当地时间1月8日，欧美股市多数上涨。美股大型科技股涨跌不一，万得美国科技七巨头指数跌0.26%；能源股全线上涨，康菲石油、西方石油涨超5%。 中概股多数上涨，纳斯达克中国金龙指数涨超1%。世纪互联涨超10%，万国数据涨超8%，有道涨逾7%。 大宗商品方面，贵金属市场持续大幅波动，其中伦敦现货白银、COMEX白银期货盘中一度均跌超5%，尾盘收窄跌幅；原油期货价格均显著上涨，截至收 盘，美国WTI原油期货、布伦特原油期货价格均涨超4%。 美股三大指数涨跌不一 当地时间1月8日，美股三大指数涨跌不一。Wind数据显示，截至收盘，道琼斯工业指数涨0.55%，纳斯达克指数跌0.44%，标普500指数涨0.01%。 美股大型科技股涨跌不一，万得美国科技七巨头指数跌0.26%。个股方面，亚马逊、谷歌母公司ALPHABET-C、特斯拉涨逾1%；英伟达跌超2%，微软跌 逾1%，苹果、Meta小幅下跌。 | 腾讯音乐 | 17.505 | 5.45% | | --- | --- | --- | | TME.N | | | | 阿里巴巴 | 154.520 | 5.29% | | BABA.N | | | | 万物新生 | 6.0 ...

美国财长贝森特称：多数模型显示美联储利率区间或将落在 2.5% 至 3.25%。 来源：滚动播报 ...

1月1日，欢迎来到股市早观点，我们来看看今天有哪些消息热点？ 消息面上，美国劳工部周三公布的 数据显示，截至2025年12月27日当周，初请失业金人数减少1.6万人，至19.9万人，低于经济学家预计的 22万人。最此外，续请失业金人数在前一周下降至187万人。 Annex Wealth Management首席经济学家 Brian Jacobsen表示："失业金人数数据存在噪音，尤其是在假期期间，但尽管如此，它仍是衡量劳动力 市场健康状况的最佳数据。"他补充说： "也许新年的最大惊喜是劳动力市场在12月开始好转，这意味 着美联储可能比原先预期更长时间维持利率不变。"据CME"美联储观察"：美联储1月维持利率不变的概 率为85.1%；到3月累计降息25个基点的概率为51.7%，累计降息50个基点的概率为5.9%。 关注我，更多 股市资讯告诉你！ ...

每日经济新闻 每经AI快讯，12月31日，据CME"美联储观察"：美联储明年1月降息25个基点的概率为14.9%，维持利 率不变的概率为85.1%。到明年3月累计降息25个基点的概率为45.2%，维持利率不变的概率为48.3%， 累计降息50个基点的概率为6.5%。 ...

Group 1 - The central point of the article highlights the recent strengthening of the Chinese yuan against the US dollar, with the midpoint rate reported at 7.0602, marking an increase of 54 points and reaching the highest level since October 9, 2024 [2] - The offshore yuan has also surpassed the 7.04 mark, indicating a positive trend in the currency's performance [2] Group 2 - In the short term, the yuan is expected to maintain a strong performance against the dollar, driven by a generally weak dollar environment and robust domestic equity market performance attracting foreign investment [5] - The outlook suggests that the yuan may continue to appreciate moderately until 2026 [5] Group 3 - The probability of the Federal Reserve maintaining interest rates unchanged in January next year is 75.6%, while the likelihood of a 25 basis point rate cut is 24.4% [6] - By March, the cumulative probability of a 25 basis point rate cut rises to 43.5%, with a 47.5% chance of rates remaining unchanged, and a 9.1% chance of a cumulative 50 basis point cut [6]

Core Viewpoint - The widespread use of stablecoins may increase the risk of hitting the zero lower bound on interest rates, potentially lowering the neutral interest rate and affecting monetary policy [1] Group 1 - The rise of stablecoins could lead to a broader use of the US dollar, which may increase its value [1] - The Federal Reserve's interest rates could be lowered as a result of the increased use of stablecoins [1]

Core Viewpoint - Trump stated that if it were not for Jerome Powell, the current interest rate level set by the Federal Reserve could potentially be only 2% [1] Group 1 - Trump attributes the current higher interest rates to the actions of Federal Reserve Chairman Jerome Powell [1] - The implication is that Powell's policies have significantly influenced the economic landscape, leading to elevated borrowing costs [1]

Core Viewpoint - The Federal Reserve's interest rate reduction to a neutral level of 3% will not resolve the housing affordability crisis [1] Group 1 - The Federal Reserve, represented by Daly, emphasizes that simply lowering interest rates is insufficient to address the ongoing issues of housing affordability [1]

Group 1: Report Industry Investment Ratings - Gold investment rating: ★☆☆, indicating a bullish bias but poor market operability [1] - Silver investment rating: ★☆☆, indicating a bullish bias but poor market operability [1] Group 2: Core Views of the Report - Overnight, precious metals continued to strengthen. Powell pointed out that the policy rate is still slightly restrictive and emphasized flexible policy adjustment based on data and economic outlook. Geopolitical tensions are hard to resolve, and Trump said the US is ready to impose tariffs if Russia refuses to reach an agreement. The upward trend of precious metals remains unchanged, but short - term volatility may intensify [1] Group 3: Summary of Related Information Fed Officials' Statements - Powell: Policy rate is slightly restrictive, allowing better response to potential economic progress; tariff impact is a one - time transmission; decisions are "never based on political factors". His remarks may open the door for further rate cuts [2] - Goolsbee: Currently not considering a 50 - basis - point rate cut; the Fed's interest rate may eventually stabilize around 3% [2] - Bowman: Predicts three rate cuts in 2025 [2] - Bostic: Considers the current real neutral rate to be 1.25%; may support setting the inflation target range at 1.75% - 2.25% in the future [2] Trump's Statements - If Russia refuses to reach an agreement, the US is ready to impose tariffs; Ukraine can retake all lost territory with EU support; NATO countries should shoot down Russian planes entering NATO airspace; his relationship with Putin "unfortunately means nothing" [2] - Trump cancelled a meeting with two top - level Democrats in Congress on Tuesday to resolve issues hindering a funding agreement to avoid a federal government shutdown [2] OECD Forecast - Predicts global economic growth of 3.2% in 2025 (previously 2.9%) and 2.9% in 2026 (unchanged from previous forecast) [2]

Core Insights - The Federal Reserve's Goolsbee indicated that the final interest rate may stabilize around 3% and inflation is expected to decrease to 2%, which is a satisfactory outcome for the Fed [1] Group 1 - The potential stabilization of interest rates at approximately 3% suggests a shift in monetary policy that could impact various sectors, particularly those sensitive to interest rate changes [1] - The anticipated decline in inflation to 2% may influence consumer spending and investment strategies across industries, as lower inflation typically supports economic growth [1]