冰天雪地的华盛顿是本周美联储会议的恰当背景，届时与会的央行官员们可能不会急于快速采取任何行 动。高盛的David Mericle写道："1月份的美国联邦公开市场委员会会议可能将平淡无奇。"Mericle预 计，尽管理事克里斯托弗·沃勒(Christopher Waller)和米歇尔·鲍曼有时会极力主张在2025年降息，但他们 可能会支持维持利率不变的共识决定，而理事斯蒂芬·米兰可能是唯一持异议的投票者。展望未来，高 盛的经济团队预计2026年将有两次降息，但在6月前可能不会有任何行动。 来源：滚动播报 ...

【时政新闻】 ④美股黄金股盘前走强，纽蒙特矿业涨超4%，金罗斯黄金、巴里克黄金涨超3%，盎格鲁黄金涨近2%； 【公司新闻】 ①CoreWeave美股盘前涨超10%，报道称英伟达投资20亿美元购买CoreWeave公司A类普通股； ①高盛：预计美联储本周将按兵不动，首次降息将在6月； ②俄总统新闻秘书：俄美乌三方会谈将于下周继续，暂无俄美元首通话安排； ③欧盟理事会批准俄罗斯天然气禁令； ④欧盟启动对X平台的正式调查，重点评估其内置的人工智能聊天机器人"格罗克"可能引发的风险； 【市场动态】 ①美股三大股指期货涨跌不一，截至发稿，道指期货涨0.05%，标普500指数期货跌0.02%，纳指期货跌 0.16%； ②欧洲主要股指多数下跌，截至发稿，英国富时100指数涨0.19%，法国CAC40指数跌0.2%，德国 DAX30指数跌0.06%，欧洲斯托克50指数跌0.09%； ③国际金银价格涨势不止，截至发稿，纽约期银日内大涨逾8%，报109.61美元/盎司；现货白银涨超 6%，报109.67美元/盎司。现货黄金历史首次突破5000美元/盎司大关，现涨1.7%，报5073美元/盎司； ②美国稀土公司美股盘前一度大涨60 ...

The Goldman Sachs Group, Inc. (NYSE:GS) is among the most profitable financial stocks to invest in. On January 20, RBC Capital lifted the price target on The Goldman Sachs Group, Inc. (NYSE:GS) to $1,030 from $900 and maintained a Sector Perform rating, citing “robust market conditions” that led to beat results across many of the bank’s businesses. According to the firm, the bank is a “preeminent global investment bank with a leading position in the global markets.” The Goldman Sachs Group, Inc. (NYSE:GS ...

Core Viewpoint - Despite a tumultuous start to 2026 with various policy shocks and geopolitical events, the S&P 500 index has managed to rise by 1.02% year-to-date, indicating resilience in the market [1] Market Performance - The S&P 500 index is projected to reach 7800 points in 2026, driven by a recovery in mergers and acquisitions, stock issuance activities, and a resurgence in retail and corporate buying [2] - The Russell 2000 index has outperformed the S&P 500 for 14 consecutive trading days, marking the longest streak since 1996 [1] Market Breadth Expansion - Goldman Sachs views the expansion of market breadth as a healthy sign for the U.S. stock market, with institutional investors significantly increasing their positions, particularly in healthcare and financial sectors [4][5] - The improvement in market breadth is attributed to a broader set of investment opportunities arising from enhanced economic growth prospects and favorable Federal Reserve policies, despite uncertainties surrounding the earnings outlook of large tech stocks [5] Institutional Positioning - Institutional investor positions have reached extreme levels, with total exposure at 302%, indicating a significant increase in long positions, although this may not provide upward momentum in 2026 [8] - Cash levels among asset management companies are at historical lows, suggesting a shift towards increased risk-taking in the market [8] Sector Insights - Goldman Sachs maintains a positive outlook on the transportation sector, which is benefiting from supply reductions and improved pricing dynamics following a period of oversupply [10] - The transportation sector is also seen as a beneficiary of artificial intelligence applications, enhancing productivity and market share for companies within this space [10]

This story was originally published on Banking Dive. To receive daily news and insights, subscribe to our free daily Banking Dive newsletter. Dive Brief: Goldman Sachs’ board has approved $47 million in compensation for CEO David Solomon in 2025, the bank disclosed Friday. The pay package represents a 20.5% raise over the $39 million Solomon received for 2024, and likely will make him the highest-paid CEO among the six largest U.S.-based banks. Goldman’s disclosure comes a day after JPMorgan Chase anno ...

钛媒体App 1月26日消息，高盛首席美国经济学家戴维·梅里克（David Mericle）在其投资者报告中称， 预计美联储本周将会按兵不动，而今年接下来可能将有两次降息，首次降息将在6月。（广角观察） ...

Market Sentiment - The CNN Money Fear and Greed index showed a slight decline in overall market sentiment, remaining in the "Neutral" zone with a reading of 52.4, down from 52.8 [6] - U.S. stocks settled mixed, with the Dow Jones index falling more than 250 points during the session, closing lower by around 285 points to 49,098.71 [1][4] Stock Performance - Goldman Sachs shares fell around 4% on Friday, while Nvidia Corp. and Advanced Micro Devices Inc. saw increases of 1.5% and 2.4%, respectively [2] - Intel Corp. shares dipped around 17% after issuing a weak first-quarter outlook [2] - The S&P 500 rose 0.03% to 6,915.61, and the Nasdaq Composite gained 0.28% at 23,501.24 during Friday's session [4] Economic Data - The University of Michigan's consumer sentiment index rose to 56.4 in January from a preliminary reading of 54.0 and December's reading of 52.9 [3] - The S&P Global composite PMI rose to 52.8 in January from 52.7 in the previous month [3] Sector Performance - Most sectors on the S&P 500 closed positively, with materials, consumer discretionary, and consumer staples stocks recording the biggest gains [4] - Financial and industrials stocks bucked the overall market trend, closing lower [4] Upcoming Earnings - Investors are awaiting earnings results from Steel Dynamics Inc., Nucor Corp., and Sanmina Corp. [5]

Group 1 - Goldman Sachs has promoted Ben Frost to chairman of investment banking, as per an internal memo [1] - Ben Frost led Goldman Sachs in completing two major transactions in the consumer retail sector last year, including advising Kenvue on its nearly $50 billion acquisition by Kimberly-Clark [1] - He also served as a financial advisor for Sycamore Partners in their approximately $24 billion acquisition of Walgreens Boots Alliance [1]

Group 1 - China Aluminum International (02068) saw a mid-day increase of over 2.4% after announcing a joint venture to undertake a new electrolytic aluminum project with an annual capacity of 394,000 tons, with the first phase set at 294,000 tons [1] - CGN Mining (01164) rose over 8.3% following the submission of a preliminary prospectus for a trust that plans to issue up to $2 billion in transferable, non-redeemable trust shares over 25 months, with annual uranium procurement not exceeding 9 million pounds [1] - China Shengmu Organic Milk (01432) increased nearly 6% after a joint announcement regarding a potential conditional cash offer to acquire all issued shares of the company [1] Group 2 - Yijun Group Holdings (02442) surged over 18%, with a cumulative increase of nearly 500% since its resumption of trading in December, following the sale of shares by its controlling shareholder [2] - China Rare Earth Holdings (03788) rose over 10%, reaching a historical high of 5.49 HKD, after announcing the termination of its gold spin-off plan to focus on gold business [2] - Laopuqin Gold (06181) increased over 7.3% as consumer demand is expected to rise during the upcoming Spring Festival, driven by higher gold prices and anticipated price increases [2] Group 3 - Oil stocks continued to rise, with CNOOC (02883) up 4.19%, Sinopec (00386) up 2.54%, and PetroChina (00857) up 3.68%, amid escalating geopolitical tensions in Iran and Cuba [3] - Changfei Optical Fiber (06869) saw a rise of over 15.4% due to significant price increases and supply tightness in the G.652.D optical fiber market, with major manufacturers unable to meet their own orders [3] Group 4 - Nanshan Aluminum International (02610) increased over 2.6% after announcing plans to start construction on a 250,000-ton electrolytic aluminum project in 2026, with an investment of $437 million [4] - Xindong Company (02400) saw a slight increase of 0.43% as its mobile game "Xindong Town" surpassed 10 million downloads, indicating strong user growth [4] Group 5 - EquipmentShare.com (EQPT.US) debuted on the US stock market with an IPO price of $24.5, closing up 32.9% on its first day [5] - The solar energy sector saw initial gains, with JinkoSolar (JKS.US) up 9.03% and Canadian Solar (CSIQ.US) up 4.57%, following discussions at the Davos Forum [5] - Silver-related stocks experienced gains, with First Majestic Silver (AG.US) rising 5.04% as spot silver prices surpassed $100 [5] Group 6 - Lithium mining stocks mostly rose, with Sigma Lithium (SGML.US) up 17.54% after announcing additional sales of high-purity lithium powder [6] - Bank stocks declined, with Goldman Sachs (GS.US) down 3.75% amid legal issues involving President Trump and JPMorgan [6] - Redwire (RDW.US) increased by 4.51% following comments from Elon Musk about SpaceX's plans for reusable rocket technology [6] Group 7 - Semiconductor stocks showed strength, with AMD (AMD.US) up 2.35% and Nvidia (NVDA.US) up 1.53%, as Nvidia's CEO visited China to discuss future plans [7] - Ericsson (ERIC.US) rose 8.87% after reporting strong fourth-quarter earnings, with adjusted EBITA reaching 12.7 billion SEK, a 24% increase year-over-year [8] - Intel (INTC.US) fell 17.03% due to disappointing performance outlooks and manufacturing issues [8]

Core Viewpoint - The recent surge in gold and silver prices is driven by heightened geopolitical tensions and economic uncertainties, prompting investors to seek safe-haven assets [2][3]. Group 1: Gold Market Insights - Gold futures for February delivery have risen over 2%, surpassing the $5,100 mark, while silver futures have increased by over 6%, reaching $108 per ounce, potentially marking the largest monthly gain in history [2]. - HSBC's latest report links the rise in gold and silver prices to geopolitical issues, with a weaker dollar further boosting the commodity market [4]. - Goldman Sachs has raised its gold price forecast for December 2026 from $4,900 to $5,400 per ounce, citing a persistent demand for hedging against macroeconomic risks [4][5]. - Central banks are purchasing gold at an average monthly rate of 60 tons, significantly higher than the pre-2022 average of 17 tons, indicating a shift towards gold assets in foreign reserves [5]. Group 2: Silver Market Dynamics - Silver futures have seen a remarkable increase, with prices rising over 50% this month, potentially achieving the best monthly performance since December 1979 [7]. - The current supply shortage in the silver market is a key factor driving prices higher, with analysts suggesting that the upward trend may still be in its early stages [6][7]. - The World Silver Association has indicated that 2025 will mark the fifth consecutive year of global silver supply shortages, enhancing silver's appeal as a more accessible alternative to gold [7]. - Analysts predict that silver prices could reach $120 per ounce by 2026, driven by ongoing geopolitical tensions and increased demand [7].