盘前市场动向 1. 1月16日(周五)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.08%，标普500指数期货涨0.31%，纳指期货涨 0.61%。 | = US 30 | 49,482.20 | 49,551.30 | 49,443.40 | +39.90 | +0.08% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,966.10 | 6,969.80 | 6.946.30 | +21.60 | +0.31% | | 트 US Tech 100 | 25,703.00 | 25,711.30 | 25,543.70 | +155.90 | +0.61% | 2. 截至发稿，德国DAX指数跌0.25%，英国富时100指数涨0.01%，法国CAC40指数跌0.56%，欧洲斯托克50指数跌0.32%。 | 德国DAX30 | 25,310.81 | 25,362.31 | 25,279.24 | -63.70 | -0.25% | | --- | --- | --- | --- | --- | --- | | 瑞 英国富时100 | 10 ...

Group 1: Banking and Financial Services - Jamie Dimon expresses desire to remain CEO of JPMorgan for at least 5 more years, with potential interest in a role as Fed Chair [2] - BMO warns about the latest surge in silver prices, while Goldman Sachs issues caution regarding copper [2] Group 2: Emerging Asset Classes - Prediction markets are gaining traction as an emerging asset class, with brokerages like Robinhood and Interactive Brokers offering these derivatives [4] - Goldman Sachs is exploring opportunities in prediction markets, indicating a shift towards integrating these event-based contracts into traditional financial services [5] - The use of prediction markets for pricing risks in stock sectors and ETFs is becoming more common, although speculation can lead to a gambling-like environment [6] Group 3: Corporate Developments - Keurig Dr Pepper is nearing a transformative deal with JDE Peet's [3] - Strong inflows reported for BlackRock, which has set a significant fundraising target [8] - U.S. megabanks are reducing headcount at the highest rate in nearly a decade [8] - Equinor has received judicial approval to resume construction on a New York wind project [8] Group 4: Market Overview - In Asia, major markets show slight declines, with Japan, Hong Kong, and China down by 0.3%, while India sees a 0.2% increase [9] - European markets are mixed, with London flat, Paris down 0.5%, and Frankfurt down 0.2% [9] - U.S. futures indicate a positive outlook, with Dow up 0.1%, S&P up 0.3%, and Nasdaq up 0.7% [9]

Group 1 - The Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) offers equal-weight exposure to the seven largest tech companies [1] - The ETF is designed for investors seeking diversified exposure to a basket of major tech stocks without the need to select individual stocks [1]

盘前市场动向 1. 1月16日(周五)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.08%，标普500指数期货涨0.31%，纳指期货涨 0.61%。 | = US 30 | 49,482.20 | 49,551.30 | 49,443.40 | +39.90 | +0.08% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,966.10 | 6,969.80 | 6.946.30 | +21.60 | +0.31% | | 트 US Tech 100 | 25,703.00 | 25.711.30 | 25,543.70 | +155.90 | +0.61% | 2. 截至发稿，德国DAX指数跌0.25%，英国富时100指数涨0.01%，法国CAC40指数跌0.56%，欧洲斯托克50指数跌0.32%。 "新兴市场教父"拒绝追高黄金：只有跌20%才考虑买入。素有"新兴市场教父"之称的资深投资人马克・麦朴思(Mark Mobius)表 示，在经历一轮历史性大涨后，黄金已失去吸引力。他警告称，眼下市场多数投资者仍坚定看涨贵金属，但美元可能出现的 ...

近日国际金融市场迎来历史性时刻——国际现货白银价格盘中突破每盎司90美元，创下历史新高，总市 值同步攀升至5.039万亿美元，首次超越芯片巨头英伟达，跻身全球第二大资产，仅次于黄金。这一里 程碑式波动不仅重构了全球资产定价逻辑，更在币圈与贵金属市场间引发联动效应，以XBIT为代表的 去中心化交易平台凭借其技术韧性与风控能力，成为投资者穿越市场震荡的重要依托。 此次白银市值跃升，标志着其从工业原料与黄金"配角"的传统定位中突围，价值被全球能源转型与技术 变革重新定义。过去数十年，白银更多应用于摄影胶卷、首饰加工等领域，而如今已成为光伏板导电涂 层、电动车电控系统触点及AI芯片散热结构的核心材料。东吴期货研报指出，太阳能光伏、电动汽车 与人工智能构成了白银需求增长的三大支柱，其中光伏领域用银量从2019年的2330吨飙升至2024年的 7217吨，五年复合增长率达25.4%，占工业白银总需求的比例已升至29%。 尽管全球光伏装机扩容、央行储备需求等因素为白银提供中长期支撑，但价格波动已显著加剧——1月 14日伦敦银单日大涨7%突破93美元，次日便跳水超7%至86.4美元，上演"过山车"行情。此外，银替代 技术推广 ...

Despite contrasting market narratives declaring one AI giant the victor over the other, IO Fund lead tech analyst Beth Kindig argues that the sheer scale of the artificial intelligence (AI) economy ensures there is ample room for both Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google and OpenAI to thrive.$15 Trillion PieSpeaking in a recent interview, Kindig pushed back against the “winner takes all” mentality that has plagued tech investment sentiment.While Google was initially “written off” before soari ...

U.S. Stock Market Factors to Watch Out on FridayThe frenzy around AI has sent Nvidia and other superstar stocks to dizzying heights, stirring criticism that their prices had shot too high. Nvidia rose 2.1 per cent on Thursday after TSMC’s Chief Financial Officer Wendell Huang said it’s seeing “continued strong demand” in an encouraging signal for the entire AI industry.TSMC’s stock that trades in the United States rose 4.4 per cent on Thursday. Wall Street steadied on Thursday as stocks related to artificia ...

Group 1 - Nvidia stock has remained relatively stable over the past three months, indicating a period of consolidation [1] - RBC Capital Markets analyst Srini Pajjuri is optimistic about a potential new rally for Nvidia shares [1]

Core Viewpoint - Nvidia is expected to maintain its position as the leading provider of AI infrastructure for the foreseeable future, driven by its dominant market share and robust product offerings [3][8]. Group 1: Market Position and Performance - Nvidia holds nearly 90% market share in the data center accelerator market, which is crucial for AI workloads [3]. - The company reported a 62% increase in revenue to $57 billion, with non-GAAP net income rising 60% to $1.30 per diluted share [10]. - Nvidia's stock has surged 1,150% since January 2023, yet analysts suggest the current valuation remains attractive at 45 times earnings [10][13]. Group 2: Product Offerings and Innovations - Nvidia's GPUs are complemented by CPUs and networking gear, along with a comprehensive ecosystem of software development tools, enhancing its competitive edge [4]. - The upcoming Vera Rubin superchip, set to launch in the second half of 2026, will significantly enhance performance, with Vera CPUs offering double the performance of previous models and Rubin GPUs running AI workloads much faster [11]. Group 3: Growth Opportunities - The demand for generative AI is a key growth driver, with Nvidia providing essential hardware and software for AI model development [5]. - Data center GPU sales are projected to grow at 36% annually through 2033, while robotaxi chip sales are expected to increase at 74% annually through 2030 [8][9]. - Nvidia is also positioned to benefit from the easing of export restrictions to China, potentially unlocking a significant market for its products [12].

针对外界质疑"英伟达此前提出的铜需求预期值存在错误"，英伟达已悄然将其一篇技术论文中有关数据中心铜需求量数据 进行了改正。据英伟达官网去年刊登的一份技术论文指出，一个容量在一吉瓦的传统数据中心机架，需要高达50万吨铜母 线，这引起外界对未来铜的供需形势大为担忧。 不过，近期有媒体指出，该论文的结论存在明显的计算错误，实际上一吉瓦数据中心仅需要200多吨铜，差不多相当于50万 磅，可能是该论文用错了单位。而英伟达目前已经修正了这一错误，将论文中的50万吨修正为200吨，仅为原论文表述"50 万吨"的0.04%。 这也意味着数据中心铜需求预期需要被大幅调低，此前外界一些关于数据中心将导致铜陷入严重短缺的预期过于激进。不 过，新能源、人工智能以及建筑领域对铜的需求回升仍可能将继续支持铜市场的繁荣。 期货频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...