GoldSilver Central董事总经理Brian Lan表示："我们看到了一些获利回吐，但目前黄金仍处于牛市。降息预期和对美联储独立性的担忧将增加避险需求，即 使金价在短期内升至3800美元甚至更高，我们也不会感到意外。" 美联储观察人士和经济学家说，即使是超过预期的就业数据可能也不会阻止美联储本月降息。安永帕台农银行（EY Parthenon）首席经济学家格雷戈里•达科 （Gregory Daco）认为，降息的几率为90%。 在最近的向下修正后，就业人数的大幅增长可能不会引发过分担忧，但它会触发人们对美联储应该以多快的速度降息的质疑。 达科认为，"虽然强劲的报告会抵消之前部分疲软表现，但一些投资者和专家可能会错误地将该报告视为经济没有走软的迹象。" 对美联储即将重启降息的预期推动黄金、白银双双刷新纪录新高，本周晚些时候即将公布的美国关键就业数据被视为影响利率路径的关键因素。 华尔街正在期待另一份疲软的就业报告。预测人士预计，8月非农就业岗位将小幅增加7.5万个，失业率将上升至近四年来的高点4.3%。 当前，越来越多数据似乎证实就业市场正在恶化。周三，美国7月JOLTs职位空缺数量意外从6月向下修正后 ...

据最新消息，American Bitcoin在开盘后不久触发波动性临时停牌，停牌前上涨31%，报9.04美元/股。随后，American Bitcoin涨幅扩大至90%，再度触发停 牌，报13.2美元/股。截至收盘，American Bitcoin股价报8.04美元/股。 | us American Bitcoin Corp-A (Ai) [2 Q く 気 ABTC | | --- | | 8.040 今开 9.220 最高 14.520 最低 6.700 | | 0.62% 总量 3059万股 金额 2.91亿 16.52% 1.140 狭手 | | 昨收 6.900 总值 395.8亿 市盈™ -2317.03 更多 | | DE OAEO 0 440 E 400/ 00.00 == = = | 本文字数：1060，阅读时长大约1.5分钟 来源：第一财经 2025.09.04 由特朗普的两个儿子支持的比特币矿企"American Bitcoin"在完成与数字矿业公司Gryphon Digital Mining的合并后，于当地时间周三在纳斯达克证券交易所 挂牌交易。合并后的新公司使用的股票代码为"ABTC" ...

政府资金将在不到四周后到期，即便只是短期维持政府运转，议员们在具体方案上也存在分歧。 在政府资金问题悬而未决之际，美国国会议员已就即将到来的政府停摆互相推卸责任，这预示着未来数 周可能爆发激烈的党派争端。 随着月底政府停摆威胁升级，议员们本周重返国会山，熟悉的党派分歧再次显现。 "众议院共和党人致力于维持政府运转，但不幸的是，似乎并非所有民主党人都认同这一点，他们正开 始施加压力，试图让政府停摆，"路易斯安那州共和党籍众议院议长迈克·约翰逊（Mike Johnson）周三 对记者表示。 他称："如果政府最终停摆，那将是因为国会民主党人拒绝了为政府提供资金的常识性解决方案。" 据Punchbowl News报道，白宫已表示支持所谓的"干净的持续决议案"（clean CR），该方案将按当前拨 款水平继续为政府提供资金，同时为国会山议员争取时间，以便在年底前敲定最终协议。 特朗普此前曾表现出愿意让政府停摆的态度，以此避免在谈判中做出让步。如今，随着他的《大而美法 案》已签署生效，特朗普对短期拨款法案的接受度有所提高。 他们或许会考虑通过一项临时拨款法案（即"持续决议案"），以确保联邦机构资金稳定，但即便如此， 该方 ...

Group 1 - Two Republican senators, Mike Rounds and Thom Tillis, stated they will not consider a potential replacement for Federal Reserve Governor Lisa Cook until the lawsuit regarding her dismissal by Trump is resolved [1][2] - Rounds emphasized that Cook remains in her position and has not undergone legal proceedings, making discussions about her replacement hypothetical [1] - Tillis expressed that he would leave the legality of Cook's dismissal to the courts, questioning whether the reasons given for her dismissal constitute "just cause" [1] Group 2 - Trump announced the unprecedented dismissal of Cook, citing alleged mortgage fraud, which Cook's attorney denied [2] - Cook has initiated a lawsuit against Trump's attempt to dismiss her, and the legal dispute may ultimately require a ruling from the Supreme Court [2] - A recent court hearing on the matter did not yield a resolution, leaving Cook's position uncertain [2]

Group 1: Market Outlook - Goldman Sachs predicts that there is still room for growth in the Chinese stock market, with improved investor sentiment and support for the recent rebound [1] - The influx of hedge fund capital and the significant savings of retail investors are identified as major driving forces behind the stock market's rise [1] Group 2: Government and Policy - The Ministry of Finance and the People's Bank of China are working together to ensure the stable and healthy development of the bond market, emphasizing the importance of coordination between fiscal and monetary policies [2] - The joint working group has achieved significant results since its establishment, and further collaboration is planned to enhance the effectiveness of policies [2] Group 3: Company News - China Shipbuilding Industry Corporation will terminate the listing of China Shipbuilding Heavy Industry Company on September 5, 2025, with a share conversion ratio of 1:0.1339 [4] - Dongxin Technology has begun sample deliveries to some clients and is progressing with product production and sales plans [5] - Jinli Permanent Magnet has upgraded its R&D department to focus on embodied robotics, which is expected to be a significant growth area for the company [6] - Weiman Sealing is expanding into the robotics sector, conducting customized R&D and sample testing [8] - Zhongcheng Co., Ltd. plans to acquire 100% of Jiangsu Qingneng Clean Energy Co., Ltd. for 151 million yuan, enhancing its position in the energy storage market [9] - Chengdu Huamei's new ADC chip has not yet achieved large-scale sales, with potential market demand uncertainties [9] - NanDu Power's high-voltage lithium battery products have received major certifications in the U.S. and are being used in data centers [11] - Aishida's subsidiary Qianjiang Robot has secured an order for 1,888 intelligent welding robots, indicating strong demand in the steel structure industry [13] - Robotech has signed a contract for automated silicon photonic packaging equipment worth approximately 946.50 million euros, expected to positively impact future performance [14]

Group 1 - Concerns about the labor market are a primary reason for the anticipated interest rate cuts by the Federal Reserve, as stated by multiple officials [1][2] - Federal Reserve Governor Waller expressed a strong belief that a rate cut should occur at the next meeting, emphasizing the need for preemptive action before labor market deterioration [1] - Atlanta Fed President Bostic indicated that a modest easing of policy may be appropriate, suggesting a potential 25 basis point cut within the remaining months of the year [1][2] Group 2 - The current target range for the federal funds rate is between 4.25% and 4.5%, with investors widely expecting a 25 basis point cut in the upcoming Federal Reserve meeting [2] - The Fed's Beige Book reported widespread price increases related to tariffs, with businesses hesitant to pass on costs due to customer sensitivity and competitive pressures [2] - Labor market indicators are showing signs of weakness, prompting increased focus on employment objectives among Federal Reserve officials [2][4] Group 3 - St. Louis Fed President Bullard noted a slight increase in the assessment of downside risks to the labor market, while also adjusting the outlook on persistent inflation risks downward due to low transmission effects from tariffs [3] - A government report indicated a decline in job vacancies, with a reduction of 176,000 positions to 7.181 million, falling short of economists' expectations [4] - Bullard expects moderate deterioration in the labor market, with inflation pressures anticipated to return to the 2% target by the second half of 2026 [4]

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 不过，米兰也对美联储在"双重使命"之外的活动（包括央行资产负债表）的监管问题提出疑问。他在声 明中表示："美联储监管着全球最重要的金融机构，为借贷双方（包括其他央行）设定不同的资金价 格，而美联储资产负债表的最终构成仍是一个悬而未决的问题。" 此番表态正值美联储处境微妙之际：因今年至今未按特朗普期望大幅降息，美联储正承受来自总统的巨 大压力。特朗普已以涉嫌抵押贷款欺诈为由，试图解雇美联储理事莉萨·库克（Lisa Cook），引发关于 她能否留任的激烈法律争端。库克否认相关指控，并起诉总统，称解雇行为非法。 若获参议院批准，米兰将填补上月阿德里亚娜·库格勒（Adriana Kugler）辞职后突然空缺的职位。库格 勒的任期原定于明年1月结束，这意味着米兰在美联储的任职时间可能仅数月便需离任。特朗普政府正 推动他在9月16日至17日美联储下次利率会议前就职。 外界猜测特朗普可能试图任命的是一位"影子主席"，其主要职责是在理事会中充当"搅局者"。特朗普此 前表示，库格勒空缺职位的候选人仅为临时任职，而非长期替代美联储主席鲍威尔。 作为理事，米兰将拥有利率投票 ...

Economic Activity and Employment - The Federal Reserve's recent report indicates that economic activity and employment in the U.S. have remained largely unchanged in recent weeks, with consumer spending either flat or declining [1][2] - The report highlights that wage growth for many households is not keeping pace with rising prices, leading to concerns about inflation and employment [1][2] Inflation and Price Changes - All 12 Federal Reserve districts reported price increases, with 10 districts noting "moderate or slight" inflation and 2 districts experiencing "strong input cost growth" [1][2] - Tariffs have significantly impacted input prices, with businesses raising product prices to offset rising costs [1][2] Employment Trends - Eleven districts reported little to no change in overall employment levels, with one district indicating a slight decline [2] - A reduction in immigrant labor has been noted in several districts, particularly affecting the construction industry [2] Federal Reserve's Monetary Policy Outlook - There is increasing pressure for the Federal Reserve to lower interest rates, with expectations of a 25 basis point cut in the upcoming meeting [3] - Recent labor market data shows weak signals, with average monthly job additions since May being only 35,000 [3] Political Influence on Federal Reserve - President Trump has nominated Stephen Miran to the Federal Reserve Board, who supports Trump's views on interest rates and advocates for increased presidential control over the Fed [4] - Trump's attempts to dismiss Fed Governor Lisa Cook have raised concerns about the political independence of the Federal Reserve, which is deemed crucial for effective inflation control [4][5]

特朗普对美联储的抨击可能刺激通胀、抑制投资并削弱对美国经济的信心。但对黄金多头而言，这种诱人的场景正强化着破纪录的上涨行情——黄金已成为 今年最炙手可热的资产之一。 本周金价突破每盎司3500美元再创新高，现货黄金已连涨7日，历史新高逼近3580美元。由于市场押注美联储即将开始降息，加之各国央行疯狂购金以及对 全球经济日益加剧的担忧，共同巩固了黄金持续三年的牛市行情。 随着特朗普推出一系列关税措施并开展一场试图影响美联储政策的空前行动，今年黄金涨幅超过三分之一，表现优于全球股票、大宗商品及比特币等资产。 这拖累美元走低以及短期国债收益率下行，可能强化了特朗普通过刺激企业和消费者支出来降低美国债务偿还负担的目标。 "政策波动性已突破极限，尤其源自白宫，这些政策无论有意无意都在削弱美元，这对黄金构成利好。"Pangaea Wealth AG首席执行官约翰·乔斯特（Johan Jooste）表示。 对美联储这个处于美国经济乃至全球金融市场核心的机构的攻势中，特朗普试图解雇美联储理事库克，并多次指责主席鲍威尔及其他决策者降息速度不够 快。此外，他可通过提名新主席来为更顺从的央行铺平道路。 在此背景下，部分投资者日益押 ...

Group 1: Economic Indicators - The Federal Reserve officials are paving the way for interest rate cuts, with the Beige Book indicating that economic activity is largely flat [3][10] - The number of job openings in the U.S. unexpectedly fell to its lowest level in nearly a year, dropping to 7.18 million from a revised 7.36 million in June [10] - The U.S. Treasury yields fell across the board, with the 10-year Treasury yield closing at 4.221% and the 2-year yield at 3.625% [3] Group 2: Commodity Markets - Spot gold prices rose for seven consecutive days, reaching a record high of $3,580 per ounce before closing at $3,559.13, up 0.73% [3][7] - Spot silver prices surpassed $41 per ounce, marking a new high since 2011, closing at $41.22, up 0.81% [3][7] - International crude oil prices fell sharply, with WTI crude dropping 2.78% to $63.55 per barrel and Brent crude down 2.49% to $67.28 per barrel [3][7] Group 3: Stock Market Performance - U.S. stock indices showed mixed results, with the Dow Jones down 0.05%, S&P 500 down 0.5%, and Nasdaq up 1% [4] - The Hang Seng Index in Hong Kong fell 0.6% to 25,343.43 points, with significant declines in technology and military stocks [5] - A-share indices also displayed divergence, with the Shanghai Composite Index down 1.16% and the ChiNext Index up 0.95% [6] Group 4: Corporate Developments - The FTSE China A50 Index will include four new stocks: BeiGene, WuXi AppTec, NewEase Technology, and Zhongji Xuchuang [10][15] - American Bitcoin, a cryptocurrency mining company linked to the Trump family, saw its stock rise by 16% after listing on Nasdaq [10]