AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 美国当局已提议进行一项重大改革，可能让主权财富基金需为其在美国的投资缴纳税款，这将对美国私募资本行业的部分最大投资方造成冲击。 美国国税局于去年12月发布提案，计划修订《国内税收法》中主权财富基金及部分公共养老基金用于申请美国税收豁免的相关条款。这是特朗普政府出台 的一系列政策冲击中的最新举措，这些政策已促使主权财富基金分散其在美国的投资敞口。 咨询公司Global SWF的数据显示，2025年全球主权财富基金的私人信贷投资达5500亿美元。去年，它们在美国的直接私募股权投资规模增长了两倍多，达 到730亿美元，其中三分之二为联合投资。 全球主权主权财富基金的美国直接私募股权投资规模 在提案中，美国国税局还计划重新制定主权财富基金在私募股权投资组合公司中持股的税收规则。目前，只要主权财富基金在私募股权组合公司中不拥有 经济或投票控制权，其少数股权通常被视为投资活动，无需纳税。但根据拟议修改内容，"控制权"的定义将扩大，包括拥有通常伴随战略持股而来的某些 投资者权利。 这些变化还可能影响所谓的"blockers"，即主权财富基金和养老基金在通过联合投资结 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 司法部对美联储主席鲍威尔的调查，让美联储未来几个月即将上演的一场大戏备受关注：鲍威尔会在主 席任期结束时离开美联储，还是会采取不同寻常的举措，继续留任理事？ 鲍威尔的美联储主席任期将于5月15日结束，但由于央行复杂的结构，他作为七名理事会成员之一的任 期是独立的，将持续到2028年1月31日。从历史上看，几乎所有的美联储主席在卸任主席一职时都会退 出理事会，但鲍威尔可能成为近50年来首位留任理事的前主席。 许多美联储观察人士认为，针对鲍威尔关于美联储大楼翻修成本超支证词的刑事调查，意在恐吓他不要 采取这一步骤。如果鲍威尔留在理事会，白宫将无法获得多数席位，从而削弱特朗普政府试图夺取对该 机构更大控制权的努力，而几十年来，该机构在很大程度上一直独立于日常政治之外。 "我觉得鲍威尔不会提前离开，"彼得森国际经济研究所高级研究员、美联储前高级经济学家David Wilcox表示。"目前的状况对我们90年来所熟知的美联储治理结构构成了致命威胁。我认为鲍威尔正非 常认真地对待这一威胁，因此会认为继续占据理事会席位是他的庄严责任。" 现年72岁的鲍威尔于2018年 ...

Group 1 - Mark Mobius, a seasoned investor known as the "father of emerging markets," believes that gold has lost its appeal after a historic surge, warning that a potential rebound in the dollar could suppress gold prices [1] - Mobius stated he would only consider investing in gold if prices drop by 20% from current levels, citing economic forecasts that suggest a reversal in the U.S. economy could strengthen the dollar [1] - Despite Mobius's cautious outlook, gold recently experienced its best year since 1979, driven by central bank purchases, declining interest rates, and concerns over high debt levels leading investors to flee from government bonds and fiat currencies [1] Group 2 - Mobius highlighted that China, India, South Korea, and Taiwan are the most favored stock markets among global investors, with China's stock market showing sustainable upward momentum due to advancements in technology [2] - He remains optimistic about the Indian stock market, attributing this to increased government spending and investment, particularly in the technology sector [2] - Recent economic data from the U.S. has suppressed market expectations for short-term interest rate cuts, contributing to a decline in gold prices as geopolitical tensions ease [2] Group 3 - A stronger dollar makes dollar-denominated precious metals more expensive for overseas buyers, while gold, as a non-yielding asset, benefits from a low-interest-rate environment [3] - The SPDR Gold Trust reported a slight increase in gold holdings, reaching 1,074.80 tons, the highest level in over three and a half years [3] - Indian gold demand remains weak due to high prices, while Chinese demand is stable ahead of the Lunar New Year, with spot gold trading at a premium [3]

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 亚马逊公司正将目光投向亚利桑那州的一座铜矿——该矿去年成为十多年来美国首个新增铜矿资源，以 此满足旗下数据中心对铜这一工业金属的巨大需求。 这座铜矿的重启，是力拓集团（Rio Tinto，股票代码：RIO）验证其低品位铜矿开采新技术的试验场。 力拓与亚马逊云计算服务（Amazon Web Services）签署了一份为期两年的供应协议，这也是对其旗下 Nuton项目的信心背书。该项目借助细菌与酸液，能从以往因开采成本过高而被弃置的矿石中提取铜金 属。 亚马逊的这一举措，是科技企业争相保障人工智能数据中心建设与运营所需电力及关键原材料的最新例 证。 不过，Nuton项目产出的铜，仅能满足亚马逊极小一部分的需求。 一座大型数据中心的电线、汇流排、电路板、变压器及其他电气元件，总计需要数万吨铜金属。 力拓预计，亚利桑那州Nuton项目四年内可产出1.4万吨阴极铜，但这个量甚至不足以支撑一座大型数据 中心的建设需求。 近期，力拓在图森市东部的这座重启铜矿中应用了生物浸出工艺，同时还达成多项合作，计划将该技术 推广至美洲地区的其他数座铜矿。当下，新铜矿的勘探与投 ...

Group 1 - The importance of central bank independence is emphasized by IMF President Kristalina Georgieva, who supports Federal Reserve Chairman Jerome Powell amid an investigation by the Trump administration regarding cost overruns on a renovation project [1] - Georgieva states that there is substantial evidence showing that central bank independence aligns with the interests of businesses and households, and that data-driven decision-making benefits economic development [1] - Powell disclosed that the Trump administration is investigating the Federal Reserve's renovation project, which cost $2.5 billion, and he denies any wrongdoing, suggesting the investigation is a tactic to pressure him due to his refusal to comply with Trump's demands for significant interest rate cuts [1] Group 2 - The investigation has drawn widespread criticism from key Republican senators, foreign economic officials, investors, and former government officials from both parties [2] - Trump has repeatedly mocked Powell's leadership and has attacked him for not lowering interest rates quickly enough, showing indifference to concerns about undermining central bank independence and its potential impact on the dollar's value and inflation [2] - Georgieva highlights the IMF's focus on monetary and financial stability, stating that the actions of the Federal Reserve are crucial given the dollar's status as a reserve currency [2]

四位知情人士透露，鉴于日元贬值可能加剧本已扩散的通胀压力，日本央行部分政策制定者认为，存在比市场预期更早加息的空间，4月 加息的可能性尤为显著。 日本央行政策制定者正面临一项棘手任务：在全球逆风加剧、本国经济刚摆脱长期通缩影响的背景下，推动维持多年的超低利率上行。 日本央行刚于去年12月将利率上调至0.75%，创下30年来的新高，在1月23日结束的为期两天的货币政策会议上，该行预计将维持利率不 变。 但知情人士表示，许多日本央行政策制定者认为仍有进一步加息的空间，部分人甚至不排除4月采取行动的可能性。这一时间点早于私营 部门的主流预期——市场普遍认为加息将在今年下半年落地。 路透社调查的分析师预计，日本央行将推迟至7月再次加息，超75%的分析师预计，到9月利率将升至1%或更高水平。 不过知情人士指出，若有充分证据表明日本能持久实现2%的通胀目标，央行部分官员不排除提前加息的可能。 日本央行预计，未来数月食品驱动型通胀将有所缓和，进而推动更多由薪资上涨带动的物价回升，使核心通胀率持续稳定在2%的目标水 平。该行很可能在下周的货币政策会议上维持这一预测。 然而，自去年10月以来日元的大幅贬值，让市场开始质疑成本推 ...

白银价格的飙升，正给试图在残酷行业竞争中结束两年多亏损局面的太阳能电池板制造商，施加额外的 压力。 这些努力目前正在加速。隆基绿能科技股份有限公司（Longi Green Energy Technology Co.）上周宣布， 将很快开始在其电池中用贱金属替代白银，加入了晶科能源（Jinko Solar）、上海爱旭新能源股份有限 公司（Shanghai Aiko Solar Energy Co.）等公司的行列，进行此类转换。 现货白银价格本周一度飙升至每盎司93美元以上的历史高位，延续暴涨局面。根据彭博新能源财经 （BloombergNEF）的数据，这意味着用于太阳能电池的微量白银，现在占一块电池板总成本的29%， 远高于2023年的3.4%和去年的14%。 工程师可以采用多种方法用更便宜的铜替代电池中的部分或全部白银，但对制造商来说，替代步伐过 快、幅度过大可能带来风险。客户通常要求20年或更长的质保期，而增加替代比例会缩短产品寿命的风 险，因为测试新材料的时间较短。 电池板制造商的应对之策是提高售价，并加速推进用铜等更廉价材料替代白银的计划。成本的增加发生 在全行业亏损持续扩大的背景下，该行业在经历前几年 ...

Group 1: Economic Indicators - Initial jobless claims in the US unexpectedly decreased, enhancing expectations that the Federal Reserve will remain on hold for several months [2] - The US dollar index rose by 0.3%, closing at 99.35, while the yield on the 10-year Treasury bond settled at 4.1780% [2] - The Bank of Japan is expected to maintain interest rates unchanged in January, according to informed sources [9] Group 2: Commodity Prices - Spot gold prices fell by 0.24%, closing at $4615.34 per ounce, while spot silver dropped by 0.82%, ending at $92.42 per ounce [5] - WTI crude oil prices decreased by 3.08%, closing at $59.16 per barrel, and Brent crude oil fell by 2.48%, settling at $63.76 per barrel [5] Group 3: Stock Market Performance - The US stock market saw the Dow Jones Industrial Average rise by 0.6%, the S&P 500 increase by 0.26%, and the Nasdaq Composite gain 0.25% [3] - In Hong Kong, the Hang Seng Index closed down 0.28% at 26923.62 points, while the Hang Seng Tech Index fell by 1.35% to 5828.35 points [3] - A-shares experienced a mixed performance, with the Shanghai Composite Index down 0.33% and the Shenzhen Component Index up 0.41% [4] Group 4: Central Bank Actions - The People's Bank of China introduced eight measures to enhance structural monetary policy support, including a 0.25 percentage point reduction in the interest rates of various structural monetary policy tools [10] - The PBOC's deputy governor indicated that there is still room for further cuts in reserve requirement ratios and interest rates this year [10][12]

Group 1 - The number of initial jobless claims in the U.S. unexpectedly decreased to 198,000, the lowest level since November of last year, indicating a potential stabilization in the labor market despite recent holiday season fluctuations [1][4] - The four-week moving average of new claims, which helps smooth out data volatility, fell to 205,000, marking a two-year low [4] - Despite recent layoffs announced by major employers like PepsiCo and Meta, actual data shows that these have not yet translated into widespread job losses [4] Group 2 - The number of continuing jobless claims dropped to 1.88 million in the previous week, serving as an indicator of the number of individuals receiving unemployment benefits [5] - In unadjusted terms, initial jobless claims saw a significant increase, which is common during this time of year, with the largest increases reported in Texas, California, and Michigan [6] - Recent non-farm payroll data indicated a modest employment growth, with December's adjusted non-farm employment population increasing by 50,000, below the expected 60,000, while the unemployment rate decreased to 4.4%, better than the anticipated 4.5% [6]

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 该官员表示，人们现在越来越希望德黑兰和华盛顿之间的沟通——其中一些可能得到了俄罗斯或阿曼等 第三方的协助——能在未来几天发展为进一步的谈判。 过去几天紧张局势一度飙升，此前特朗普于周二在社交媒体上发帖称"救援正在路上"，暗示美国将对该 政权采取行动。 周三，驻扎着约1万名士兵的美国区域军事指挥部——卡塔尔乌代德空军基地（Al Udeid air base）撤出 了人员和飞机，引发了人们对美国即将袭击德黑兰的猜测。 当天晚些时候，特朗普表示他已获得保证，伊朗已停止杀害抗议者。 "我们要被告知，伊朗的杀戮正在停止，而且已经停止了。它正在停止，没有处决计划，或者说不会有 处决，"特朗普在椭圆形办公室说。他没有具体说明消息来源。 他的声明导致全球油价下跌，因为交易员不再那么担心军事行动会限制伊朗的产量，或者担心伊朗会对 通过霍尔木兹海峡的出口供应路线进行报复。 据三位接近阿拉伯政府的人士透露，包括伊朗与美国政府之间的沟通在内，旨在劝阻美国总统特朗普对 伊朗动武的密集外交努力，已使海湾地区的紧张局势降温。 包括沙特、土耳其、卡塔尔、阿曼和埃及在内的地区国家一直在 ...