与此同时，由于市场普遍预测特朗普政府2026年或对铜加征关税，为规避关税，出现包括铜在内大量金属运往美国的情况，全球铜库存可能很快降 至危急的低位水平，进一步加剧了对铜供应的担忧。 需求方面，在全球AI算力基建狂飙突进的浪潮下，数据中心正成为名副其实的"新铜矿"，铜这一传统工业金属，凭借其不可替代的导电、导热性 能，成为支撑人工智能产业发展的核心材料。摩根士丹利报告预测，2025年全球数据中心铜消费量约为50万吨，占全球铜总需求的1.5%;2026年这一 数据将增至74万吨，为全球铜需求增长贡献0.6个百分点。到2027年，数据中心铜消费量有望达到100万吨(占总需求2.8%)，2028年进一步增至130万 吨(占比3.3%)，复合年增长率达40%。 矿端供应紧张格局、叠加美国持续虹吸全球铜库存增加非美地区铜供应紧张担忧、需求增长，都给铜价的上涨提供了重要支撑。 摩根大通全球研究预计，LME铜价将在2026年第二季度达到每吨12,500美元，最终全年平均每吨12,075美元左右。花旗同样看涨铜价，该行分析师 Max Layton等人表示："我们确信铜价在2026年前将继续上涨，这受到多重看涨催化剂的支撑，包括 ...

Group 1 - In 2025, the sales of products related to the trade-in program will exceed 2.6 trillion yuan, benefiting over 360 million people [1] - The trade-in program includes over 11.5 million cars, 129 million home appliances, 9.1 million digital products, 12 million home renovation items, and 12.5 million electric bicycles [1] - The Chinese Ministry of Commerce expressed strong opposition to the EU's carbon border adjustment mechanism, stating it imposes unfair trade restrictions on Chinese products [1] Group 2 - In 2025, China's carbon market is expected to operate smoothly, with an increase in market vitality and expanded support for voluntary greenhouse gas reduction trading [1] - The China Council for the Promotion of International Trade organized 407 outbound delegations in 2025, focusing on practical cooperation in trade and investment with Belt and Road countries [1] - The total box office revenue for Chinese films in 2025 is projected to be 51.83 billion yuan, with a year-on-year growth of 21.95% [1] Group 3 - The Jilin Province's total electricity consumption reached 101.2 billion kilowatt-hours in 2025, marking a significant milestone [1] - The number of outbound and inbound travelers through the Hong Kong-Zhuhai-Macao Bridge exceeded 31.34 million and 6.8 million vehicles, respectively, in 2025, both setting historical records [1] - The Spanish stock market index Ibex saw a nearly 50% increase in 2025, marking the largest rise since 1993 [1] Group 4 - Elon Musk announced that his brain-machine interface company, Neuralink, will begin mass production of brain-machine interface devices in 2026, focusing on streamlined and automated surgical processes [2]

Group 1 - In 2025, the sales of products related to the trade-in program will exceed 2.6 trillion yuan, benefiting over 360 million people [1] - The trade-in program includes over 11.5 million cars, 129 million home appliances, 9.1 million digital products, 12 million home renovation items, and 12.5 million electric bicycles [1] - The Chinese government plans to respond firmly to the EU's carbon border adjustment mechanism, which it views as unfair and discriminatory against Chinese products [1] Group 2 - In 2025, China's carbon market is expected to operate smoothly, with an increase in market vitality and expanded support for voluntary greenhouse gas reduction trading [1] - The China Council for the Promotion of International Trade organized 407 outbound delegations in 2025, deepening trade and investment cooperation with Belt and Road Initiative countries [1] - The film box office in China for 2025 is projected to reach 51.83 billion yuan, a year-on-year increase of 21.95%, with domestic films accounting for 79.67% of the total [1] Group 3 - In 2025, Jilin Province's total grain production is expected to reach 164.006 billion jin, maintaining its position as the top producer in China for 16 consecutive years [1] - The number of new business entities in Hainan Province reached 11,957 by December 28, 2025, following the launch of the free trade port [1] - The passenger and vehicle flow through the Hong Kong-Zhuhai-Macao Bridge is expected to exceed 31.34 million and 6.8 million respectively in 2025, marking historical highs [1] Group 4 - The Spanish stock market index Ibex experienced a nearly 50% increase in 2025, marking the largest rise since 1993 [2] - The index reached a record high of 17,354.9 points on December 30, 2025, making it one of the best-performing indices globally [2] - The Democratic Republic of the Congo will extend cobalt export quotas from the fourth quarter of 2025 to the end of March 2026 to ensure a smooth implementation of the new quota system [2]

来源：滚动播报 周五早盘，澳大利亚股市下跌， 基准指数S&P/ASX200 指数下跌 0.1%，至 8705.20 点。在市值至少为 150 亿澳元（约合 100.1 亿美元）的本地公司中，北方之星资源公司（Northern Star Resources）表现最 差，股价暴跌 7.7%，进化矿业公司（Evolution Mining）股价下跌 0.9%。South32 公司股价下跌 0.8%。 Suncorp 集团涨幅最大，上涨 0.6%，澳洲航空上涨了 0.4%。Sigma Healthcare 股价上涨 0.3%，位列涨幅 前三。在货币方面，美元指数稳定在 95.95。美元兑澳元升值 0.1%，报1.50 澳元。在债券市场，澳大利 亚 10 年期国债收益率上升 2.87 个基点，至 4.792%。 ...

周五早盘，澳大利亚股市下跌， 基准指数S&P/ASX200 指数下跌 0.1%，至 8705.20 点。 在货币方面，美元指数稳定在 95.95。美元兑澳元升值 0.1%，报1.50 澳元。 在债券市场，澳大利亚 10 年期国债收益率上升 2.87 个基点，至 4.792%。 MACD金叉信号形成，这些股涨势不错！ MACD金叉信号形成，这些股涨势不错！ Suncorp 集团涨幅最大，上涨 0.6%，澳洲航空上涨了 0.4%。Sigma Healthcare 股价上涨 0.3%，位列涨幅 前三。 在货币方面，美元指数稳定在 95.95。美元兑澳元升值 0.1%，报1.50 澳元。 在市值至少为 150 亿澳元（约合 100.1 亿美元）的本地公司中，北方之星资源公司（Northern Star Resources）表现最差，股价暴跌 7.7%，进化矿业公司（Evolution Mining）股价下跌 0.9%。South32 公 司股价下跌 0.8%。 Suncorp 集团涨幅最大，上涨 0.6%，澳洲航空上涨了 0.4%。Sigma Healthcare 股价上涨 0.3%，位列涨幅 前三。 责任编辑：王永 ...

金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上昨夜今晨的财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及 政策更新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 中信建投2026年度十大展望：A股、经济、产业多领域预判 中信建投对2026年作出十大展望。包括A股牛市有望持续，驱动逻辑延续强化；资本市场"新四牛"推动 市场向上；2026年铜价或因2025年金价上涨逻辑上行；预计GDP增长目标5%左右，增速或呈"前低后 高"；"十五五"规划刺激经济，财政赤字率扩张；中国经济或有关税缓和、科技创新等五大亮点；算 力、人形机器人、储能、医药等产业也有新发展机遇。 详情>> 特朗普推迟家具与橱柜关税上调，物价压力下调整策略 当地时间2025年12月31日，特朗普签署公告将软体家具、橱柜和浴室柜的关税上调推迟至2027年，现行 25%的关税税率继续维持。分析认为，这是在选民对物价不满背景下，放缓加征关税节奏。此前特朗普 因加征关税面临诸多批评，且美国企业破产数量激增，就业市场也受影响。 详情>> 贵金属市场火爆，黄金白银消费端热度高 ...

Group 1 - The Qinghai Provincial Economic Work Conference emphasizes the importance of the Party's comprehensive leadership in guiding economic work and ensuring effective implementation of measures [2][3][6] - The conference outlines key tasks for 2026 and the "14th Five-Year Plan," aiming to set a solid foundation for economic development in Qinghai [1][4] - Various departments and organizations across the province are actively engaging in learning and implementing the conference's spirit, demonstrating commitment to advancing China's modernization in Qinghai [1][4][5] Group 2 - The conference highlights the need for a favorable development environment to stimulate market vitality, focusing on legal administration and efficient service delivery [6][7] - The Qinghai Provincial Taxation Bureau reports a reduction in taxes and fees amounting to 2.863 billion yuan from January to October 2025, supporting high-quality economic development [6] - The provincial government aims to create a market-oriented, law-based, and internationalized business environment, ensuring the implementation of the conference's decisions [7]

当地时间2026年1月1日，秘鲁西北部拉利伯塔德大区帕塔兹市一处矿井入口发现至少13具矿工遗体。 当地政府此前曾宣布该地区进入紧急状态，目前，警方与相关部门正在对事件展开调查。 （文章来源：央视新闻） ...

简单说，美国正在把铜从"工业原料"升级成"战略弹药"。 过去我们以为科技战的武器是芯片、是算法、是光刻机，现在发现全错了。 本文仅在今日头条发布，谢绝转载。 美国那边正干着一件听起来特土但细思极恐的事。 囤铜。 不是囤黄金，不是囤石油，是囤那种你家电线里、空调里、电动车里到处都有的铜。半年狂扫50万吨， 把全球交易所70%的库存都搬空了，搞得伦敦金属交易所库存暴跌，价格一天暴涨13%。 AI时代最底层的燃料，不是硅，是铜。每台AI服务器要5公斤铜，每辆新能源车要100公斤铜，每个数 据中心耗铜量是传统机房的2倍以上。 联合国说2040年铜需求要涨40%，可新矿开发得花2500亿美元和十几年时间。这哪是金属，这是新时代 的石油。 很遗憾，有矿不代表有饭。 铜不是铜，是算力的血管，是电力的肉身，是AI扩张的命根子。 美国这招狠就狠在，它自己只吃全球7%的铜，却囤了70%的库存。相当于一个饭量中等的人，把整桌 菜都端到自己面前，别人只能舔盘子。 伦敦的仓库被抽干了，上海的保税区库存告急，智利和秘鲁的矿山再怎么减产，也填不上这个人为制造 的窟窿。 更骚的是，美国一边对铜半成品加税，一边又豁免中国的精炼铜进口，把贸易商 ...

Core Viewpoint - The establishment of International Advanced Development Zones in Russia's Far East aims to attract foreign investment, particularly from China, by offering significant tax and regulatory incentives [1][2]. Group 1: Investment Opportunities - China is identified as the largest source of investment in Russia's Far East, with the region welcoming international partners to invest under the new International Advanced Development Zone framework [1][3]. - The International Advanced Development Zones will provide a range of benefits, including a 10-year zero income tax rate, lower insurance rates, land and infrastructure usage rights, and the ability to import labor without quotas [1][2]. - Companies must invest at least 500 million rubles to enter these zones, focusing on high value-added products or specific government-approved projects [2]. Group 2: Agricultural Cooperation - The China-Russia Agricultural Cooperation Demonstration Zone in the Primorsky Krai will serve as a pilot project for the International Advanced Development Zone, aiming to create an industrial cluster that includes agricultural processing plants and logistics facilities [2]. - The total investment from China’s Jiahua Beidahuang Agricultural Holdings in agricultural cooperation projects has exceeded 4 billion rubles, encompassing agriculture, processing, and logistics [3]. Group 3: Future Development Plans - Russia plans to unify its incentive systems in the Far East and Arctic regions by 2027, streamlining existing support mechanisms to facilitate investment under a single regulatory framework [3].