美国《华尔街日报》报道，特朗普的高级助手已被告知沃什将获提名。特朗普29日早些时候表示，将 于下周宣布下一任美联储主席人选，但在当晚与沃什会面后，决定将宣布时间提前至30日上午。 多家外媒30日报道，美国总统特朗普可能准备提名美国联邦储备委员会前理事凯文·沃什出任下一任美 联储主席。 英国《金融时报》当天援引三名消息人士的话报道，特朗普准备提名沃什接替现任美联储主席鲍威尔。 另据美国彭博社援引消息人士的话报道，白宫正在为相关提名做准备。 来源｜新华社 编辑 ｜瑜见 （图片来自央视新闻） 特朗普在首个总统任期内提名鲍威尔为美联储主席。当时，鲍威尔与沃什均为特朗普考虑的人选，但鲍 威尔最终获得提名。 沃什2006年加入美联储，是当时最年轻的美联储理事。在美联储任职期间，沃什持鹰派货币政策立 场，但近年转向支持特朗普的关税政策及加快降息立场。 ...

沃什2006年加入美联储，是当时最年轻的美联储理事。在美联储任职期间，沃什持鹰派货币政策立场， 但近年转向支持特朗普的关税政策及加快降息立场。（完） 美国《华尔街日报》报道，特朗普的高级助手已被告知沃什将获提名。特朗普29日早些时候表示，将于 下周宣布下一任美联储主席人选，但在当晚与沃什会面后，决定将宣布时间提前至30日上午。 特朗普在首个总统任期内提名鲍威尔为美联储主席。当时，鲍威尔与沃什均为特朗普考虑的人选，但鲍 威尔最终获得提名。 新华社北京1月30日电 多家外媒30日报道，美国总统特朗普可能准备提名美国联邦储备委员会前理事 凯文·沃什出任下一任美联储主席。 英国《金融时报》当天援引三名消息人士的话报道，特朗普准备提名沃什接替现任美联储主席鲍威尔。 另据美国彭博社援引消息人士的话报道，白宫正在为相关提名做准备。 ...

US stocks fell on Friday as President Trump said he would nominate Kevin Warsh to lead the Federal Reserve, against a background of a rising dollar and tumbling gold. The S&P 500 (^GSPC) slid 0.2%, while the tech-heavy Nasdaq Composite (^IXIC) fell 0.3%, pointing to another down session for tech stocks. The Dow Jones Industrial Average (^DJI) dipped below the flat line. Markets are calculating the potential impact after Trump said he has chosen frontrunner Warsh as the US central bank's next chair, in a ...

Group 1: Precious Metals - Spot gold and silver experienced significant declines, with gold dropping over 4% to below $5200 and silver falling over 7% to $108.25 per ounce after reaching historical highs earlier in the day [1][3] - During the day, spot gold and silver had risen by 3% and 4% respectively, marking new historical peaks [3] Group 2: U.S. Stock Market - All three major U.S. stock indices closed lower, with the Dow Jones down 0.13%, S&P 500 down 0.75%, and Nasdaq down 1.64% [6] - Several major U.S. tech companies reported mixed earnings; Meta's stock surged by 8% due to better-than-expected sales guidance, while Tesla's stock fell over 1% despite exceeding fourth-quarter expectations, marking a 3% year-over-year revenue decline [8] - Microsoft's stock plummeted over 10%, the largest intraday drop since 2020, attributed to record-high capital expenditures raising market concerns [8] Group 3: International Oil Prices - International oil prices surged, with ICE Brent crude rising over 4% to reach $70 per barrel for the first time since September of the previous year, while WTI crude increased over 4% to $66.26 per barrel [12] Group 4: Cryptocurrency Market - The cryptocurrency market saw significant declines, with Bitcoin dropping over 3.95% to below $86,000, Ethereum down 5.67%, and Dogecoin down 6.66%, resulting in over 180,000 liquidations in the past 24 hours [13] Group 5: Chinese Stocks - Chinese stocks showed mixed performance, with TAL Education rising over 13% due to better-than-expected Q3 results, while NIO increased over 5% [10]

这一投资决定凸显了高关税政策对重振美国制造业的潜在影响，目前美国工业所需铝材约85%依赖进 口。 美国铝业生产正迎来40余年来的历史性转折。 周四，伊利诺伊州的Century Aluminum公司宣布将与阿联酋全球铝业(EGA)合作，在俄克拉荷马州建设 美国自1980年以来的首座原铝冶炼厂，这一项目有望将美国国内铝产能提升一倍以上。 该工厂位于俄克拉荷马州Inola市，预计年产能达75万吨，将创造1000个永久性工作岗位和4000个建设 期岗位。Century在1月26日的声明中表示，工厂预计年内开工建设，本世纪末前投产。 白宫副新闻秘书Kush Desai在社交媒体平台X上评论称，"特朗普的关税正在发挥作用"。此前，特朗普 政府于2025年3月对钢铁和铝进口征收25%关税，6月将税率提高至50%。 根据国际铝业协会数据，2025年全球原铝产量为7378万吨。Century强调，新冶炼厂将扩大这一关键矿 物的国内供应，壮大美国铝业劳动力队伍，重振美国在铝业领域的专业技术和知识储备。 关税政策推动投资决策 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考 ...

Core Viewpoint - Investors in the US stock market have shifted their focus from trade-related fears to the strong performance of the US economy, leading to a more confident market outlook [1] Group 1: Market Performance - The S&P 500 index reached historical highs, touching the 7000-point mark, while the volatility index (VIX) dropped to its lowest level in five years, indicating reduced market anxiety [1] - Following the announcement of tariffs by President Trump, the S&P 500 index experienced a significant drop of 10.8% within two days, nearly entering a bear market, but recovered all losses by May 2 [2] - The S&P 500 index closed at a record high of 6978.60 points after Trump indicated no new tariffs on Europe, despite previous threats to increase tariffs on South Korea and Canada [3] Group 2: Economic Outlook - Market participants believe that tariffs are primarily used as negotiation tools, and the actual measures taken by the Trump administration will not be as aggressive as initially feared [3] - The ongoing strong performance of the US economy is perceived as more significant than the headlines surrounding tariffs, with investors confident in the economy's ability to absorb the impacts of tariffs [3] - Predictions suggest that the Supreme Court may rule against the tariff policies, leading to potential refunds, but uncertainty remains regarding the government's response [3] Group 3: Legal and Regulatory Context - The Supreme Court is expected to make a ruling on Trump's use of the International Emergency Economic Powers Act (IEEPA) for imposing tariffs, with potential implications for future tariff policies [4] - The government may utilize the Trade Act of 1974 to impose tariffs if the Supreme Court ruling is unfavorable, allowing for a temporary 15% tariff on all trading partners [4][5] - Implementing permanent tariffs under non-emergency powers may be more challenging and subject to legal challenges, although the market remains reassured that extreme measures will eventually be rolled back [5]

奥博穆还提到，企业若要持续推进美国市场的扩张布局，除了要在短期内实现成本下降，也离不开长期 稳定且可靠的商业环境作为支撑。 然而，当下美国政府频频挥舞"关税大棒"。其对进口钢铝产品、汽车零部件等征收的关税，使其本土车 企也遭受不小损失。通用汽车公司预估，公司2025年受关税影响金额达31亿美元。 展望未来，大众计划到2030年在全球投资1600亿欧元。在当下的地缘政治背景下，大众会如何选择？奥 博穆表示，大众将优先投资于利润核心区域，欧洲仍是其最强市场。同时大众也已全面重构在华运营战 略，首批完全由中国团队开发的产品即将上市。 最近，德国汽车制造商大众汽车集团首席执行官（CEO）奥博穆在接受采访时明确表示，若美国不降低 对欧洲汽车关税，大众将考虑搁置在美国建设奥迪工厂的计划。 财经频道更多独家策划、专家专栏，免费查阅>> 这一建厂计划最早于2023年敲定，时任美国政府承诺提供政府补贴，为大众的美国投资提供了经济可行 性支撑。 责任编辑：安东 可如今情况变了——现任美国政府的关税政策让大众资金压力很大。奥博穆算了一笔账：仅2025年前9 个月，关税影响就使集团利润减少约21亿欧元，旗下品牌保时捷2025年在美国 ...

决议的三大看点 由于许多美联储决策者认为央行目前处于或接近中性政策状态，因此，现在开始刺激经济的理由并不充 分——尤其是在今年财政政策即将启动以及关税上调对价格的影响仍存在不确定性的情况下。 专题：ATFX外汇专栏投稿 1月28日，美联储在北京时间周四凌晨即将迎来开年的第一场利率决议，当前，经济增长具备韧性、股 市接近历史高位且通胀高于目标水平，这些因素都表明美联储本次会暂停降息。但虽然预期维持利率不 变，但是这次决议在地缘政治、贸易不确定性、金银双高背景下的一次关键会议，所以对市场的指引可 能也更加复杂，重点关注主席鲍威尔召开货币政策新闻发布会的措辞。 政策立场：对通胀和经济的评估，看美联储是否会调整对通胀"顽固"和经济"韧性"的描述？ 降息路径：对于下一次降息的暗示，面对最新的地缘政治局势，鲍威尔若释放更耐心信号，可能意味着 降息会被推迟到下半年晚些时候。 政治压力：美联储独立性的表态，特朗普正物色新美联储主席，任何关于政治压力影响决策的讨论都会 引发市场担忧。此前特朗普试图解雇美联储理事丽莎·库克，并对主席鲍威尔展开刑事调查，以期影响 央行的决策。 特朗普近期对加拿大、欧洲的关税威胁频发，导致市场集体震 ...

Market Overview - The South Korean Composite Stock Price Index opened higher, reporting 5171.85 points, an increase of 1.71% from the previous close of 5084.85 points [2][3] - The trading volume reached 68.79 million shares, with a market capitalization of 961.35 trillion won for Samsung Electronics and 593.32 trillion won for SK Hynix [3][4] Key Stock Performances - LG Energy Solutions surged over 7.47%, while Hyundai Motor and Samsung Electronics also saw gains of 2.56% and 1.82% respectively [4] - SK Hynix met two-thirds of NVIDIA's HBM4 demand, indicating strong performance in the semiconductor sector [4] Pricing Trends - Samsung and SK Hynix have doubled the prices of low-power DRAM supplied to Apple compared to the previous quarter, with increases exceeding 80% and approximately 100% respectively [4] - This price hike reflects a shift in Apple's procurement strategy due to supply constraints, potentially impacting future negotiations [4] Trade Relations and Economic Impact - Former President Trump threatened to impose tariffs on South Korean imports due to unmet agreements, which could weaken the competitiveness of South Korean exporters in the U.S. market [5][6] - The potential tariffs may particularly affect the automotive sector, raising concerns about the ability of South Korean chip manufacturers to receive favorable treatment under U.S. semiconductor tariff frameworks [6] Japanese Market Update - The Nikkei 225 index fell below 53,000 points, declining by 0.74%, with significant drops in automotive and pharmaceutical stocks, including Toyota and Mazda, both down over 3% [7][8] - The Bank of Japan's meeting minutes indicated a consensus among members to continue a loose monetary policy, even if interest rates are raised in the future [8]

Core Points - India and the European Union (EU) have reached a historic free trade agreement, described as the "mother of all agreements," creating a free trade area with a population of 2 billion and covering 25% of global GDP and one-third of global trade [2][24][33] - The agreement is expected to significantly benefit both parties, with Indian Prime Minister Modi stating it will create numerous opportunities for 1.4 billion Indians and millions of EU citizens [2][24] Trade Agreement Details - Approximately 90% of tariffs on goods traded between the EU and India will be eliminated [5][27] - By 2032, EU exports to India are projected to double [7][31] - Tariffs on EU exports of automobiles to India will decrease from 110% to 10% [7][31] - Tariffs on EU exports of wine to India will be reduced from 150% to between 20% and 30% [7][31] - Indian exports of jewelry and textiles to the EU will see tariffs drop to 0% [7][31] - Tariffs on Indian exports of furniture, chemicals, leather, and metals to the EU will also be reduced to 0% [7][31] Geopolitical Context - The agreement is seen as a response to the unpredictable trade policies of the United States under former President Trump, who imposed high tariffs on India [6][29][33] - The partnership between India and the EU is viewed as a strategic alliance against US trade pressures, with both parties signaling a shift in global trade dynamics [33][34] - The deal has sparked criticism in Europe, with concerns about the potential influx of Indian workers and the challenges posed by India's business environment [41][42]