周三（12月24日）亚市盘中，COMEX黄金目前交投于4524.73一线上方/下方，今日开盘于4516.70美元/ 盎司，日内最高触及4555.10美元/盎司。美国GDP强劲打击降息预期，圣诞假期贵金属再度大幅拉升， COMEX黄金期货昨日涨1.02%报4515美元/盎司。 打开APP，查看更多高清行情>> 【要闻速递】 美国财政部长贝森特支持在通胀率持续回落至2%目标水平后，重新审视美联储的2%通胀目标。 从技术层面来看，2月黄金期货多头的下一个上行目标是收盘价突破4600.00美元的强劲阻力位；空头的 近期下行目标则是推动期货价格跌破4300.00美元的坚实技术支撑位。第一阻力位为隔夜创下的历史高 点4530.80美元，其次是4550.00美元；第一支撑位为隔夜低点4479.80美元，其次是4450.00美元。 在《All-In播客》访谈中，贝森特表示："等到我们重回2%通胀率时（我认为这个目标已近在眼前）， 届时我们可以展开讨论：设定一个目标区间是否更为明智？" 贝森特在访谈中建议，讨论可以围绕将通胀目标调整为1.5%-2.5%或1%-3%的区间展开。美联储政策制 定者于2012年正式公开采用2%的通胀 ...

Report Summary 1. Industry Investment Rating - No investment rating for the industry is provided in the reports. 2. Core Viewpoints - The aluminum market is expected to experience narrow - range fluctuations, the alumina market is expected to rebound from the bottom, and the cast aluminum alloy market will follow the trend of electrolytic aluminum [1]. - In the US, the October durable - goods orders decreased by 2.2% month - on - month, far below expectations, but core durable - goods orders increased for seven consecutive months. The manufacturing orders are still growing in absolute terms. The non - defense capital goods orders including aircraft in October grew stronger than expected, and non - defense capital goods orders excluding aircraft increased by 0.5% month - on - month, up for four consecutive months, indicating strong corporate equipment spending at the beginning of the fourth quarter [2]. - US Treasury Secretary Baysent believes that the Fed has room to adjust the inflation target of 2%. An inflation target range of 1.5% - 2.5% or 1% - 3% is worth discussing after the inflation rate steadily falls to 2% [2]. 3. Summary by Relevant Catalogs Futures Market - **Electrolytic Aluminum**: The closing price of the Shanghai aluminum main contract was 22,195 yuan, down 25 yuan from the previous day; the LME aluminum 3M closing price was 2,941 US dollars, unchanged. Trading volumes and positions of related contracts showed different degrees of changes. The LME cancelled warehouse receipt ratio was 14.32%, and the LME aluminum cash - 3M spread was - 44.27 [1]. - **Alumina**: The closing price of the Shanghai alumina main contract was 2,520 yuan, up 22 yuan from the previous day. Trading volumes and positions of related contracts decreased. The spread between the near - month contract and the first - continuous contract was - 10 yuan [1]. - **Aluminum Alloy**: The closing price of the aluminum alloy main contract was 21,265 yuan, down 25 yuan from the previous day. Trading volumes increased, while positions decreased. The spread between the near - month contract and the first - continuous contract was - 95 yuan, and the spot premium was - 170 yuan [1]. Spot Market - **Electrolytic Aluminum**: The social inventory of domestic aluminum ingots was 588,000 tons, unchanged from the previous day. The aluminum spot import loss was 2,063.71 yuan, and the 3M import loss was 2,010.98 yuan. The export profit of aluminum sheets and coils was 3,580.61 yuan. The electrolytic aluminum enterprise profit was 5,641.59 yuan [1]. - **Alumina**: The average domestic alumina price was 2,737 yuan, down 14 yuan from the previous day. The alumina price at the Lianyungang port of entry was 2,795 yuan, up 50 yuan. The profit of Shanxi alumina enterprises was - 147 yuan [1]. - **Aluminum Bauxite**: The prices of imported bauxite from Australia, Indonesia, and Guinea showed different degrees of changes, with the Australian imported bauxite price at 67 US dollars per ton (Al:48 - 50%, Si:8 - 10%) [1]. - **Aluminum Alloy**: The theoretical profit of ADC12 was - 1 yuan, and the price of Baotai ADC12 was 21,300 yuan [1]. - **Caustic Soda**: The price of Shaanxi ion - membrane liquid caustic soda (32% converted to 100%) was 2,430 yuan, unchanged from the previous day [1]. Trend Intensity - The trend intensity of aluminum is 1, indicating a relatively strong trend; the trend intensities of alumina and aluminum alloy are 0, indicating a neutral trend [2][3].

Core Viewpoint - U.S. Treasury Secretary Bessent supports re-evaluating the Federal Reserve's inflation target of 2% once inflation steadily declines to this level, suggesting a potential range adjustment to 1.5%-2.5% or 1%-3% [1][3][4] Group 1 - Bessent acknowledges the public's concern over living costs, attributing the high prices to the Biden administration [1][7] - He emphasizes that discussions about adjusting the inflation target should only occur after achieving and maintaining the 2% target, as changing the target prematurely could imply a tendency to "loosen" the target whenever inflation exceeds a certain level [4][6] - The latest Consumer Price Index (CPI) data shows a year-on-year increase of 2.7% for November, while the Personal Consumption Expenditures (PCE) index rose by 2.8% over the past 12 months [4][6] Group 2 - Bessent highlights the pressure faced by American households regarding affordability, a sentiment reflected in the recent election outcomes [6][7] - He notes that while some prices, including energy, have risen, there are observable trends indicating a decline in prices, particularly in rent, which had previously surged due to increased illegal immigration [7]

Market Performance - US stock market closed with the Dow Jones up 0.16%, Nasdaq up 0.57%, and S&P 500 up 0.45%, reaching a new closing high [1] - Nvidia shares rose by 3%, Broadcom by 2%, while Circle fell nearly 5% [1] - Nasdaq Golden Dragon China Index declined by 0.58%, with Dingdong Maicai increasing over 5% and GDS Holdings down by 3% [1] Commodity Prices - WTI crude oil futures increased by 2.49% to $64.99 per barrel, and Brent crude oil futures rose by 2.48% to $69.31 per barrel [1] - COMEX gold futures fell by 1.24% to $3768.5 per ounce, and COMEX silver futures decreased by 1.11% to $44.115 per ounce [1] Economic Indicators - The initial estimate of the US GDP annualized quarterly rate for Q3 recorded a growth of 4.3%, marking the fastest growth in two years [1] Corporate Developments - Semiconductor company SMIC has implemented price increases on certain production capacities, with an increase of approximately 10% [1] - Sunac China announced the completion of a comprehensive overseas debt restructuring, with approximately $9.6 billion of existing debt being released and exempted [1] - Nvidia informed Chinese customers about plans to deliver H200 chips by mid-February 2026, intending to use inventory to fulfill initial orders [1] Regulatory and Policy Updates - The FDA approved Novo Nordisk's weight loss drug Wegovy in oral form, leading to a 9.6% increase in Novo Nordisk's stock [1] - The US has placed all foreign-produced drone systems and their critical components on a "untrusted supplier list," which China firmly opposes [1] - The US Treasury Secretary supports reconsidering the Federal Reserve's 2% inflation target, suggesting a discussion to adjust it to a range of 1.5%-2.5% or 1%-3% [1]

智通财经APP获悉，美国财政部长斯科特·贝森特支持在通胀率可持续地回落到2%之后，重新考虑美联 储的2%通胀目标。贝森特在一次访谈中表示："一旦我们回到2%的通胀水平——我认为这即将实现 ——我们就可以进行讨论：设立一个目标区间是否更明智?"他说："一旦我们重新锚定这一目标，就可 以讨论设立一个区间。" 贝森特在这次发布于12月22日的访谈中建议，讨论可能会围绕转向1.5%至2.5%或1%至3%的区间展开。 他说："这将是一场非常充分的讨论。" 美联储政策制定者于2012年正式公开采纳了当前2%的通胀目标，这一目标也被全球许多央行采用。贝 森特认为，"精确到小数点的确定性是荒谬的。"但他表示，在通胀率高于该目标时进行调整，可能会给 人一种"当通胀高于某一水平时，你总会向上调整"的印象。 这次访谈录制于12月18日美国劳工统计局发布11月消费者价格指数之后。该数据显示CPI同比上涨 2.7%。美联储采用另一个指标PCE价格指数来衡量通胀。最新数据显示，截至9月的12个月内，PCE上 涨了2.8%。 民众正在"承受痛苦" 贝森特说："除非你达到目标并维持可信度，否则很难重新锚定。"他也承认了民众对负担能力的担忧 ...

欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 12月24日收盘：美股收高科技股领涨 标普指数创历史新高 12月24日美股成交额前20：凯西伍德持续减持特斯拉 12月24日热门中概股涨跌不一 台积电涨1.27%，蔚来跌2.40% 来源：环球市场播报 欧洲股市升至纪录新高 美国批准推动诺和诺德股价大涨 宏观 特朗普称美联储主席应在市场表现良好时降低利率 美国消费者信心连续第五个月下滑 就业看法更趋悲观 美国发布H-1B签证新规 以高薪申请人为优先 美国经济2025年第三季度增长4.3% 美联储主席候选人哈塞特：美国在降息方面已严重滞后 贵金属集体大涨 黄金白银再刷历史新高 贝森特：美联储2%的通胀目标有商榷余地 或可设置为一个区间 周二国际油价小幅上扬 市场关注供需前景 美国议员起诉特朗普 指其未经国会批准将个人名字加到肯尼迪中心 特朗普政府将于明年1月起，扣押拖欠助学贷款借款人的薪资收入 美国最高法院驳回特朗普在芝加哥动用国民警卫队的请求 美国对格陵兰岛动作不断 北欧三国声援丹麦 美国向加勒比增派特战飞机和部队 加拿大央行不确定下一次政策利率调整会在何时以及朝哪个方向 利比亚军方总参谋长在土耳其坠 ...

上周，美国劳工部发布的数据显示，11月消费者价格指数（CPI）同比上涨2.7%，低于9月的3%，经济 学家先前预计涨幅应为3.1%。 12月24日，美国财政部长斯科特·贝森特（Scott Bessent）表示，当美国通胀率能持续降至2%水平，美联 储就应该重新评估2%的通胀目标。 贝森特在接受采访时说道："一旦我们回到2%——我认为这一点已经在视野之内——我们就可以讨论一 个问题：改为设定一个通胀区间是否更为明智？" 贝森特在采访中建议，讨论的焦点可能围绕将通胀目标调整为1.5%至2.5%的区间，或1%至3%的区间展 开，"这将是一场非常充分、非常深入的讨论。" 2012年，美联储正式地、公开地确立了2%的通胀目标，这也被全球许多中央银行所采用。 贝森特表示，追求"精确到小数点后一位的确定性本身就很荒谬"。他补充道，如果在通胀高于目标的情 况下调整目标，可能会给外界留下"只要通胀高于某个水平，政策就总能向上调整"的印象。 贝森特说道："在达到目标并维持公信力之前，要重新锚定通胀预期是非常困难的。"他承认美国家庭正 面临可负担性方面的压力，这种不满情绪在11月举行的选举中有所体现，导致共和党失利。 "我们理解美 ...

【加密货币】比特币跌超1%，最低触及86600美元；以太坊跌近1.5%，最低触及2900美元。 智通财经APP获悉，周二，三大指数普涨，标普500创收盘新高。因受到有韧性的消费者与企业支出以 及更为稳定的贸易政策支撑，美国经济在第三季度以两年来的最快速度扩张。 【欧股】德国DAX30指数涨46.66点，涨幅0.19%，报24342.81点；英国富时100指数涨23.57点，涨幅 0.24%，报9889.54点；法国CAC40指数跌17.22点，跌幅0.21%，报8103.85点；欧洲斯托克50指数涨7.97 点，涨幅0.14%，报5751.66点；西班牙IBEX35指数涨22.60点，涨幅0.13%，报17180.60点；意大利富时 MIB指数涨18.90点，涨幅0.04%，报44612.50点。 【亚太股市】日经225指数微涨，韩国KOSPI指数涨0.28%，印度BSE SENSEX微跌，印尼综合指数跌 0.71%。 【外汇】衡量美元对六种主要货币的美元指数当天下跌0.35%，在汇市尾市收于97.942。截至纽约汇市 尾市，1欧元兑换1.1790美元，高于前一交易日的1.1755美元；1英镑兑换1.3497 ...

据报道，美国财政部长贝森特支持在通胀率稳步回落至2%之后，重新审视美联储的这一通胀目标。贝 森特建议，一旦通胀目标重新锚定，可以讨论将其转变为一个目标区间，例如1.5%至2.5%或1%至3%。 ...

Core Viewpoint - The U.S. Treasury Secretary, Becerra, indicated that discussions about adjusting the Federal Reserve's 2% inflation target could occur once inflation is consistently brought back to that level, suggesting a potential range of 1.5% to 2.5% or 1% to 3% as more reasonable targets [2][3] Group 1 - Becerra emphasized the importance of maintaining policy credibility before re-anchoring inflation expectations, acknowledging that American households are under financial pressure [3] - He attributed the current high price levels to the Biden administration and noted that inflation is beginning to decline, partly due to falling rents, which he believes were previously driven up by an increase in illegal immigration [4] - The latest Consumer Price Index (CPI) data showed a year-over-year increase of 2.7% for November, while the Personal Consumption Expenditures (PCE) index rose by 2.8% over the past 12 months [2]