高盛分析师指出，在中期选举到来之前，美国政策制定者将重点关注强劲的能源供应和相对低廉的油 价，这将抑制油价持续上涨的空间。 高盛分析师在报告中称，预计油价将从2027年开始逐步回升。届时，随着非欧佩克国家供应放缓以及需 求持续稳健增长，市场将重回供应短缺（赤字）状态。 这家投行预计，2027年布伦特和WTI原油的均价将分别为58美元和54美元。这一预测比此前的估计下 调了5美元，原因是该行将美国、委内瑞拉和俄罗斯在2027年的供应量预期分别上调了每日30万桶、40 万桶和50万桶。 高盛表示，由于经历了多年的长周期投资低迷，随着需求一直增长至2040年，预计在本年代后期油价将 出现大幅反弹。该行预测，2030年至2035年期间，布伦特和WTI原油的均价将分别达到75美元和71美 元，但这仍比其此前的预测低了5美元。 AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 高盛在上周日的一份报告中指出，随着供应大潮导致市场出现过剩，今年油价很可能会震荡下行。不 过，该行也提醒，与俄罗斯、委内瑞拉和伊朗相关的地缘政治风险仍将继续加剧市场波动。 这家投行维持了对2026年布伦特原油和WTI原油每桶56美元和52美 ...

I like Goldman Sachs ( GS ) ( GS:CA ) for the next year or two. Even after the big run in the stock, I don’t think most investors see how steady and strong the company’sWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t chase narratives. I follow the numbers and th ...

Group 1 - Tesco experienced a decent Christmas season, but its stock price fell nearly 10% following the Q3 FY 2026 trading update [1] - The decline in stock price occurred despite positive holiday performance metrics [1] Group 2 - The article highlights the importance of advanced financial modeling and sector-specific KPIs in uncovering hidden value in public equities [1] - The focus is on various sectors including consumer discretionary, food & beverage, and gaming, with an emphasis on micro and small-cap companies [1]

The company, also known as Besi, said orders more than doubled compared with the year-earlier period and were up 43% on quarter. ...

Core Viewpoint - Germanium Mining Corp. has initiated remote sensing work on its Lac Du Km 35 Property in Quebec, aiming to explore potential germanium mineralization [1][5]. Group 1: Property Overview - The Lac Du Km 35 Property features the Faribault Shear Zone (FSZ), a significant structural element that may connect with other permeable zones at depth, serving as a conduit for hydrothermal fluids [2]. - The Laganière germanium showing, discovered in 1998, returned a historical value of 0.02% (186 ppm) germanium, but these results are not currently verified as mineral resources [3][10]. - The Laganière showing is strategically located near electromagnetic anomalies and the FSZ, which will be the primary focus of exploration efforts [4]. Group 2: Remote Sensing Work - The remote sensing study is expected to be completed by the end of February 2026, focusing on identifying potential faults and shear zones related to germanium mineralization [5]. - The study will utilize satellite imagery from the European Space Agency (ESA) with a resolution of 30 cm, acquired in September 2023, to identify relevant structural features [6]. - The interpreted structural features will be integrated into a GIS system, generating maps at a scale of 1:5,000 for targeted field follow-up in the summer of 2026 [7]. Group 3: Industry Context - Germanium is recognized for its growing applications in electronics, solar technology, fiber optics, and military uses, and is classified as a critical metal in Canada, the U.S., and the EU [8]. - Following a ban on germanium exports to the U.S. by China, the largest producer, recent spot prices for germanium have exceeded US$5,000 per kilogram [9].

British Land CEO Simon Carter plans to step down this year to join European logistics developer P3 Logistics Parks, the real estate group said in a statement on Monday. ...

We recently published 10 Stocks Jim Cramer Talked About.  The Goldman Sachs Group, Inc. (NYSE:GS) is one of the stocks on Jim Cramer talked about. The Goldman Sachs Group, Inc. (NYSE:GS) is one of the largest investment banks in America. Barclays started 2025 with a strong note for the firm as it raised the share price target to $1,048 from $850 and kept an Overweight rating. The bank explained that The Goldman Sachs Group, Inc. (NYSE:GS) could benefit from the same tailwinds in 2026 as it did in 2025. Cr ...

伦敦银价格在早盘中高涨，突破历史阻力位81.00美元，从创下新的历史高点接近，同时其在EMA50上 方的交易所代表的动态支撑仍在继续，强化了主看涨趋势的短期强度和稳定性，尤其是其与趋势线并行 交易时，注意到相对强弱指标出现负面信号，这可能会减少即将到来的涨幅。 "未来几年GDP增长的构成将与上一周期不同，"高盛首席美国经济学家戴维.梅里克(David Mericle)写 道。"增长的更大一部分将来自生产率提升，这已经出现反弹并应会得到人工智能的推动；而来自劳动 力供应增长的部分将会减少，因为目前的移民水平已大幅降低。" 彭博社在去年12月中旬进行的一项经济学家调查预测，美国2026年经济增长率为2%——与他们2025年 的预测相同。外界认为，美国总统特朗普的减税计划将维持美国相对于其他发达经济体的一贯优异表 现。 【最新伦敦银行情解析】 今日周一(1月12日)亚盘时段，伦敦银目前交投于82.80一线上方，今日开盘于80.39美元/盎司，截至发 稿，伦敦银暂报83.62美元/盎司，上涨4.59%，最高触及83.94美元/盎司，最低下探79.94美元/盎司，目 前来看，伦敦银盘内短线偏向看涨走势。 【要闻速递】 ...

截至格林尼治标准时间 4 时 12 分，布伦特原油期货合约（交易代码 LCOc1）的交易价格在每桶 63 美 元左右，而美国西德克萨斯中质原油期货合约（交易代码 CLc1）则稳定在每桶 59 美元。去年，这两大 原油基准价格均创下 2020 年以来的最差年度表现，跌幅近 20%。 高盛分析师指出，美国政策制定者聚焦于保障充足的能源供应与维持相对低油价，这将在中期选举前抑 制油价持续走高的势头。 高盛分析师在报告中称，预计油价将在 2027 年逐步回升。届时，随着非欧佩克产油国供应增速放缓， 且需求保持强劲增长，原油市场将重回供不应求的状态。 来源：环球市场播报 高盛集团在周日发布的一份报告中指出，尽管与俄罗斯、委内瑞拉和伊朗相关的地缘政治风险将持续引 发市场波动，但受一波供应增长造成市场过剩的影响，今年油价或将缓步走低。 这家投行维持其对 2026 年布伦特原油 / 西德克萨斯中质原油（WTI）的均价预测，即每桶 56 美元 / 52 美元，并预计随着经济合作与发展组织（OECD）原油库存增加，布伦特原油 / WTI 原油价格将在第四 季度跌至每桶 54 美元 / 50 美元的谷底。 高盛表示："全球原油库存 ...

Core Viewpoint - Goldman Sachs analysts predict that oil prices will gradually recover by 2027, driven by a slowdown in supply growth from non-OPEC producers and strong demand growth, leading to a return to a supply-demand imbalance in the crude oil market [1] Group 1: Price Forecast - The investment bank has adjusted its average price forecast for Brent crude and WTI crude in 2027 to $58 per barrel and $54 per barrel, respectively, a decrease of $5 from previous estimates [1] Group 2: Supply Expectations - The upward revision in supply expectations for 2027 includes an increase of 300,000 barrels per day from the United States, 400,000 barrels per day from Venezuela, and 500,000 barrels per day from Russia [1]