今日优选 美军"闪击"委内瑞拉，马杜罗预计5日在纽约"首次出庭" 沙特空袭也门东部迈赫拉省 特朗普威胁要就伊朗骚乱事件进行干涉 欧佩克+八国同意第一季度暂停增产 美联储保尔森：不会立即出台任何额外降息举措 超越特斯拉！比亚迪问鼎2025年全球纯电销量冠军 国家大基金大比例增持中芯国际H股 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 新年首个交易日，美股三大股指走势分化，道指收盘涨0.66%，标普500指数涨0.19%，纳指跌0.03%，盘中一度涨超1%。芯片股飙升，美光科技(MU.O)涨超 10%，英特尔(INTC.O)涨6.7%。纳斯达克中国金龙指数大涨4.38%，百度(BIDU.O)涨超15%，阿里巴巴(BABA.N)涨6.2%。 港股2026年首个交易日迎来开门红。香港恒生指数收复26000点关口，收涨2.76%，报26338.47点；恒生科技指数涨幅4%，报5736.44点；。从板块表现来 看，市场呈现普涨态势，生物医药、科网、黄金、银行、券商等多个赛道联袂走高。其中科网股表现亮眼，百度集团涨9.35%，网 ...

Group 1 - The end of Jerome Powell's era as Federal Reserve Chairman is anticipated by 2026, with speculation about his political legacy and the economic environment he will leave behind [3] - The upcoming SpaceX IPO is expected to be a significant event, potentially marking the largest IPO in history, providing Elon Musk with additional funding for his ambitions [6] - The success of SpaceX could mitigate any negative impacts from potential delays in the anticipated rollout of Tesla's Robotaxi in 2026 [6] Group 2 - Despite discussions about an AI bubble, major tech companies continue to thrive due to their profitable businesses in advertising, e-commerce, software, and cloud services, which provide a buffer for their investments in unprofitable AI models [2] - The growth of prediction markets, exemplified by Coinbase's partnership with Kalshi, reflects a novel way to gauge public sentiment, although it has sparked concerns about gambling and the influence of new financial tools [4] - The expansion of the "Musk trade" is expected to continue, with the SpaceX IPO providing shareholders another avenue to support Musk, even as it may dilute excitement around Tesla [5][6]

Core Viewpoint - Precious metals, including gold and silver, are expected to perform well in 2026, continuing the strong performance seen in 2025, driven by factors such as potential further interest rate cuts by the Federal Reserve and a weaker dollar [1][3]. Group 1: Market Performance - Gold prices are nearing $4,400 per ounce, while silver has surpassed $74, indicating a strong start to 2026 [1]. - The precious metals market experienced significant volatility in late December 2025 due to profit-taking by investors, but the fundamental factors are regaining focus as the year begins [3]. - In 2025, gold reached multiple historical highs, supported by central bank purchases, the Federal Reserve's easing policies, and geopolitical tensions that increased safe-haven demand [3]. Group 2: Market Dynamics - Silver's price increase in 2025 was even more pronounced than gold's, reaching levels previously deemed unattainable, influenced by concerns over potential U.S. import tariffs on refined metals [3]. - Analysts predict that up to 13% of total positions in the Comex silver market may be liquidated in the next two weeks, which could lead to a significant price reevaluation and decline [3]. - Major banks remain bullish on gold prices for 2026, with Goldman Sachs projecting a rise to $4,900 per ounce, indicating an upward risk bias [4].

Core Viewpoint - Israel and the United States have reached a consensus to issue a two-month ultimatum to Hamas, demanding complete disarmament, following a meeting between Israeli Prime Minister Netanyahu and U.S. President Trump [2] Group 1: Disarmament Agreement - The agreement is described as a hard deadline rather than an opportunity for negotiations [2] - Israeli and U.S. teams are developing a "practical disarmament" plan in the context of Hamas being effectively defeated after the October 7 attacks [2] - A key focus is the dismantling of Hamas's extensive underground tunnel network, which is considered central to the organization's military capabilities [2] Group 2: Hamas's Response and Capabilities - Israeli officials are skeptical about Hamas's willingness or ability to disarm within the two-month window [3] - For Hamas, surrendering weapons would mean the end of its governance influence, which is contrary to the objectives of the U.S.-Israel plan [3] - Netanyahu revealed that Hamas still possesses approximately 60,000 AK rifles and hundreds of kilometers of tunnels, indicating significant military resources remain [3]

Group 1 - The core point of the articles revolves around the testimony of former special prosecutor Jack Smith, who indicated that Donald Trump admitted to others that he lost the 2020 election to Joe Biden [1] - Smith's testimony was part of a 255-page transcript released by the House Judiciary Committee, which he defended in front of a Republican-controlled committee [1] - Trump publicly claimed he won the 2020 election, despite the January 6 Capitol riot by his supporters attempting to overturn the election results [1] Group 2 - Smith's testimony included Trump's acknowledgment of losing, with quotes indicating his disbelief in losing to Biden [1] - The White House did not respond to requests for comments regarding Smith's testimony [2] - Smith's team had previously obtained indictments against Trump for retaining classified documents and conspiring to overturn the election results, which were later dismissed after Trump won the 2024 election [2]

仅用一个词就能定义2025年美国的消费者：K型分化。 2025年，经济上的贫富差距进一步拉大，处于收入分配中间阶层的群体因劳动力市场疲软倍感压力，同 时担忧关税引发通胀，导致市场情绪急剧恶化。 截至11月，失业率升至4.6%，创下四年新高。密歇根大学发布的年度最终消费者信心数据显示，近三 分之二的受访者预计未来一年失业率将上升。 密歇根大学消费者调查总监Joanne Hsu表示："尽管年末出现了一些改善迹象，但消费者信心仍比2024 年12月低了近30%，毕竟'钱包缩水'问题依然主导着消费者对经济的看法。" 美国银行研究所去年12月22日发布的一份报告显示，11月处于收入分配前三分之一的消费者支出同比增 长了4%，为四年来最快增速。而处于收入分配后三分之一的家庭，同期支出增长还不到1%。 Telsey Advisory的分析师Joe Feldman表示："大家都在想方设法省钱，过日子更加精打细算。" Feldman补充道："中低收入群体依然面临巨大压力，他们的关注点非常集中在满足日常需求的基础商品 上。" 沃尔玛在多份财报中形容美国消费者变得更加"挑剔"。而一元店连锁巨头则报告称，随着经济不确定性 迫使更多家 ...

Core Viewpoint - The global market is undergoing a significant transformation as gold prices reach historical highs, with a notable increase of over 64% in 2025, marking the strongest annual growth since 1979 [2][3]. Group 1: Gold Price Dynamics - Gold prices surpassed $4,500 per ounce in 2025, despite a slight pullback from a previous surge [2]. - The annual increase in gold prices is the highest since 1979, driven by geopolitical uncertainties and inflation concerns [2]. - Comparisons are being drawn between the current market environment and the late 1970s, highlighting similar factors influencing gold demand [2]. Group 2: Currency and Economic Factors - The U.S. dollar has weakened significantly, with the dollar index (DXY) dropping 10.6% in the first half of 2025, the worst performance since 1973 [3]. - This depreciation makes gold more attractive to holders of other currencies, contributing to increased demand [3]. Group 3: Federal Reserve Policy Changes - The Federal Reserve has shifted to a rate-cutting cycle, with the current short-term interest rate at 3.5%-3.75%, the lowest since 2022 [6][7]. - Market expectations suggest that the Fed may lower rates at least two more times in 2026, reflecting concerns about the U.S. economy [7][8]. Group 4: Political Influences on Monetary Policy - Observers note that the Trump administration aims to influence the Federal Reserve's independence, potentially impacting future monetary policy [9]. - The anticipated appointment of a more dovish Fed chair could lead to a focus on maintaining lower interest rates rather than aggressively combating inflation [9][10]. Group 5: Investment Demand for Gold - The decline in confidence regarding the Fed's independence is expected to support strong demand for gold and silver as alternative investments [10]. - Historical precedents suggest that political pressure on the Fed can lead to prolonged inflation, further driving investors towards gold as a hedge [10][11]. - If the Fed's independence is compromised, assets like gold and cryptocurrencies may benefit as they are viewed as effective inflation hedges [11].

Core Insights - The protests in Iran, triggered by a severe economic crisis, have escalated into violent clashes with police, resulting in at least five deaths [2][3] - The Iranian currency, rial, has plummeted in value, leading to widespread demonstrations as citizens express their frustrations over economic conditions [3][5] - The Iranian government is likely to respond to the protests with increased repression, as indicated by statements from officials and experts [4] Economic Conditions - Iran's food inflation rate surged to 64.2% in October, ranking second globally after South Sudan [5] - The rial has lost 60% of its value since the outbreak of war with Israel in June, exacerbating the economic crisis [5] - The failure to reach a nuclear agreement with the U.S. has intensified the economic pressures from international sanctions [5] Government Response - Iranian officials have warned that any attempts to escalate protests into actions against the regime will be met with severe legal repercussions [4] - The government has previously promised to address the economic issues highlighted by the protests, but hardliners threaten a strong backlash against any calls for regime change [4] - Reports indicate a significant increase in executions in Iran, with over 1,870 people executed in 2025, doubling the previous year's figures [5]

Core Viewpoint - The central theme of the articles revolves around the efforts of central banks in various countries, particularly Madagascar, to combat illegal gold smuggling and enhance the regulation of the gold industry amid soaring gold prices. Group 1: Madagascar's Gold Smuggling Issue - Madagascar's central bank governor estimates that the country produces 20 tons of gold annually, valued at approximately $2.8 billion, with most of it smuggled out illegally, resulting in significant tax and foreign exchange losses for the nation [1] - The governor aims to completely curb the gold smuggling industry within Madagascar, highlighting the advanced transportation methods used by criminal gangs [1] - The surge in gold prices, exceeding 60% and reaching over $4,300 per ounce, has intensified illegal mining and smuggling activities, prompting urgent regulatory actions [1] Group 2: Global Central Bank Initiatives - Central banks from countries like Ecuador, the Philippines, and Ghana are launching centralized gold acquisition plans to strengthen oversight of the gold sector [2] - The CEO of the World Gold Council noted that artisanal and small-scale mining accounts for about 1,000 tons of gold production annually, with a significant portion flowing into illegal channels [2] - Ghana established a new centralized gold acquisition agency, "GoldBod," in 2025 to address the political crisis stemming from mercury pollution caused by artisanal mining [2] Group 3: Ecuador's Gold Acquisition Plan - Ecuador's central bank has expanded its domestic gold acquisition program, which was initially launched in 2016, to attract miners with favorable purchase prices and quick settlement within 48 hours [3][4] - The focus on providing reasonable pricing is crucial to redirect miners away from illegal trading channels [4] Group 4: Challenges and Success Stories - The implementation of gold acquisition plans faces challenges, particularly in verifying the legality of the gold sourced, with many countries experiencing setbacks due to inadequate due diligence and traceability mechanisms [5] - Successful examples, such as Mongolia's gold acquisition program, have effectively eliminated the use of mercury in mining by enabling quick detection of mercury in the ore [5][6] - The Swiss Better Gold Association emphasizes the increasing difficulty of regulating the gold industry and improving mining standards amid rising gold prices [6] Group 5: Future of Gold Traceability - Current gold ore traceability technology is in its infancy but holds promise for ensuring compliance in gold sourcing [7] - Ecuador is testing a new traceability system using isotopic scanning to chemically identify ore, with other countries following suit [7] - The World Gold Council suggests that widespread implementation of such systems could drastically reduce the amount of gold flowing to illegal entities in the future [7]

Core Viewpoint - The article discusses former President Trump's health, revealing his unconventional health practices and the public scrutiny surrounding his well-being, particularly in light of his age and lifestyle choices [1][2][5]. Group 1: Health Practices - Trump reportedly takes a high dose of aspirin (325 mg daily) for cardiovascular health, which is significantly higher than the standard low-dose recommendation of 81 mg [9]. - He has shown reluctance to follow medical advice, such as reducing his aspirin intake or adopting regular exercise routines, preferring to rely on what he describes as "quality genes" [2][12]. - Trump's diet is characterized by high-salt and high-fat foods, including fast food, which raises concerns about his overall health [2][11]. Group 2: Public Perception and Scrutiny - Trump's health has become a topic of public debate, especially after he underwent a cardiovascular and abdominal scan, which he later regretted as it opened him up to criticism [1][4]. - Despite claims of being in excellent health, there are visible signs of aging and health issues, such as chronic venous insufficiency, which he has attempted to downplay [8][10]. - His public appearances often lead to speculation about his health, with reports of him appearing fatigued or having difficulty hearing during events [2][11]. Group 3: Medical Assessments - Trump's private physician confirmed that he underwent a CT scan to rule out cardiovascular issues, which showed no abnormalities [4][6]. - The article mentions that Trump's heart age is assessed to be equivalent to that of a 65-year-old, despite his claims of good health [6]. - Medical professionals have noted that while Trump exhibits some signs of aging, he remains mentally sharp and capable of handling complex discussions [6][12].