亚市早盘，受日本股市上涨提振，风险偏好情绪升温，日元兑大多数其他G10货币和亚洲货币走软。早 些时候公布的日本经济数据也显示，东京12月份不含生鲜食品的消费者物价同比涨幅为2.3%，低于预 期。该数据可能会削弱日本央行迅速加息的理由，并对日元构成压力。美元兑日元上涨0.3%，至156.19 日元；澳元兑日元上涨0.4%，至104.80日元；欧元兑日元上涨0.4%，至184.15日元。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：王永生 MACD金叉信号形成，这些股涨势不错！ 责任编辑：王永生 亚市早盘，受日本股市上涨提振，风险偏好情绪升温，日元兑大多数其他G10货币和亚洲货币走软。早 些时候公布的日本经济数据也显示，东京12月份不含生鲜食品的消费者物价同比涨幅为2.3%，低于预 期。该数据可能会削弱日本央行迅速加息的理由，并对日元构成压力。美元兑日元上涨0.3%，至156.19 日元；澳元兑日元上涨0.4%，至104.80日元；欧元兑日元上涨0.4%，至184.15日元。 ...

伦敦时间12月17日17:00(北京时间12月18日01:00)，LME三个月期铜上涨145美元，或1.25%，收报每吨 11,737美元。 | | 12月17日 LIE基本金属收盘报价(美元/吨) | | | --- | --- | --- | | 金屋 | 收盘价 | 张跃 张默幅 | | 三个月期铜 | 11,737.00 1 | +145.00 +1.25% | | 三个月期铝 | 2,905.50 ↑ | +29.00 ↑ +1.01% | | 三个月期锌 | 3,073.50 ↑ | +32.00 ↑ +1.05% | | 三个月期铅 | 1.960.00 ↑ | +18.00 ↑ +0.93% | | 三个月期镍 | 14,392.00 1 | +129.00 ↑ +0.90% | | 三个月期锡 | | 42,275.00 ↑ +1,250.00 ↑ +3.05% | LME期铜今年迄今已上涨约34%，并在近几周连续创下纪录高位，主要因市场担心矿山生产中断将导致 明年供应出现缺口。 ING大宗商品策略师Ewa Manthey表示："铜市场的基本面仍然吃紧。""股市更广泛的风险偏好情绪正向 金属 ...

Group 1 - Gold prices experienced a slight decline due to optimistic market sentiment leading to profit-taking, with hopes for a peace agreement in the Russia-Ukraine conflict putting pressure on the commodity [1][3] - The Federal Reserve's dovish expectations continue to suppress the dollar, potentially providing support for precious metals [1][4] - Investors widely anticipate a 25 basis point rate cut at the upcoming FOMC meeting on December 9-10, influenced by recent comments from Fed officials regarding the labor market and economic conditions [4][6] Group 2 - Recent U.S. economic data has been mixed, with September durable goods orders rising by 0.5%, below the revised 3.0% increase from the previous month but above the market expectation of 0.3% [3] - Initial jobless claims fell to 216,000, the lowest in seven months, somewhat offsetting disappointing Chicago PMI data, which dropped to 36.3, indicating contraction [3][4] - The dollar index (DXY) fell to a one-week low, which may continue to support non-yielding gold [4] Group 3 - Market sentiment remains cautious, with gold bulls adopting a wait-and-see approach as risk appetite offsets the dovish stance of the Fed and dollar weakness [3] - Technical analysis suggests that gold prices may find strong support above $4,100, with potential resistance at the $4,171-$4,173 range, which, if broken, could lead to a test of the $4,200 level [6]

Core Viewpoint - The risk appetite has been influenced by several positive developments, leading to a weakening of the Japanese yen against other G10 and Asian currencies [1] Group 1 - Progress in trade negotiations between the US and several countries has contributed to the positive sentiment in the market [1] - The US Consumer Price Index (CPI) data came in below expectations, increasing market confidence that the Federal Reserve will implement a "dovish rate cut" in the upcoming FOMC meeting [1]

Group 1 - International gold prices are experiencing narrow fluctuations, currently trading around $3,390, influenced by reduced trade friction concerns following agreements between the US and Japan, and the EU and the US nearing a 15% tariff agreement [1][3] - The market's risk appetite has increased, leading to a significant drop in gold prices, which fell by $44.44, or 1.3%, closing at $3,387.22 per ounce [3] - Since April, the US has imposed an additional 10% tariff on EU exports, while the average tariff on EU products was previously 4.8% [3] Group 2 - Technical analysis indicates that gold prices are maintaining a slightly strong oscillating trend, with recent price movements suggesting a potential for upward adjustments [5] - The daily chart shows that gold prices have completed a pullback after breaking through previous resistance levels, with short-term moving averages indicating a bullish divergence [5] - Hourly trends indicate that gold is currently in a narrow range of fluctuations, but signs of technical recovery are emerging, suggesting that adjustments may be nearing completion [5]

Group 1 - The core viewpoint of the articles indicates that gold prices are experiencing fluctuations, currently trading at $3,370.93 per ounce, with a slight increase of 0.54% [1][2] - The U.S. labor market remains robust, as evidenced by the increase in job vacancies from 7.2 million to 7.39 million in April, contrary to economists' expectations of a decrease to 7.1 million [1] - The unexpected rise in job vacancies has boosted risk appetite among investors, contributing to a stronger dollar and a decline in gold prices [1] Group 2 - Short-term outlook for gold indicates potential support levels at $3,342 or $3,327, with resistance levels at $3,380 or $3,410 [2] - Future employment indicators, including the upcoming non-farm payroll report, may influence the Federal Reserve's monetary policy, with lower interest rates typically benefiting non-yielding gold [1]

Group 1 - Major stock indices in the US saw significant gains, with the Dow Jones up 2.35%, S&P 500 up 2.78%, and Nasdaq up 3.88% [3] - The technology sector led the gains, with the "Big Seven" tech stocks rising over 4%, and Amazon increasing by 8% [4] - European markets also experienced positive movement, with the Stoxx 50 index up 1.28% and notable gains in companies like ASML and Infineon [6] Group 2 - Optimism in the market is attributed to a consensus reached between China and the US regarding trade issues, which is expected to reignite risk appetite for stocks [9] - The likelihood of the Federal Reserve maintaining interest rates has increased, with futures indicating a 90% chance of no rate cuts by mid-year [11] - Concerns remain regarding the potential for stagflation due to Trump's policies, but the easing of trade tensions may lead to a more stable dollar [12]

Group 1 - The U.S. stock market has rebounded from recent lows, but traders are significantly increasing their allocation to defensive assets [1] - Despite President Trump's announcement to pause tariffs on most goods for 90 days, investors focusing on safe sectors have achieved better returns than those in riskier areas [1][2] - Barclays data shows that defensive stock portfolios generally outperform cyclical stocks during market upswings, and continue to lead when market sentiment worsens [1][3] Group 2 - Financially weaker companies have seen a 3.3% decline in stock prices after the tariff pause announcement, underperforming healthier companies [1] - Keith Lerner from Truist Advisory Services indicates a shift towards traditional defensive strategies, suggesting that investors are waiting for clearer market signals [1][2] - Defensive sectors like utilities, consumer staples, and healthcare tend to be more resilient during economic downturns, providing stable earnings and relatively smooth returns [2] Group 3 - The shift towards defensive companies reflects changes in market behavior and risk-return dynamics, particularly evident in the AI sector, which has recently faced significant declines [3] - High-growth companies are struggling due to factors beyond their control, prompting investors to pivot towards defensive sectors in preparation for further market volatility [3]