日经225指数开盘直线跳水，截至8:15跌超1%跌近700点。权重股方面，软银跌超3%。 韩国综合指数涨1.06%报5737.22点，再创历史新高。权重股方面，韩华宇航涨超5%，未来资产证券、 韩亚金融集团涨超2%，友利金融集团涨、KB金融集团涨超1%；SK SQUARE跌超1%。 日元走低，美元兑日元持续上涨，截至发稿，报155.1678上涨0.11%。近五个交易日累计涨超1.5%。 图源：wind 据央视新闻报道，根据日本防卫省的计划，从2025财年起至2027财年，日本分批采购约400枚美国产"战 斧"巡航导弹。19日，来自日本横须贺、吴市等多地的市民团体在日本参议院议员会馆集会，反对将"战 斧"巡航导弹部署至日本海上自卫队。 据央视新闻报道，2月20日，日本总务省发布的2026年1月日本全国去除生鲜食品后的消费者物价指数为 112.0，同比上涨2.0%。 国际贵金属方面，黄金白银由涨转跌，截至发稿，现货黄金回落至4991美元下方，现货白银跌至78美 元/盎司。 据央视新闻报道，当地时间2月19日，美国方面消息称，美国总统特朗普正权衡对伊朗实施一次"有限规 模"的初步军事打击，以迫使其接受美国提出的核协 ...

20日，日本总务省发布的2026年1月日本全国去除生鲜食品后的消费者物价指数为112.0，同比上涨 2.0%。(总台记者 林博翰) (责任编辑：单晓冰) ...

Group 1 - The U.S. economy appears to be presenting conflicting data, with the Federal Reserve focused on inflation rates while consumer prices are unexpectedly declining despite high tariffs [1][3] - The Consumer Price Index (CPI) for January 2026 showed a year-on-year increase of 2.4%, while the core CPI, excluding volatile food and energy prices, was at 2.5%, complicating expectations for interest rate cuts [3] - There is speculation that if tariffs on basic industrial goods are lifted, the CPI could drop below the critical 2% threshold, potentially signaling deflation, which is a serious concern [5] Group 2 - The Federal Reserve, led by Jerome Powell, is in a difficult position as the CPI is near 2% and the job market remains strong, suggesting that interest rates should not be lowered [7] - The U.S. financial system is heavily reliant on overseas markets, and a shift in interest rates could lead to a loss of liquidity, as global investors may withdraw their funds if U.S. dollar returns become less attractive [7][11] - The current economic strategy appears to be sacrificing capital returns to maintain industry profits, with the administration exerting control over global oil prices to stabilize the dollar's position [11] Group 3 - OPEC's decision to continue its production increase policy is seen as a strategic move by the Trump administration to lower domestic prices ahead of midterm elections, despite potential short-term increases in oil prices [9] - The U.S. is attempting to create a low-cost oil system that could undermine traditional oil-producing countries in the Middle East, indicating a significant shift in global energy dynamics [9][11] - The interplay between tariffs, oil prices, and the dollar's status is creating a precarious balance that may not be sustainable in the long term [12][14]

Group 1 - The cost of goods and services in the U.S. rose at a slower annual rate of 2.4% in January, indicating a potential easing of inflation [1] - The consumer price index (CPI) decreased by 0.3 percentage points from the previous month, reaching levels similar to those seen after the announcement of aggressive tariffs in April 2025 [1] - Core CPI, excluding food and energy, increased by 2.5%, aligning with economists' expectations [2] Group 2 - On a monthly basis, the all-items index rose by a seasonally adjusted 0.2%, while the core index increased by 0.3%, both slightly below forecasts [2]

（原标题：外国投资者持有的卢比国债数量飙升至两年多来的最高水平） 斯里兰卡《每日金融时报》2月2日报道，外国投资者持有的以卢比计价的政府债券大幅增长，净流 入达66.3亿卢比。截至1月29日当周，外国投资者持有的政府债券总额增至1465.6亿卢比，达到一年多以 来的最高水平，上次达到此水平还要追溯到2023年11月初。在货币市场方面，截至1月30日当周，银行 间市场未偿流动性盈余总额继续保持高位，达2331.3亿卢比。流动性飙升至五年多来的最高水平，达到 自2021年1月8日以来的最高值。 数据显示，1月消费者物价指数（CCPI，以2021年为基期，基期指数 =100）同比上涨2.3%，高于12月份的2.1%。通胀水平依然温和，低于央行5%的中期目标，甚至低于3% 的目标区间下限。 ...

责编：陈菲扬、张振 1月23日，日本总务省发布的2025年12月日本全国去除生鲜食品后的消费者物价指数为112.2，同比上涨 2.4%。2025年全年日本全国去除生鲜食品后的消费者物价指数为111.2，较去年上涨3.1%，为连续四年 上涨。（总台记者 柏春洋） ...

澳大利亚标准普尔/澳大利亚证券交易所200指数在通胀数据公布后涨幅扩大，最新上涨0.6%。 澳洲国 内通胀率数据低于预期，数据公布后澳元兑美元下跌0.25%报0.6721美元。 澳大利亚11月月度消费者物价指数（CPI）同比上涨3.4%（调查预期为上涨3.7%）；澳大利亚11月月度 截尾均值消费者物价指数（CPI）环比上涨0.3%（调查预期为上涨0.25%）。 责任编辑：王永生 责任编辑：王永生 澳大利亚标准普尔/澳大利亚证券交易所200指数在通胀数据公布后涨幅扩大，最新上涨0.6%。 澳洲国 内通胀率数据低于预期，数据公布后澳元兑美元下跌0.25%报0.6721美元。 澳大利亚11月月度消费者物价指数（CPI）同比上涨3.4%（调查预期为上涨3.7%）；澳大利亚11月月度 截尾均值消费者物价指数（CPI）环比上涨0.3%（调查预期为上涨0.25%）。 ...

东京23区消费者物价指数通常被视作日本全国物价动向的先行指标，因此备受关注。 当地时间12月26日，日本总务省公布了12月东京都23区消费者物价指数，去除生鲜食品后的整体核心消 费指数为111.1，同比上涨2.3%。 （文章来源：央视新闻） ...

Core Insights - Commodities traders experienced a significant sell-off in gold, with prices dropping from a high of $4,381.52 to $4,118 per ounce, marking the largest decrease in four years [2][3] - Silver prices also fell sharply, trading at $48.76 per ounce, down from $54.35 last week, indicating the most substantial drop since early 2021 [2][3] Market Context - The recent price fluctuations in gold and silver are attributed to a combination of economic and political factors, including a prolonged government shutdown, upcoming U.S.-China trade talks, and softer-than-expected consumer price index (CPI) numbers [5][6] - The government shutdown is causing delays in the release of economic and job data, contributing to market uncertainty [6] Investor Sentiment - The retreat from gold and silver may suggest that the market is feeling more secure, indicating that investors are not seeking safe-haven assets as they did previously [7]

Group 1 - Major companies such as 3M, Coca-Cola, Honeywell, and IBM are set to report their earnings soon, amidst a prolonged U.S. government shutdown [1][2] - The upcoming earnings season will include results from various notable firms including AT&T, Ford Motor, Netflix, and Tesla, indicating a busy week for investors [2] - Key economic indicators to be monitored include the consumer price index (CPI) for September and S&P flash U.S. services and manufacturing data, which are crucial for assessing economic health [1][4] Group 2 - The schedule for key market events includes the release of U.S. leading economic indicators on October 20, with no data available on October 21 and 22, and jobless claims and existing home sales data on October 23 [3] - CPI and core CPI readings are expected on October 24, along with S&P flash U.S. manufacturing and services data, and a final consumer sentiment reading [4]