ccmn沪镍走势：今日午盘后沪期镍横盘后大涨，沪期镍主力月2602合约开盘报143500元/吨，盘中最高 报147720元/吨，最低价报142020元/吨，收盘报147720元/吨，上涨10940元/吨，涨幅为8%，沪镍主力月 2602主力合约成交量1132256手。 据长江有色属网统计：1月7日ccmn长江综合1#镍价146600元/吨-156200元/吨，均价报151400元/吨，较 前一日价格上涨6900元，长江现货1#镍报146800元/吨-156800元/吨，均价报151800元/吨，较前一日价 格上涨7050元，广东现货镍报153700元/吨-154100元/吨，均价报153900元/吨，较前一日价格上涨 5600。 ccmn镍市分析：宏观面，镍价上演"王者归来"。沪镍主力合约单日一度逼近涨停，较前期低点暴涨超 30%。此番行情由印尼供应收缩预期、全球宏观宽松情绪与地缘风险溢价共同点燃。然而，全球超过31 万吨的高位显性库存与下游季节性疲软的现实，构成了上涨的核心压制。市场正处于"强烈预期"与"过 剩现实"的激烈博弈中，波动加剧。本次暴涨的核心驱动来自全球最大镍生产国——印度尼西亚的产量 政策剧变 ...

Group 1: Gold Market Analysis - International gold prices are fluctuating around $3325, with market caution ahead of the Federal Reserve's policy decision and a slight retreat of the dollar providing some support [3] - The market anticipates the Fed to maintain a "higher for longer" interest rate policy, limiting the upward potential for gold prices [3] - Key technical levels indicate that gold prices need to break above $3345 to trigger a short-term bullish trend, while failure to do so may lead to a drop towards the $3300 support level [4][3] Group 2: Oil Market Analysis - International oil prices have seen a slight increase, continuing a previous gain of over 3%, driven by concerns over potential supply shortages due to the U.S. government shortening deadlines for Russia [5] - The oil market is expected to face supply tightness, which may force OPEC+ to adjust its production cuts, creating a supply-demand gap [5][8] - Technical indicators show that WTI oil prices have broken above the downtrend line since June, with key resistance at $71.50 and support at $68.00 [6][7][10]

Core Insights - Coking coal futures experienced a significant drop of 11%, raising concerns about whether the expectations for supply tightening have been overestimated [1] Group 1 - The sharp decline in coking coal futures is attributed to profit-taking triggered by position limits [1] - Market participants are questioning the sustainability of the supply tightening narrative in light of the recent price drop [1]