《华尔街日报》6日援引消息人士的话报道，鲁比奥在5日举行的国会闭门简报会上称，美国政府近期就格陵兰岛问题发出威胁，目的是要从丹麦 手中"购买"该岛。报道援引知情人士的话称，鲁比奥在简报会上淡化了美国可能以武力夺取格陵兰岛的说法。 美国白宫新闻秘书莱维特6日在发给新华社记者的电子邮件中证实，美国总统特朗普及其团队正在讨论"一系列选项"以得到格陵兰岛，其中包 括"动用美国军队"。特朗普已明确表示"得到格陵兰岛是美国的国家安全优先事项，对于威慑我们在北极地区的对手至关重要"。 报道认为，德米特里耶夫显然是在用商业术语影射特朗普近期的地缘政治举动。 【环球网报道 记者 闫珮云】据英国天空新闻网报道，针对美国《华尔街日报》6日爆料美国国务卿鲁比奥表示美国计划从丹麦手中"购买"格陵兰 岛一事，俄罗斯总统特别代表德米特里耶夫在社交媒体X上发帖称，"用委内瑞拉石油购买格陵兰岛？创新的地缘政治'并购'"。 ...

| 国投邮货 111 | | | | 贵金属日报 | | --- | --- | --- | --- | --- | | | | 操作评级 | | 2026年01月07日 | | 黄金 | ★☆★ 白银 | ★☆★ | 刘冬博 高级分析师 | | | 销 | ★☆☆ 紀 | ★☆☆ | F3062795 Z0015311 | | | | | | 吴江 高级分析师 | | | | | | F3085524 Z0016394 | | | | | | 孙芳芳 中级分析师 | | | | | | F03111330 Z0018905 | | | | | | 010-58747784 | | | | | | | gtaxinstitute@essence.com.cn | 1 【星级说明】红色星级代表预判趋势性上涨,绿色星级代表预判趋势性下跌 ★☆☆ 一颗星代表偏多/空,判断趋势有上涨/下跌的驱动,但盘面可操作性不强 ★★☆ 两颗星代表持多/空,不仅判断较为明晰的上涨/下跌趋势,且行情正在盘面发酵 今日贵金属冲高回落。美国对委内瑞拉军事行动以及特朗普一系列强势言论体现全球地缘乱局延续，贵金属 牛市逻辑不改,资金情绪主导 ...

美国对委内瑞拉的军事行动以及特朗普拟收购格陵兰岛引发的紧张局势，再次将全球军事支出的增长推 向风口浪尖，为持续飙升的欧洲国防股注入了新动力。自今年年初以来，彭博欧洲国防公司指数已上涨 10%。在美军上周末抓捕委内瑞拉总统马杜罗后，涨势进一步增强。地缘政治已牢牢占据投资者的视 野，尤其是特朗普不排除使用武力获取格陵兰岛的可能性，这导致美国与北约盟友丹麦之间的冲突升 级。Alphavalue分析师Saima Hussain表示："以委内瑞拉事件为例，虽然这是拉美事务，但它实际上强 化了一种观点，即美国的国家安全政策可能变得更加趋向'交易型'和'单边主义'，甚至对盟友也是如 此。这意味着欧洲已经意识到，无论有没有美国的支持，它都必须具备行动能力。"高盛策略师Sharon Bell等人看好欧洲国防股，预计财政和军事支出承诺将继续推动利润增长。彭博分析显示，基于远期市 盈率，欧洲航空航天和国防板块的估值仍低于美国同行。 ...

哈喽，大家好！小洲这篇国际评论，主要来分析美国突袭委内瑞拉导致金融市场避险情绪升温，贵金属 价格一路飙升，黄金更是冲破4400美元/盎司，这背后全球贵金属领域将会如何发展？ 美军突袭委内瑞拉，点燃避险导火索 1月6日早间，现货黄金延续暴涨势头，一举站上4460美元/盎司，再创近期新高，现货白银同步攀升近 1.5%，稳稳站在77.6美元/盎司上方。 金银的强势领跑，带动整个贵金属板块集体"狂飙"：1月5日当天，现货铂金日内涨幅超6%，现货钯金 也上涨4%，原本相对低调的贵金属品种，一时间成为全球投资者追捧的焦点。 | 于情处勾? | | | | | | | --- | --- | --- | --- | --- | --- | | 分析师:2026有望再创历史新高 | | | | | | | 103 22 22 22 SPTAUUSDOZ.IDC | | | | | | | 开盘 4449.090 | 4452.505 | 昨结 | 4449.090 | | | | +3.415 | +0.08% | 总量(kq) | 0.00 | 现手 | 0 | | 最高价 રો ન | 4461.180 | 搏 仓 | ...

数据显示，1月7日上海黄金现货价格报价1005.00元/克，相较于期货主力价格（998.90元/克）升水6.01 元/克。 尽管欧洲多国发布联合声明支持丹麦，警告现有边界不容协商，但特朗普不排除动武夺取格陵兰，白宫 明确表示出兵占领是选项之一。 【黄金期货最新行情】 | 1月7日 | 收盘价（元/克） | 当日涨跌幅 | 成交量（手） | 持仓量（手） | | --- | --- | --- | --- | --- | | 沪金主力 | 998.90 | -0.17% | 200100 | 126147 | 打开APP，查看更多高清行情>> 【基本面消息】 【机构观点】 银河期货：地缘主导 贵金属短期内或偏强震荡 此前，由于COMEX市场提高贵金属的保证金、叠加年末获利了结影响，金银在高位进入宽幅震荡。但 节后，一方面，金银前期的宏观和基本面的利多因素都尚存，另外，近日拉美、格陵兰岛等相关的地缘 事件，不仅点燃了市场的避险情绪，更加剧了当前逆全球化趋势下市场对于有限的矿产资源的拥趸，且 板块间的轮动也在品种间互相形成资金和情绪的正向反馈，推动金银和其他有色贵金属共同上涨。当前 市场情绪较为亢奋，预计金银仍有望 ...

Core Viewpoint - The geopolitical tensions have increased demand for safe-haven assets, leading to fluctuations in gold prices, with predictions of further increases in the coming years [1] Group 1: Gold Market Dynamics - On January 7, COMEX gold futures reached a high of $4,512 per ounce before retreating to around $4,454 per ounce by the end of the A-share market [1] - The performance of gold-related ETFs showed mixed results, with 华夏 ETF (518850) down 0.65% and 黄金股 ETF (159562) down 1.36%, while 有色金属 ETF (516650) rose by 0.39% [1] Group 2: Economic Indicators and Predictions - The U.S. government is expected to release the non-farm employment report for December 2025, which is crucial for determining the direction of the Federal Reserve's interest rate adjustments [1] - Morgan Stanley forecasts that gold prices will rise to $4,800 per ounce by Q4 2026, driven by declining interest rates, changes in the Federal Reserve leadership, and continued purchases by central banks and funds [1]

Core Viewpoint - The gold market is experiencing upward momentum driven by geopolitical events and the Federal Reserve's interest rate decisions, with a focus on upcoming U.S. non-farm payroll data [2][6]. Market Performance - London spot gold has shown volatility, with COMEX February gold futures rising by 1% and surpassing the $4500 per ounce mark during trading [2][6]. - SHFE gold also increased by 0.81%, indicating a broader rally in precious and non-ferrous metals [2][6]. Federal Reserve Insights - There is significant internal disagreement within the Federal Reserve regarding the interest rate path, with Richmond Fed President Barkin stating that rates have reached a neutral level, while Governor Mester suggests data supports further rate cuts, potentially exceeding 100 basis points this year [2][6]. Geopolitical Factors - Following U.S.-Iran tensions, the U.S. government is reportedly discussing options to acquire Greenland, including military considerations, which adds to the geopolitical uncertainty influencing market dynamics [2][6]. Future Outlook - The Federal Reserve's decision on interest rates in January remains uncertain, with geopolitical issues expected to be a major focus in the first month of the year, likely sustaining a strong upward trend in gold prices [2][6].

格陵兰规模约300亿克朗(47亿美元)的经济高度依赖哥本哈根每年超过40亿克朗的补贴。自特朗普发起 攻势以来，拥有AAA评级的丹麦增加了投资，并拨出额外资金以加强医疗服务。央行表示，该岛5.7万 人口到2050年将减少20%，人口老龄化将增加医疗和老年护理成本。分析显示，由于渔业捕捞量下降以 及劳动力短缺，经济已经承压。 【最新白银期货行情解析】 沪银等待本周数据后的调整再顺势做多。沪银溢价扩大至1670元/克，国内情绪强劲。银价再度大幅回 升，情绪依旧强劲，沪银主力合约参考运行区间19400-20200区间。 今日周三(1月7日)亚盘时段，白银期货目前交投于19507一线上方，今日开盘于19460元/千克，截至发 稿，白银期货暂报19703元/千克，上涨4.25%，最高触及20235元/千克，最低下探19280元/千克，目前来 看，白银期货盘内短线偏向震荡走势。 【要闻速递】 丹麦央行周二发布的分析报告指出，在格陵兰岛这一再次引发地缘政治紧张局势的北极岛屿，其公共财 政在去年经历"出人意料的剧烈恶化"后正面临巨大压力。 哥本哈根政府为这个世界上最大的岛屿提供补贴，而特朗普多次表示希望接管该岛。这位美国总统指 ...

Core Viewpoint - The 2026 investment outlook for the A-share market highlights the impact of geopolitical changes and technological innovations, particularly in AI, on capital markets, while addressing potential challenges and opportunities for investors [3][4][31]. Market Overview - The A-share market has shown a bullish trend, with major indices recording their second consecutive year of positive annual K-lines, particularly the Shanghai Composite Index reaching a 10-year high [4][32]. - Historical data indicates that the A-share market has never recorded three consecutive years of positive annual K-lines, raising questions about the potential for a new cycle in 2026 [4][33]. Key Drivers of the Bull Market - The bull market is driven by several core factors, including the government's strong emphasis on the stock market, a prolonged low-interest-rate environment favoring dividend stocks, and the stock market's emergence as a leading asset class with mid-term growth potential [5][34][36]. - The market's dynamics are influenced by both short-term and mid-term variables, with the potential emergence of new long-term cycle variables that may not be immediately recognized by investors [4][33]. Market Consensus and Analysis - The consensus among analysts is that the government is committed to high-quality capital market development, as evidenced by various supportive policies introduced since early 2024 [5][34]. - The low-interest-rate environment has been beneficial for dividend-paying stocks, which have become a core component of long-term investment strategies [5][34]. - The stock market is increasingly viewed as a primary asset class with significant mid-term growth potential, especially as real estate's role in economic growth diminishes [5][34]. Geopolitical and Economic Context - The ongoing geopolitical tensions, particularly between the US and China, are reshaping the investment landscape, with implications for market dynamics and corporate performance [8][39]. - The competition between the US and China is recognized as a critical geopolitical issue, influencing market sentiment and investment strategies [8][39]. Market Valuation and Structural Changes - The valuation framework of the A-share market is undergoing significant changes, with a notable divergence in performance between consumer stocks and technology sector stocks [40]. - The market's valuation adjustments may reflect a broader shift towards innovation-driven growth, necessitating a reevaluation of traditional investment strategies [40][43]. Investment Themes for 2026 - Key investment themes for 2026 include the continued focus on AI and technology innovation, resource commodities like gold, silver, and copper, and the potential for price increases in various sectors due to supply-demand dynamics [22][26][28]. - The performance of innovative pharmaceuticals is also highlighted, with expectations for continued growth driven by successful business development transactions and advancements in drug development [26][27].

Group 1 - The core viewpoint of the article emphasizes the sovereignty of Greenland, asserting that it belongs to Denmark and should not be subject to external claims, particularly from the United States [1][7][10] - The U.S. administration, led by Stephen Miller, has declared Greenland as a national security priority, exploring various options to assert control, including potential military action [2][3][12] - Denmark's government has responded firmly, indicating that any military aggression against a NATO ally would have severe consequences, and has initiated discussions with the U.S. to address these claims [4][6][11] Group 2 - Multiple European nations, including France, Germany, and Italy, have united in a statement reinforcing that Greenland's affairs should be determined by Denmark and Greenland, rejecting U.S. assertions [7][9] - Analysts suggest that the U.S. may not resort to military action but could instead employ political influence tactics, such as buying off local politicians, to gain control over Greenland [3][12] - The situation poses a significant risk of fracturing NATO and the EU, with experts warning that U.S. actions could lead to unprecedented divisions within these alliances [13]