1月7日国际晨讯丨现货白银站上82美元/盎司 沙特将向外资全面开放金融市场

Market Overview - On January 7, spot silver reached a high of $82 per ounce, while spot gold broke above $4500 per ounce before experiencing a sudden drop [7] - The COMEX silver opened strong, surpassing $82 per ounce, and COMEX gold peaked at over $4510 per ounce during the trading session [7] - Asian stock markets showed mixed performance on January 7, with the Nikkei 225 index down 0.71% and the Korean Composite Index up 0.90% [7] - On January 6, US stock indices closed higher, with the Dow Jones up 0.99% at 49,462.08 points, the Nasdaq up 0.65% at 23,547.17 points, and the S&P 500 up 0.62% at 6,944.82 points [7] Company Insights - Meta announced that due to unexpectedly high demand for its AI glasses, Meta Ray-Ban Display, and limited production capacity, its international market expansion plan originally set for early 2026 will be postponed [7] - NVIDIA's CEO Jensen Huang stated at the Consumer Electronics Show in Las Vegas that new server racks equipped with the Rubin chip will operate without water cooling, requiring airflow similar to that of racks with the Blackwell chip [7] Institutional Perspectives - Morgan Stanley predicts that gold prices will rise to $4800 per ounce by the fourth quarter of 2026, driven by declining interest rates, changes in the Federal Reserve leadership, and continued purchases by central banks and funds [8] International Macro - Saudi Arabia plans to fully open its financial market to all foreign investors starting February 1, eliminating the "Qualified Foreign Investor" concept and previous restrictions on international investors [9] - The Federal Reserve is expected to lower interest rates by more than 100 basis points this year, according to Fed Governor Milan [9] - As of January, the probability of a 25 basis point rate cut by the Federal Reserve is 18.3%, while the probability of maintaining the current rate is 81.7% [9]