戴利周二指出，AI的发展潜力显而易见，但其具体何时、以及通过何种方式对经济产生深远影响，仍 有待观察。"看到可能性并不难，真正困难的是判断这些变化将如何、以及何时演变。" 戴利在发言中回顾了上世纪90年代时任美联储主席格林斯潘对计算机和互联网的前瞻性判断。当年，格 林斯潘曾指出，新技术将深刻改变工作和商业模式，在不推高通胀的情况下推动经济增长。戴利认为， 人工智能或许会走出类似路径，但其全面影响需要更长时间才能在宏观数据中显现。 她强调，在技术变革尚未完全反映到总体经济指标之前，政策制定者需要"更早地看见变化的苗头"，这 意味着要深入挖掘更细分的数据，从中捕捉预示结构性转型的线索。 当前，美联储官员正试图评估人工智能对经济和生产率增长的潜在影响。生产率被视为实现经济扩张、 同时不引发更高通胀的关键"解药"。在这一问题上，分歧正在显现。被美国总统特朗普表示将提名为下 一任美联储主席的沃什认为，AI正在重塑经济结构，美联储需要正视这一变化。他与部分人士主张， 若人工智能引发生产率繁荣，政策制定者应相应降低利率。 （原标题：旧金山联储主席戴利：AI技术变革或在不推高通胀下提振经济 美联储需提前捕捉信号） 智通财经A ...

美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：安东 澳大利亚央行已发出信号，表明未来的政策路径可能比一些人担心的要温和。澳新银行的澳大利亚经济 主管Adam Boyton指出，澳大利亚央行近期政策会议的纪要凸显出，未来的加息并非已成定局。他补充 说，澳大利亚央行最终可能会对通胀数据感到惊喜，而且预计未来几个月消费者支出也将放缓。澳新银 行预计，到2026年官方隔夜拆款利率将保持在3.85%。 ...

野村（Nomura）研究分析师称，印度央行预计将维持利率不变，至少到2027年底。这些分析师在一份 报告中写道，新CPI系列下的通胀走强以及更积极的增长前景意味着印度央行不太可能很快降息。 这些分析师补充说，通胀轨迹基本未变，新的CPI系列预计不会改变印度央行的看法，即基本通胀依然 温和，且牢牢锚定在其4%的中期目标。这些分析师称，与美国和欧盟的贸易协议、印度的"扩张性"预 算以及以往降息的滞后效应，也都为2027财年更强劲的GDP增长奠定了基础。 责任编辑：刘明亮 野村（Nomura）研究分析师称，印度央行预计将维持利率不变，至少到2027年底。这些分析师在一份 报告中写道，新CPI系列下的通胀走强以及更积极的增长前景意味着印度央行不太可能很快降息。 这些分析师补充说，通胀轨迹基本未变，新的CPI系列预计不会改变印度央行的看法，即基本通胀依然 温和，且牢牢锚定在其4%的中期目标。这些分析师称，与美国和欧盟的贸易协议、印度的"扩张性"预 算以及以往降息的滞后效应，也都为2027财年更强劲的GDP增长奠定了基础。 责任编辑：刘明亮 ...

高盛经济学家在一份报告中写道，鉴于泰国第四季度增长势头稳健，泰国央行在第一季度可能会维持政 策利率不变。第四季度GDP同比增长2.5%，增幅高于第三季度的1.2%。这些经济学家称："最新公布的 数据明显好于预期，超过了平均预期，甚至超过了我们1.8%的预测上限。"展望未来，受项目储备强劲 等因素推动，泰国的投资势头可能保持强劲。高盛维持其对泰国央行在第一季度将维持利率不变、然后 在第二季度降息的预期。 ...

Group 1 - The core point of the article is the release of January inflation data by the U.S. Bureau of Labor Statistics, indicating a year-over-year increase in the Consumer Price Index (CPI) of 2.4%, down from 2.7% in December and below the market expectation of 2.5% [1] - The seasonally adjusted CPI rose by 0.2% month-over-month, which is also below the expected 0.3% [1] - The core CPI, excluding food and energy, increased by 2.5% year-over-year, matching market expectations, and slightly down from the previous value of 2.6% [1] Group 2 - The month-over-month core CPI rose by 0.3%, in line with market expectations and slightly higher than the previous month's increase of 0.2% [1] - The increase in CPI was primarily driven by housing and food prices, with the housing index rising by 0.2% and food prices also increasing by 0.2% [1] - Energy prices continued to decline, falling by 1.5% in January, which helped to offset the upward pressure from housing and food prices [1] Group 3 - In January, the actual average weekly earnings in the U.S. grew by 1.9% year-over-year, marking the fastest growth since March 2021, indicating a recovery in consumer purchasing power [1] - The Federal Reserve maintained the benchmark overnight interest rate in the range of 3.50% to 3.75% last month, as current CPI and core CPI remain above the Fed's 2% inflation target [2] - The unemployment rate decreased from 4.4% to 4.3%, leading the market to believe that the Federal Reserve may keep interest rates stable in the short term while observing future economic data [2]

MONETA M A R K E T S OFFICIAL REGIONAL PARTNER OF ATLÉTICO DE MADRID STERIF p劲体马魔鬼网站,共同博才岛 障国际影响力,布局全球市场。 III TWEE WATE DYON NETS AA in 2 / - Oscar Ma in 版 互动 与 亚 名 纪 总 格 。 联合品牌推广 STF展望 安装作成合作模式; b12 H tk S tk N 8 M B P M M I 4336 71 275 n a te a 2017 dil Mastering tel in . In think to the . It on S 除新机遇。 客户搜索权益 Mone 双方开启了 - Up 网播及葡萄埃博 Moneta Markets亿汇关注到，黄金在经历前一交易日的大幅回落后出现技术性反弹，部分逢低买盘入场推动价格回升。此前金价单日显著下挫，主要受到全 球风险资产波动加剧的拖累。在股市与其他资产类别同步承压的背景下，市场情绪趋于谨慎，贵金属短线也难以独善其身。 在Moneta Markets亿汇看来，本轮回调并非基本面逆转，而更像是流动性与风险管 ...

Core Viewpoint - Pan American Silver (PAAS.N) experienced a significant stock price drop of 8.83% on February 12, 2026, closing at $54.59, primarily influenced by a sharp decline in silver prices and overall market conditions [1][2]. Group 1: Stock Performance - The stock price of Pan American Silver fell significantly due to a major drop in silver prices, with London spot silver down 10.73% to $75.224 per ounce on February 12 [1]. - The COMEX silver futures also saw a decline of 10.62%, indicating a strong correlation between the company's stock price and silver market fluctuations [1]. Group 2: Market Conditions - On the same day, major U.S. stock indices collectively declined, with the Nasdaq index down 2.03%, reflecting overall market weakness [2]. - The gold sector, which includes Pan American Silver, experienced an overall drop of 4.59%, driven by changing risk sentiment and concerns over interest rate policies affecting resource stocks [2]. Group 3: Technical and Fund Flow Analysis - Following a closing price of $59.62 on February 11, some investors likely opted to lock in profits during the silver price correction, as the stock had gained 15.06% year-to-date until that point [3]. - The accumulation of short-term gains made the stock more susceptible to sell-offs amid increased market volatility [3].

美国2025年12月零售销售环比意外零增长，显著弱于预期值0.4%的增幅，前值为增长0.6%。核心零售 销售环比下降0.1%，预期为增长0.3%。主要依赖工资增长的低收入群体消费表现依然疲弱。 其他信息：美联储洛根表示，美联储的政策立场恰到好处；美联储的政策立场可能接近中性水平，既不 刺激也不抑制经济活动。未来几个月如果通胀回落、劳动力市场保持稳定，就不需要进一步降息。美联 储哈马克表示，当前美联储目标利率"接近"中性水平；美联储的利率政策可能会"在相当长一段时间 内"保持不变。 【机构观点】 【白银期货最新行情】 | 2月11日 | 收盘价（元/千克） | 当日涨跌幅 | 成交量（手） | 持仓量（手） | | --- | --- | --- | --- | --- | | 沪银主力 | 20944 | 1.88% | 504079 | 211818 | 打开APP，查看更多高清行情>> 数据显示，2月11日上海白银现货价格报价22146元/千克，相较于期货主力价格（20944元/千克）升水 1202元/千克。 美国2025年12月零售销售环比意外零增长，显著弱于预期值0.4%的增幅，前值为增长0.6%。核 ...

Core Viewpoint - Montreal Bank's upcoming financial performance, interest rate policy, company announcements, shareholder changes, and executive qualifications are key areas of focus for the near future [1] Group 1: Performance and Operating Conditions - The market is anticipating the bank's next financial report, with a projected net profit of 2.33 billion CAD for Q3 2025, which exceeds expectations. As one of Canada's major banks, its performance serves as an indicator for the North American financial sector [2] Group 2: Industry Policy and Environment - The Bank of Canada's future interest rate decisions are critical variables affecting bank stocks. Earl Davis, head of fixed income and money markets at Montreal Bank Global Asset Management, stated in December 2025 that the bank expects the Bank of Canada to potentially lower interest rates to 1.75% in 2026. Any changes in the interest rate environment will directly impact the bank's net interest margin and profitability [3] Group 3: Company Status - Recent company announcements indicate changes in its equity structure. On February 12, 2026, Montreal Bank disclosed several shareholding change statements involving certain investors, which typically reflect changes in major shareholders' positions [4] Group 4: Executive Changes - According to public information from February 2026, the bank completed the qualification approval process for some executives in the China region in 2025, reflecting its ongoing efforts to deepen its business presence in Asia, particularly in China [5]

欧元区1月通胀率降至1.7%的16个月低点，虽引发部分决策者对物价放缓过度的警告，但整体经济仍显 韧性。欧央行在2月5日会议中重申通胀有望在中期稳定于2%目标，并强调将采取逐次会议、依赖数据 的方式决定后续路径，不对特定利率走向预先承诺。 此次政策暂停的延续将为欧元区经济提供稳定的货币环境，但也凸显出央行在应对复杂经济形势时面临 的政策两难。 政策暂停创纪录长度 欧洲央行预计将维持存款利率于2%不变，延续自负利率时代结束以来最长的政策平稳期。2月12日，据 路透调查显示，74位经济学家中有66位认为央行至少将在2026年底前保持观望。 欧洲央行延续利率暂停的预期已被市场充分消化。欧元区债券收益率及外汇市场近期走势显示，投资者 已完全计入央行维持现行政策不变的情景。 对市场而言，利率平稳期的拉长意味着融资环境将在可预见未来保持稳定，为企业和家庭的财务决策提 供了相对清晰的宏观背景。当前，交易重心正从"是否暂停"转向"何时转向"。任何有关未来政策路径的 增量信号，尤其是对经济增长与通胀前景的评估调整，都可能成为触发市场波动的关键变量。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到 ...