炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 作者 | 第一财经 后歆桐 2026年开年，地缘政治动态和特朗普政策议程再次扰动全球市场。贵金属牛市冲天，"美国例外论"是否 会因此越发式微的论调再度备受关注。与此同时，美国总统特朗普与美联储的冲突升级使得美联储独立 性受侵蚀的风险再起。 宏利投资管理（Manulife Investment Management）股票与多元资产首席投资官兼高级投资组合经理内森 ·索夫特（Nathan W.Thooft）近日在接受第一财经专访时表示，正是在诸多不确定性因素叠加的背景 下，非美资产越来越受欢迎，由此带动的贵金属狂潮、对非美市场的看好仍会持续。 非美投资趋势显著，对中国股市更乐观 无论投资股市还是债市，对于全球投资者而言，索夫特称，全球市场今年将继续呈现参与度扩大的趋 势，"去年有许多非美国经济体的股票市场表现远好于美国，今年这种趋势很可能会持续，全球部分地 区的表现将继续优于美国。这一方面是因为美国市场估值已经偏高，另一方面是因为美国股票的持仓比 例已经很高——在许多投资组合中，美国股票已经处于超配状态，很难再进一步增加持仓。" 在索夫特看 ...

Core Viewpoint - The article discusses the increasing popularity of non-US assets amid geopolitical uncertainties and the evolving dynamics of the US Federal Reserve, highlighting a bullish outlook on precious metals and the Chinese stock market [3][4]. Group 1: Non-US Investment Trends - Global markets are expected to see expanded participation, with many non-US economies outperforming the US stock market, driven by high US market valuations and a strong holding of US stocks [5]. - The US dollar is anticipated to weaken in the coming years, benefiting non-US assets, particularly emerging markets, as most debt issuance and investment sources in these economies are dollar-denominated [5][6]. - US investors are increasingly reallocating funds to non-US markets, as they recognize better returns outside the US, creating a self-reinforcing cycle of investment [5][6]. Group 2: Outlook on Chinese Stock Market - There is a positive shift in sentiment towards Chinese stocks, supported by government stimulus measures, particularly in manufacturing and infrastructure [7]. - The overall view on Chinese stocks is becoming more optimistic, with expectations of value creation opportunities amid fiscal and monetary easing [7]. Group 3: Comparison with Indian Market - The Indian market is experiencing a shift as investors compare it with China, leading to a sell-off of Indian assets in favor of Chinese investments [8]. - While the Indian market is not expected to perform poorly, it is currently viewed as expensive compared to other emerging markets [8]. Group 4: Federal Reserve Independence Risk - The article highlights concerns regarding the independence of the Federal Reserve amid escalating conflicts with President Trump, although the market does not seem overly worried about this risk [9]. - There is a potential scenario where the Fed may aggressively cut rates, which could lead to concerns about its independence and inflation risks [9][10]. - The expectation is that the Fed will maintain its independence, but new appointments may lean towards more dovish policies, potentially supporting further rate cuts [10][11]. Group 5: Precious Metals Bull Market - Precious metals, particularly gold and silver, are experiencing a bull market driven by geopolitical risks, policy uncertainties, and increasing demand [12][13]. - Gold prices are expected to rise further, with structural factors supporting this trend, while silver may have more volatility due to its speculative nature [13][14]. - Industrial metals are also projected to benefit from favorable demand dynamics, although trade and tariff issues may introduce volatility [14].

Group 1 - The core viewpoint of the articles revolves around President Trump's dissatisfaction with Federal Reserve Chairman Jerome Powell and the ongoing pressure from the Trump administration on the Federal Reserve [1][2][3] - Trump has indicated that the selection process for the next Federal Reserve Chairman is nearing completion, with a preference for a male candidate who is well-respected [1] - The potential candidates for the next Chairman include Kevin Walsh, Christopher Waller, Kevin Hassett, and Rick Rieder, with Hassett being favored by Trump [1] Group 2 - The Trump administration's pressure on the Federal Reserve has intensified, with the Department of Justice issuing a subpoena regarding a $2.5 billion renovation project of the Fed's headquarters [2] - Powell has condemned the investigation as "political retaliation" for not lowering interest rates quickly enough, while Senate Banking Committee member Tom Tillis has vowed to oppose any Fed nominations until the investigation is resolved [2] - The political interference has extended to the judicial level, with the Supreme Court set to hear a case regarding Trump's attempt to dismiss Fed Governor Lisa Cook, raising concerns about the independence of the Federal Reserve [2][3] Group 3 - The next Federal Reserve Chairman will face significant challenges, including balancing the independence of monetary policy with political demands amid pressure from the White House and financial markets [3] - The new Chairman will need to manage complex macro-financial issues, including a $6.6 trillion balance sheet and interest rate paths, while maintaining the Federal Reserve's unique legal status and public trust [3]

纽约梅隆 银行CEO Robin Vince在达沃斯世界经济论坛示警，近期针对美联储独立性的攻击行为，无助 于维持低利率环境。他呼吁政治干扰应尽早降温，让经济发展重回正轨。 ...

1. Report Industry Investment Ratings - Gold: Long - term holding ★★ [1] - Silver: Long - term holding ★★ [1] - Copper: Long - term holding ★ [1] - Zinc: Rebound under pressure ★ [1] - Lead: Weak ★ [1] - Tin: Rebound under pressure ★ [1] - Aluminum: Rebound under pressure ★ [1] - Nickel: Rebound under pressure ★ [1] - Industrial silicon: Rebound ★ [1] - Polysilicon: Rebound ★ [1] - Lithium carbonate: Cautiously bullish ★ [1] 2. Core Views of the Report - Geopolitical issues such as Trump's statements and European geopolitical problems, as well as the Fed's independence, affect the prices of precious metals. Gold and silver have long - term investment value, while short - term fluctuations are affected by various events. Copper has long - term potential due to supply shortages and green demand, but is currently affected by the off - season and inventory accumulation. Zinc, aluminum, tin, and nickel are under short - term pressure due to factors like supply - demand imbalances and off - season consumption. Industrial silicon and polysilicon may have short - term rebounds. Lithium carbonate is cautiously bullish due to supply - side disturbances [1][6][7]. 3. Summaries by Related Catalogs Gold and Silver - **Key Data**: SHFE gold rose 3.85% to 1092.3, COMEX gold rose 1.41% to 4836. SHFE silver fell 0.25% to 23131, COMEX silver fell 1.59% to 93. The gold - silver ratio increased. Gold ETF decreased by 4 tons to 1077.66 tons, and gold COMEX net long increased by 23606 to 251238. Silver ETF decreased by 56 tons to 16166 tons, and silver COMEX net long increased by 2789 to 32060 [2]. - **Market Situation**: Trump's inconsistent statements led to a short - term decline in gold after reaching a new high, and silver once tumbled nearly 5%. Poland's central bank plans to buy up to 150 tons of gold. The long - term logic for gold and silver remains bullish, with short - term support at 1040 for domestic gold and 21000 for domestic silver [2][3][4]. Copper - **Key Data**: The closing price of SHFE copper main contract was flat at 100420 yuan/ton, LME copper fell 0.27% to 12762 dollars/ton. The trading volume of SHFE copper main contract increased by 31%, and the inventory increased significantly. The social inventory increased by 0.85 million tons to 32.94 million tons [5]. - **Market Situation**: BHP slightly increased its 2026 fiscal - year copper production guidance. In December 2025, refined copper imports decreased. Copper is in short - term high - level consolidation, and the long - term supply - demand logic remains positive. However, it is currently the off - season, and inventory accumulation is obvious. It is recommended to take profits for existing long positions and wait for a full correction for new entries. The short - term range for SHFE copper is [99000, 102000] yuan/ton, and for LME copper is [12500, 13000] dollars/ton [6][7]. Zinc - **Key Data**: The closing price of SHFE zinc main contract rose 0.43% to 24300 yuan/ton, LME zinc was flat at 3175 dollars/ton. The trading volume increased by 2.12%, and the inventory increased by 6518 tons on a weekly basis [8]. - **Market Situation**: In 2026, global zinc ore supply may shrink, and domestic new mine production is uncertain. Refined zinc production in December decreased, and downstream demand is weak during the off - season. It is recommended to wait for more macro - level guidance and for enterprises to actively arrange selling hedging. The range for SHFE zinc is [24000, 24500] yuan/ton, and for LME zinc is [3150, 3200] dollars/ton [9][10]. Aluminum - **Key Data**: The closing price of LME aluminum fell 0.03% to 3117.5 dollars/ton, SHFE aluminum rose 0.86% to 24155 yuan/ton. LME aluminum inventory increased by 5.01% to 507175 tons, and SHFE aluminum inventory increased by 29.24% to 185879 tons on a weekly basis [11]. - **Market Situation**: In 2026, the Fed's interest - rate cut expectation continues. An electrolytic aluminum project in Inner Mongolia was put into production, and inventory increased. The downstream start - up rate is differentiated. Alumina production capacity is high, and the market surplus continues. It is recommended to take profits and wait and see, with the main operation range of [23000 - 25000] yuan/ton [13][14]. Nickel - **Key Data**: The closing price of LME nickel rose 1.21% to 17975 dollars/ton, SHFE nickel rose 1.14% to 143170 yuan/ton. Stainless steel main contract rose 2.61% to 14720 yuan/ton. SMM pure nickel social inventory increased by 4.04% to 63510 tons, and SMM stainless steel social inventory decreased by 1.28% to 843700 tons [15]. - **Market Situation**: In 2026, the Fed's interest - rate cut expectation continues. Indonesia significantly reduced its 2026 nickel ore production target, and some mines may face fines. Domestic pure nickel inventory increased, and the stainless steel market is in the off - season. It is recommended to take profits and wait and see, paying attention to Indonesian policies and stainless steel inventory changes, with the main operation range of [133000 - 151000] yuan/ton [17][18]. Lithium Carbonate - **Key Data**: The main contract LC2605 rose 3.89% to 166740 yuan/ton, and the trading volume increased. Spot prices of lithium - related products generally rose, and the weekly production of lithium carbonate decreased by 2.82% to 24510 tons, while the inventory decreased by 0.24% to 109679 tons [19]. - **Market Situation**: Affected by the news of canceling the export tax rebate for lithium batteries, it rose for two consecutive days, but then回调 due to the decline of the non - ferrous metal sector and the exchange's position - limit measures. The upstream lithium salt plants have high production enthusiasm, and the new energy vehicle market is in the off - season. The price is expected to fluctuate in the range of [164000 - 175000] yuan/ton [21][22].

Group 1 - Manulife Investment Management's executives believe that the entire Chinese market will perform well and present value creation opportunities [1] - The global market is expected to continue expanding participation, with non-U.S. markets likely to outperform the U.S. due to high valuations and overexposure to U.S. stocks [4] - The weakening of the U.S. dollar is anticipated to benefit non-U.S. assets, particularly emerging markets, as most debt issuance and investment sources in these economies are dollar-denominated [4][5] Group 2 - There is a growing optimism towards the Chinese stock market, driven by favorable market sentiment and government stimulus measures, particularly in manufacturing and infrastructure [6] - The trend of investors shifting from Indian assets to Chinese assets is expected to continue, as China becomes a more attractive destination for international funds [6] - The potential for significant capital expenditure in AI and technology sectors in Asia is highlighted as a key theme for future growth [5][6] Group 3 - The risk to the independence of the Federal Reserve has resurfaced due to escalating conflicts between President Trump and the Fed, although the market does not seem overly concerned [7][8] - There is a possibility of aggressive rate cuts by the Fed in the post-Powell era, which could lead to concerns about inflation if rates are lowered too drastically [8] - The Fed is expected to maintain its independence while potentially aligning more closely with the Trump administration's growth and employment focus [8] Group 4 - Precious metals, particularly gold and silver, are experiencing a bull market driven by geopolitical risks, U.S. policy uncertainties, and increasing demand for non-U.S. assets [9] - Gold prices are expected to reach new highs in the coming years, while silver may also see price increases despite higher volatility [9][10] - Industrial metals are projected to benefit from a favorable demand environment, although trade dynamics and tariffs may introduce volatility [10]

去年8月下旬，特朗普试图解雇库克，这是美国总统首次尝试这样做，外界立即猜测，革职原因是库克 拒绝按照特朗普的要求减息。 大法官也对特朗普首次解雇美联储理事可能对经济造成的影响，以及美联储所珍视、免受政治干预的独 立性可能面临风险表示担忧。大法官卡瓦纳(Brett Kavanaugh)指出，如果特朗普能够在未经审查的情况 下解雇库克，美联储的独立性可能会彻底崩塌。 美国总统特朗普史无前例地解雇美联储理事库克(Lisa Coo)的案件，周三在最高法院展开质询，在口头 辩论中，特朗普政府的代表律师索尔(John Sauer)在辩护时，遭到保守派和自由派大法官的多次质疑。 有分析认为，按照目前最高法院大法官的陈述重点，法院可能作出有利于库克的判决，她未来可望保住 其于美联储理事会的职位。一些大法官向索尔施压，质疑为何没有给库克机会，正式回应总统引用未经 证实的按揭贷款欺诈指控，库克本人已否认这些指控，而总统却以此作为解雇库克的理由。 ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report The report provides a comprehensive analysis of various futures markets, including financial derivatives, agricultural products, black metals, non - ferrous metals, shipping, and energy chemicals. It assesses the supply - demand situation, price trends, and offers trading strategies for each sector, taking into account factors such as geopolitical events, seasonal patterns, and policy changes. Summary by Category Financial Derivatives - **Core Viewpoint**: The stock index shows differentiation and resilience. Although the ETF trading volume of broad - based indexes is abnormal, it does not affect market activity. The CSI 500 index is relatively strong, and the stock index is expected to fluctuate. [20][21] - **Trading Strategy**: Short - term grid operation for single - side trading; IM\IC long 2606 + short ETF cash - and - carry arbitrage; double - selling strategy for options. [22] Agricultural Products - **Protein Meal**: Supply - side pressure is high, and the market rebounds slightly. It is recommended to take a bearish view on single - side trading, expand the MRM spread in arbitrage, and use the strategy of selling wide - straddle options. [24][25] - **Sugar**: International sugar prices are expected to oscillate at the bottom in the short term, and Zhengzhou sugar is expected to be weak in the short term but with limited downward space. It is advisable to wait and see for arbitrage and options. [28][29] - **Oilseeds and Oils**: The US biofuel policy is expected to boost the market. Oils are expected to fluctuate in the short term, and it is recommended to use high - selling and low - buying interval operations for single - side trading and wait and see for arbitrage and options. [31][32] - **Corn/Corn Starch**: The US corn is expected to oscillate at the bottom in the short term, and the domestic corn spot is stable in the short term but under pressure in the long term. For single - side trading, a bullish view on the US 03 corn after stabilization and short - selling on the domestic 03 corn at high prices; for arbitrage, widen the spread between 05 corn and starch and conduct a 35 - starch reverse spread. [33][34][35] - **Hogs**: Supply pressure increases, and the spot price continues to decline. It is recommended to take a bearish view on single - side trading and use the strategy of selling wide - straddle options. [36][37][38] - **Peanuts**: The spot price is stable, and the market oscillates at the bottom. For single - side trading, go long on the 05 contract at low prices; for options, sell the pk603 - C - 8200 option. [39][40] - **Eggs**: As the Spring Festival approaches, the spot price rises, but the upward space of the 03 contract is limited. It is recommended to go long on the 5 - month far - month contract for single - side trading and wait and see for arbitrage and options. [43][44][45] - **Apples**: The pre - festival sales are good, and the price is firm. For single - side trading, go long on the May contract at low prices and short - sell the October contract at high prices; for arbitrage, go long on the May contract and short - sell the October contract. [47][48][49] - **Cotton - Cotton Yarn**: The short - term cotton price is expected to oscillate in the range, and it is recommended to wait and see for arbitrage and options. [51][52] Black Metals - **Steel**: Demand is marginally weakening, and steel prices continue to oscillate. For single - side trading, the steel price stabilizes in the short term and oscillates at the bottom; for arbitrage, short - sell the coil - coal ratio at high prices and continue to hold the short - selling of the coil - screw spread. [54][55] - **Coking Coal and Coke**: The fundamentals are lackluster, and the market sentiment is weakening. It is recommended to wait and see for single - side trading and partially take profit on the previous strategy of selling out - of - the - money call options for options. [56][57] - **Iron Ore**: Market expectations are fluctuating, and ore prices are running weakly. It is recommended to take a bearish view on single - side trading and wait and see for arbitrage and options. [59][60][61] - **Ferroalloys**: After adjustment, the bottom support is strong. For single - side trading, consider ferroalloys as long - position options when the price is low; for options, sell put options at high prices. [62][63] Non - Ferrous Metals - **Gold and Silver**: Due to the turning of risk events, gold and silver prices retreat. For single - side trading, short - term investors in Shanghai gold can take profit at high prices, and long - term investors can hold with the 5 - day moving average as support; for options, buy out - of - the - money call options for Shanghai gold and take profit at high prices. [65][66][67] - **Platinum and Palladium**: TACO pushes up the US dollar index, and precious metal prices are under pressure. It is recommended to wait and see for single - side trading, arbitrage, and options. [68][69] - **Copper**: The upward momentum weakens, and copper prices consolidate at a high level. It is recommended to wait and see for single - side trading, arbitrage, and options. [71][72][73] - **Alumina**: It mainly oscillates weakly. It is recommended to pay attention to the trading activity after the price continues to fall. [77] - **Electrolytic Aluminum**: Market sentiment fluctuates, and aluminum prices oscillate and stabilize. For single - side trading, it is expected to be strong in the medium term; it is recommended to wait and see for arbitrage and options. [79][80] - **Cast Aluminum Alloy**: It oscillates at a high level with the sector. For single - side trading, it oscillates and stabilizes; it is recommended to wait and see for arbitrage and options. [81] - **Zinc**: Pay attention to changes in domestic social inventories. It is recommended to wait and see for single - side trading, arbitrage, and options. [83][84][85] - **Lead**: Pay attention to capital sentiment. For single - side trading, go long lightly at low prices near the 17000 - 17200 support level; it is recommended to wait and see for arbitrage and options. [88][89] - **Nickel**: Optimistic sentiment remains, and nickel prices consolidate at a high level. For single - side trading, take a long - position view with a low - buying strategy; it is recommended to wait and see for arbitrage and options. [92] - **Stainless Steel**: Supply and demand are tight, and prices are firm. For single - side trading, take a long - position view with a low - buying strategy; it is recommended to wait and see for arbitrage. [95][96] - **Industrial Silicon**: Production - cut news is spreading, but coking coal drags down the market. It is expected to oscillate strongly in the short term. [96][97] - **Polysilicon**: Spot trading is at a standstill. Pay attention to the meeting this week. It is recommended to wait and see. [98][99] - **Lithium Carbonate**: It is running at a high level. Be cautious in operation. For single - side trading, buy at low prices; it is recommended to wait and see for arbitrage and options. [101][102][104] - **Tin**: Pay attention to capital conditions. For single - side trading, go long after the callback stabilizes; for options, sell out - of - the - money put options. [106][107][108] Shipping - **Container Shipping**: Spot freight rates continue to decline, and the geopolitical situation has escalated. For single - side trading, wait and see due to many short - term disturbances; for arbitrage, hold the 6 - 10 positive spread. [109][110] Energy Chemicals - **Crude Oil**: Cold snaps in Europe and the US drive up oil prices. It is expected to oscillate widely. It is recommended to wait and see for arbitrage and options. [112] - **Asphalt**: Demand is declining, and geopolitics is still the main driver. For single - side trading, the main 03 contract oscillates strongly; for arbitrage, pay attention to the BU4 - 6 positive spread. [114][115][116] - **Fuel Oil**: The cost oscillates. Pay attention to the supply rhythm of high - and low - sulfur fuel oils. For single - side trading, it oscillates strongly, and beware of geopolitical risks; for arbitrage, pay attention to the FU59 positive spread. [117][118] - **LPG**: Propane still has support. It is expected to oscillate widely. It is recommended to wait and see for arbitrage and options. [119][120] - **Natural Gas**: TTF/JKM is strong in the short term, and HH is in a short - squeeze situation. For single - side trading, hold the short positions in the third - quarter TTF or JKM contracts and consider adding positions for aggressive investors; for options, sell out - of - the - money call options of TTF or JKM. [122][123][125] - **PX&PTA**: Polyester production cuts are increasing. It is expected to oscillate widely. It is recommended to wait and see for arbitrage and options. [127][128] - **BZ&EB**: The transaction of South Korean pure benzene to the US Gulf is good, and the supply of styrene decreases due to accidental plant shutdowns. It is expected to oscillate strongly in the short term. For options, sell put options. [128][129][130] - **Ethylene Glycol**: Seasonal inventory accumulation is obvious, and the price is falling weakly. For single - side trading, it is expected to oscillate weakly; for options, sell call options. [131][133] - **Short - Fiber**: Supply is sufficient, and terminal demand is weakening. It is expected to oscillate widely. It is recommended to wait and see for arbitrage and options. [134][135] - **Bottle Chips**: Maintenance accelerates in late January. It is expected to oscillate widely. It is recommended to wait and see for arbitrage and options. [136][138] - **Propylene**: Supply pressure is relieved. It is expected to oscillate at a high level. It is recommended to wait and see for arbitrage and options. [140][141][142] - **Plastic PP**: Hold long positions. For single - side trading, hold long positions in the L 2605 and PP 2605 contracts. [144][145] - **Caustic Soda**: The price is weakening. It is expected to have a weak trend. It is recommended to wait and see for arbitrage and options. [146][147][148] - **PVC**: It oscillates weakly. It is expected to oscillate strongly in the short term. [149][150] - **Soda Ash**: The futures price is falling. It is recommended to short - sell at an appropriate time. It is expected to have a weak trend. [151][152][153] - **Glass**: The futures price is falling. It is recommended to short - sell at an appropriate time before the Spring Festival. [155][156] - **Methanol**: Geopolitical tensions ease, and it oscillates narrowly. For single - side trading, short - sell in the short term; for arbitrage, pay attention to the 59 positive spread; for options, sell put options on the callback. [161][162] - **Urea**: It oscillates. It is recommended to operate cautiously. [163][164] - **Pulp**: The pulp price oscillates weakly. Hold short positions. It is recommended to wait and see for arbitrage and options. [166][167][169] - **Logs**: The spot price is stable and slightly strong. For single - side trading, it is recommended to wait and see, and aggressive investors can buy a small amount near the low point of last month; for arbitrage, close the LG03 - 05 reverse spread and switch to a positive spread. [170][171] - **Offset Printing Paper**: Inventory is high, and the rebound of cultural paper is weak. For options, sell the OP2602 - C - 4200 option. [173][174] - **Natural Rubber and No. 20 Rubber**: The import volume of Indian - standard rubber decreases significantly. It is recommended to wait and see for single - side trading, arbitrage, and options. [175][177] - **Butadiene Rubber**: Domestic automobile inventory accumulates both monthly and yearly. For single - side trading, wait and see; for arbitrage, hold the BR2605 - RU2605 spread with a stop - loss at - 4000. [179][180]

流程合理性遭质疑 在听证会上，多名大法官向代表特朗普政府出庭的美国副总检察长D.约翰・索尔提出质疑，总统为何未 给库克正式回应相关抵押贷款欺诈指控的机会（库克已否认该指控），而特朗普正是以此项未经证实的 指控为依据，主张解雇库克。 代表库克出庭的律师保罗・克莱门特向法院表示，针对库克的指控，归根结底只是其度假房产的抵押贷 款申请中"至多存在一处无心之失"。 库克坚持认为，这些针对自己的指控只是借口，特朗普实则因货币政策分歧欲将其解雇 ——当前特朗 普正持续向美联储施压，要求降息，还猛烈抨击美联储主席鲍威尔，指责其降息步伐过慢。库克还在诉 讼中辩称，支持特朗普的裁决将对金融市场产生可怕影响。去年，三位前美联储主席——格林斯潘、伯 南克和耶伦与一批前经济部门官员共同签署了反对罢免库克的意见书。 美联储新主席提名呼之欲出。 当地时间周三，美国联邦最高法院就美国总统特朗普要求解雇美联储理事库克的上诉案召开听证会。在 近两个小时内，与会大法官普遍对特朗普的诉求持怀疑态度，可能不会批准特朗普政府的申请，即在相 关法律诉讼程序尚未终结前无权解职库克。当天，急于降息的特朗普在出席达沃斯全球经济论坛时抱 怨，美联储主席提名者往 ...

1、达沃斯论坛中心区域触发火警，消防人员抵达现场。 2、特朗普在达沃斯发表讲话时数次将格陵兰 岛误称为冰岛。 3、特朗普表示，他与北约秘书长吕特就格陵兰岛和北极地区达成"一项未来协议的框 架"后，将不会对几个欧洲国家加征关税。 4、特朗普暗示美联储主席人选或已敲定，称鲍威尔若留任 理事恐难如意。 5、美国最高法院大法官暗示，他们对于总统特朗普因未证实的抵押贷款欺诈指控而罢 免美联储理事丽莎·库克的举动持谨慎态度，称白宫此举可能破坏美联储的独立性并引发市场动荡。 6、 黄仁勋称AI时代蓝领更吃香，水管工、电工能拿六位数薪水。 7、大众汽车组建新管理架构以监管集团 核心品牌。 8、贝索斯旗下蓝色起源公司将为新的TeraWave通信网络部署数千颗卫星。 9、城堡CEO格 里芬：日本国债大甩卖对美国政客可谓当头棒喝。 来源：金融界AI电报 ...