新华财经纽约1月16日电 由于市场担忧美联储新任主席带来的货币政策走向影响和围绕格陵兰岛可能出 现的贸易紧张，纽约股市三大股指16日高开低走，收盘全面下跌。 截至当天收盘，道琼斯工业平均指数比前一交易日下跌83.11点，收于49359.33点，跌幅为0.17%；标准 普尔500种股票指数下跌4.46点，收于6940.01点，跌幅为0.06%；纳斯达克综合指数下跌14.634点，收于 23515.388点，跌幅为0.06%。 美国总统特朗普16日表示，他可能会对那些不支持美国获得格陵兰岛计划的国家加征关税。 特朗普还表示，自己实际上想让白宫国家经济委员会（National Economic Council）主任凯文·哈西特 （Kevin Hassett）留在现有岗位上。市场分析人士认为，这一消息让美联储前理事凯文·沃什（Kevin Warsh）成为下任美联储主席的最主要竞争者，沃什的鸽派程度将低于哈西特。 美联储负责监管的副主席米歇尔·鲍曼（Michelle Bowman）当日则表示，美联储应该基于"有根据"的预 测，而非很多同僚支持的单纯依赖数据，进而采取前瞻性的货币政策。 鲍曼说，除非劳动力市场条件出现清晰 ...

Market Overview - The U.S. stock market recorded a weekly decline, with the Dow Jones falling by 0.29%, the Nasdaq down by 0.66%, and the S&P 500 decreasing by 0.38% [4] - The market experienced volatility as investors assessed President Trump's comments regarding the Federal Reserve and geopolitical issues [3] - The upcoming earnings season is expected to peak next week, with major companies like Netflix, Johnson & Johnson, and Intel set to report [4] Sector Performance - Chip stocks showed strong performance, with Broadcom rising by 2.5% and AMD increasing by 1.7% [6] - Bank stocks stabilized, with JPMorgan up by 1.0% and Bank of America by 0.7%, despite concerns over credit card interest rate caps raised by Trump [6] - The energy sector faced pressure, particularly electric utility companies, due to Trump's push for tech firms to bear costs for new power plants, leading to a 10% drop in Constellation Energy's stock [6] Economic Indicators - U.S. industrial production increased by 0.4% month-over-month in December, supported by a rebound in the utilities sector, aligning with market expectations [7] - The National Association of Home Builders reported a surprising decline in builder confidence for January, dropping 2 points to 37, attributed to affordability issues and rising construction costs [7] - Federal Reserve Vice Chair Michelle Bowman indicated readiness to adjust monetary policy if labor market conditions do not show clear improvement [7] Treasury Yield Movement - The 10-year Treasury yield rose by over 7 basis points, reaching 4.20%, following Trump's comments about the potential nomination for the next Federal Reserve chair [2][8] - The 2-year Treasury yield also increased by 3.5 basis points to 3.60%, reflecting market concerns over the Fed's independence and political influences [8]

隔夜美股盘中下行，黄金急跌。美联储传出大消息，特朗普就美联储主席人选等问题发表最新言论。 另据新华社援引美国媒体16日报道，美国总统特朗普称，可能会对那些不支持美国获得格陵兰岛计划的国家加征关税。 美国财长贝森特表示，美联储主席候选人缩减至4人，预计美联储主席人选将在达沃斯之前或回来以后做决定。特朗普周四面试了美联储主席的最后一位 候选人、贝莱德的里克·里德。对于美联储理事鲍曼，最合适的安排是继续担任其现有职务。米兰在1月31日过后可以继续担任美联储理事。特朗普尚未就 美联储主席人选向他透露看法。贝森特在谈到哈塞特与美联储时表示，这是特朗普的特权。 事关美联储未来降息，多位美联储官员最新表态。 遴选下一任美联储主席的进程再添不确定性，金属全线下跌，现货黄金一度跌超1.5%，收盘小幅下跌；现货白银一度下跌逾5%，LME期铜下跌超2%， LME期镍跌逾5%，LME期锡下跌7.8%。 芯片股普涨，美光科技涨超7%，博通、应用材料、阿斯麦涨超2%。 消息面上，美国总统特朗普周五在白宫发表讲话中表示，他更希望国家经济委员会主任凯文·哈塞特继续留在现在的位置上，并暗示哈塞特可能不会被提 名为下一任美联储主席。 特朗普表示 ...

Group 1 - US stock indices collectively declined, with the Dow Jones down 0.29%, S&P 500 down 0.38%, and Nasdaq down 0.66% [1] - Major technology stocks mostly fell, with the US Tech Giants Index down 0.3%, Apple down over 1%, and Google down nearly 1% [2] - Chinese concept stocks saw a significant drop, with the Nasdaq China Golden Dragon Index down 1.15%, and several companies like Vipshop and Century Interconnect falling over 8% [2] Group 2 - Chip stocks surged, with Micron Technology rising 7.8% and surpassing a market cap of $400 billion, having increased over 27% year-to-date [2] - European stock indices closed lower, with the French CAC40 down 1.23% and the UK FTSE 100 up 1.09% [3] - Precious metals experienced sharp declines, with silver dropping 2.7% and briefly falling below $87 per ounce [3]

Group 1: US Stock Market - The three major US stock indices experienced slight declines, with all recording losses for the week as the earnings season began cautiously [1] - Bank stocks faced pressure due to the impact of the credit card interest rate cap plan by TransUnion, while chip stocks continued to rise, with Micron Technology surging over 7%, pushing its market value above $400 billion [1] - Investors are closely monitoring upcoming corporate earnings to assess the economic fundamentals and are scrutinizing high valuations amid the AI boom [1] Group 2: A-share Market Regulation - The A-share market has seen rapid increases, prompting regulatory authorities to implement measures to prevent excessive volatility [4] - The Shanghai and Shenzhen stock exchanges conducted over 800 regulatory actions within a week, including raising financing margin ratios for counter-cyclical adjustments [4] - The China Securities Regulatory Commission has emphasized strengthening trading and information disclosure regulations to maintain fair trading and guide long-term rational investment [4] Group 3: US Federal Reserve Leadership - US Treasury Secretary Becerra indicated that the pool of candidates for the Federal Reserve Chair has been narrowed down to four, with a final decision expected around the Davos Forum [5] - Former President Trump has completed interviews with the last candidate, Rick Reed, but has not disclosed his preference to the Treasury Secretary [5] Group 4: Financial Policy in China - The People's Bank of China and the State Administration of Foreign Exchange detailed the effectiveness of monetary policy in 2025 and measures for 2026, highlighting a moderately loose monetary policy that has led to total credit growth and structural optimization [6] - In 2026, the continuation of moderately loose monetary policy will be implemented, with a focus on counter-cyclical adjustments and eight measures to enhance structural support [6] Group 5: Real Estate Market Dynamics - Jingrui Holdings is auctioning off 120 luxury apartments and over 200 parking spaces in Beijing to repay a debt of approximately 720 million yuan, reflecting a trend among distressed real estate companies to liquidate assets in major cities to alleviate debt pressure [9]

记者丨刘雪莹 施诗 李依农 编辑丨曾静娇 周五（1月16日），欧美股指集体收跌，美股芯片股逆势爆发，中概股多数下跌 ，贵金属跳水，白银一 度失守87美元/盎司。 其中美股高开低走，三大指数全线收跌。本周三大股指均下跌，道指累计跌0.29%，标普500指数跌 0.38%，纳指跌0.66%。 欧洲三大股指收盘全线下跌。本周，法国CAC40指数跌1.23%，英国富时100指数涨1.09%。 | 英国富时100 法国CAC40 德国DAX | | --- | | 10235.29 8258.94 25297.13 | | -3.65 -0.04% -54.18 -0.65% -55.26 -0.22% | | 意大利MIB 俄罗斯MOEX 欧洲STOXX50 | | 45799.69 2733.75 6029.45 | | -50.08 -0.11% +32.43 +1.20% -11.69 -0.19% | 黄金、白银盘中几度跳水，截至发稿，现货白银下挫2.7%，一度失守87美元/盎司，纽约期银跌2.6%。 基本金属方面，碳酸锂跌近9%，LME锡跌超4%。 国际油价上涨，WTI原油涨0.24%，ICE布油涨超0.6 ...

Group 1: Capital Market Developments - The China Securities Regulatory Commission (CSRC) held a meeting on January 15, 2026, focusing on risk prevention and promoting development in the capital market, emphasizing the need for strong regulation and high-quality growth [2][7] - CITIC Securities predicts that A-shares will see significant incremental capital in 2026, with funds expected to flow from insurance and wealth management into the equity market, supporting a slow bull market [2][7] Group 2: International Relations and Trade - Canadian Prime Minister Mark Carney's visit to China from January 14-17, 2026, marks the first since 2017, aiming to improve Sino-Canadian relations and economic cooperation, with agreements to restart economic dialogues and a roadmap for trade cooperation [2][7] Group 3: Commodity Market Insights - NVIDIA significantly lowered its copper demand forecast for data centers, reducing the copper busbar usage per gigawatt from 50,000 tons to 200 tons, leading to a nearly 3% drop in London copper prices [3][8] - Silver prices experienced volatility after a significant increase of over 147% in 2025, with a sharp drop following a peak of $92 per ounce on January 14, 2026, leading to financial distress for some silver merchants in Shenzhen [3][8] Group 4: Technology Sector Trends - U.S. chip stocks surged in pre-market trading on January 16, 2026, driven by Micron Technology's rare stock buyback, with expectations of a "super cycle" in the storage industry continuing through 2027 due to rising AI infrastructure and memory demand [4][9] Group 5: Investment Products - A recent investment-linked insurance product reported an annualized average return of 43.35%, reflecting a recovery in the securities market, with new premiums increasing by 16.8% year-on-year in the first 11 months of 2025 [4][9]

Market Overview - US stock indices collectively declined, with the Dow Jones down 0.29%, S&P 500 down 0.38%, and Nasdaq down 0.66% [1] - Major technology stocks mostly fell, with the US Tech Giants Index down 0.3%, Apple dropping over 1%, and Google nearly 1% [2] - Chinese concept stocks experienced a significant drop, with the Nasdaq Golden Dragon China Index down 1.15% [3] Semiconductor Sector - Semiconductor stocks surged, with Micron Technology rising 7.8%, marking its market cap surpassing $400 billion and a year-to-date increase of over 27% [2][3] - Other semiconductor companies like SanDisk and Seagate reached historical highs, while Broadcom, Applied Materials, and ASML closed up over 2% [2] Precious Metals and Commodities - Precious metals saw a sharp decline, with silver prices dropping 2.7% and briefly falling below $87 per ounce [6] - Basic metals like lithium carbonate fell nearly 9%, while LME tin dropped over 4% [6] - International oil prices increased, with WTI crude up 0.24% and ICE Brent crude rising over 0.6% [6] Cryptocurrency Market - Major cryptocurrencies showed mixed performance, with Bitcoin and Ethereum down about 0.1%, while SOL increased over 2% [6] - The trading volume in the cryptocurrency market continued to decline, with over 90,000 liquidations occurring in the past 24 hours, primarily affecting long positions [6] Economic Commentary - Former Federal Reserve official Patrick Harker stated that it is not appropriate for the US to pursue significant interest rate cuts at this stage, warning against external pressures on the Fed [6]

证券代码：688008 证券简称：澜起科技 公告编号：2026-005 澜起科技股份有限公司 1.2025年度实现归属于母公司所有者的净利润21.50亿元~23.50亿元，较上年同期增长52.29%~66.46%； 2.2025年度实现归属于母公司所有者的扣除非经常性损益的净利润19.20亿元~21.20亿元，较上年同期增 长53.81%~69.83%。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 2025年年度业绩预增公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 经财务部门初步测算，澜起科技股份有限公司（以下简称"公司"）预计： 经财务部门初步测算，公司预计： 1.2025年度实现归属于母公司所有者的净利润21.50亿元~23.50亿元，较上年同期（法定披露数据）增长 52.29%~66.46%； 二、上年同期业绩情况 1.2024年度利润总额：14.13亿元。 2.2024年度归属于母公司所有者的净利润：14.12亿元。 3.2 ...

Market Overview - US stock indices showed mixed performance, with the Dow Jones down 60.36 points (-0.12%), Nasdaq down 4.28 points (-0.02%), and S&P 500 down 3.39 points (-0.05%) [1] - The aerospace and defense sectors led gains in the US market, with semiconductor stocks experiencing significant increases, particularly Micron Technology, which rose over 8% following insider buying [1] Semiconductor Sector - Micron Technology's board member purchased 23,200 shares for approximately $7.8 million, contributing to the stock's surge [1] - Morgan Stanley predicts that ASML could see a further 70% increase as chip manufacturers ramp up spending to meet soaring AI demand [1] Chinese Stocks - The Chinese concept stock index fell over 1.42%, with notable declines in companies such as Su Xuan Tang Pharmaceutical (-14%) and Zhihu, Century Internet, and others dropping over 5% [2] Energy and Commodities - US electric company stocks declined, with Talen Energy down 8%, Vistra Energy down 6.9%, and Constellation Energy down 6.3% [3] - Precious metals experienced a collective drop, with spot gold falling to $4,590 per ounce (-0.58%) and silver dropping to $89 per ounce (-3.28%) [3] - Copper prices fell over 2% due to Nvidia's significant downward revision of copper demand projections [3] Cryptocurrency Market - Major cryptocurrencies saw collective declines, with Bitcoin dropping below $96,000 and Ethereum falling below $3,300, leading to nearly 110,000 liquidations in the past 24 hours [4] Storage Chip Market - Citigroup analysts predict that storage chip prices will experience "out-of-control" increases by 2026, with DRAM average price increase expectations raised from 53% to 88% and NAND from 44% to 74% [5] - The AI investment trend is expected to continue throughout the year, with potential winners and losers as part of the creative destruction associated with new technologies [5]