下一任美联储主席人选突生变数。 华尔街分析师指出，这是特朗普在美联储主席人选问题上的重大转向，哈塞特此前是其重点考虑的人选之一。在特朗普发表相关 言论后，前美联储理事凯文·沃什跃升为角逐美联储主席的最热门人选。 受此影响，美元指数直线拉升，从盘中低点反弹、小幅走高；美股三大指数则集体跳水，均由涨转跌；现货黄金、白银亦直线跳 水，日内最大跌幅分别为1.72%、6%。 美东时间1月16日，美国总统特朗普在白宫活动中称赞其经济顾问凯文·哈塞特，并表示，在考虑下一任美联储主席人选之际，他可 能更倾向于让哈塞特继续担任现有职务（国家经济委员会主任）。 特朗普最新发声 当地时间1月16日，特朗普表示，如果哈塞特离开其目前担任的白宫国家经济委员会（NEC）主任一职，将使政府失去一位在经济 议题上最有影响力的"发声者"之一。 在此之前，哈塞特一直被视为接替现任美联储主席鲍威尔（Jerome Powell）的热门人选。哈塞特还多次呼吁美联储大幅降息。 特朗普在白宫的一场活动中对哈塞特说道："说实话，我其实希望你继续留在现在的位置上。" 特朗普随后进一步解释称，如果让哈塞特出任美联储主席，意味着其将脱离白宫决策与对外沟通体系，而 ...

Market Performance - On January 16, US stock markets experienced slight declines, with the Dow Jones down 0.17%, S&P 500 down 0.06%, and Nasdaq down 0.06% [3] - The large-cap technology stocks showed mixed performance, with the index of the seven major US tech companies falling by 0.3% [3] - Notable individual stock movements included Microsoft and Amazon rising, while Apple fell over 1% [3] Sector Analysis - The semiconductor sector saw most stocks rise, with the Philadelphia Semiconductor Index increasing by 1.15%. Micron Technology surged over 7%, while Broadcom, Lam Research, and Applied Materials rose more than 2% [5] - In contrast, Intel dropped over 2%, and Qualcomm fell more than 1% [5] Chinese Stocks - Chinese stocks listed in the US mostly declined, with the Nasdaq Golden Dragon China Index down 1.15%. Alibaba fell over 3%, while JD.com, ZTO Express, and Li Auto dropped more than 1% [7] - However, NetEase, Baidu, and Huazhu Group saw slight increases [7] Apple News - Apple updated its trade-in values for devices, including support for Android models from Huawei and Xiaomi. The highest trade-in value for the iPhone 16 Pro Max in China is 5,800 yuan [10] - Analysts suggest that Apple's first foldable phone, the iPhone Fold, may be released in September alongside the iPhone 18 Pro series, which will feature the A20Pro chip [10] Federal Reserve Insights - Federal Reserve officials discussed the economic outlook and monetary policy, with Vice Chair Jefferson stating that current interest rates are aligned with neutral levels [12] - Fed Governor Bowman emphasized the need for policies to support the job market and indicated readiness to lower rates if employment does not improve [12] - Market expectations for a rate cut in January are low, with a 5% probability for a 25 basis point cut and a 95% probability for maintaining current rates [14]

遴选下一任美联储主席的进程再添不确定性，金属全线下跌，现货黄金一度跌超1.5%，收盘小幅下 跌；现货白银一度下跌逾5%，LME期铜下跌超2%，LME期镍跌逾5%，LME期锡下跌7.8%。 特朗普表示，心中已有美联储主席人选。 另据新华社援引美国媒体16日报道，美国总统特朗普称，可能会对那些不支持美国获得格陵兰岛计划的 国家加征关税。 消息面上，美国总统特朗普周五在白宫发表讲话中表示，他更希望国家经济委员会主任凯文·哈塞特继 续留在现在的位置上，并暗示哈塞特可能不会被提名为下一任美联储主席。 美国财长贝森特表示，美联储主席候选人缩减至4人，预计美联储主席人选将在达沃斯之前或回来以后 做决定。特朗普周四面试了美联储主席的最后一位候选人、贝莱德的里克·里德。对于美联储理事鲍 曼，最合适的安排是继续担任其现有职务。米兰在1月31日过后可以继续担任美联储理事。特朗普尚未 就美联储主席人选向他透露看法。贝森特在谈到哈塞特与美联储时表示，这是特朗普的特权。 事关美联储未来降息，多位美联储官员最新表态。 隔夜美股盘中下行，黄金急跌。美联储传出大消息，特朗普就美联储主席人选等问题发表最新言论。 1月16日，美股三大指数集体收跌 ...

Group 1 - The core viewpoint of the articles indicates that gold prices are under pressure due to strong U.S. economic data, which suggests that the timing for interest rate cuts is not urgent [1] - The U.S. dollar's strength is further suppressing gold prices, with expectations of a third consecutive week of gains for the dollar, making gold more expensive for overseas buyers [1] - Gold, as a non-yielding asset, typically benefits from low interest rates, as a lower rate environment reduces the opportunity cost of holding gold [1] Group 2 - The world's largest gold ETF, SPDR Gold Trust, reported a slight increase in holdings by 0.05% to 1,074.80 tons, marking the highest level in three and a half years [2] - Silver has shown particularly strong performance and volatility, with Vanda Research noting that it has become the most crowded commodity trade, with individual investors accelerating purchases [2] - Despite a 1.8% drop in spot silver to $90.66 per ounce, it is still expected to surpass a 13% increase for the week, having previously reached a historical high of $93.57 per ounce [2] Group 3 - Other precious metals are also experiencing declines, with spot platinum down 2.1% to $2,358.95 per ounce, and palladium seeing a larger drop of 2.9% to $1,748.50 per ounce, reaching a low not seen in over a week [3]

Market Performance - On January 16, US stock markets experienced a slight decline, with the Dow Jones down by 0.17%, S&P 500 down by 0.06%, and Nasdaq down by 0.06% [2] - The large-cap technology stocks showed mixed performance, with the US Tech Giants Index down by 0.3% [2] - Notable individual stock movements included Microsoft and Amazon rising, while Apple fell over 1% [2] Semiconductor Sector - The Philadelphia Semiconductor Index rose by 1.15%, with Micron Technology increasing by over 7% and Broadcom, Lam Research, and Applied Materials rising by more than 2% [4] - Intel saw a decline of over 2%, and Qualcomm dropped by more than 1% [4] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 1.15%, with Alibaba dropping over 3% and JD.com, ZTO Express, and Li Auto declining by more than 1% [4][6] - Conversely, Netease and Baidu saw slight increases [4][6] Apple Inc. Developments - Apple adjusted its trade-in values for devices, including support for Huawei and other Android models, with the iPhone 16 Pro Max having a maximum trade-in value of 5,800 yuan [7] - Analysts anticipate the release of Apple's first foldable phone, the iPhone Fold, in September, alongside the iPhone 18 Pro series [7] Federal Reserve Insights - Federal Reserve officials expressed differing views on monetary policy, with Vice Chair Jefferson indicating that current rates are appropriate, while Governor Bowman emphasized the need for policies to support the job market [8] - Market expectations for a rate cut in January are low, with a 5% probability for a 25 basis point cut and a 95% probability for maintaining current rates [11]

隔夜美股盘中下行，黄金急跌。美联储传出大消息，特朗普就美联储主席人选等问题发表最新言论。 另据新华社援引美国媒体16日报道，美国总统特朗普称，可能会对那些不支持美国获得格陵兰岛计划的国家加征关税。 美国财长贝森特表示，美联储主席候选人缩减至4人，预计美联储主席人选将在达沃斯之前或回来以后做决定。特朗普周四面试了美联储主席的最后一位 候选人、贝莱德的里克·里德。对于美联储理事鲍曼，最合适的安排是继续担任其现有职务。米兰在1月31日过后可以继续担任美联储理事。特朗普尚未就 美联储主席人选向他透露看法。贝森特在谈到哈塞特与美联储时表示，这是特朗普的特权。 事关美联储未来降息，多位美联储官员最新表态。 遴选下一任美联储主席的进程再添不确定性，金属全线下跌，现货黄金一度跌超1.5%，收盘小幅下跌；现货白银一度下跌逾5%，LME期铜下跌超2%， LME期镍跌逾5%，LME期锡下跌7.8%。 芯片股普涨，美光科技涨超7%，博通、应用材料、阿斯麦涨超2%。 消息面上，美国总统特朗普周五在白宫发表讲话中表示，他更希望国家经济委员会主任凯文·哈塞特继续留在现在的位置上，并暗示哈塞特可能不会被提 名为下一任美联储主席。 特朗普表示 ...

周五，三大指数下跌。美国总统特朗普周五在白宫发表讲话中表示，他更希望国家经济委员会主任凯 文.哈塞特继续留在现在的位置上，并暗示哈塞特可能不会被提名为下一任美联储主席。 【美股】截至收盘，道指跌83.11点，跌幅为0.17%，报49359.33点；纳指跌14.63点，跌幅为0.06%，报 23515.39点；标普500指数跌4.46点，跌幅为0.06%，报6940.01点。本周美股三大股指均录得跌幅，道指 累计下跌0.29%，标普500指数下跌0.38%，纳指下跌0.66%。诺和诺德(NVO.US)收涨9%，美光科技 (MU.US)收涨7.7%，美国超微公司(AMD.US)收涨1.7%，科尔黛伦矿业(CDE.US)收涨6.4%。纳斯达克中 国金龙指数收跌1.15%。阿里巴巴(BABA.US)跌3%，京东(JD.US)、理想汽车(LI.US)跌超1%，拼多多 (PDD.US)跌0.6%，网易(NTES.US)涨1.3%，蔚来汽车(NIO.US)涨1.4%。 【欧股】德国DAX30指数跌87.88点，跌幅0.35%，报25286.63点；英国富时100指数跌8.89点，跌幅 0.09%，报10230.05点；法国 ...

Group 1 - Recent fluctuations in oil prices have been observed, with a notable decline in the domestic futures market and international prices dropping below $60 per barrel [1] - Geopolitical tensions, particularly U.S. intervention threats in the Middle East, have significantly influenced oil price movements, leading to a 10% increase over five days before the recent downturn [2] - Analysts suggest that the geopolitical situation remains the largest uncertainty affecting the oil market, with potential for price increases if tensions escalate [2][3] Group 2 - Macro factors indicate that the market is betting on continued interest rate cuts by the Federal Reserve in 2026, but uncertainties regarding this path may limit positive impacts on oil prices [3] - Global oil demand growth is expected to be slow, providing limited support to the oil market, while U.S. demand is anticipated to strengthen by mid-year [3] - The supply side faces pressure from OPEC+ production policies and increased output expectations from the U.S. and other oil-producing countries, contributing to a bearish outlook for oil prices in 2026 [3][4] Group 3 - Oil and refined product inventories have continued to rise since the beginning of the year, indicating a weakening spot market [4] - Analysts predict that if geopolitical tensions with Iran ease, oil prices may stabilize at lower levels, while any military actions could lead to temporary price spikes [4] - The Brent crude oil price is expected to fluctuate within the range of $61 to $64 per barrel in the near term [4]

【美股】截至收盘，道指跌83.11点，跌幅为0.17%，报49359.33点；纳指跌14.63点，跌幅为0.06%，报 23515.39点；标普500指数跌4.46点，跌幅为0.06%，报6940.01点。本周美股三大股指均录得跌幅，道指 累计下跌0.29%，标普500指数下跌0.38%，纳指下跌0.66%。诺和诺德(NVO.US)收涨9%，美光科技 (MU.US)收涨7.7%，美国超微公司(AMD.US)收涨1.7%，科尔黛伦矿业(CDE.US)收涨6.4%。纳斯达克中 国金龙指数收跌1.15%。阿里巴巴(BABA.US)跌3%，京东(JD.US)、理想汽车(LI.US)跌超1%，拼多多 (PDD.US)跌0.6%，网易(NTES.US)涨1.3%，蔚来汽车(NIO.US)涨1.4%。 【欧股】德国DAX30指数跌87.88点，跌幅0.35%，报25286.63点；英国富时100指数跌8.89点，跌幅 0.09%，报10230.05点；法国CAC40指数跌54.18点，跌幅0.65%，报8258.94点；欧洲斯托克50指数跌 14.99点，跌幅0.25%，报6026.15点；西班牙IBEX35指数涨59.9 ...

Group 1 - US stock indices collectively declined, with the Dow Jones down 0.29%, S&P 500 down 0.38%, and Nasdaq down 0.66% [1] - Major technology stocks mostly fell, with the US Tech Giants Index down 0.3%, Apple down over 1%, and Google down nearly 1% [2] - Chinese concept stocks saw a significant drop, with the Nasdaq China Golden Dragon Index down 1.15%, and several companies like Vipshop and Century Interconnect falling over 8% [2] Group 2 - Chip stocks surged, with Micron Technology rising 7.8% and surpassing a market cap of $400 billion, having increased over 27% year-to-date [2] - European stock indices closed lower, with the French CAC40 down 1.23% and the UK FTSE 100 up 1.09% [3] - Precious metals experienced sharp declines, with silver dropping 2.7% and briefly falling below $87 per ounce [3]