Core Insights - The international spot silver price has surpassed $90 per ounce, reaching a historic high and a total market value of $5.039 trillion, making it the second-largest asset globally after gold [1][3] - Silver's value is being redefined due to global energy transition and technological changes, with significant demand growth driven by solar energy, electric vehicles, and AI [3][5] - The volatility in the silver market is linked to the cryptocurrency market, highlighting the increasing demand for stable and flexible trading channels [5][7] Market Dynamics - Silver's demand is supported by its applications in photovoltaic panels, electric vehicle systems, and AI chip cooling structures, with the silver usage in solar energy expected to grow from 2,330 tons in 2019 to 7,217 tons by 2024, reflecting a compound annual growth rate of 25.4% [3] - The macroeconomic environment, including expectations of U.S. Federal Reserve interest rate cuts and geopolitical tensions, is driving funds into physical assets [3][5] - The global silver production is approximately 25,000 tons annually, primarily as a byproduct of copper, lead, and zinc mining, with a significant reduction in available inventory [3][7] Technological Advancements - XBIT, a decentralized trading platform, has demonstrated resilience and risk management capabilities, becoming a crucial support for investors during market fluctuations [5][7] - The platform's smart routing system enhances liquidity matching and includes risk monitoring mechanisms, providing a safety net for cross-market investors [5] - XBIT's innovative features, such as a no-KYC model for direct cryptocurrency purchases linked to U.S. stocks, facilitate efficient cross-market asset allocation [5][7] Future Outlook - The sustainability of silver's position as the second-largest asset will depend on U.S. Federal Reserve policies, the pace of green energy installations, and geopolitical developments [7] - Despite long-term support from solar expansion and central bank reserve demand, price volatility has increased, necessitating enhanced risk management strategies for investors [7] - The ongoing evolution of decentralized trading platforms like XBIT is expected to play a pivotal role in navigating the complexities of silver and cryptocurrency market interactions [7]

创业板ETF易方达（159915.SZ）以988亿元规模紧随其后，也即将跨过千亿大关。 | 证券代码 | 证券名标 | ﻴﺔ ﺍ | | | --- | --- | --- | --- | | | | 交易日期最新(2026- .. | | | | | [4] 0] Zan | | | 510300.SH | 沪深300ETF字体 ... | | 4.297.3355 | | 510310.SH | 沪深300ETF易方达 | | 3.056.0208 | | 510330.SH | 户深300ETF华夏 | | 2334.7736 | | 159919 SZ | PX300ETF | | 2.020.0490 | | 510050.SH | HIFSOETF | | 1.780.0140 | | 510500.SH | Pil 500ETF | | 1.636.7749 | | 511600.SH | SmETF | | 1.632.8079 | | 518880.SH | DAETF | | 1.007.6176 | | 159915.SZ | 创《板ETF易方达 | | 988.8575 | | 159 ...

打开APP，查看更多高清行情>> 【基本面消息】 【黄金期货最新行情】 | 1月16日 | 收盘价（元/克） | 当日涨跌幅 | 成交量（手） | 持仓量（手） | | --- | --- | --- | --- | --- | | 沪金主力 | 1032.32 | -0.31% | 123247 | 87298 | 上一个交易日COMEX黄金期货跌0.33%报4620.50美元/盎司，COMEX白银期货涨0.90%报92.21美元/盎 司。当前地缘局势持续紧张，美国方面联储新任主席提名人公布在即，全面关税面临最高法院裁决；市 场不确定性加剧。白银方面，市场投资需求有韧性，库存保持回落，现货仍较为紧张。短期来看，金银 当前处于高波动状态，价格整体呈现宽幅震荡。从宏观和基本面来看，美联储货币政策宽松利率回落的 趋势并未发生改变，中长期包括主权国家赤字问题、地缘风险以及去美元化驱动的央行购金等因素并未 改变，白银的供需矛盾也持续存在，贵金属价格的长期核心驱动因素仍保持稳健。Comex黄金运行区间 【4500，4650】美元/盎司,沪金运行区间【1010，1050】元/克。Comex白银运行区间【75，95】美元/ ...

Group 1 - The core issue revolves around the criminal investigation of Federal Reserve Chairman Jerome Powell, focusing on alleged misconduct in the renovation of the Fed's headquarters, which is seen as a political maneuver by Trump against dissenters [1] - Powell's initial appointment by Trump in 2018 was harmonious, but tensions escalated after the Fed began raising interest rates, leading to a clash over monetary policy as Trump pushed for aggressive rate cuts to stimulate the economy [3] - The current inflation data in the U.S. appears to be declining, yet the cost of living remains high, with 65% of Americans feeling their living standards are decreasing, indicating that Trump's policies are failing to address these economic challenges [5] Group 2 - Trump's aggressive policies are pushing the U.S. towards a more dangerous direction, combining pressure on the Fed for rate cuts with increased government spending and trade protectionism, resulting in a distorted economic structure [3] - In foreign and military affairs, Trump's actions, such as the attempted capture of Venezuelan President Maduro, have drawn international condemnation and destabilized regional geopolitics, reflecting a disregard for potential backlash [5] - Trump's extreme approach is creating a vicious cycle where his radical base becomes more energized, leading him to adopt even more extreme policies, which may yield short-term gains but threaten long-term stability and U.S. global dominance [7]

Group 1 - The article discusses the potential end of the US dollar's dominance and whether the Chinese yuan can rise to become a new global economic leader [1][3] - The US's superpower status relies on three pillars: a strong military, a dominant dollar system, and a democratic culture, all of which are interconnected [3] - The article raises questions about how the dollar's support structure might collapse and who could replace it, as well as how the dollar has helped the US recover from global crises [3] Group 2 - The COVID-19 pandemic significantly impacted the US, with over 65 million confirmed cases and nearly 870,000 deaths, yet there are claims of a return to normalcy [5][9] - The US government's response to the pandemic included a more relaxed approach, leading to severe economic challenges such as inflation and rising unemployment [9][10] - Quantitative easing was employed as a remedy, injecting money into the market, but it also raised concerns about inflation and wealth redistribution, particularly affecting the middle class [10][11] Group 3 - The wealth of US billionaires surged by $845 billion from March to September 2020, highlighting the disparity in economic recovery between the wealthy and the middle class [11] - The article notes that many countries, particularly Iran and Russia, are moving away from the dollar due to political opposition and the dollar's instability [13] - The introduction of digital yuan is seen as a strategic move by China to challenge the dollar's dominance, with its flexibility and central bank management being key advantages [13][14]

Group 1 - The core viewpoint of the article highlights the surge in gold prices, the outflow of gold from the U.S., the weakening of dollar hegemony, and the push for de-dollarization by multiple countries, alongside the Trump administration's response to these developments [3][5][11] - Gold prices in New York have surpassed previous highs, reaching $4,600 per ounce, an increase of $300 from the end of last year, which translates to nearly 2,700 RMB [3] - The U.S. non-monetary gold export value soared to $17.1 billion by October 2025, a significant increase compared to the historical monthly export range of $1 to $3 billion [3][5] Group 2 - Many countries are rapidly transporting gold out of the U.S. due to concerns over safety and value, indicating a shift towards asset diversification with gold as a preferred safe-haven asset [5][7] - The real purchasing power of the dollar is declining despite high interest rates, as rising gold and commodity prices outpace any gains from the stock market [7][9] - The dollar has depreciated by 9% against a basket of currencies in 2025, marking its worst performance in eight years, with hedge funds aggressively shorting the dollar [9][11] Group 3 - The U.S. is losing its pricing power, with only oil remaining under its control, while China has been quietly accumulating strategic resource stocks [9][12] - The U.S. government is reacting aggressively to maintain its dollar dominance, with threats directed at countries like Venezuela to prevent them from bypassing the dollar in trade [12][14] - The global monetary landscape is witnessing a dual narrative: the U.S. is engaged in fierce confrontation while other nations, particularly in the BRICS group, are pursuing gradual integration and alternative trade arrangements [16]

Group 1 - The demand for bank safe deposit boxes has surged due to the rising prices of gold and other precious metals, leading to a shortage of available boxes, especially smaller ones [1][8] - Many banks are now requiring clients to have a minimum financial asset threshold, often set at 1 million yuan, to rent a safe deposit box [1][5] - The price of gold futures recently exceeded $4600 per ounce, while silver prices approached $84 per ounce, both reaching historical highs due to geopolitical uncertainties [2][9] Group 2 - The supply of safe deposit boxes has not kept pace with the high demand, resulting in long waiting lists for potential renters [6][14] - Some banks have ceased offering new safe deposit box rentals due to high operational costs and limited profitability, indicating a potential decline in this service [14] - Banks are exploring innovative solutions, such as smart upgrades and service integration, to enhance operational efficiency and attract clients [15] Group 3 - The market anticipates that if gold and silver prices remain high, the demand for safe deposit boxes will continue to grow, driven by an increasing number of high-net-worth individuals seeking asset security [15]

2026 年 1 月 16 日星期五 重庆市江北区金沙门路 32 号 23 层； 023-67071029 上海市浦东新区世纪大道 210 号 10 楼 1001； 021-61101854 地址： 电话： 1 市场有风险 投资需谨慎 | 目录 | | --- | | 纸浆： 15 | | 碳酸锂： 16 | | --- | | 铜： 17 | | 铝： 17 | | 锌： 18 | | 铅： 18 | | 锡： 18 | | 镍： 19 | | 豆油、豆粕： 19 | | 棕榈油： 20 | | 菜粕、菜油： 21 | | 棉花： 21 | | 白糖： 22 | | 苹果： 23 | | 生猪： 24 | | 鸡蛋： 24 | | 玉米&淀粉： 25 | | 原木： 25 | | 免责声明 27 | 国债： 上一交易日，国债期货收盘多数上涨，30 年期主力合约跌 0.08%报 111.190 元， 10 年期主力合约涨 0.11%报 108.035 元，5 年期主力合约涨 0.09%报 105.760 元，2 年 期主力合约涨 0.04%报 102.376 元。 公开市场方面，央行公告称，1 月 15 日以 ...

"国内首只千亿级黄金ETF诞生，资金持续流入主要源于多重逻辑支撑。"排排网财富公募产品运营曾 方芳分析指出，一是地缘局势与通胀不确定性强化黄金避险属性；二是美联储降息周期、美元信用弱化及 全球央行购金潮构成长期利好；三是黄金与股债低相关性可改善投资组合夏普比；四是黄金ETF具备低成 本、高透明、易交易等优势，降低了投资门槛；五是在去美元化趋势下，其作为价值储存工具的战略意义 日益凸显，受到机构与个人资金的共同认可。 对于普通投资者而言，当前是否适合配置黄金ETF成为关注焦点。对此，曾方芳认为，当前可将黄金 ETF作为中长期配置的选项，但需注意理性布局。她建议，将黄金作为资产组合中的风险对冲工具，低仓 位配置。在操作上，应采取逢低逐步配置的策略，着眼于长期持有，而非短期交易。在选择具体产品时， 除了产品规模，还应重点关注其跟踪误差、综合费率及流动性等关键指标。 不过，曾方芳也提醒关注多重风险：黄金价格短期可能出现的高位波动与回调风险、宏观政策或地缘 局势变化引发的行情转折风险，以及部分ETF因交易价格偏离净值而可能产生的溢价回落风险。 据Wind数据，全市场共计13只黄金主题ETF，合计基金最新规模超2500亿 ...

数据显示，截至本周三，华安黄金ETF的最新流通规模达1007.62亿元，成为国内首只规模突破千亿的 黄金ETF，同样也稳居亚洲最大规模黄金ETF之位。展望2026年，多家公募基金认为，在美联储降息周 期持续、海外不确定性加剧、全球去美元化趋势下，金价上涨的逻辑依然存在。 国泰基金认为，从中 长期来看，在货币超发及财政赤字货币化背景下，美元信用体系受到挑战；加上全球地缘动荡频发推动 资产储备多元化，黄金作为安全资产的需求持续提升，全球"去美元化"的趋势使得黄金有望成为新一轮 定价锚，贵金属有望具备上行动能。 ...