热点资讯：早盘速递-20260108

Report Industry Investment Rating - No relevant information provided 2. Core View of the Report - The report presents a collection of hot news, including China's foreign exchange and gold reserves hitting new highs, potential developments in the Ukraine-Russia conflict, and adjustments in futures trading regulations. It also shows the performance of various commodity and financial asset sectors [2][3][6] 3. Summary by Related Catalogs Hot News - As of the end of December 2025, China's foreign exchange reserves reached $335.79 billion, a month-on-month increase of $1.15 billion, hitting a new high since December 2015; the gold reserve was 74.15 million ounces, a month-on-month increase of 30,000 ounces, increasing for 14 consecutive months [2] - Ukrainian President Zelensky stated during a visit to Cyprus that negotiations with US and European partners have reached a new level, and the conflict with Russia is expected to end in the first half of 2026 [2] - The Shanghai Futures Exchange announced trading adjustments starting from January 9, including limits on intraday opening positions in silver futures and changes in trading fees and margin ratios for certain contracts [2] - Major coking enterprises agreed to continue production cuts, reduce or stop purchasing high - priced coal, and stabilize prices through communication with steel mills [3] - The EIA report showed that for the week ending January 2, US commercial crude oil inventories (excluding strategic reserves) decreased by 3.832 million barrels to 419 million barrels, a 0.91% decline; domestic crude oil production decreased by 16,000 barrels to 13.811 million barrels per day; the Strategic Petroleum Reserve (SPR) inventory increased by 245,000 barrels to 413.5 million barrels, a 0.06% increase [3] Plate Performance - Key focus: urea, lithium carbonate, coking coal, coke, and crude oil [4] - Night - session performance of commodity futures: non - metallic building materials rose 2.06%, precious metals 30.91%, oilseeds and oils 7.65%, non - ferrous metals 3.36%, soft commodities 29.23%, coal - coking - steel - ore 10.30%, energy 2.33%, chemicals 9.83%, grains 1.11%, and agricultural and sideline products 3.23% [4] Plate Position - The report shows the position changes of commodity futures plates in the past five days [5] Performance of Major Asset Classes - Equity: The Shanghai Composite Index rose 0.05% daily, 2.95% monthly, and 2.95% year - to - date; the S&P 500 fell 0.34% daily, rose 1.10% monthly and year - to - date [6] - Fixed income: The 10 - year Treasury bond futures fell 0.08% daily, 0.23% monthly, and 0.23% year - to - date [6] - Commodities: The CRB commodity index was flat daily, rose 1.10% monthly and year - to - date; WTI crude oil fell 1.17% daily, 1.81% monthly, and 1.81% year - to - date [6] - Others: The US dollar index rose 0.14% daily, 0.48% monthly, and 0.48% year - to - date; the CBOE volatility index was flat daily, fell 1.34% monthly and year - to - date [6] Stock Market Risk Preference and Major Commodity Trends - The report presents the trends of major commodities such as the Baltic Dry Index, CRB spot index, WTI crude oil, London spot gold, LME copper, etc., as well as the risk premium of the stock market [7]