据CCTV国际时讯消息，美国总统特朗普昨日在其社交媒体"真实社交"上发文称，他已经"取消了与伊朗官员的所有会面"。 《纽约时报》援引美军官员的话报道称，美军在中东地区的指挥官希望"在发起任何潜在打击前，预留更多时间来巩固美军阵地，为伊朗可能发动的报复 性袭击做好准备"。 据悉，特朗普11日说，伊朗方面已与美国政府官员接触并提议进行谈判，"会议正在安排中"。 据央视新闻最新消息，美东时间1月13日，美国国务院通过"虚拟驻伊朗德黑兰使馆"发布全国性安全警告称，敦促美国公民立即离开伊朗，并建议在安全 可行的情况下经陆路前往土耳其或亚美尼亚，同时提醒不要依赖美国政府直接协助撤离。美国国务院12日曾发布紧急安全警示，要求美国公民立即离开伊 朗。 另据新华社消息，俄罗斯外交部发言人扎哈罗娃13日表示，俄方强烈谴责外部势力干涉伊朗内政，美国威胁对伊朗发动军事打击是"绝对不可接受的"。 银价、油价大涨 早上好，先来关注下国际局势。 13日晚，现货黄金、白银价格均刷新历史纪录，同时，WTI原油期货、布伦特原油期货价格也大幅走高。 | 伦敦金现 | 伦敦银现 | 轻质原油连续 | | --- | --- | --- | | 46 ...

人民财讯1月14日电，中金指出，美国2025年12月CPI同比上涨2.7%，符合市场预期；核心CPI同比 2.6%，低于市场预期。从分项来看，食品价格大幅上涨，与关税相关的商品价格稳定，房租与非房租 核心通胀均明显反弹。回顾2025年，特朗普关税对通胀的传导比预期的更温和，主要通胀压力仍来自于 服务业。往前看，需要关注此前选择自行消化成本、尚未提价的企业是否会补涨，以及服务业的韧性是 否形成结构性通胀压力。中金认为，对于美联储而言，温和的通胀数据不足以推动其1月再次降息，维 持1月按兵不动，下一次降息或在3月的判断。 ...

《纽约时报》援引美军官员的话报道称，美军在中东地区的指挥官希望"在发起任何潜在打击前，预留更多时间来巩固美军阵地，为伊朗可能发动的报复 性袭击做好准备"。 据悉，特朗普11日说，伊朗方面已与美国政府官员接触并提议进行谈判，"会议正在安排中"。 据央视新闻最新消息，美东时间1月13日，美国国务院通过"虚拟驻伊朗德黑兰使馆"发布全国性安全警告称，敦促美国公民立即离开伊朗，并建议在安全 可行的情况下经陆路前往土耳其或亚美尼亚，同时提醒不要依赖美国政府直接协助撤离。美国国务院12日曾发布紧急安全警示，要求美国公民立即离开伊 朗。 另据新华社消息，俄罗斯外交部发言人扎哈罗娃13日表示，俄方强烈谴责外部势力干涉伊朗内政，美国威胁对伊朗发动军事打击是"绝对不可接受的"。 银价、油价大涨 13日晚，现货黄金、白银价格均刷新历史纪录，同时，WTI原油期货、布伦特原油期货价格也大幅走高。 早上好，先来关注下国际局势。 据CCTV国际时讯消息，美国总统特朗普昨日在其社交媒体"真实社交"上发文称，他已经"取消了与伊朗官员的所有会面"。 图片来源：央视新闻 截至发稿，金银价格均有所回落。伦敦银现货价格涨逾3%，伦敦金现货价格下跌0.2 ...

来源：期货日报 早上好，先来关注下国际局势。 据CCTV国际时讯消息，美国总统特朗普昨日在其社交媒体"真实社交"上发文称，他已经"取消了与伊朗 官员的所有会面"。 银价、油价大涨 13日晚，现货黄金、白银价格均刷新历史纪录，同时，WTI原油期货、布伦特原油期货价格也大幅走 高。 | 伦敦金现 | 伦敦银现 | 轻质原油连续 | | --- | --- | --- | | 4618.810 | 88.667 | 61.36 | | +20.170 +0.44% | +4.301 +5.10% | +1.86 +3.13% | | 纽约金主连 | 纽约银主连 | 美原油主连 | | 4623.3 | 88.430 | 61.05 | | +8.6 +0.19% | +3.339 +3.92% | +1.73 +2.92% | | 沪金主连 | 沪银主连 | 布伦特原油连续 | | 1035.76 | 22327 | 65.85 | | +6.18 +0.60% | +1256 +5.96% | +1.96 +3.07% | | 沪铜主连 | 伦铜主连 | 原油主连 | | 103660 | 13192.5 | 4 ...

Market Performance - On January 13, all three major US stock indices closed lower, with the Dow Jones down 0.8%, nearly 400 points, the S&P 500 down 0.19%, and the Nasdaq down 0.1% [1] - The Dow Jones index closed at 49,191.99, down 398.21 points, while the Nasdaq and S&P 500 closed at 23,709.87 and 6,963.74, down 24.03 and 13.53 points respectively [2] Technology Sector - Technology stocks showed mixed performance, with Intel rising over 7% to reach a nearly two-year high, and AMD increasing over 6%. However, Meta, Amazon, and Microsoft all fell over 1% [2] - Nvidia's stock rose 0.47% following the news that the US has relaxed export regulations on its H200 chips to China [2] Banking Sector - Bank stocks experienced a broad decline, with the KBW Bank Index falling 1.3% and JPMorgan Chase dropping over 4%. The decline was attributed to lower-than-expected investment banking fees and warnings regarding potential risks from proposed credit card interest rate caps [4] - JPMorgan's investment banking revenue from underwriting and advisory services saw a decline, which could significantly impact the bank and its clients [4] Chinese Stocks - The Nasdaq Golden Dragon China Index fell 1.86%, with many popular Chinese stocks declining. Notable drops included Brain Rebirth down over 26%, WeRide down over 10%, and Pinduoduo down over 5% [4] Commodity and Currency Markets - US Treasury yields fluctuated after the CPI report, with the 10-year yield stabilizing around 4.17%. The dollar strengthened, pushing the USD/JPY exchange rate above 159 [6] - Gold prices reached a historical high of $4,630 before slightly retreating, while silver futures rose 2.08% to $86.86 per ounce [6] Inflation and Economic Outlook - The US Consumer Price Index (CPI) rose 2.7% year-on-year as of December 2025, with the core CPI increasing by 2.6% [8] - Analysts predict that inflation may remain sticky around 3% in 2026, with potential upward pressure due to looser fiscal and monetary policies [8]

记者丨张嘉钰 吴斌 编辑丨江佩佩 当地时间1月13日，美国三大股指全线收跌，道指跌0.8%跌近400点，标普500指数跌0.19%， 纳指跌0.1%。 科技股涨跌互现，英特尔涨超7%并创近两年新高，AMD涨超6%，Meta、亚马逊、微软跌超 1%。英伟达涨0.47%，据央视新闻报道，当地时间1月13日，据美国联邦公报显示，美国放宽 了对英伟达H200芯片出口到中国的监管规定。 | 现价 涨跌 涨跌幅▼ 名称 | | --- | | 谷歌(ALPHABET) 336.414 3.684 1.11% | | 英伟达(NVIDIA) 185.810 0.870 0.47% | | 261.050 0.800 0.31% 苹果(APPLE) | | 特斯拉(TESLA) 447.200 -1.760 -0.39% | | 微软(MICROSOF 470.670 -6.510 -1.36% | | 亚马逊(AMAZON 242.600 -3.870 -1.57% | | 脸书(META PLAT 631.090 - 10.880-1.69% | 银行股普跌，KBW银行指数下跌1.3%，摩根大通跌超4%。消息面上，据中国 ...

Group 1 - The commodity market experienced a broad rally, with spot gold and silver prices reaching historical highs, while both WTI and Brent crude oil saw significant increases [1] - Spot gold peaked at $4634.58 per ounce, and spot silver surged over 4%, surpassing the $89 per ounce mark. COMEX silver also hit a new high of $89.215 per ounce [1] Group 2 - The U.S. Consumer Price Index (CPI) for December 2025 rose by 2.7% year-on-year, matching the previous month's increase but exceeding market expectations. The core CPI, excluding volatile food and energy prices, grew by 0.2% month-on-month and 2.6% year-on-year before seasonal adjustments [5] - Following the CPI data release, traders increased bets on an earlier interest rate cut by the Federal Reserve, with the probability of a rate cut in April rising to approximately 42% from 38% prior to the CPI announcement [5] - Despite the positive market sentiment from the CPI data, analysts believe it is insufficient to prompt an immediate rate cut by the Federal Reserve, as officials may seek more evidence of stabilizing inflation before making such a decision [5] Group 3 - International oil prices rose significantly, with WTI crude oil increasing by over 3% at one point, and both WTI and Brent crude oil prices up by more than 2% at the time of reporting [5] - President Trump announced a 25% tariff on any country conducting business with Iran, stating that this decision is "final" and "effective immediately" [6]

美国股市下跌，通胀数据未能改变市场对美联储暂停降息的押注，而摩根大通业绩公布后领跌银行股。 数据显示，物价压力正逐步缓解，这在数据公布后一度为投资者带来一定安慰，但随着交易时段推进， 各类资产的走势趋于平淡。 标普500指数从纪录高位回落。摩根大通股价下跌4.2%，其投行业务收入未达到公司指引，承销和并购 咨询业务收入双双下滑。 继摩根大通周二公布业绩后，美国银行、富国银行、花旗集团、高盛集团和摩根士丹利等其他大型银行 定于周三和周四披露财报。受美国总统唐纳德·特朗普政策调整提振，这些银行年度利润料创史上次 高。 交易员还关注美国最高法院可能于周三就白宫今年实施的关税作出裁决。若裁决结果不利，可能引发市 场负面反应，尽管政府在多数关税问题上仍有其他法律途径可循。 华尔街解读CPI，同时银行财报季拉开帷幕。 "核心CPI低于预期一度引发市场兴奋，但这种情绪很快消退，"盈透证券的Jose Torres表示："部分原因 在于，这份报告并未将市场对下一次降息的预期时间从6月提前至4月，固定收益市场观察人士认为，鲍 威尔在12月的降息可能是他任内的最后一次"。 Principal Asset Management 的S ...

北京时间1月14日凌晨，美股周二尾盘走低，道指跌逾400点。美国12月CPI同比上涨2.7%符合预期。多 家金融公司将在本周公布财报，由此正式拉开美股第四季度财报季的帷幕。 道指跌402.46点，跌幅为0.81%，报49187.74点；纳指跌67.74点，跌幅为0.29%，报23666.16点；标普 500指数跌23.05点，跌幅为0.33%，报6954.22点。 消费者价格指数（CPI）用于衡量常见消费品和服务的平均价格变动情况。数据显示，12月美国通胀同 比增速与11月持平。 不过，从环比数据来看，12月通胀增速由11月预估的0.1%加快至0.3%。 但需要注意的是，11月的通胀报告在诸多方面存在异常 —— 由于美国政府此前经历了长达43天的停 摆，当年10月和11月的通胀数据收集工作受到了不利影响，这也使得此前发布的消费者价格指数报告所 呈现的通胀降温幅度被夸大。 在12月就业报告反映劳动力市场略有走弱但仍保持稳定（这可能促使美联储暂缓降息）后，市场目光聚 焦CPI数据。 周二早间公布的消费者价格指数（CPI）报告更全面地反映了去年秋季美国政府长期停摆造成的物价波 动。 美国劳工统计局（BLS）周二发布 ...

Core Insights - The December core CPI growth rate was below Wall Street expectations, marking the lowest year-on-year growth in nearly five years, indicating a potential easing of price pressures [1][5] - Market analysts believe that while this data provides a clearer signal of declining inflation, it is insufficient to prompt the Federal Reserve to lower interest rates in the upcoming meeting [3][7] Inflation Data Summary - The December core CPI increased by 0.2% month-on-month, lower than the consensus expectation of 0.3%, and year-on-year growth was 2.6%, matching the lowest level since March 2021 [5] - The overall CPI rose by 0.3% month-on-month and 2.7% year-on-year, aligning with economists' forecasts [5] - Housing costs were the largest contributor to the overall CPI increase, rising by 0.4% month-on-month, the highest increase in four months [5] Price Trends - Declines in automobile and furniture prices helped offset the rise in housing costs, with used car prices dropping by 1.1% month-on-month [6] - Food prices increased by 0.7% month-on-month, the largest rise since 2022, while recreational prices surged by 1.2%, marking a record high [6] - Core goods prices remained stagnant, indicating that tariff impacts on consumers were milder than expected [6] Federal Reserve Outlook - The Federal Reserve is expected to maintain interest rates in the upcoming January meeting, with market expectations for a rate hold exceeding 97% [4][7] - There is a need for more evidence of a weakening labor market or declining price pressures before the Fed considers rate cuts [3][7] - The "super core" CPI, which excludes housing and energy costs, rose by 0.3% month-on-month, with a year-on-year rate of 2.7%, down from approximately 4% a year ago [8]