Group 1 - The Federal Reserve is expected to announce its interest rate decision next Thursday, with a 97.2% probability of maintaining the current rate, and attention will be on Powell's statements [1] - The new Federal Reserve Chair may be announced as early as next week, introducing various uncertainties [1] - Several major U.S. companies are set to release their earnings reports next week [1] Group 2 - The U.S. PCE price data, scheduled for release next Thursday at 21:30, is anticipated to be significant [1] - Gold and silver prices have surged this week, with gold nearing $5000, while oil prices are experiencing volatility due to geopolitical disturbances [1] - Long-term U.S. Treasury yields are declining, and it is crucial to manage bond investments effectively [1] Group 3 - A-shares and Hong Kong stocks are showing extreme divergence, with a focus on small-cap stocks and potential regulatory measures [1][3] - U.S. stocks have been stagnant for nearly three months, indicating a need for investment hedging strategies [1] - Japanese stocks are undergoing a correction, necessitating management of currency risk [1] Group 4 - The U.S. dollar is facing selling pressure, leading to the Chinese yuan appreciating against the dollar, surpassing the 7 mark, with attention on further appreciation signals next week [1]
从避险资产到风险资产?
Sou Hu Cai Jing·2026-01-26 00:37