耐用品订单涵盖使用寿命不少于三年的产品，常被视作衡量经济活跃度与企业投资意愿的重要指标。在 经历10月短暂回调后，11月订单显著反弹，为年末经济增长动能提供了有力支撑。 此外，Polymarket的数据显示，市场押注美国政府在1月底前发生新一轮停摆的概率高达78%，而上周五 这一概率还不到10%。 【最新现货白银行情解析】 美国商务部报告显示，耐用品订单增长5.3%，明显高于市场预期的3.8%，并成功扭转了前值下降2.2% 的走势。该数据创六个月来最大，得益于商用飞机及其他资本设备订单的推动。 从同比看，耐用品订单增长10.5%，创下自2022年6月以来的第三高增速，表明制造业需求正逐步摆脱 此前的疲软态势。更值得关注的是核心订单数据的持续改善：剔除运输设备后的核心订单已连续八个月 环比上升，体现企业设备投资的回暖具备持续性。 今日周二(1月27日)亚盘时段，现货白银目前交投于109.23一线上方，今日开盘于103.93美元/盎司，截至 发稿，现货白银暂报109.69美元/盎司，上涨5.57%，最高触及111.12美元/盎司，最低下探103.34美元/盎 司，目前来看，现货白银盘内短线偏向看跌走势。 白银短线 ...

Group 1: Emerging Markets and ETFs - Emerging market ETFs saw inflows of $68.3 billion in the week ending January 23, slightly down from $71.3 billion the previous week, with a total inflow of $184 billion year-to-date [1][7] - Equity ETFs contributed $66.7 billion, while bond ETFs attracted $15.8 billion, increasing total assets from $460.4 billion to $473.7 billion [1][7] - Chinese assets were particularly favored, with a weekly inflow of $16.5 billion, making iShares MSCI Emerging Markets ETF the largest beneficiary [1][7] Group 2: Federal Reserve and Economic Indicators - Rick Rieder, Chief Investment Officer at BlackRock, has seen his chances of becoming the next Federal Reserve Chair rise from 6% to 49%, now the leading candidate [1][7] - The probability of a U.S. government shutdown by the end of January has surged to nearly 80%, up from less than 10% the previous week, if funding legislation is not passed [2][7] Group 3: Inflation and Economic Forecasts - Brazil's central bank has slightly lowered the inflation forecast for 2026 from 4.02% to 4%, with stable predictions for the following years [2][8] - The U.S. durable goods orders for November 2025 increased by 5.3%, the largest growth in six months, significantly exceeding the market expectation of 3.7% [2][9]