Wall Street has kicked off 2026 on a strong footing, with large-cap indexes heading toward a third straight session of gains on Tuesday.By midday trading in New York, the Dow Jones Industrial Average rallied nearly 1%, extending record highs as investors rotated into cyclical and blue-chip stocks.Silver broke above $80 an ounce, jumping more than 5% amid persistent supply shortages. Platinum surged 8.1% after Monday's sharp advance, while palladium gained 6.5%.Gold climbed for a third consecutive session, u ...

19 December 2025 | 1:02AM HKT Equity Research CHINA TRANSPORTATION 2026 Outlook: Staying positive on Airlines and Tankers; Turning bearish on Containers Our analysis points to 3 areas of mispricing/opportunities: 1) higher international demand for Airlines, while supply constraint remains, leading to Airlines reaching above-cycle ROEs of 22% in 2027. Although Japan-related risks are to be watched in 1H in particular – we remain positive on Airlines, 2) Supply resumption in Containership leads us to turn bea ...

（文华综合） 沪锡夜盘大幅上行，主力合约最高上探298500元/吨，续创阶段新高，随后维持高位震荡格局，今日盘 初涨幅仍在2%以上。锡市供应受限贯穿全年，缅甸复产进度缓慢，国内锡矿供应仍然紧张。叠加印尼 打击非法锡矿及6家被查封冶炼厂移交国企PT Timah，使得10月印尼锡锭出口锐减，引发市场对供应担 忧，刺激锡价大幅走高。 ...

国庆节前，铜价因大幅上涨"火出圈"。节后，铜价又将如何演绎？ 节前最后一个交易日（9月30日），铜现货和期货价格大涨，其中沪铜期货主力合约创出自去年5月31日 以来的阶段新高，达到83820元/吨，A股相关股票也大幅上涨。国庆节期间，伦敦金属交易所（LME） 铜价也涨势不俗，创出逾16个月新高，累计涨幅超过3%。 国信期货首席分析师顾冯达对第一财经称，近期铜价快速上行并创出多月新高，是宏观政策、供需基本 面与市场情绪多重利好共振的结果。 铜矿供应紧张是市场关注的一大焦点。华闻期货总经理助理兼研究所所长程小勇称，供应紧张已经在矿 产得到体现，尽管部分铜矿受高价格提振而扩产，但干扰因素导致很难实际达产。尤其是全球巨头 Freeport-McMoRan位于印尼的Grasberg铜矿已宣布不可抗力，进一步加剧供应紧张。同时，供应偏紧可 能正向精炼铜传导。 关于铜价后续行情，多位业内人士认为，受外盘铜价上涨影响，节后开盘首日沪期铜上涨概率大，但也 要警惕节后高位回调的风险，四季度铜价有望延续偏强震荡格局，企业可通过套期保值对冲相关风险。 供应紧张助推铜价大涨 9月份，铜价呈现先窄幅震荡、后大幅拉升的走势。 根据长江有色 ...

Supply shortage and a bounce back in demand as more staff return to the office is prompting some companies to seek bigger premises to avert desk shortages https://t.co/OG897tBDua ...