以下文章来源于金十财经 ，作者金十小金 金十财经 . 每日8点，为您呈上金融投资行业的国际动态、财经数据和市场观察。 来源 | 金十财经 美国银行（Bank of America）金属研究主管迈克尔·维德默（Michael Widmer）表示， 黄金今年仍将是关键的投资组合对冲工具，预计 2026年黄金均价将达到每盎司4538美元，历史数据显示，白银价格可能飙升至每盎司135至309美元的峰值区间。 "黄金作为对冲工具和阿尔法收益来源的地位依然突出，"维德默在周一的一份报告中表示。美国银行认为，市场条件趋紧以及盈利对价格的 高敏感性，将使黄金在2026年成为关键的对冲工具和潜在回报驱动力。 美国银行的2026年展望基于其对黄金行业供应下降和成本上升的预测。维德默预计，北美13家主要黄金矿商今年的产量将为1920万盎司， 较2025年下降2%，并补充说市场对产量的大多数预测过于乐观。 他指出，只需投资需求增长14%即可达到这一目标。过去几个季度，投资需求的平均增速大致处于这一水平。同时，要使明年金价达到每盎 司8000美元，则需要投资需求增长55%。 近几个月来，投资需求（尤其是散户投资者的需求）激增，年内流入 ...

Core Insights - The Zacks Equity Research team has highlighted several stocks, including Meta Platforms, Bank of America, Procter & Gamble, Espey Mfg. & Electronics, and NeurAxis, in their recent analysis [1][2] Meta Platforms, Inc. (META) - Meta's shares have outperformed the Zacks Internet - Software industry over the past year, with a gain of +3.6% compared to the industry's +1.1% [4] - The company is experiencing steady user growth, particularly in the Asia Pacific region, driven by increased engagement across its platforms like Instagram, WhatsApp, Messenger, and Facebook [4] - Meta is leveraging AI to enhance its platform offerings, reaching over 3.54 billion users daily, which is expected to drive top-line growth [5] - The company plans to invest significantly in developing advanced AI models, although monetization of these services may take time [6] Bank of America Corp. (BAC) - Bank of America's shares have increased by +16.2% over the past six months, slightly underperforming the Zacks Financial - Investment Bank industry's gain of +17.3% [7] - The company's net interest income (NII) is projected to grow at a CAGR of 5.7% by 2027, supported by decent loan growth despite rate cuts [7] - Total revenues are expected to grow by 6.9% in 2025, although trading revenue growth may normalize after a robust performance since 2022 [8] - Elevated expenses due to ongoing investments and weak asset quality may hinder bottom-line growth, with expenses expected to rise by 4.3% in 2025 [9] The Procter & Gamble Co. (PG) - Procter & Gamble's shares have declined by -10.4% over the past six months, slightly better than the Zacks Consumer Products - Staples industry's decline of -11% [10] - The company anticipates all-in sales growth of 1–5% and organic sales gains of flat to up 4% in fiscal 2026, supported by cost savings [11] - Robust cash flow is expected to fund $15 billion in shareholder returns in fiscal 2026, including dividends and share buybacks [11] - However, elevated commodity costs and macroeconomic challenges continue to pressure margins and earnings visibility [12] Espey Mfg. & Electronics Corp. (ESP) - Espey Mfg. & Electronics has outperformed the Zacks Electronics - Military industry over the past six months, with a gain of +3.5% compared to the industry's decline of -32.4% [13] - The company has a backlog of $141.1 million, with 72% scheduled through 2028+, ensuring revenue visibility despite a 12.9% sales decline in Q1 FY26 [13] - Gross margin has expanded to 35.4%, indicating strong cost control and product mix advantages [14] NeurAxis, Inc. (NRXS) - NeurAxis has outperformed the Zacks Medical Info Systems industry over the past six months, with a gain of +65.2% compared to the industry's decline of -16.2% [16] - The company targets a large market for gut/brain disorders with its FDA-cleared IB-Stim neuromodulation system, recently expanding its addressable market to $8 billion [16] - Revenue has been growing at double-digit rates, but the company continues to face losses due to high spending and margin pressure [17]

巴克莱将美国银行的目标价从59美元上调至71美元，维持"增持"评级。(格隆汇) ...

点击蓝字，关注我们 今日上午港股 1 . 内险股延续涨势， 中国平安(02318)涨5.17%，新华保险(01336)涨4.14%，中国人寿(02628)涨 4.83%，中国太保(02601)涨3.29% 。 消息面上，近日，国家金融监督管理总局数据显示，2025年前11 个月，保险业总计实现保费收入57629亿元，同比增长7.6%。 2 . 国富氢能(02582)现涨超7.2% 。消息面上，国富氢能宣布，集团已向其客户完成交付合共424套车 载高压供氢系统，该系统将应用于广州市的燃料电池巴士。 3 . 煤炭股集体走高， 中煤能源(01898)涨4.33%，兖矿能源(01171)涨3.18%，中国神华(01088)涨2.31% 。 消息面上，11月下旬以来，港口动力煤价格持续单边下跌，从高点834元/吨跌至低点670元/吨，并 在12月31日终迎反弹，单日上涨8元/吨至678元/吨。 4. 钧达股份(02865)涨超6.1% 。消息面上，国泰海通指出，马斯克提出计划每年部署100GW的太阳能 AI卫星，低轨卫星、太空算力驱动太空光伏需求。 5 . 锂矿股表现活跃， 赣锋锂业(01772)涨4.22%，天齐锂业 ...

亚洲：保持韧性 2025年已过，对全球贸易崩溃的担忧未能成真，取而代之的是谨慎、宽慰的氛围。亚洲经济在2025年的 关键词是"韧性"——尽管面临美国贸易保护主义升级的挑战，亚洲出口仍保持稳定。这主要得益于强劲 的人工智能（AI）需求、有效的转运贸易等。 2026年，尽管国际贸易环境仍存在不确定性，亚洲各经济体已经有了自己的步调。各地央行持续稳步推 进货币宽松政策，财政政策或将在2026年在推动经济增长方面承担更重要的作用。"韧性"仍是亚洲经济 的关键词。 稳健运行 万事达卡经济研究所（MEI）在最新年度展望中指出，2026年全球经济前景将由风险与机遇并存的双重 因素塑造，但亚洲地区仍将保持相对亮眼的状态，预计2026年该地区国内生产总值（GDP）增长将保持 稳定。 这主要得益于通胀放缓、货币政策的支持，以及多个市场录得的实质收入上升。MEI分析认为，AI的普 及与应用，以及针对性的财政支持措施将成为2026年亚洲经济的重要推动因素。该所人工智能热情指数 显示，韩国、日本、印度和中国香港的企业和消费者在采用AI工具方面展现出强劲势头。此外，旅游 仍然是亚太地区最具韧性的经济驱动力之一。 亚洲开发银行发布的最新展 ...

"黄金作为对冲工具和阿尔法收益来源的地位依然突出，"维德默在周一的一份报告中表示。美国银行认 为，市场条件趋紧以及盈利对价格的高敏感性，将使黄金在2026年成为关键的对冲工具和潜在回报驱动 力。 美国银行的2026年展望基于其对黄金行业供应下降和成本上升的预测。维德默预计，北美13家主要黄金 矿商今年的产量将为1920万盎司，较2025年下降2%，并补充说市场对产量的大多数预测过于乐观。 维德默预测，平均综合维持成本将上涨3%，至每盎司约1600美元，这一水平略高于市场普遍预期。 他还预计生产商的盈利能力将大幅提升，预计2026年总息税折旧摊销前利润将增长41%，达到约650亿 美元。 美国银行预计，按实际价值计算，黄金在2026年的平均价格将为每盎司4538美元，而白银、铂金和钯金 的价格预计也将走高，这反映了该行对整个贵金属领域的积极展望。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 美国银行（Bank of America）金属研究主管迈克尔·维德默（Michael Widmer）表示，黄金今年仍将是关 键的投资组合对冲工具，预计2026年黄金均价将达到每盎司4538美元，历史数据 ...

智通财经APP获悉，周一，道指首次突破49000点现涨1.3%，美国大型银行股走高，股价齐创历史新 高，高盛(GS.US)涨近5%，摩根大通(JPM.US)、摩根士丹利(MS.US)、纽约梅隆银行(BK.US)涨超3%， 富国银行(WFC.US)、美国银行(BAC.US)涨超2%。消息面上，美国供应管理协会(ISM)公布，2025年12 月美国制造业采购经理人指数(PMI)降至47.9，低于11月的48.2，创下自2024年10月以来新低，也显著不 及媒体调查中经济学家给出的48.4预期。 尽管制造业持续萎缩，ISM指出，PMI仍高于42.3这一长期来看与整体经济扩张相一致的水平。宏观层 面，美国经济在第三季度以年化4.3%的速度高于趋势水平增长。虽然创纪录时长的政府停摆预计对第 四季度经济活动造成拖累，多数经济学家仍预计，随着减税政策效应释放以及人工智能投资持续升温， 美国经济有望在2026年重新加速。 ...

Bank of America's recommendation is huge for Bitcoin and crypto — what does the future hold? | Credit: CCN Key Takeaways Bank of America’s recommendation that clients hold up to 4% in Bitcoin and other digital assets marks a significant step. The bank is lowering barriers for high-net-worth investors to gain crypto exposure through investment vehicles. The return of net inflows into Bitcoin and Ethereum ETFs after weeks of outflows suggests renewed institutional interest. Bank of America has told ...

Bank of America Corp. (NYSE:BAC) will allow more than 15,000 Merrill and Private Bank advisers to proactively recommend four spot Bitcoin (CRYPTO: BTC) ETFs starting Jan. 5, formally opening Bitcoin access across its wealth platform.Big Four Banks Now All Offer Bitcoin AccessBank of America joins JPMorgan Chase & Co. (NYSE:JPM) , Citigroup Inc. (NYSE:C) , and Morgan Stanley (NYSE:MS) in opening institutional Bitcoin access to wealth clients, marking the final holdout among the Big Four U.S. banks.JPMorgan h ...

Buffett's favorite stocks remain Berkshire's biggest holdings even after he passed the torch to his successor.Is it accurate to still refer to the stocks owned by Berkshire Hathaway (BRK.A 1.42%) (BRK.B 1.24%) as Warren Buffett's portfolio? I think so, even though the legendary investor no longer serves as the conglomerate's CEO.For one thing, every stock currently held by Berkshire was bought under Buffett's leadership, even if he didn't personally make the call to buy the stock. Also, Buffett remains chai ...