智通财经APP注意到，美国财政部长贝森特在周三宣扬强势美元政策。就在前一天，美国总统特朗普的言论曾导致美元暴跌，贝森特的表态为美金提供了支 撑。 贝森特在接受采访时表示，"美国始终奉行强势美元政策，""但强势美元政策意味着要建立正确的基本面，"他说，"如果我们拥有稳健的政策，资金自然会 流入。" 贝森特还表示，美国"绝对没有"在货币市场进行干预以抛售美元并买入日元。当被问及美国是否可能采取此类措施时，他表示："除了重申我们拥有强势美 元政策外，我们不作评论。" 他的言论引发了美元在周三的广泛反弹，但到了周四亚洲早盘，部分涨幅已经回落，彭博美元现货指数下跌 0.2%。此前在周二，该指数因特朗普表示他对 货币贬值感到满意而出现暴跌。 "贝森特似乎在试图平息市场焦虑的情绪，"德国中央合作银行外汇与货币政策主管索尼娅·马滕表示。"虽然美国总体上可能欢迎美元走软，但货币的快速贬 值显然也不符合其利益。" 宏观策略师塔蒂亚娜·达里认为："在特朗普总统昨晚的言论引发历史性的美元下跌后，财政部长贝森特克制的措辞似乎是在安抚市场，但这不太可能显著改 变美元的看跌轨迹。" 有关美国可能加入日本政府行列抛售美元、买入日元的猜测在上 ...

文字早评 2026/01/29 星期四 宏观金融类 股指 【行情资讯】 1、中国航天科技集团商业火箭有限公司召开 2026 年度工作会议，2026 年坚决打赢主力箭首飞及回收攻 坚战，全力突破可重复使用技术； 2、有消息称，监管机构计划对主要量化基金的程序化交易实施 T+3 制度。多家头部量化机构回应："量 化股票交易规则或变化"为不实消息； 3、从多家房企相关人士称目前其所在公司已不被监管部门要求每月上报"三条红线"指标； 4、美财长贝森特称美国一贯奉行强势美元政策 美元指数短线拉升。 期指基差比例： IF 当月/下月/当季/隔季：0.21%/0.31%/-0.03%/-1.01%； IC 当月/下月/当季/隔季：0.26%/0.24%/-0.31%/-1.54%； IM 当月/下月/当季/隔季：0.09%/-0.26%/-1.87%/-3.87%； IH 当月/下月/当季/隔季：0.16%/0.30%/0.31%/-0.48%。 【策略观点】 近期政策更多是担心市场短期过热，慢牛才是政策的长期导向。中长期看政策支持资本市场的态度未变， 短期关注市场的节奏，策略上以逢低做多的思路为主。 国债 【行情资讯】 ...

隔夜股市 | 标的 | 涨跌 | | --- | --- | | 上证指数 | 0.27% | | 深证成指 | 0.09% | | 恒生指数 | 2.58% | | 日经225 | 0.05% | | 韩国KOSPI | 1.69% | | ADDAX | -0.29% | | 英国富时100 | -0.52% | | 法国CAC40 | -1.06% | | 道琼斯指数 | 0.02% | | 标普500指数 | -0.01% | | 纳斯达克综合指数 | 0.17% | 美股三大指数收盘涨跌不一，道指涨0.02%，纳指涨0.17%，标普500指数跌0.01%。存储概念股走高， 希捷科技涨超19%，西部数据涨超10%。热门中概股涨跌不一，纳斯达克中国金龙指数收涨0.32%。 商品市场 | 标的 | 涨跌 | | --- | --- | | NYMEX WTI原油 | 1.31% | | ICE布伦特原油 | 1.23% | | COMEX黄金 | 5.18% | | COMEX白银 | 3.81% | | 比特币 | 0.22% | | LME铜 | 0.74% | | LME铝 | 1.76% | | ...

钛媒体App 1月29日消息，美国财政部长斯科特·贝森特周三在接受采访时，淡化了有关美国可能考虑入 市抛售美元、买入日元的猜测，重申长期奉行的"强势美元政策"。贝森特明确表示，美国"绝对没有"为 了提振日元而干预汇市。在被问及美国是否可能采取此类行动时，他表示："除了重申我们奉行强势美 元政策外，我们不作其他评论。"日元汇率应声下跌。截至纽约时间上午10:37，日元兑美元汇率下跌约 0.7%，报153.34。此外，贝森特还指出，随着美国贸易逆差的缩小，从长远来看，美元有望自动走强。 （广角观察） ...

Group 1: International News - The international precious metals market saw significant increases, with spot gold prices rising by 3.15% to exceed $5,580 per ounce, and New York futures gold prices increasing by 5.32% to surpass $5,620 per ounce [1][2] - Spot silver prices broke through $119 per ounce, with a daily increase of 1.98%, while New York futures silver rose by 4.85%, also surpassing the $119 mark [3][4] - Palladium futures surged by 11.67%, breaking the $2,100 per ounce level [5] - The Federal Reserve maintained the federal funds rate target range at 3.5% to 3.75%, in line with market expectations, with a voting result of 10 to 2 [6] - Fed Chairman Jerome Powell indicated that the current policy rate is at the higher end of the neutral range, with inflation still high, and future policy adjustments will depend on subsequent economic data [7] - Meta Platforms reported Q4 revenue of $59.89 billion, exceeding market expectations of $58.42 billion, and projected Q1 sales between $53.5 billion and $56.5 billion, higher than analyst forecasts, leading to a more than 10% increase in after-hours stock price [9][10] Group 2: Company Earnings - Tesla reported Q4 revenue of $24.901 billion, slightly exceeding market expectations, with adjusted earnings per share of $0.50, leading to a more than 3% increase in after-hours stock price; however, its FY2025 revenue is projected to decline by 3% and net profit down by 61% [11][12] - IBM's quarterly sales reached $19.7 billion, a 12% year-over-year increase, with software business growth of 14%, resulting in approximately a 3% rise in after-hours stock price [13] Group 3: Domestic News - The domestic commodity futures market was active, with silver's continuous main contract rising by 3%, currently reported at 29,330 yuan per ton [18] - The continuous main contract for glass also increased by 1%, currently reported at 1,079 yuan per ton [19] - The Nasdaq China Golden Dragon Index rose by 0.38%, with notable increases in component stocks such as New Oriental up 5.22%, Haitan Network up 5.14%, Wanwu Xingsheng up 4.99%, and Beike up 4.20% [20] - Chinese concept stocks like NIO and Li Auto showed positive performance in pre-market trading in the US, rising by 3.61% and 3.85% respectively [21]

Market Performance - The three major U.S. stock indices closed mixed, with the Dow Jones up 0.02%, the Nasdaq up 0.17%, and the S&P 500 down 0.01% [1] - Storage stocks rose significantly, with Seagate Technology increasing over 19% and Western Digital rising over 10% [1] - The Nasdaq Golden Dragon China Index saw a slight increase of 0.32% [1] Commodity Market - International oil prices reached a four-month high, with WTI crude oil futures closing at $63.21 per barrel, up 1.31%, and Brent crude oil futures at $68.40 per barrel, up 1.23% [2] - Gold prices hit a new historical high, with spot gold rising 4.53% to $5,414.90 per ounce, peaking at $5,598.88 per ounce during the day [2] - Spot silver increased by 3.98%, closing at $116.62 per ounce, with a peak of $119.44 per ounce [2] Federal Reserve - The Federal Reserve decided to maintain the federal funds rate target range at 3.5% to 3.75%, aligning with market expectations [10] - Fed governors Milan and Waller voted against this decision, advocating for a 25 basis point rate cut [10] Inflation Insights - Fed Chair Powell indicated that much of the unexpected inflation is driven by tariffs rather than demand, suggesting that the impact of tariffs on goods is expected to peak and then decline this year [11] - The core PCE, excluding the impact of tariffs, is slightly above 2% [11] Tesla Developments - Tesla announced further investments in its autonomous robot infrastructure, with the first generation of the humanoid robot Optimus being laid out [12] - The Cybercab and Tesla Semi are expected to enter mass production in 2026, while Megapack 3 is anticipated to be produced this year [12] Neuralink Advancements - Neuralink's new generation brain-machine interface is set to enhance performance by three times and is expected to launch later this year, pending regulatory approval [13]

So kudos to Fed members Steve Meyer and Chris Waller for dissenting at today's FOMC meeting in favor of lowering the Fed funds rate by a quarter of a percentage point. All right, kudos. The economy is in a disinflationary supply side boom.Growth is strong, but inflation pressures are actually easing. Some quick numbers. Over the past three months, the core PCE personal consumption expenditures has increased only 2.3% annually and coming down.The three-month core CPI 1.6%. Even the topline CPI only 2.1%. Uni ...

市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 美联储决策公布前，美国财政部长斯科特·贝森特表示，美国未干预市场支撑日元汇率，一贯奉行强势 美元政策，为美元价格带来一定支撑。 纽约时间下午3:21，2年期国债收益率报3.5834%；5年期国债收益率报3.8401%；10年期国债收益率报 4.2492%；30年期国债收益率报4.8581%；5年和30年期国债收益率差报101.62个基点；2年和10年期国债 收益率差报66.58个基点。 美联储近期维持利率不变，指出美国经济增长稳固、通胀预期稳定，美联储主席鲍威尔的新闻发布会未 披露2026年更长周期政策走向的关键信息，美国国债市场整体反应平淡。 纽约时间下午3点过后，各期限国债收益率基本保持在周二收盘水平的1个基点区间内，收益率利差略有 收窄，10年期国债收益率维持在4.24%左右。在美联储决议公布前后及鲍威尔发布会期间，市场价格走 势未出现明显波动。 美联储最新声明将经济增长表述从"温和"上调为"稳固"，同时指出失业率已出现企稳迹象，释放出一定 鹰派政策信号。不过，与美联储会期挂钩的OIS合约当日变动有限， ...

【加密货币】比特币徘徊在8.9万美元附近，以太坊徘徊在3000美元附近。 【金属】黄金日内大涨220美元 创下单日涨幅之最。现货黄金首次突破5400美元/盎司，日内暴涨220美 元。纽约期金现报5393美元/盎司，日内上涨约310美元，均创下单日最大上涨幅度。 【原油】原油升至四个月高点，美国总统特朗普威胁将再次打击伊朗，敦促德黑兰进行磋商以达成核协 议。WTI 3月期货价格上涨1.3%，结算价报每桶63.21美元；布伦特3月期货结算价上涨1.2%，报每桶 68.40美元。 【宏观消息】 美联储如期维持利率不变 沃勒和米兰投下反对票。美联储今日维持利率不变，理由是通胀仍处于较高 水平且经济增长稳健。政策声明几乎未就何时再次降息给出线索。美联储以10票赞成、2票反对的结 果，决定将基准利率维持在3.50%—3.75%区间。声明表示："经济活动持续以稳健步伐扩张。"理事沃 勒以及米兰投下反对票，主张降息25个基点。声明未就下一次降息的时间释放任何信号，仅指出"进一 步调整"的幅度和时点将取决于后续数据和经济前景。与此同时，美联储称通胀"仍然略高"，而就业市 场"已显现出一些企稳迹象"。尽管美联储指出"就业增长仍然 ...

Group 1 - The U.S. Treasury Secretary Scott Basset denied any plans for the U.S. to intervene in the foreign exchange market to support the Japanese yen, reaffirming the long-standing "strong dollar policy" [1] - Following Basset's comments, the Japanese yen weakened against the dollar, dropping approximately 0.9% to around 153.55 yen per dollar, while the dollar index strengthened, reaching 96.58 [1] - Basset emphasized that the "strong dollar" policy is based on sound economic fundamentals rather than short-term currency interventions, suggesting that a narrowing trade deficit will naturally strengthen the dollar over time [1] Group 2 - Basset addressed macroeconomic and policy risks, noting the uncertainty surrounding a potential government shutdown but expressed optimism about the U.S. economy maintaining strong growth this year [2] - In international trade, Basset indicated that negotiations related to the USMCA (United States-Mexico-Canada Agreement) are set to resume, with a focus on avoiding unnecessary disputes [2] - Basset mentioned that the S&P 500 index has surpassed 7000 points, reflecting the positive impact of current growth-promoting policies [3]