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国际金融市场早知道:12月29日
Xin Hua Cai Jing· 2025-12-29 00:48
Group 1 - The People's Bank of China has revised the rules for the Cross-Border Interbank Payment System (CIPS), effective from February 1, 2026, requiring direct participants to maintain zero balances in their accounts and prohibiting overdrafts [1] - The Hong Kong government aims to enhance offshore RMB liquidity, improve financial infrastructure, and diversify investment products and risk management tools to promote the internationalization of the RMB [1] - Japan's cabinet has approved a preliminary budget for fiscal year 2026 totaling 122.31 trillion yen, with expectations of achieving a primary fiscal surplus for the first time in 28 years [1] Group 2 - The Central Bank of Uruguay has implemented measures to boost confidence in its currency, including increasing capital requirements for dollar loans and eliminating certain peso deposit reserve requirements [1] - Syria will initiate a currency replacement process starting January 1, 2026, with a 90-day transition period during which the old and new Syrian pounds will circulate concurrently at a conversion rate of 1:100 [1] Group 3 - The Bank of Thailand plans to strengthen scrutiny of capital inflows exceeding $200,000, citing concerns that overheated gold trading could destabilize the economy [2] - The Central Bank of Russia intends to sell foreign currency worth 102.2 billion rubles daily to maintain exchange rate stability, in addition to separate interventions by the Ministry of Finance [2] Group 4 - Tokyo's core CPI increased by 2.3% year-on-year in December, a decrease of 0.5 percentage points from the previous month, indicating a relief in inflationary pressures [3] - Japan's industrial output fell by 2.6% month-on-month in November, exceeding the expected decline of 2%, reflecting challenges in economic growth [4] - Japan's retail sales rose by 1% year-on-year in November, slightly above expectations, demonstrating resilience in the consumer market [5] Group 5 - In 2025, U.S. companies raised nearly $1.7 trillion through the issuance of investment-grade bonds, driven primarily by a surge in AI infrastructure investments, although this has raised concerns about potential bubbles [5] Group 6 - The Dow Jones Industrial Average decreased by 0.04% to 4870.97 points, the S&P 500 fell by 0.03% to 6929.94 points, and the Nasdaq Composite dropped by 0.09% to 23593.1 points [6] Group 7 - COMEX gold futures rose by 1.31% to $4562.00 per ounce, while COMEX silver futures increased by 11.15% to $79.68 per ounce [7] Group 8 - The main contract for U.S. oil fell by 2.43% to $56.93 per barrel, and the main contract for Brent crude oil decreased by 2.15% [8] Group 9 - The 2-year U.S. Treasury yield decreased by 2.65 basis points to 3.479%, the 3-year yield fell by 2.81 basis points to 3.530%, the 5-year yield dropped by 2.24 basis points to 3.696%, the 10-year yield declined by 0.78 basis points to 4.128%, while the 30-year yield increased by 2.12 basis points to 4.816% [9] - The U.S. dollar index rose by 0.12% to 98.03, with the euro and pound both declining against the dollar [9]