening dollar, alongside ongoing geopolitical and trade risks [1][10] - Wholesale gold demand fell by 9 tons month-on-month to 85 tons in August, marking a decrease of 17 tons compared to the same month last year, representing the weakest August performance since 2010 [1][4] Group 2 - The decline in wholesale gold demand in August contradicted seasonal trends, as demand typically rebounds towards the end of the third quarter [4] - Investors' attention shifted to the strong stock market, with the CSI 300 index soaring 10% in August, the strongest monthly gain since September 2024, which suppressed gold ETF demand [5][7] - The Shanghai Futures Exchange (SHFE) gold futures trading volume also decreased by 26% month-on-month to an average of 231 tons, although still above the five-year average of 216 tons [7] Group 3 - Chinese investors continued to sell gold ETFs, with a capital outflow of 6 billion yuan (approximately 834 million USD) in August, leading to a 2% decrease in total assets under management for Chinese gold ETFs, now at 148 billion yuan (approximately 21 billion USD) [5][10] - The People's Bank of China continued to increase its gold reserves for the tenth consecutive month, with reserves reaching 74.02 million ounces (approximately 2,098 tons) by the end of August, an increase of 6,000 ounces (approximately 1.7 tons) from July [10] - Despite recent demand slowdown, the World Gold Council anticipates a rebound in gold investment demand amid new price increases, with jewelry retailers likely to stock up for the upcoming National Day holiday in early October [10]

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 美联储宣布降息25个基点，点阵图中值暗示今年将累计降息3次 沙特与巴基斯坦签署共同防御协议 财政部：1-8月证券交易印花税收入同比增长81.7% 李家超：推动香港成为国际黄金交易市场，拓展黄金仓储 市场盘点 鲍威尔：劳动力市场风险偏向下行，此次降息可理解为风险管理式降息 美国财长贝森特曾同时列两处房产为"主要居所"与库克遭罢免理由一致 加拿大央行降息25个基点，从政策声明中删除了降息的前瞻性指引 欧盟宣布对以色列的制裁措施 周三，港股高开高走，科网股带动恒生科技指数走强，百度盘中一度涨近20%，恒指收涨1.78%，报26908.39点。恒生科技指数收涨4.22%，报6334.24点。截 至收盘，恒指大市成交额3602.84亿港元。盘面上，职业教育板块走高，半导体股强势，内房股、航空股回暖；黄金股跌幅居前，禽畜肉类板块回调。个股 方面，花样年控股(01777.HK)涨27%，商汤(00020.HK)涨15.8%，百度(09888.HK)涨15.7%，蔚来汽车(09 ...