隔夜夜盘市场走势：资讯早间报-20260112

Report Industry Investment Rating No relevant information provided. Core Viewpoints The report comprehensively presents the overnight performance of the global financial market, important macro - economic data, and significant events in various industries. It also analyzes market trends and potential investment opportunities in different sectors such as stocks, futures, and bonds [3][4][5]. Summary by Directory Overnight Night - Market Market Trends - International precious metal futures generally rose. COMEX gold futures increased by 1.29% to $4518.40 per ounce, with a weekly gain of 4.36%, and COMEX silver futures rose by 6.18% to $79.79 per ounce, with a weekly gain of 12.36% [4]. - US oil and Brent crude oil prices both increased. The US oil main contract rose 1.77% to $58.78 per barrel, with a weekly gain of 2.55%, and the Brent crude oil main contract rose 1.66% to $63.02 per barrel, with a weekly gain of 3.74% [5]. - London base metals all closed higher. For example, LME copper rose 2.07% to $12965.5 per ton, with a weekly gain of 3.98% [5]. Important Information Macroeconomic Information - In December 2025, China's CPI rose 0.8% year - on - year [8]. - In December 2025, the retail sales of new energy passenger vehicles were 1.337 million, a year - on - year increase of 2.6%, while the retail sales of conventional fuel passenger vehicles were 920,000, a year - on - year decrease of 30% [8]. - As of January 1, 2026, the number of intermediaries in the contract duration was 1051, a decrease of 4016 compared with the end of 2024, a decline of 79.26% [9]. - The US labor market showed signs of deterioration. In December, the number of new jobs was 50,000, less than the expected 60,000, and the unemployment rate dropped to 4.4% [9]. Energy and Chemical Futures - US shale oil executives warned that Trump's plan to take over Venezuela's oil industry would lead to over - supply in the market [15]. - As of January 8, the methanol inventory at East China ports was 743,400 tons, a decrease of 12,500 tons from January 1 [16]. - The PVC export tax rebate will be cancelled after April 1, 2026, which may limit PVC exports [17]. Metal Futures - Since Monday, the prices of silicone products have increased across the board, with the DMC guide price rising by about $300 per ton [21]. - The US aluminum price has soared due to tariffs and insufficient inventory. The premium of the US Midwest aluminum price over the LME has reached a record high [21]. - From April 1, 2026, the export tax rebate for photovoltaic products will be cancelled, and the export tax rebate rate for battery products will be adjusted [22][24]. Black - System Futures - The Dengfeng Xingyu Coal Industry Co., Ltd. was ordered to suspend production for rectification for 10 days due to major accident potential [28]. - Projects on the "white list" of real - estate financing coordination mechanism can extend the loan term to 5 years [30]. Agricultural Product Futures - Analysts expect the US soybean production in the 2025/26 season to be 4.229 billion bushels [32]. - As of the week of January 9, the self - breeding and self - raising pig farming profit was a loss of $11.54 per head, and the profit of purchasing piglets for farming was a loss of $2.31 per head [32]. Financial Market Finance - Last week, the three major A - share stock indexes continued to rise in a volatile manner. Investors can focus on structural investment opportunities [36]. - As of January 10, the estimated new public - offering funds entering the market in 2026 were over $45 billion [36]. - In 2025, A - share listed companies' cash dividends reached a record high of $2.55 trillion [38]. Industry - From January 1, 2027, fund managers will not be allowed to charge subscription fees and sales service fees [42]. - In 2026, the photovoltaic industry will face major policy changes, and the industry's valuation system may be reconstructed [43]. - The price of storage chips has skyrocketed, and tech giants are scrambling for DRAM sources [43]. Overseas - Trump called for setting a one - year cap of 10% on credit card interest rates starting from January 20 [46]. - Trump signed an executive order to prevent the seizure of Venezuela's oil revenue in the US Treasury account [46]. International Stock Market - Micron Technology plans to build a giant wafer factory in New York State with a total investment of about $100 billion [49]. Commodity - In 2026, precious metals continued their bull - market trend, and industrial metals also have upward potential [50]. - Indonesia's adjustment of nickel mining quotas has caused turmoil in the global nickel market [50]. Bond - The inflow of incremental funds into the bond market is slowing down, and bond funds started poorly in 2026 [51]. Foreign Exchange - In early 2026, the "Carbon - Saving Incentive" mini - program was launched on the digital RMB APP in Shanghai [53]. - The RMB has entered an appreciation channel, and it may appreciate by at least 2 - 3 percentage points annually in the next few years [53].