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金价突然暴跌,贝森特却将矛头直指中国,指责交易“失序”
Sou Hu Cai Jing· 2026-02-10 06:16
Group 1 - The article discusses a significant drop in international gold prices, which fell sharply after nearing a historical high of $5,600, resulting in the evaporation of trillions of dollars in market value within hours [1][4] - U.S. Treasury Secretary Besant blamed China for the market turmoil, claiming that disorderly trading by Chinese investors disrupted the global precious metals market [8][10] - The article suggests that the extreme volatility in gold and silver prices is not merely a market reaction but rather a politically motivated intervention by the U.S. to maintain dollar hegemony [10][12] Group 2 - Data from the World Gold Council indicates that global central banks have net purchased over 1,000 tons of gold for three consecutive years, with China's central bank increasing its reserves to over 2,300 tons [14][34] - The article highlights a broader trend of countries repatriating gold reserves, with nations like Germany and Poland also participating in this "gold repatriation movement" [25] - The narrative emphasizes that the U.S. is losing its absolute pricing power over gold, as evidenced by the need for administrative measures to stabilize the market [12][36] Group 3 - The article posits that the current financial landscape is characterized by a separation of pricing power and ownership, where the prices set by Wall Street are increasingly disconnected from the physical assets held by global central banks [36][41] - It argues that the ongoing volatility in gold prices serves as a warning signal about the weakening of the once-mythologized dollar system, indicating a shift towards a new financial order based on tangible assets [39][43] - The conclusion suggests that the rise in gold prices reflects a growing distrust in the dollar's credibility, with a new financial order centered around physical assets rapidly taking shape [43]
王希耘:把握APEC机遇,推动前海河套制度开放
Nan Fang Du Shi Bao· 2026-02-10 04:35
南都讯 2月10日,深圳市七届人大七次会议第二场"代表通道"集中采访活动中,深圳市人大代表,中海 石油(中国)有限公司深圳分公司南海东部石油研究院党委副书记、工会主席王希耘围绕举办APEC会 议给深圳带来的机遇和挑战,分享了作为人大代表的三个主要思考方向。 其次,聚焦高质量发展,在推动现代服务业能级跃升上展现作为。前海作为高水平对外开放的门户枢 纽,人大代表应聚焦金融、法律、信息、物流等前海重点产业开展调研,助力产业绿色化、数字化转 型,支持政策在前海先行先试,为跨境贸易新业态的发展提供支撑,助推产业能级提升。 此外,王希耘结合自身履职经历提出,人大代表要聚焦履职,在推动前海合作区联络站在汇聚民智上发 挥更大作用。"我们要发挥驻前海人大代表联络站的香港全国人大代表、省人大代表、市人大代表的作 用,形成三级两地代表有效联动机制,系统汇聚民智,聚焦前海合作区全面深化改革创新试验平台、高 水平对外开放门户枢纽、深港深度融合发展引领区、现代服务业高质量发展高地四大战略定位提出高质 量的建议。" 王希耘表示,APEC会议在深圳召开,带给深圳的不只是城市的能见度、可信度,还有全球资源加速集 聚的吸引力。这是一场推动深圳城 ...
【UNFX财经事件】创高之后谨慎升温 华尔街等待非农与通胀验证
Sou Hu Cai Jing· 2026-02-10 03:44
UNFX 2月10日讯 随着美联储官员公开讨论特朗普关税政策,华尔街主要股指在达到近期高点后转入整 理阶段。投资者关注焦点集中在关税对消费和通胀的实际影响,以及劳动力市场放缓是否反映经济降 温,这些因素将与即将公布的美国非农就业与CPI数据共同决定政策预期调整方向。 在政策争议和通胀不确定性交织下,美股整体走势趋于温和。周一常规交易中,道指小幅上涨并刷新收 盘纪录,标普500与纳指在科技股推动下延续升势。盘后交易阶段,美国股指期货整体小幅回落,标普 500、纳指100及道指期货均下跌约0.1%。除科技板块外,交投清淡,显示投资者在关键宏观数据公布 前谨慎调整仓位。 白宫国家经济委员会主任凯文·哈塞特提前对市场预期进行引导,指出未来几个月新增就业人数下降主 要反映人口增速放缓的结构性因素,而非经济动能减弱。市场预计1月美国非农新增就业约6.9万人,失 业率维持4.4%。哈塞特表示,生产率提升使维持失业率稳定所需的"盈亏平衡就业增速"下降,就业数据 解读标准发生调整。 从市场定价角度看,关税是否继续对通胀形成上行压力,以及就业数据是否支持宽松货币政策,都需要 即将公布的非农和CPI数据验证。结果将直接影响市场对2 ...
【UNforex财经事件】美股创新高后趋稳 关税与数据成再定价焦点
Sou Hu Cai Jing· 2026-02-10 03:44
UNforex 2月10日讯 随着美联储官员就特朗普政府关税政策公开表态,华尔街主要股指在刷新阶段性高 点后进入整理状态。关税对通胀和消费端的实际影响、劳动力市场放缓是否意味着经济动能降温,正与 即将公布的美国非农就业和CPI数据一道,成为市场重新评估政策预期的核心变量。 在政策分歧与通胀讨论交织的背景下,美股表现趋于克制。周一美股常规交易时段,道琼斯工业平均指 数小幅上涨并刷新收盘纪录,标普500指数与纳斯达克指数在科技股反弹带动下延续升势。进入盘后交 易后,美国股指期货整体小幅回落,标普500、纳斯达克100及道指期货均回调约0.1%。除科技板块 外,其余板块交投偏淡,反映出投资者在关键宏观数据公布前不愿显著增加风险敞口。 在周三非农就业报告公布前,白宫国家经济委员会主任凯文·哈塞特提前对市场预期进行引导。他表 示,未来几个月新增就业人数的下降,主要反映人口增长放缓背景下的结构性变化,而非经济动能减 弱。根据市场一致预期,1月美国非农新增就业人数约为6.9万人,失业率预计维持在4.4%。哈塞特指 出,在生产率提升加快的情况下,维持失业率稳定所需的"盈亏平衡就业增速"已明显下降,就业数据的 解读框架正在发生 ...
企业出海投资合作国别(地区)指南
Sou Hu Cai Jing· 2026-02-10 03:43
今天分享的是:企业出海投资合作国别(地区)指南 报告共计:495页 《企业出海投资合作国别(地区)指南·东南亚卷》核心内容总结 《企业出海投资合作国别(地区)指南·东南亚卷》由河南省涉外法律服务中心与郑州市律师协会联合编撰,聚 焦东盟及旗下11个成员国(含2025年新加入的东帝汶),为中资企业出海提供全面指引。 东盟作为"一带一路"重要战略节点,已连续多年成为中国最大贸易伙伴,2025年10月《中国-东盟自由贸易区3.0 版升级议定书》签署,涵盖数字经济、绿色经济等9个领域,进一步激活区域投资潜力。该地区总人口超6.85 亿,劳动力资源丰富,2023年GDP达37816亿美元,多数成员国经济增速高于全球平均水平,在矿产、热带农 业、电子制造等领域具备产业优势。 指南主体分为东盟整体指南与十一国分指南,结构统一涵盖投资环境、法律制度、合作注意事项及实用附件。投 资环境方面,东盟在人口规模、经济增长、区域一体化等方面吸引力显著,金融与证券市场逐步开放,数字经济 与绿色经济成为发展热点,2023年东南亚数字经济GMV达2180亿美元,电动汽车等绿色产业投资增长迅猛。 企业出海投资合作国别( 地区 ) 指南 Guid ...
“一国两制”下香港维护国家安全的实践白皮书|国务院港澳办发言人:《“一国两制”下香港维护国家安全的实践》白皮书正本清源坚定信心
Xin Hua She· 2026-02-10 02:27
Core Viewpoint - The white paper titled "The Practice of Safeguarding National Security in Hong Kong under 'One Country, Two Systems'" outlines the historical journey and principles of the central government's stance on national security in Hong Kong, emphasizing the importance of maintaining national security for the high-quality development of "One Country, Two Systems" [1][2]. Group 1: Historical Context and Legislative Framework - The struggle for national security in Hong Kong has been ongoing, with the legislative process for Article 23 of the Basic Law being a focal point of contention [1]. - The Hong Kong National Security Law, passed on June 30, 2020, is highlighted as a significant milestone, establishing a dual-level enforcement mechanism for national security and effectively curbing anti-China forces [2]. - The implementation of the National Security Law has led to a systematic restructuring of Hong Kong's electoral and governance systems, reinforcing the principle of "patriots governing Hong Kong" [2]. Group 2: Achievements and Transformations - Since the implementation of the National Security Law, the Hong Kong Special Administrative Region (HKSAR) has made significant strides in fulfilling its constitutional responsibilities for national security, with a consensus on national security deeply rooted in society [3]. - The collaborative efforts between the central government and HKSAR have resulted in the effective safeguarding of national sovereignty and security, promoting stability and prosperity in Hong Kong [3]. - Key indicators of Hong Kong's economic health include its continued status as a global financial, shipping, and trade center, with the Global Financial Center Index ranking it third in the world and its economic freedom maintaining the top position globally [3]. Group 3: Future Directions and Principles - The white paper emphasizes the need for a comprehensive national security perspective to guide the ongoing implementation of "One Country, Two Systems," ensuring that governance remains in the hands of patriots [4]. - It stresses the importance of balancing security with human rights, maintaining the rule of law, and integrating development with security [4]. - The ultimate goal is to create a safe, free, and prosperous Hong Kong that aligns with national interests and benefits both residents and foreign investors, contributing to the broader objectives of national development and modernization [4].
未来5年,企业上市这么干
Sou Hu Cai Jing· 2026-02-10 02:07
日前 我市印发了 全周期上市服务体系 加快打造资本市场高质量"徐州板块" 具体内容 赶快和大徐一起来看看 发展计划 到2030年上市公司县域全覆盖 《徐州市持续推动企业上市高质量发展 "鹏程计划"行动方案(2026—2030年)》 (以下简称"新'鹏程计划'") 全面构建全链条 鼓励上市公司运用股份、现金、可转债等工具开展产业链并购,提升产业集中度。支持链主企业设立CVC基金,金融机构创新并购贷款、投贷联动等产 品。 《方案》立足我市产业转型升级实际,抢抓资本市场改革机遇,明确未来五年发展方向: • 上市公司实现县域全覆盖,直接融资规模超1000亿元; • 上市公司总市值达到5000亿元,力争培育2家千亿市值、10家百亿市值企业; • 并购重组金额达1000亿元,落地一批标志性产业整合案例; • 动态保持股改企业不少于50家、重点目标企业不少于20家、辅导及IPO申报企业不少于10家。 01 加快优质企业上市培育 突出科技创新型企业招引培育,建立市县联动、部门协同、机构参与的立体化培育体系,动态更新"目标层、培育层、储备层"三级后备梯队,为企业"小 升规、规改股、股上市"提供全流程服务。 强化"股贷债保担"多 ...
2.10犀牛财经早报:多地将夜间经济纳入新一年工作部署
Xi Niu Cai Jing· 2026-02-10 01:36
Group 1 - The A-share ETF market is experiencing a shift, with traditional broad-based ETFs seeing outflows while high-growth sector ETFs in chemicals, telecommunications, and non-ferrous metals are attracting inflows, indicating a focus on AI, price increase chains, and overseas expansion as key investment themes [1] - The National Integrated Circuit Industry Investment Fund (National Big Fund) has been reducing its holdings in several semiconductor companies, which is viewed as a normal investment exit rather than a change in long-term strategy [1] - The demand for AI is driving a price surge in the components industry, particularly for multi-layer ceramic capacitors (MLCC), with prices in South Korea rising nearly 20% and expectations for continued growth [3] Group 2 - The dye industry is experiencing a price increase trend, with companies like Fulei Ant announcing price adjustments for their products due to rising raw material costs [4] - The trend of private equity firms expanding internationally is evident, with over 130 mainland private equity managers holding Hong Kong licenses, reflecting a growing interest from global investors in Chinese assets [2] - The U.S. Department of Commerce has announced final anti-dumping and countervailing duties on erythritol products from China, with specific rates for different companies [8] Group 3 - Playboy has signed an agreement to sell 50% of its Chinese business to UTG Group for a total of $122 million, with cash payments structured over several years [5] - Waymo has acknowledged that its autonomous driving technology relies heavily on remote drivers, particularly from overseas, highlighting the limitations of current automation technologies [6] - Jinhua Bank has been fined 3.7 million yuan due to management failures and improper loan practices, indicating regulatory scrutiny in the banking sector [6] Group 4 - Huayi Brothers' major shareholder is facing a judicial auction of 70 million shares, which could impact the company's control structure [9] - ST Yedao has announced potential delisting risks due to projected financial losses, emphasizing the challenges faced by companies in maintaining compliance with listing requirements [10] - The U.S. stock market indices have collectively risen, driven by technology stocks, with significant gains from major players like Microsoft and Nvidia, reflecting strong investor sentiment in the tech sector [11]
【委员风采】洪幼治:从企业领航者到民营经济“代言人”
Sou Hu Cai Jing· 2026-02-10 01:08
"以前管理企业,心里想的更多是公司效益和员工生计,聚焦的是'小圈子'的发展。当选市政协委员后,'管一家'变成了'顾一片',要把行业痛点和大家的 诉求转化为实实在在的提案和建议,用心当好民营经济的'代言人'。"市政协委员、丽江嘉和集团总裁洪幼治的这番话,道出了履职路上的初心与担当。 市政协委员、丽江嘉和集团总裁洪幼治。(丽江融媒记者 李琳 摄) 洪幼治既是本土企业的带头人,也是民营经济的发声者。20多年来,洪幼治相继参与创办了丽江嘉和有限公司、丽江嘉和涵紫谷民族产品开发有限公司、 丽江嘉和房地产开发有限公司等,还参与打造了"嘉和城"民族特色城市综合体等项目。2011年担任丽江嘉和集团总裁后,她兢兢业业带领企业发展。如 今,集团已发展为拥有10多家全资公司的多元化企业,涉及房地产开发、商贸物流、金融投资等领域,并先后获得"云南省私营百强企业""云南省百户优 强民营企业""丽江市十大纳税户"等荣誉。 为了摸清实情,洪幼治经常走访丽江的中小微企业,和大家聊经营、听诉求。在一次走访中,她了解到,一家品牌口碑良好、产品颇具市场潜力的本土中 小企业,因无资产抵押陷入融资困境,即便有政银企担保政策,也不能满足实际需求,企业发 ...
宝积资本(08168)股东将股票存入新质证券 存仓市值1006.4万港元
Zhi Tong Cai Jing· 2026-02-10 00:49
智通财经APP获悉,香港联交所最新资料显示,2月9日,宝积资本(08168)股东将股票存入新质证券,存 仓市值1006.4万港元,占比5.49%。 宝积资本发布公告,于2026年2月3日,行使根据公司于2018年2月26日采纳的购股权计划所授予的购股 权而合计发行2200万股股份。 于2026年2月6日,行使根据公司于2018年2月26日采纳的购股权计划所授予的购股权而合计发行1100万 股股份。 于2026年2月9日,行使根据公司于2018年2月26日采纳的购股权计划所授予的购股权而发行600万股股 份。 ...