鑫新闻 研究所日报 2026 年 01 月 08 日 星期四 1. 截至2025年12月末，我国外汇储备规模为33579亿美元，环比上升115亿美元，再创2015年12月以 来新高；黄金储备规模为7415万盎司，环比增加3万盎司，为连续第14个月增加。点评：我国外汇储 备规模创出2015年末以来的最高值，主要得益于我国贸易差额持续攀升。另外人民银行持有黄金数量 持续攀升，官方储备资产多元化趋势明显。从全球范围看，2022年以来全球央行总体加速购进黄金， 根据wind统计数据，2022年全球央行净购金量1080吨，2023年1050吨，2024年1089吨，系自有数据以 来的全球央行增持黄金最高的三年，此前最高年度为2018年净购金合计656吨，2025年全球央行购金量 环比降低至634吨，虽然环比下降明显，但对比历史数据仍然居于高位。作为央行储备资产之一，黄金 正在不断挤压美元份额。 2. 央行公告，1月8日将开展11000亿元3个月期买断式逆回购操作。点评：1月8日有11000亿元3个月 期买断式逆回购到期，此次操作将实现等量对冲，也是该政策工具连续第三个月等量续作。央行月初 快速回收OMO存量，其规模降至 ...

道琼斯工业平均指数首次突破49000点。 来源：滚动播报 ...

每经AI快讯，周三纽约尾盘，标普500股指期货最终跌0.74%，道指期货跌0.40%，纳斯达克100股指期 货跌0.84%。罗素2000股指期货跌0.48%。 （文章来源：每日经济新闻） ...

The S&P 500 rarely moves this little on the day after Christmas–just five times going back to 1956—though it did happen just last year. It also occurred in 1956, 1959, 1977, and 2011. The S&P 500 dipped 0.1%, on average, over the rest of those years, though that was skewed by last year's 2.6% decline, and actually rose three out of the five times. It was almost like the stock market never opened today. Most trading days, we expect something to happen. That wasn't the case on Friday, for the major stock mark ...

Core Viewpoint - The Dow Jones Industrial Average has fallen to a one-month low, with a recent decline of 0.8% [1] Group 1 - The Dow Jones Industrial Average is currently experiencing a downward trend, indicating potential market volatility [1]

Core Points - The U.S. stock market experienced a narrowing of declines, with the Dow Jones Industrial Average turning positive while the S&P 500 index fell by 0.1% [1] Group 1 - The Dow Jones Industrial Average showed a positive trend, indicating a potential recovery in certain sectors [1] - The S&P 500 index experienced a slight decline of 0.1%, reflecting ongoing volatility in the broader market [1]

Group 1: Stock Split Announcement - Netflix has announced a 10-for-1 stock split, the second in ten years, aimed at making shares more accessible for retail investors and employees [1] - The record date for the split is set for November 10, with trading adjusted for the split starting on November 17 [1] - The stock has performed well, increasing over 23% year-to-date and more than 5 times from the lows of 2022 [1] Group 2: Post-COVID Changes and Growth - Since the pandemic, Netflix has implemented stricter password sharing policies and introduced a lower-priced, ad-supported plan, attracting millions of new users and improving profit margins [2] - Approximately half of new users in eligible markets are choosing the ad-supported option, leading to significant growth in advertising revenue and average revenue per user [2] - In 2024, Netflix gained around 40 million subscribers, with Q3 2025 revenue reported at $11.51 billion, a 17% increase from the previous year [3] Group 3: Stock Split Impact - Stock splits typically lead to a rise in stock prices, especially for high-interest stocks, as seen with Nvidia and Tesla [4] - The split will reduce Netflix's share price to around $110 from $1,100, making it more attractive for retail investors [4] - Management's confidence in the company's future is conveyed through the split, suggesting potential long-term appreciation of the stock [4] Group 4: Potential Inclusion in Dow Jones Industrial Average - There is speculation about Netflix's potential addition to the Dow Jones Industrial Average (DJIA), with its high share price previously being a barrier [7] - The stock split aligns Netflix's share price with the Dow's price structure, which could enhance demand from passive index funds and increase institutional ownership [8] - Inclusion in the DJIA could solidify Netflix's reputation as a blue-chip entity in the U.S. stock market [8]

Group 1 - The Dow Jones Industrial Average has just surpassed the 46,600.00 mark, currently reported at 46,600.62, with an intraday increase of 0.52% [1]

Core Insights - The stock market reached new record highs despite the ongoing government shutdown [1] Market Performance - The Dow Jones Industrial Average increased by 79 points, or 0.2% [1] - The S&P 500 rose by 0.1% [1] - The Nasdaq Composite saw a gain of 0.4% [1] - The S&P and Nasdaq achieved their 30th record closing highs of the year, while the Dow marked its 10th record high [1] - All three indexes experienced simultaneous increases for five consecutive trading days, a first since August 19, 2024 [1]

Core Points - The S&P 500 index closed down 36.83 points, a decline of 0.55%, ending at 6656.92 points [1] - The Dow Jones Industrial Average fell by 88.76 points, a decrease of 0.19%, closing at 46292.78 points [1] - The Nasdaq Composite index dropped 215.503 points, representing a 0.95% decline, finishing at 22573.473 points [1] - The Nasdaq 100 index decreased by 180.906 points, a drop of 0.73%, closing at 24580.168 points [1]