现货白银大涨超2%！地缘局势提振油价 特朗普称已取消所有与伊朗官员的会谈！道指跌近400点 美联储大消息

Group 1: Market Performance - Bank stocks experienced a broad decline, with the KBW Bank Index falling by 1.3% and JPMorgan Chase down by 4.2% [1] - Technology stocks showed mixed results, with Intel rising over 7% to reach a nearly two-year high, while AMD increased by over 6%. However, Meta, Amazon, and Microsoft all dropped by more than 1% [1] - The Nasdaq China Golden Dragon Index fell by 1.86%, with notable declines in Pinduoduo (over 5%), NIO and Xpeng (over 3%), and JD.com and Li Auto (over 1%) [1] Group 2: Commodity Prices - Crude oil futures saw an increase, with the Shanghai International Energy Exchange's crude oil futures contract rising by 2.90% to 450.40 RMB per barrel [1] - International oil prices also rose, with light crude oil futures for February delivery increasing by $1.65 to $61.15 per barrel (up 2.77%) and Brent crude for March delivery rising by $1.60 to $65.47 per barrel (up 2.51%) [3] Group 3: Economic Indicators - The U.S. Consumer Price Index (CPI) for December 2025 showed a year-on-year increase of 2.7%, with a core CPI (excluding food and energy) rising by 2.6% [6] - The U.S. government recorded a fiscal deficit of $145 billion in December 2025, a 67% increase year-on-year, marking a historical high for that month [6] - Economists suggest that despite a weak job market, persistent inflation concerns may lead the Federal Reserve to be cautious in deciding whether to ease monetary policy in 2026 [7] Group 4: Federal Reserve Insights - St. Louis Federal Reserve Bank President Alberto Musalem indicated that inflation-related risks are diminishing, and he expects prices to align more closely with the Fed's target later this year [8] - Investors believe the likelihood of another rate cut at the upcoming Federal Reserve meeting is low, but anticipate two rate cuts in 2026, each by 25 basis points [8] Group 5: Venezuela Market Developments - Venezuela's benchmark stock index surged over 130% since January 3, following significant political changes, driven by investor optimism regarding a potential economic turnaround [9] - The U.S. White House has requested major oil companies to invest in Venezuela to restore its oil extraction infrastructure, indicating a potential opening for global capital in this previously closed market [10]