美联储会议纪要今晚公布。将于北京时间周四凌晨3点公布的美联储1月会议纪要可能会为央行未来的货币政策路径提供更多洞察。值得注意的是,两位美 联储理事斯蒂芬·米兰和克里斯托弗·沃勒对美联储上月维持利率不变并暂停自去年年中以来的一系列降息决定表示反对。政策制定者强调就业形势趋于稳 定以及通胀稳定的迹象,作为将利率维持在3.5%至3.75%的理由。官员们也普遍倾向于至少在6月之前将利率维持在这一区间,采取观望态度,试图观察未来几 个月就业和价格涨幅的演变。同时,美联储主席鲍威尔即将结束其央行掌门人的任期。特朗普已提名前美联储理事沃什接替鲍威尔,投资者一直在试图摸清 沃什的利率政策可能与其前任有何不同。 美国能源部长：对格陵兰的主要兴趣不是稀土。美国能源部长赖特称，特朗普政府对格陵兰的主要兴趣在于国家安全，而非开发其稀土或能源资源。特 朗普长期以来一直寻求控制格陵兰，自他重返白宫以来，其政府一直在就开发当地尚未开发的矿产资源进行谈判。但赖特周二表示，这些努力只是次要 目标的一部分，即美国寻求扩大在格陵兰岛的军事存在的同时，为格陵兰人创造更多经济机会。 "七巨头"2026年开局不利拖累大盘，标普500关键支撑位处于失守边 ...

Core Insights - The rapid increase in electricity consumption by global data centers driven by artificial intelligence, along with the transition to cleaner energy, is prompting mining giants to compete for key copper mining assets [1] - BHP, the world's largest copper mining company, reported its financial results for the first half of the fiscal year 2026 on February 17, revealing that copper has become the largest source of profit for the company, surpassing iron ore for the first time [1] - The company's basic profit exceeded expectations, primarily due to the rise in copper prices driven by AI-related demand [1]

Core Insights - Glencore reported a decline in annual profits, attributed to a significant drop in coal business earnings despite record copper prices not being able to offset the losses [1] Financial Performance - The company's core earnings amounted to $13.5 billion, representing a 6% decrease compared to the previous year [1] - Glencore announced a return of $2 billion to shareholders, which includes an additional dividend of $800 million [1]

Core Viewpoint - Glencore reported a decline in annual earnings despite an improvement in the second half of the year, with adjusted EBITDA for 2025 down 6% year-on-year to $13.51 billion, slightly above analyst expectations of $13.31 billion [1][4]. Group 1: Financial Performance - The company's performance was impacted by falling energy and metallurgical coal prices, although stronger metal prices, including increased zinc revenues, partially offset these effects [1][4]. - Glencore's metal trading division achieved record performance, particularly in the copper sector, where traders capitalized on trading discrepancies and arbitrage opportunities [1][4]. - The adjusted earnings for the group in the second half of last year grew nearly 50% compared to the first half, with the industrial division's adjusted earnings increasing by 65% [3][6]. Group 2: Market Conditions and Strategic Moves - The energy trading division's performance aligned with challenging market conditions [2][5]. - Negotiations with Rio Tinto for a potential merger that could have created the world's largest mining company broke down in early February due to disagreements on key terms, including the retention of the chairman and CEO positions by Rio Tinto and the simulated ownership structure of the merged entity [3][6].

各种各样的矿石资源对我国的发展至关重要，因为它们是工业化进程中不可或缺的支柱。矿产资源对我国既有进口，也有出口，但如果要说到我国的钢铁资 源，那么就不得不提一个地方——攀枝花。这座位于四川的城市，可以说是中国工业化迅速发展的关键所在。若没有攀枝花，可能就没有今天中国的钢铁产 业，更谈不上工业化的飞速前进。那么，攀枝花究竟蕴藏着怎样的力量？它又是如何在短短几年内成为中国的钢铁之都呢？接下来，我们一起探索。 除此之外，攀枝花还建立了全国最大的露天钒钛磁铁矿山——尖铁矿，和全国最大的独立煤矿——宝鼎煤矿，以及独一无二的地下火力发电厂、503地下战 备电厂和投资最大的水电站——二滩水电站。 从这些建设中，我们可以看出，攀枝花经历了一个飞速发展的时期。其丰富的矿产资源被充分开发，并广泛 应用到我国各类建设中。可以说，正是我国的工业化成就了攀枝花，而攀枝花的矿产资源同样成就了我国的工业化。 不过，经历了多年的发展，攀枝花也不可避免地遇到了技术上的难题。那么，面对这些难题，攀枝花是如何迎难而上的呢？我国对于攀枝花未来又有哪些展 望呢？ 三、不断精进技术，攀枝花成为现代化工业重镇 早在2018年，攀枝花就遇到了EB炉电子束枪 ...

转自：经济日报 全球矿业巨头必和必拓周二（17日）公布了最新财报。在截至去年12月31日的2026财年上半年，受铜需 求激增推高铜价的影响，公司营收同比增长11％，利润同比增幅达到20％以上，其中铜业务首次超越铁 矿石成为集团最大盈利来源。此外，近期必和必拓先后签下的白银矿产以及电力协议，总计将获得至少 60亿美元现金。受以上消息带动，必和必拓欧股股价周二上涨1.5％，在悉尼上市的股票价格创历史新 高，涨幅达4.73％。 （来源：经济日报） ...

Market Overview - Concerns about AI persist, leading to significant fluctuations in the US stock market, with the S&P 500 dropping nearly 1% intraday before closing up 0.1% [2] - The software stock ETF fell by 2.2%, while Apple rose over 3% and Oracle dropped more than 3.8% [2] - US Treasury yields saw a slight increase, with the 10-year yield rising by 1 basis point and the 2-year yield up over 3 basis points [2] - The dollar exhibited a "V" shaped movement, rising nearly 0.5% intraday, while the British pound dropped about 1% due to a five-year high unemployment rate in the UK [2] - Gold prices fell 2.2%, dropping below $4900 per ounce, and COMEX silver futures declined over 5.7% [2] Key News - Apple is accelerating the development of three new wearable devices: AI glasses, a pendant, and a camera version of AirPods, with plans to integrate them with Siri [5] - Meta is increasing its investment in Nvidia, planning to deploy millions of chips over the coming years and will use Nvidia's Grace CPU for the first time [15] - Berkshire Hathaway has reduced its holdings in Apple and Bank of America while initiating a position in The New York Times [15] - Hillhouse Capital has increased its positions in Pinduoduo and Alibaba while reducing holdings in Baidu and Webull, indicating a more concentrated portfolio [16] International Developments - Iran's foreign minister announced an agreement on "guiding principles" for negotiations with the US, leading to a nearly 3% drop in Brent crude oil prices [13] - Former President Trump announced a $550 billion investment in Japan, focusing on oil, power generation, and critical minerals [13] - Anthropic has released the Sonnet 4.6 model, which operates computers nearly as well as flagship models but is priced at only one-fifth of the cost [14] - BHP reported a nearly 30% increase in profits, with copper business surpassing iron ore as the largest profit source for the first time [21]

本文源自：金融界AI电报 美国银行：将美国雅宝(ALB.N)评级从中性评级上调至买入；将目标价从167.00美元上调至190.00美 元。 ...

Group 1 - The Abbot Physical Silver ETF declined by 3% [1] - The Global X Silver Miners ETF fell by 3.1% [1] - The Invesco Silver Trust decreased by 3% [1] Group 2 - Hecla Mining Company's stock price dropped by 3.3% [1] - Coeur Mining's stock price also decreased by 3.3% [1] - Silvercrest Metals' stock price fell by 3.1% [1] - First Majestic Silver's stock price declined by 3.8% [1]

Market Overview - European stock indices opened higher with calm trading and no significant individual stock volatility [1] - The UK FTSE 100 index rose by 0.4%, reaching a new high on Monday [1] - The German DAX index fell by 0.15%, with Siemens, the second-largest component, declining by 0.2% after a 6.25% drop on Monday [1] - The Spanish IBEX 35 index saw a modest increase of 0.2% with flat performance among its components [1] - The Italian FTSE MIB index rose by 0.1%, with shipbuilder Fincantieri being the most volatile stock, down by 1.8% [1] - The French CAC 40 index increased by 0.1%, despite industrial stocks dragging it down, including defense group Thales, which fell by 2.3% [1] Sector Performance - InterContinental Hotels Group saw a 3% increase due to revenue growth [1] - Automotive stocks within the DAX index experienced gains [1] - Software stocks generally performed well, with software company Capgemini rising by 1.5% [1]