今日周四(1月8日)亚盘时段，沪金期货最新报价 1000.30 元/克，较前一交易日下跌5.22美元，跌幅 0.52%，成功站稳1000元/克关口。当日开盘价999.40元/克，最高价 1004.94元/克，最低价 995.20元/克。 英国杜伦大学学者杜明表示，声明隐含批评美国威胁行为，强调北约需集体维护北极安全。对于美国觊 觎格陵兰岛的未来走向，杜明推演六种可能，认为"武力吞并"概率极低，而"自由联合协议""巴拿马运 河租借"及"迫使丹麦扩大美国特权"三种模式可能性最大。 谈及美国动机，杜明指出三大原因：一是国家安全与军事考量——格陵兰岛是北极关键节点，可监 控"GIUK缺口"，美国认为丹麦防务不足，需完全控制以对抗俄罗斯等竞争者;二是资源丰富——拥有稀 土、锌、石油等战略矿产，助力美国高端制造业回流与供应链多元化;三是气候变化——冰层融化使新 航道开通成为可能，格陵兰岛位于要冲，对商业和军事航运意义重大。 【最新黄金期货行情解析】 沪金期货(AU)于2026年1月8日盘中报1003.56元/克，延续强势上行趋势，价格站稳1000元/克关键心理关 口。技术面显示，5日与20日均线呈多头排列，MACD红柱持 ...

在白银与黄金出现巨大涨幅的背后，一方面与美联储重启降息周期，并可能引发全球通胀再次抬升的预期有关；另一方面与地缘局势持续紧张，全球资金避 险情绪持续升温有关。此外，美元指数持续下跌、全球央行持续加码黄金等，这些因素都对金价构成了积极的提振影响。 美元信用体系发生动摇，引发全球资金的加速流动，这也是引发大量资金流向白银黄金渠道的主因之一。实际上，从近几年美元与黄金占全球外汇储备的比 例变化，我们可以看到美元的竞争力在持续下降，越来越多的资金流向黄金，促使黄金在全球外汇储备中的实际占比持续提升。 随着CME的接连出手，结合26年美联储降息预期有所降温，对黄金这一类非生息资产而言，构成了或多或少的抛售压力。在白银黄金价格大跌的背后，市 场资金已经意识到白银黄金价格已经处于阶段性的高位水平，CME的接连出手，也是白银黄金触顶的主要信号。 芝加哥商品交易所（CME）在一个月内连续两次上调了白银保证金，在最近一次的出手中，CME上调履约保证金的品种范围扩大至黄金、锂等多类金属期 货品种，可见这一次的影响力更大，白银黄金价格随之大跌。 CME上调多个品种的履约保证金，为何会引发白银黄金价格大跌？从主要原因分析，当履约保证金 ...

Group 1 - The Hong Kong government is seeing an increase in bank deposits, which rose over 10% this year to exceed 19 trillion HKD, following a 7% increase last year, indicating a trend of investors seeking safe havens amid geopolitical tensions [1] - Hong Kong's new stock fundraising activities are leading globally, and the wealth management sector is thriving, reflecting international capital's interest in the Hong Kong market [1] - The shipping and trade sector in Hong Kong is experiencing growth, with commodity exports showing a significant year-on-year increase of 11.3% in the first three quarters of this year, despite global trade tensions [1] Group 2 - Hong Kong maintains strong international connections with over 1,100 flights daily to more than 200 destinations, making it an attractive strategic hub for the exhibition industry and international events [2] - The AsiaWorld-Expo and Hong Kong Convention and Exhibition Centre hosted over 350 events last year, attracting more than 9 million participants, with expectations for increased attendance this year due to rising domestic and international travel [2] - The Hong Kong government and industry stakeholders are actively planning large-scale events to create greater synergy and economic benefits [2]

Group 1: International Capital Confidence in Hong Kong - International investors are reassessing asset risk and adjusting strategies, with Hong Kong emerging as a safe haven for capital [3] - Hong Kong has seen significant fundraising from major new stocks this year, attracting cornerstone investors from the West and the Middle East [3] - The total bank deposits in Hong Kong have increased by over 10% this year, surpassing 19 trillion HKD, indicating strong confidence in the market [3] Group 2: Economic Resilience Beyond Finance - Hong Kong's shipping and trade sectors are demonstrating strong resilience, with a 11.3% year-on-year increase in goods exports over the first three quarters [4] - The Hong Kong government is actively promoting the advantages of its shipping industry, including strategic partnerships with ports in the Belt and Road regions [4] Group 3: Recovery of the Exhibition Industry - The recent hosting of the International Exhibition Association's global annual meeting in Hong Kong highlights the city's recognition as an international exhibition hub [5] - Hong Kong's connectivity and favorable business environment support its exhibition industry, with over 1,100 flights daily to more than 200 destinations [5] Group 4: International Private Equity Expansion - Adams Street, a leading global private equity firm, has opened a new office in Hong Kong, marking its sixth office in Asia and indicating a strategic focus on the Chinese market [6][7] - Ardian, another prominent investment firm, has also established a Hong Kong office, enhancing its penetration into the Chinese market [9] Group 5: Return of Dollar Funds to China - The return of dollar funds to China is driven by a restructuring of global asset valuations, with international capital focusing on sectors like technology and high-end manufacturing [10] - The recent fundraising activities of dollar funds indicate a renewed interest in the Chinese market, with significant participation from international investors [10] Group 6: Increased Competition Among Chinese Securities Firms - Chinese securities firms are intensifying their presence in Hong Kong, with several firms announcing the establishment of subsidiaries and significant capital increases [11] - The total capital increase by Chinese securities firms in Hong Kong has exceeded 5 billion HKD since 2025, reflecting their strategic focus on market opportunities [11][12] - The demand for IPO sponsorship, cross-border mergers, and wealth management services is driving the expansion of Chinese firms in Hong Kong [12]

陈茂波表示，去年，亚洲国际博览馆和香港会议展览中心有超过350场活动，吸引超过900万人次参与。 今年随着海内外旅客增加，会展活动的成绩让人有更大期待。特区政府和业界在策划大型盛事活动时， 亦积极安排活动接连举行，创造更大的联乘效应和经济效益。 来源：中国新闻网 11月17日，"香港海运周2025暨2025世界航商大会"举行开幕典礼。(香港特区政府新闻处供图) 香港特区政府财政司司长陈茂波23日表示，受地缘政局影响，全球投资者都重新评估其资产组合的风 险，并调整投资策略、分散风险，香港成为资金避险的安全港。 陈茂波在当日发表的网志中提到，香港银行存款总额继去年上升7%后，今年来进一步上升超过10%至 逾19万亿港元；新股集资活动领先全球、财富管理业界蓬勃发展、与世界各地的金融合作也持续深化， 这些都反映国际资金垂青香港市场。 陈茂波表示，面对国际上单边主义抬头，全球供应链、产业链正加快重整，在此背景下，香港的商品出 口连续19个月录得按年增长，今年首三季合计更是显著增加11.3%。 他续指，特区政府致力抓紧全球变局下航运业新机遇，向全球推广香港航运业的优势。他提到，在日前 举办的"香港海运周2025"期间，特 ...

陈茂波表示，面对国际上单边主义抬头，全球供应链、产业链正加快重整，在此背景下，香港的商品出 口连续19个月录得按年增长，今年首三季合计更是显著增加11.3%。 他续指，特区政府致力抓紧全球变局下航运业新机遇，向全球推广香港航运业的优势。他提到，在日前 举办的"香港海运周2025"期间，特区政府公布了首批与中国内地及共建"一带一路"国家和地区的战略合 作伙伴港口、见证了香港船东互保协会正式在香港成立，以及促成两项业界的合作协议等，这些都对香 港国际航运中心的发展及促进业界的国际合作，具有里程碑意义。 (机遇香港)香港财政司司长：香港银行存款总额今年升至逾19万亿港元 中新社香港11月23日电 香港特区政府财政司司长陈茂波23日表示，受地缘政局影响，全球投资者都重 新评估其资产组合的风险，并调整投资策略、分散风险，香港成为资金避险的安全港。 陈茂波在当日发表的网志中提到，香港银行存款总额继去年上升7%后，今年来进一步上升超过10%至 逾19万亿港元；新股集资活动领先全球、财富管理业界蓬勃发展、与世界各地的金融合作也持续深化， 这些都反映国际资金垂青香港市场。 中新经纬版权所有，未经书面授权，任何单位及个人不得转载 ...

Core Viewpoint - The Hong Kong Special Administrative Region is becoming a safe haven for global investors as they reassess their asset portfolios and adjust investment strategies due to geopolitical influences [1] Group 1: Financial Trends - Total bank deposits in Hong Kong have increased by over 10% this year, surpassing 19 trillion HKD, following a 7% rise last year [1] - The new stock fundraising activities in Hong Kong are leading globally, indicating a robust wealth management sector [1] Group 2: International Investment Interest - Several significant new stock offerings have attracted cornerstone investors from both Western countries and the Middle East [1] - International financial leaders attending recent conferences in Hong Kong have expressed plans to increase hiring and expand operations in the region [1]

11月23日，香港特区政府财政司司长陈茂波发表网志称，受到地缘政局的影响，全球投资者都重新评估 其资产组合的风险，并调整投资策略、分散风险，香港成为资金避险的安全港。香港银行存款总额继去 年上升7%后，今年来进一步上升超过10%至逾19万亿港元；新股集资活动领先全球、财富管理业界蓬 勃发展、与世界各地的金融合作也持续深化，这些都反映国际资金垂青香港市场。今年以来多只重磅新 股集资，亦吸引了不少来自西方以至中东的基石投资者参加。近来不少来港参会的国际金融领袖，都表 示其机构正计划在港增聘人手、扩充规模。 ...

Market Overview - The market is experiencing a broad decline, with 1,627 stocks rising and 3,646 stocks falling, indicating a poor profit-making environment and a clear tendency for capital to seek safety [6][11]. - The total trading volume in both markets has decreased by 9.08% to 9.2 trillion yuan, reflecting a strong sense of caution among investors and concerns about resistance above the 4,000-point level [7]. Capital Flow - There is a net outflow of 39.647 billion yuan from institutional funds, while retail investors are showing a net inflow [8]. - Institutions are exhibiting a cautious defensive strategy, reallocating funds away from previously high-performing sectors like batteries and semiconductors, and moving towards defensive sectors such as banking and insurance [9]. Investor Sentiment - Retail investor sentiment is characterized by anxiety and a passive response, with many adopting a "wait-and-see" approach as market hotspots rapidly rotate, making it difficult for some to keep pace [9]. - As of November 4, 30.38% of investors are increasing their positions, while 16.88% are reducing their holdings, with a significant portion choosing to remain inactive [14].

Group 1 - The recent market decline is viewed as a concentrated washout rather than a signal of the end of a bull market, with over 4,500 stocks closing lower [1] - The drop was influenced by external factors, including risk events in some US banks, which triggered global panic and led to passive declines in A-shares [1] - The trading structure was affected by the expiration of stock index futures, which allowed short sellers to exert downward pressure, creating a chain reaction of declines [1] Group 2 - Positive signals outweigh short-term negatives, with the central bank planning to facilitate foreign institutional investment, and a global trend towards looser monetary policy due to the Fed's slowing rate hike expectations [3] - Domestic chip manufacturers are poised to capture market share as Nvidia's high-end product presence in China diminishes, presenting an opportunity for local firms [3] - The clean energy sector is receiving policy support, particularly in offshore wind power, which enhances profit margins for companies in this space [3] Group 3 - Companies like Cambricon, despite a quarterly decline, have high order and advance payment levels, indicating secured future deliveries, suggesting that short-term financial fluctuations may not reflect fundamental issues [3] - Resource sectors may face short-term pressure due to significant declines in gold and silver prices, leading to a potential shift in funds towards growth and policy-benefiting sectors [3] - The negative sentiment from external markets is quickly dissipating, with major US indices and Hong Kong's Hang Seng Index showing signs of recovery, which sets a positive emotional foundation for A-shares [3] Group 4 - The market is expected to experience a tentative downward test initially, followed by a gradual rise, with technology and high-end manufacturing likely to lead the gains [4] - The brokerage sector may also see a rebound once market stability is restored, indicating potential for recovery in this area [4] - Investors are advised to differentiate between short-term fluctuations and long-term trends, focusing on sectors supported by policies and industrial logic rather than reacting emotionally to market lows [4]