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[高盛,大摩,瑞银研报]金价还能涨多少?三大投行最新研判来了
Xin Lang Cai Jing· 2026-02-03 23:17
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 来源:GlobalMind财旅 核心观点速览 高盛:金价回调属健康调整,看多逻辑未变 瑞银:短期整固后将继续上涨,但需警惕过度修正风险 摩根大通:年底目标上调至6300美元/盎司,坚定看多 一、上周发生了什么? 上周五(1月31日),金价经历了一次剧烈震荡。周四金价一度冲向5600美元/盎司历史新高,但周五却 暴跌超9%至4900美元附近。这一巨幅波动的导火索是特朗普提名凯文·沃什(Kevin Warsh)出任下届美 联储主席后,美元反弹、贵金属价格回落。 从技术面看,金价在两周内加速上涨约21%,短期动量指标已进入极度超买区域。这次回调幅度达到了 26%,与去年10月金价冲至4300美元后的回调幅度相当。 2027年底:6600美元/盎司 二、三大投行怎么看? 高盛:这是买入良机 核心判断:回调是健康的,中长期看涨逻辑依然成立 关键理由: 1. 需求端异常强劲- 央行和投资者的购金需求远超预期。4季度央行购金757吨,散户投资需求420吨, 双双创下历史高位 2. 结构性支撑持续 - 投资者持金占全球资产比例已升至3.2%,但仍有很大增长空间 ...
Huntington Bancshares Incorporated to Present at the 2026 UBS Financial Services Conference
Prnewswire· 2026-02-03 21:05
Core Viewpoint - Huntington Bancshares Incorporated will participate in the 2026 UBS Financial Services Conference, discussing business trends, financial performance, and strategic initiatives [1]. Group 1: Conference Participation - The conference is scheduled for February 10, 2026, at 11:20 AM (Eastern Time) [1]. - Steve Steinour, chairman, president, and CEO, along with Zach Wasserman, CFO, will present to analysts and investors [1]. Group 2: Webcast Information - Investors can access the live audio webcast in the investor relations section of Huntington's website [2]. - A replay of the webcast will be archived on the website [2]. Group 3: Company Overview - Huntington Bancshares is a regional bank holding company with $279 billion in assets, headquartered in Columbus, Ohio [3]. - Founded in 1866, the company provides a comprehensive suite of banking, payments, wealth management, and risk management products and services [3]. - Huntington operates nearly 1,400 branches across 21 states, with certain businesses extending into broader geographies [3].
Amazon shares ‘a coiled spring' going into Q4 report: UBS
Proactiveinvestors NA· 2026-02-03 20:24
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Tradeweb to Participate in the UBS Financial Services Conference
Businesswire· 2026-02-03 18:30
NEW YORK--(BUSINESS WIRE)--Tradeweb Markets Inc. (Nasdaq: TW), a leading, global operator of electronic marketplaces for rates, credit, equities and money markets, today announced it will participate in the UBS Financial Services Conference on Tuesday, February 10, 2026. Tradeweb CEO Billy Hult is scheduled to participate in a fireside chat on Tuesday, February 10, 2026, at 2:40 PM EST. A live webcast of the session will be available via https://investors.tradeweb.com/events-and-presentations. ...
让我亏麻的贵金属,在买车上还要割我?
Sou Hu Cai Jing· 2026-02-03 17:30
脖子哥是真没想到,用来避险的黄金也能中招。 上周五,美联储主席的紧急换号,让全球期货市场发生 10 级大地震,一波空头炸弹砸下来,黄金直接跌破 5000 美元,白银也大跌 30% 。 就问买了黄金、白银的兄弟们,大伙儿刺不刺激? | 现货黄金 | 现货自银 | 现货铂金 | | --- | --- | --- | | 4703.42 | 74.3950 | 2024.02 | | -674.03 -12.53% | -41.0690 -35.57% | -609.41 -23.14% | | 现货铝金 | COMEX黄金 | COMEX白银 | | 1615.81 | 4724.9 | 74.775 | | -380.46 -19.06% | -629.9 -11.76% | -39.654 -34.65% | | NYMEX铝等 | NYMEX铝金 | | | 1993.7 | 1611.0 | | | -624.6 -23.86% | -407.6 -20.19% | | | LME镍 | LME铅 | LME锡 | | --- | --- | --- | | 17505.0 | 1986.5 | 506 ...
瑞银全新西九龙办公大楼正式交接,料将于第四季正式启用
Xin Lang Cai Jing· 2026-02-03 14:37
格隆汇2月3日|瑞银集团位于西九龙International Gateway Centre(IGC)的全新香港办公大楼瑞银中心 (UBS Tower)正式交接。瑞银中心由新鸿基地产发展建设,体现该行对香港的长远承诺,并预计将于今 年第四季正式启用。瑞银中心将加强瑞银与大湾区及环球市场的联系,巩固香港作为全球金融枢纽的地 位。 ...
瑞银香港新总部交接 冀助力大湾区金融联动发展
Xin Lang Cai Jing· 2026-02-03 12:35
2月3日,瑞银新的香港办公大楼"瑞银中心"正式交接,图为瑞银财富管理亚洲区主席兼瑞银香港区主管 及行政总裁卢彩云(左三);瑞银亚太区总裁兼瑞银财富管理全球联席总裁康瑞博(左四);新鸿基地产发 展有限公司主席兼董事总经理郭炳联(右四)等出席活动。(主办方供图) 交接仪式上,瑞银亚太区总裁兼瑞银财富管理全球联席总裁康瑞博(Iqbal Khan)表示,香港在过去60多 年一直是瑞银亚太区业务的核心,而这座全新办公大楼正代表瑞银对香港未来的信心与长远承诺。香港 作为国际枢纽的角色持续提升,与粤港澳大湾区内地城市之间的紧密联系更为其增添优势。 瑞银财富管理亚洲区主席兼瑞银香港区主管及行政总裁卢彩云表示,新总部不仅是办公空间的升级,更 承载着瑞银深耕香港、辐射粤港澳大湾区的长远布局。以人为本的办公环境将赋能团队发展,深化其在 港根基,为客户与员工创造更优质体验,开启瑞银集团在港发展新篇章。 中新网香港2月3日电 (记者 戴小橦)瑞银集团(简称"瑞银")新的香港办公大楼"瑞银中心"3日正式交接, 该大楼预计今年第四季度启用,届时将成为瑞银新的香港总部,助力瑞银进一步深化在港布局、辐射粤 港澳大湾区。 新鸿基地产发展有限公司 ...
Hundreds of Nazi-linked accounts discovered at Credit Suisse, US lawmaker says
Reuters· 2026-02-03 11:04
Core Viewpoint - An investigation has revealed that 890 accounts at Credit Suisse may have potential links to Nazi activities, as stated by U.S. Senator Chuck Grassley during a Judiciary Committee hearing on banking practices [1] Group 1 - The investigation into Credit Suisse highlights concerns regarding the bank's historical connections and the management of accounts associated with Nazi affiliations [1] - Senator Grassley's comments indicate a broader scrutiny of banks' roles in facilitating accounts with questionable historical ties [1]
Siemens Energy to spend $1 billion in 'hot' US power market
Reuters· 2026-02-03 11:02
Core Insights - Siemens Energy plans to invest $1 billion to expand its U.S. power grid and gas turbine component production [1] Company Summary - The investment is aimed at supporting the infrastructure needed for data centers that power AI technology [1]
瑞银2026年十大“意外”预测:共识可能失灵!
Xin Lang Cai Jing· 2026-02-03 08:55
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 来源:金十数据 瑞银全球股票策略团队近期发布了一份清单,列出了10个挑战市场共识的观点,并指出核心预测可能在 哪些方面偏离轨道。 在2025年,市场的共识被证明在"美国例外论"、中国股票、美元表现,以及人工智能(AI)对软件等行 业的颠覆性影响上表现得"非常错误"。现在,该团队概述了今年可能颠覆投资者预期的10个新情景—— 从潜在的市场泡沫到主权债务危机。 意外1:市场先暴涨后暴跌 虽然瑞银的核心观点是将年底的MSCI AC世界指数目标定在1130点,但该行警告称,形成泡沫的全部7 个先决条件现在都已经具备。 根据瑞银的报告,生成式AI的迅速普及已将季度年化生产率增长推高至4.9%。如果生产率从2028年起 增长2%,标普500指数的公允价值可能达到8600点。 然而,最终的崩溃可能由科技过度投资、财政担忧导致的债券收益率飙升,或移民减少导致的美国工资 增长加速触发。 意外2:主权债务危机与债券收益率再创新高 瑞银预计,到年底美国10年期国债收益率将处于4%的水平,但在意外情景中,收益率可能超过上一个 周期5.04%的高点。 报告指出, ...