1月9日晚，美股三大指数集体高开。截至北京时间10日凌晨0:15，道琼斯指数涨0.41%，标普500指数涨0.56%，纳斯达克综合指数涨0.72%。（编者注： 截至收盘，道指涨237.96点，涨幅为0.48%，报49504.07点；纳指涨191.33点，涨幅为0.81%，报23671.35点；标普500指数涨44.82点，涨幅为0.65%，报 6966.28点。） 据智通财经，1月9日，有网友发现，周生生天猫旗舰店里一件黄金生生有喜系列珍珠四叶草项链价格上调至136000元。 当日晚间，智通财经从周生生天猫旗舰店客服获悉，这款项链此前一天售价120800元，一夜之间暴涨15200元；叠加店铺满3800减60的优惠活动，券后价 135940元。 大型科技股涨跌不一，其中，英特尔涨超8%，创2024年4月份以来盘中新高。芯片股普涨，费城半导体指数涨超2%，阿斯麦涨超5%，美光科技涨超3%。 | 名称 급금 E | 现价 | 涨跌幅 ▼▶ | | --- | --- | --- | | 英特尔(INTEL) | 44.520 | 8.29% | | US INTC | | | | 谷歌(ALPHABET)-C | ...

4.1 全球经济展望 2026 年，全球经济将在温和放缓的态势下持续发展，新兴市场将逐渐取代发达经济体，成为最为关键的增长核心。 货币政策也将从宽松转向观望，并结合数据依赖。"聚焦结构分化、把握政策窗口、管控尾部风险"是 2026 年最为重 要的应对策略。 | | | | 2026年主要经济体经济展望 | | | --- | --- | --- | --- | --- | | 经济体 | 经济增速频测 | 核心驱动因素 | 制约因素 | 通胀轰现/风险 | | | 从 2025 年 2.6% 放缓至 | 消费慢性延续;AI 相关私人资本开支 | 就业市场康软导致个人消费增速回落 : 高利 | 关税政策可能引发局部通胀波动;美 | | 美国 | 2026 年 1.8%-2.0% (美 | 外溢效应(2025年科技企业资本开支 | 率遗留财政压力(2024年财政净利息支出 | 联储预测 2026 年核心 PCE 通胀中值 | | | 联储预期中值 1.8%) | +12%) | 占 GDP3.06%, 创 1996年以来新高); 关 | 2.6% | | | | | 税政策传导引发通胀波动 | | | | 从20 ...

Report Summary 1. Report Industry Investment Rating - No information provided 2. Core View of the Report - PX market sentiment is supported by the expectation of tight supply in Q1 2026, with the PX-naphtha spread widening to $360 and the PX-mixed xylene spread rising to $244, which encourages PX producers to actively purchase MX for conversion [2] - Demand remains robust, with domestic PTA maintaining high operation rates, benefiting from stable domestic demand and the resumption of exports to India since the end of November [2] - High gasoline spreads support aromatics. The commissioning of new polyester plants keeps the polyester load at a high level, with PTA consumption remaining high and market hoarding intentions increasing, leading to a rapid strengthening of the basis [2] - Although polyester demand weakens seasonally in the domestic market, the production cuts by polyester factories are insufficient to form a negative feedback. PTA prices are significantly boosted by the enthusiastic sentiment in the commodity market, and the costs of bottle chips and short fibers follow suit [2] 3. Summary by Relevant Indicators Spot Prices - PTA spot price increased from 5065 to 5100, a change of 35 [2] - MEG domestic price increased from 3687 to 3694, a change of 7 [2] Futures Closing Prices - PTA closing price increased from 5122 to 5144, a change of 22 [2] - MEG closing price increased from 3817 to 3847, a change of 30 [2] Short Fiber Indicators - 1.4D direct-spun polyester staple fiber price increased from 6620 to 6640, a change of 20 [2] - Short fiber basis decreased from 120 to 86, a change of -34 [2] - 2 - 3 spread increased from 6 to 8, a change of 2 [2] - Polyester staple fiber cash flow increased from 240 to 246, a change of 6 [2] - 1.4D direct-spun and imitation large chemical fiber price difference increased from 1345 to 1365, a change of 20 [2] Bottle Chip Indicators - Polyester bottle chip prices in the Jiangsu and Zhejiang markets remained stable, with the average price unchanged from the previous working day [2] - PTA and bottle chip futures fluctuated narrowly, with most supply offers remaining unchanged, and the market negotiation atmosphere was cautious [2] - Downstream terminal demand was relatively stable, and the market negotiation focus remained temporarily stable [2] Other Product Indicators - T32S pure polyester yarn price increased from 10380 to 10400, a change of 20 [2] - T32S pure polyester yarn processing fee remained unchanged at 3760 [2] - Polyester-cotton yarn 65/35 45S price remained unchanged at 16370 [2] - Cotton 328 price increased from 15240 to 15280, a change of 40 [2] - Polyester-cotton yarn profit decreased from 1220 to 1192, a change of -28 [2] - Primary three-dimensional hollow (with silicon) price decreased from 7216 to 7215, a change of -1 [2] - Hollow short fiber 6 - 15D cash flow decreased from 450 to 417, a change of -33 [2] - Primary low-melting short fiber price remained unchanged at 7775 [2] Operating Rates and Sales Ratios - Direct-spun short fiber week-on-week load increased from 88.37% to 89.32%, a change of 0.95% [3] - Polyester staple fiber sales ratio increased from 54.00% to 55.00%, a change of 1.00% [3] - Polyester yarn week-on-week startup rate remained unchanged at 66.00% [3] - Recycled cotton-type week-on-week load index remained unchanged at 51.10% [3]

铀（U3O8）收于81.4美元/磅，上涨0.18%。 62%品位铁矿粉收于107.15美元/吨，基本持平。58%品位铁矿粉收于94.45美元/吨，基本持平。 纽约商品交易所黄金价格收于4531.5美元/盎司，上涨1.13%。银79.11美元/盎司，上涨5.89%。铂2467.7 美元/盎司，上涨10.05%。钯1985.0美元/盎司，上涨12.37%。 来源：自然资源部 上周五（26日），国际原油价格下跌，有色金属价格小幅震荡，银价则暴涨。 西德克萨斯中油（WTI）收于56.92美元/桶，下跌2.52%。布伦特（Brent）原油收于60.27美元/桶，下跌 2.54%。 ...

Group 1: Oil Market Dynamics - The international oil price has dropped significantly due to weak demand and geopolitical factors, with a total decline of approximately 20% this year, reaching its lowest level since February 2021 [2] - The commodity trading giant Trafigura warns of a "super surplus" in the oil market next year due to a combination of supply surge and declining global demand [2] - Analysts predict that the peak of supply surplus will occur in the first quarter of 2026, with expectations of continued inventory growth throughout the year, putting further pressure on oil prices [3] Group 2: Gold Market Trends - International gold prices have surged from $2,650 per ounce at the beginning of the year to over $4,000 per ounce, marking a significant bull market with a year-to-date increase of approximately 60% [4] - Central banks have shown strong demand for gold, with net purchases reaching 254 tons from January to October, providing substantial support for gold prices [4] - The International Clearing Bank (BIS) warns of potential bubble signs in the gold market due to excessive optimism and rising valuations, which could lead to a price correction of 5% to 20% [5] Group 3: Copper Market Outlook - The price of copper is expected to remain robust due to global industrial transformation, particularly in the electric vehicle sector, with a projected demand increase of around 3% in 2026 [7] - Supply constraints, exacerbated by incidents such as the collapse of a copper mine in Chile, have led to reduced production forecasts, supporting copper prices [7] - Goldman Sachs predicts that over 60% of copper demand growth by 2030 will be driven by investments in power infrastructure, indicating strong long-term prospects for copper [8]

U.S. stocks traded higher midway through trading, with the Dow Jones index gaining more than 150 points on Monday.The Dow traded up 0.39% to 48,322.06 while the NASDAQ jumped 0.46% to 23,417.50. The S&P 500 also rose, gaining, 0.46% to 6,866.26.Check This Out: GE Vernova To Rally Around 26%? Here Are 10 Top Analyst Forecasts For MondayLeading and Lagging SectorsMaterials shares rose by 1.3% on Monday.In trading on Monday, utilities stocks fell by 0.2%.Top HeadlineUniFirst Corp (NYSE:UNF) received an acquisi ...

商业航天头部企业集中上市推动行业进入规模化阶段，印 尼拟大幅下调 2026 年镍矿产量目标以稳定镍价 20251221 印尼镍矿政策变化对相关企业有何影响？ 摘要 某公司获得海上风电海缆订单，预计净利润约 4 亿元，提升公司海外订 单成长性，预计 2026 年利润达 22 亿元，2027 年达 28 亿元，当前估 值低于 20 倍，股价值得关注。 印尼加强镍矿生产管控，可能推升镍价。镍价已接近冶炼成本线，若实 施配额制将减少供给压力。方圆股份、华友钴业和格林美等镍相关企业 具备较强进攻属性。 商业航天发展影响太空算力供电领域，易事捷钙钛矿叠层技术具性价比， 迈为是其核心设备供应商，东方日升产品表现出色。华菱线缆为军工企 业供应特种电缆，值得关注。 银价上涨对光伏行业成本构成压力。爱旭探索贱金属替代贵金属技术， 帝科和聚合开发非银化替代方案，以降低银浆成本，这些创新举措值得 关注。 Q&A 东方电缆近期有哪些重要进展？对其未来业绩有何预期？ 东方电缆在本周末公告获得东南亚电力互联项目订单，金额约为 19 亿元。这 一订单超出市场预期，预计将在 2026 年后逐步贡献业绩增长，可能主要集中 在 2027 年。按 ...

Core Viewpoint - Lingwei Technology acknowledges that the price of concentrated sulfuric acid, a bulk commodity, is influenced by domestic and international supply and demand dynamics, and while it impacts the company's gross margin, the effect is limited [2] Company Measures - The company is implementing several strategies to mitigate the impact of rising concentrated sulfuric acid prices, including: 1. Expanding the pool of alternative suppliers for concentrated sulfuric acid to reduce procurement costs [2] 2. Negotiating price adjustments with customers based on market conditions to offset the adverse effects of price increases [2] 3. Enhancing lean management and optimizing production processes to lower production costs [2]

Core Viewpoint - The company is undergoing a significant change in shareholding structure, with the potential transfer of 7.76% of its shares, which may lead to a change in control and could result in a situation with no actual controller [1] Company Overview - 威领股份 is primarily engaged in the lithium new energy sector, with additional operations in multi-metal mining including tungsten, tin, lead, and zinc [2] - The company's lithium resource business includes key products such as lithium mica and lithium carbonate, which are essential raw materials for the lithium battery supply chain [2] - In November 2021, the company established a subsidiary focused on lithium carbonate production, which began formal production in September 2022 [2] - The company acquired a 70% stake in Linghui Technology in January 2022, enhancing its capabilities in lithium mica ore dressing with an annual processing capacity of 1.2 million tons [2] - In April 2025, the company acquired a 74.3% stake in Jiayu Mining, expanding its operations into tungsten, tin, lead, and zinc mining [2] Financial Performance - The company has experienced continuous losses, with net losses of 222.3 million yuan in 2023 and 308 million yuan in 2024 [3] - For the first three quarters of 2025, the company reported revenues of 21.3 million yuan, a year-on-year decline of 53.88%, and a net loss of 13.05 million yuan, an increase in loss of 88.44% year-on-year [3] - The decline in performance is attributed to a significant increase in lithium carbonate prices since 2022, leading to an oversupply in the market as upstream companies expanded capacity [3] - The importance of the tungsten, tin, lead, and zinc sectors has been highlighted due to the demand from emerging and traditional industries, with expectations of increased supply putting pressure on market prices in the coming years [3] Stock Performance - The company's stock has seen significant volatility, with a notable increase in price since November, reaching a peak of 16.96 yuan per share on November 20, representing over a 40% increase from the lowest price of 12.02 yuan per share at the beginning of the month [3] - On November 24, the stock closed at its daily limit, at 16.9 yuan per share [3]

Market Overview - U.S. stocks traded higher, with the Dow Jones index gaining over 200 points, up 0.48% to 45,973.42, NASDAQ up 0.56% to 22,201.01, and S&P 500 up 0.56% to 6,575.43 [1] - Communication services shares increased by 1.7%, while utilities stocks fell by 0.2% [1] Company Earnings - BJ's Wholesale Club Holdings, Inc. reported third-quarter adjusted earnings per share of $1.16, exceeding the analyst consensus estimate of $1.09 [2] - Quarterly sales reached $5.348 billion, slightly above the expected $5.347 billion [2] - The company raised its fiscal 2025 adjusted EPS guidance to a range of $4.30 to $4.40, up from $4.20 to $4.35, compared to analyst expectations of $4.31 [2] Stock Movements - Iveda Solutions Inc shares surged 63% to $1.06 following a new manufacturing partnership announcement [8] - Nuvve Holding Corp shares increased 56% to $0.26 after entering a Memorandum of Understanding for transportation electrification [8] - OSR Holdings Inc shares rose 43% to $0.65 after a non-binding term sheet for a potential licensing agreement [8] - Liminatus Pharma Inc shares dropped 29% to $0.74 [8] - authID Inc shares fell 20% to $1.37 after announcing a registered direct offering [8] - Pasithea Therapeutics Corp shares decreased 21% to $0.33 following interim trial data announcement [8] Commodity Prices - Oil prices fell by 1.8% to $57.93, while gold prices increased by 0.1% to $4,065.80 [5] - Silver prices decreased by 2.1% to $49.235, and copper fell by 0.1% to $4.9625 [5] European Market Performance - European shares were lower, with the eurozone's STOXX 600 down 0.4% and Spain's IBEX 35 Index down 0.9% [6] - London's FTSE 100 fell 0.1%, Germany's DAX 40 declined 0.3%, and France's CAC 40 fell 0.1% [6] Asian Market Performance - Asian markets closed lower, with Japan's Nikkei 225 down 2.40%, Hong Kong's Hang Seng down 2.38%, China's Shanghai Composite down 2.45%, and India's BSE Sensex down 0.47% [9]