2)贵金属板块今日活跃。消息面上，国际现货白银升破60大关，截至12月9日收盘年内涨幅达109.97%。 12月10日，SHFE白银收涨5.44%。历史规律表明，美联储的宽松周期总是引发黄金、白银及大宗商品 的强势行情。目前伦敦现货黄金价格在4200美元关口徘徊，目前市场普遍预期美联储在周四凌晨的利率 决议上宣布降息25个基点，重点关注FOMC成员对2026年降息路径的指引，但后续政策信号或极度模 糊。若鸽派占据主导力量，黄金等贵金属价格有望进一步上行，建议投资者关注FOMC利率决策和美联 储官员讲话，关注黄金基金ETF(518800)和黄金股票ETF(517400)等产品布局相关机会。 今日市场探底回升，三大指数涨跌不一，深成指、创业板指盘中先后翻红，创业板指此前一度跌超 2%。上证指数收跌0.23%，深证成指收涨0.29%，创业板指收跌0.02%。沪深两市成交额1.78万亿，较上 一个交易日缩量1254亿。盘面上，地产股午后异动上涨，贵金属等板块涨幅居前，CPO、半导体题材午 后走强；银行、电力设备、计算机等板块调整。 1)今日建材ETF(159745)涨幅居前。消息面上，万科首个展期债券"22万科MTN ...

Group 1 - The total amount of gold futures in the Shanghai Futures Exchange is 35,745 kilograms, with an increase of 102 kilograms compared to the previous day [1][2] - The main gold futures contract opened at 772.50 yuan per gram, with a highest price of 773.16 yuan and a lowest price of 768.50 yuan, currently trading at 770.72 yuan, reflecting a slight increase of 0.10% [1] - Trading volume reached 189,185 contracts, with open interest at 218,768 contracts, and a daily increase in open interest of 1,688 contracts [1] Group 2 - Former Federal Reserve Governor Larry Meyer indicated that the FOMC is likely to remain on hold in September if current conditions persist, particularly if the labor market does not deteriorate [2] - Meyer noted that the Fed Chair Powell did not dismiss the possibility of rate cuts, suggesting that the FOMC would act if future data and outlook provide sufficient reasons for a rate reduction [2]

Core Viewpoint - The Federal Open Market Committee (FOMC) has maintained the lower limit of the interest rate at 4.25%, aligning with market expectations and the previous rate of 4.25% [1] Group 1 - The current interest rate decision reflects a stable monetary policy environment, indicating no immediate changes in the economic outlook [1] - The decision to keep the rate unchanged suggests that the FOMC is closely monitoring economic indicators before making further adjustments [1] - This stability in interest rates may influence investment strategies and borrowing costs across various sectors [1]

Core Viewpoint - The Federal Open Market Committee (FOMC) has maintained the upper limit of interest rates at 4.5%, aligning with market expectations and the previous rate [1] Group 1 - The current interest rate remains unchanged at 4.5%, indicating a stable monetary policy environment [1] - The decision reflects the FOMC's assessment of economic conditions and inflationary pressures [1] - No adjustments were made to the interest rate, suggesting a cautious approach by the FOMC in response to economic indicators [1]