12月24日，现货白银强势上攻，不仅一举突破每盎司70美元的关键心理关口，更最高触及72美元/盎司，其涨势迅速成为市场焦点。这一走势，印 证并延续了此前数日市场对白银日益高涨的看涨预期。 就在12月19日，Clocktower首席策略师王凯文在"Alpha峰会"上明确将白银列为当前"最高确信度交易"，并做出大胆预测：全球央行未来将不得不 介入白银市场，将其纳入储备资产。 王凯文指出，尽管黄金价格屡创新高，但在剔除通胀因素后的实际价格对比中，白银目前的估值极具吸引力。他分析称，实际黄金价格已远超 1979年的峰值，而实际白银价格才刚刚突破长期的下行通道。与此同时，金银比近期也突破了长达15年的上行通道，这一技术面信号表明，在当 前的贵金属牛市中，白银的表现大概率将优于黄金。 针对市场关于"央行不储备白银"的传统观点，王凯文提出了颠覆性的反驳。他认为，随着西方发达国家债券市场面临前所未有的动荡，全球数百 万亿美元的存量财富迫切需要寻找新的承载体。在黄金交易拥挤、铂金与钯金市场容量过小的现实下，白银成为唯一能够承接巨额资本流出的实 物资产。这并非央行的主观意愿，而是在法定货币信用体系动摇时的"必然选择"。 此外，王 ...

Core Viewpoint - The establishment of the Xi'an Regional Center of the "CITIC Entrepreneur Office" marks a significant strategic move for CITIC Prudential Life Insurance to deepen its integration into the local market and support the growth of entrepreneurs [2][3]. Group 1: Establishment and Purpose - The opening ceremony of the Xi'an Regional Center was attended by numerous local entrepreneurs, business representatives, and scholars, highlighting its importance [2]. - The establishment of the center is part of CITIC Prudential Life Insurance's strategy to serve the real economy and assist entrepreneurs in their development [3]. Group 2: Brand and Services - The "CITIC Entrepreneur Office" brand leverages CITIC Group's comprehensive financial and industrial ecosystem, integrating resources from banking, securities, trusts, and insurance to provide a one-stop solution for wealth management, asset allocation, corporate strategy, and family governance [5]. - The platform aims to offer high-net-worth clients a robust financial ecosystem, directly impacting local entrepreneurs in Shaanxi and surrounding areas [8]. Group 3: Wealth Management Insights - Insights on wealth inheritance were shared from a trust perspective, showcasing how the "CITIC Entrepreneur Office" utilizes integrated tools like "insurance + trust" to help entrepreneurs achieve stable wealth preservation and orderly inheritance [7]. - The initiative reflects CITIC Group's strategy to enhance its service to high-net-worth clients through collaborative financial solutions [8]. Group 4: Event Atmosphere and Expectations - The ceremony concluded in a warm and optimistic atmosphere, with attendees expressing that the event not only showcased an upgrade in financial services but also provided new resources and strategic thinking tools for local entrepreneurs [10].

Market Performance - A-shares experienced an overall increase on December 24, with the Shanghai Composite Index rising by 0.53%, the Shenzhen Component Index by 0.88%, and the ChiNext Index by 0.77% [1] - A total of 4,128 stocks rose, with 86 stocks hitting the daily limit up, while 1,137 stocks declined [2] Sector Highlights - The commercial aerospace sector saw a collective surge, with over 20 stocks including China Satellite and Aerospace Power hitting the daily limit up [3] - Computing hardware stocks continued their strong performance, with companies like Shengyi Technology and Tianjin Printronics also reaching the daily limit up [4] - The Fujian sector showed strength, with stocks such as Dongbai Group and Anji Food hitting the daily limit up [5] Fund Market Activity - The most notable highlight was the surge in LOF (Listed Open-Ended Fund) with a wave of limit up occurrences [6] - The rise was attributed to the high premium of the Guotou Silver LOF, which reached nearly 70%, leading to a "carnival" for investors seeking arbitrage opportunities [7] - The fund's announcement on December 24 indicated further limits on subscriptions, with the A share subscription limit remaining at 500 yuan and the C share limit reduced from 500 yuan to 100 yuan [7] - The arbitrage strategy involved purchasing the LOF at a net value of approximately 1.8 yuan while the market price soared above 3 yuan, resulting in a premium rate exceeding 60% [7] Policy Support - The People's Bank of China and seven other departments jointly issued an opinion to support the construction of the Western Land-Sea New Corridor, proposing 21 key measures to enhance financial support [8] - The opinion emphasizes improving the financial organization collaboration system and promoting institutional reforms to facilitate high-quality development of the corridor [8] - It includes measures to promote cross-border investment and financing convenience, such as simplifying foreign exchange registration procedures for qualified non-financial enterprises [9] - The opinion also aims to expand the use of the RMB in cross-border transactions and strengthen bilateral currency cooperation with Southeast Asian and Central Asian countries [9] - A comprehensive financial service platform named "Central Bank Western Land-Sea Intelligent Integration" is proposed to enhance financial services along the corridor [9][10] - The opinion highlights the need for diversified financing channels to support infrastructure construction along the corridor, including the establishment of a fund in Chongqing [10]

12月24日，现货黄金史上首次站上4510美元/盎司，今年累计上涨超71%。 | W | 伦敦金现 | | | | | | | Q | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | SPTAUUSDOZ.IDC | | | | | | | | | | 4511.130 | 昨结 | | | 4483.980 | | 总量 | | 0 | | | +27.150 | +0.61% 开盘 | | | 4484.700 | | 现手 | | 0 | | | 最高价 | 4512.740 博 | | 世 | | 0 | 外 盘 | | 0 | | | 最低价 | 4482.970 博 ਦੇ | | | | 0 | 内 盘 | | 0 | | | सेने में बाद | 王目 目K | | | 周Ｋ | | 月K | 車名 | (0) | | | 量加 | | | | | | 均价:0.000 | | | | | 4512 740- | | | | | | ---0.64% 卖一 4511.290 | | | | | | | ...

每年圣诞节，投资者都会祈求同样的事情：希望圣诞老人能给他们带来股市的上涨，也就是投资界所谓 的"圣诞老人行情"。 "圣诞老人行情"指的是每年年末和新年伊始的五个交易日里，意味着这几天美股市场很有可能迎来上 涨。今年的"圣诞老人行情"的时间窗口就是从今晚，即12月24日开始。 "圣诞老人"今晚即将降临？ 今年年初至今，美股行情总体表现强劲，自4月低点以来，美股持续反弹，标普500指数不断刷新新高纪 录。尽管12月美股行情波动性较大，但最近几天，随着美光科技财报稳定了投资者们对于AI行业的信 心，美股科技股重拾涨势，标普500指数再次创下新高。 华尔街众多投资专业人士表示，他们期待着美股在圣诞节假期期间出现继续上涨，以平稳结束今年并给 2026年开个好头。 Navellier & Associates investment firm的董事长兼首席投资官路易斯·纳韦利尔（Louis Navellier）认为， 当前的美股市场状况已经为"圣诞老人行情"铺平了道路。他指出，人工智能交易方面的担忧正在缓解， 市场的许多领域表现强劲。 纳韦利尔表示，美股小盘股近期表现出了强劲的势头，罗素2000指数涨幅最大，这表明投资者在 ...

Core Viewpoint - The People's Bank of China and eight other departments have issued opinions to support the accelerated construction of the Western Land-Sea New Corridor, emphasizing the establishment of a comprehensive financial service platform [1] Group 1: Financial Support Initiatives - The initiative proposes the creation of the "Central Bank Western Land-Sea Intelligent Integration" platform [1] - This platform will rely on the People's Bank of China's application platform to cover provinces, regions, and cities along the route [1] - The platform aims to promote innovative point evaluation and provide a one-stop comprehensive financial service that includes financial policy promotion, product release, precise connections between banks and enterprises, financial data statistics, and evaluation of financial service effectiveness [1]

前言：富格林立足大中华市场合规运营近16年来，依靠领跑行业的资深分析经验和雄厚企业实力，斩获亚洲500强名企美誉，完善的市场分析 师专家团队坚持科学引导为广大投资者构建可信高效操作套路，运筹帷幄金市获利先机。周三(12月24日)亚市盘中，现货黄金价格短线突然暴 涨，金价最高触及4525美元/盎司。尽管在强于预期的美国GDP数据公布后，金价自日内高位明显回落，但在假期缩短的交易周中，避险情绪 依然占据主导，主要源于美国与委内瑞拉之间不断升级的地缘政治紧张局势。投资者可即时线上联系富格林专家老师，合规获取即时策略市况 分析及可信盈利套路指导。 富格林资深分析师指出，在当前环境下黄金的需求驱动更加多元且流动。一方面，黄金继续扮演货币贬值对冲工具的角色，用于抵御通胀或货 币购买力下降。另一方面，它仍是美元资产的竞争产品。央行与投资者持续强劲的黄金需求预计仍将持续，成为支持黄金价格的核心要素。各 国央行增加实物黄金储备，以对冲经济不确定性、降低对美元的依赖并实现投资组合多元化。世界黄金协会数据显示，除5月外今年黄金ETF 总持仓量每个月都在增加。与此同时，国际社会对黄金在地缘政治和金融体系中的作用愈发关注，甚至在一定程 ...

Core Viewpoint - The price of spot gold has reached a historical high, with significant increases throughout the year, indicating strong market demand and macroeconomic factors supporting gold prices [1][6][7]. Group 1: Gold Price Trends - On December 24, spot gold prices peaked at $4,525.70 per ounce, marking a year-to-date increase of approximately $1,880 per ounce, or over 70% [1]. - Analysts predict that gold prices will continue to rise in 2026, with estimates suggesting a potential high of around $5,000 per ounce, driven by financial and industrial demand [6][8]. - Morgan Stanley forecasts that gold prices could reach $4,800 per ounce by the fourth quarter of 2026, supported by expectations of continued interest rate cuts and a weaker dollar [7]. Group 2: Domestic Gold Jewelry Prices - Domestic gold jewelry prices have also risen, with notable increases reported by major retailers: Chow Sang Sang's gold price increased by 8 yuan to 1,411 yuan per gram, while Lao Feng Xiang and Chow Tai Fook saw similar price hikes [3]. - The rise in gold prices has led to a cooling off of the previously popular gold recycling machines in Shanghai, despite the increased buyback price of 1,010.5 yuan per gram [9][10]. Group 3: Market Sentiment and Investor Behavior - There is a growing sentiment among gold holders that selling now may not be wise, as many regret selling their gold at lower prices earlier in the year [11]. - Some investors have exited the gold market, citing historical trends of long-term bear markets in gold prices, influenced by central bank actions [11].

Group 1 - The core point of the article highlights that technology companies are utilizing special purpose vehicles to move over $120 billion in data center expenditures off their balance sheets, raising concerns about financial risks associated with their significant investments in artificial intelligence [1] - Major companies like Meta, xAI, Oracle, and CoreWeave are leading in complex financing transactions to avoid the impact of large borrowings for building AI data centers [1] - Financial institutions such as Pacific Investment Management Company, BlackRock, and banks like JPMorgan have provided at least $120 billion in debt and equity for tech groups' computing infrastructure [1] Group 2 - The surge in off-balance-sheet financing may obscure the risks that these companies are taking on, particularly if demand for artificial intelligence does not meet expectations [1]

【CNMO科技消息】根据企业数据研究机构CEO Score的分析，截至12月19日，韩国上市公司前100大 个人股东持有的股票市值在过去一年内激增近70万亿韩元，总额超过177万亿韩元，增幅高达64.6%。 李在镕 年轻富豪的表现尤为引人注目。出生于1988年的APR代表金秉勋等30多岁的企业家成功入围。在30岁以 下的百大富豪中，持股市值整体增长了47.8%，其中三人持股市值超过1万亿韩元，包括韩美半导体会 长郭东信的两个儿子郭昊成、郭昊廷以及SL副会会长李成烨的长子李周焕。 值得注意的是，韩国流行天团防弹少年团（BTS）的成员Jimin、V和Jungkook也位列30岁以下上市公司 股东百强名单之中。 据CNMO了解，三星电子会长李在镕以23.359万亿韩元的持股市值位居榜首。与去年年底相比，其财富 增长了11.326万亿韩元，增幅达94.1%。这一增长主要得益于三星电子、三星物产和三星生命等主要关 联公司股价的大幅上涨。其中，仅三星电子的持股价值就从5.188万亿韩元增至10.366万亿韩元，几乎翻 倍。此外，李在镕还将于明年1月2日从其母亲、Leeum美术馆前馆长洪罗喜处获赠三星物产1.06%的股 份 ...