Core Viewpoint - The investigation into Federal Reserve Chairman Jerome Powell by the U.S. Department of Justice marks an unprecedented escalation in the conflict between President Trump and the Federal Reserve, potentially impacting financial markets and borrowing costs in the long term [2]. Group 1: Investigation Details - The U.S. Department of Justice has issued a subpoena to Powell, leading to a criminal investigation related to his testimony regarding the Federal Reserve's office renovation project in Congress in the summer of 2025 [2]. - The investigation is reportedly driven by Bill Pulte, the Director of the Federal Housing Finance Agency, although some officials claim it is primarily led by the Justice Department [3]. Group 2: Market Reactions - Following the news, the U.S. dollar index fell to 98.82, a decline of over 0.3%, marking the deepest annual drop since 2017 [2]. - U.S. stock index futures also declined, with Nasdaq futures dropping over 0.9% and the S&P 500 index down over 0.6% on the same day [2]. - In contrast, the Asia-Pacific financial markets showed strong performance, and spot gold reached a historical high of $4601.38 per ounce [2]. Group 3: Analyst Insights - Analysts from Evercore International Strategic and Investment Group predict a sell-off in the U.S. dollar, U.S. Treasuries, and U.S. stocks, drawing parallels to the peak of tariff impacts in April of the previous year [2].

（文章来源：第一财经） 据报道，美国联邦住房金融局（FHFA）局长Bill Pulte表示，房利美和房地美的首次公开募股仍在考虑 中，房利美和房地美市值在5000亿-1万亿美元之间。 ...

人民财讯1月12日电，*ST岩石(600696)1月12日公告，经公司财务部门初步测算，预计公司2025年度营 业收入低于3亿元，且利润总额、净利润或者扣除非经常性损益后的净利润孰低者为负值。根据《上海 证券交易所股票上市规则》的相关规定，公司股票将因触及财务类退市情形被终止上市。 转自：证券时报 ...

2026年1月，全球金融市场见证历史性转折——世界黄金协会最新数据显示，截至2025年11月底，美国 以外国家持有的官方黄金储备价值达3.93万亿美元，正式超越同期海外官方持有的3.88万亿美元美债规 模。这是自1996年以来，黄金首次取代美债成为全球最大储备资产，标志着国际货币体系进入深度调整 期。 黄金的崛起反映着全球储备管理理念的变迁。传统上，美债凭借流动性优势和美元霸权地位，长期占据 储备资产核心位置。但近年来，美国财政赤字持续扩大，国债规模突破36万亿美元，叠加特朗普政府频 繁使用金融制裁工具，导致美债安全性属性弱化。中国社会科学院研究显示，2020-2025年间，美国国 债市场在三次风险事件中均出现流动性枯竭，违背了安全资产"避险天堂"的定位。 中国央行的持续增持成为这场变革的重要推手。截至2025年12月末，中国黄金储备达7415万盎司，较上 月增加3万盎司，实现连续14个月增持。尽管单月增量维持在低位，但全年累计增持86万盎司的规模， 折射出战略布局的长期性。东方金诚首席宏观分析师王青指出，中国黄金储备占外汇储备比重仅 9.5%，显著低于15%的全球平均水平，优化储备结构的内在需求驱动着持续购 ...

Group 1 - The U.S. Federal Reserve Chairman Jerome Powell is under criminal investigation by the Department of Justice related to his testimony regarding the Fed's office renovation project in Congress in the summer of 2025 [2] - This investigation marks an unprecedented escalation in the conflict between President Trump and the Federal Reserve, with Trump previously criticizing the Fed for not significantly lowering key interest rates [2] - The investigation is expected to impact the U.S. financial markets, potentially increasing borrowing costs for mortgages and other loans in the long term [2] Group 2 - The U.S. dollar index fell to 98.82 on December 12, with a decline of over 0.3%, marking the deepest annual drop since 2017 [2] - U.S. stock index futures also declined, with Nasdaq futures dropping over 0.9% and the S&P 500 index down over 0.6% on the same day [2] - In contrast, the Asia-Pacific financial markets performed strongly, and spot gold reached a historical high of $4601.38 per ounce on December 12 [2] Group 3 - Trump claimed he was unaware of the investigation into Powell and denied any intention to pressure Powell to lower interest rates [3] - The investigation was reportedly initiated by Bill Pulte, the Director of the Federal Housing Finance Agency, although some officials stated it was led by the Department of Justice [3] - Trump has indicated he has a preferred successor for Powell but has not publicly announced it, with potential candidates including Kevin Hassett and Kevin Walsh [3]

Core Viewpoint - The company has mutually agreed to terminate its compliance advisory agreement with Dongwu Securities International Financing Limited due to personnel changes, effective January 12, 2026 [1] Group 1: Termination of Agreement - The compliance advisory agreement with Dongwu Securities was originally signed on January 15, 2025, and will be terminated due to key personnel changes at Dongwu Securities [1] - The key project personnel responsible for compliance at Dongwu Securities has moved to China Ping An Capital (Hong Kong) Limited [1] Group 2: New Compliance Advisor Appointment - The company has appointed Ping An as its new compliance advisor, effective January 12, 2026, to ensure continuity in compliance advisory services [1] - The appointment of Ping An will remain in effect until the company complies with the listing rules regarding its first complete financial year after the initial listing, or until the termination of the agreement, whichever comes first [1] - Ping An is a licensed corporation under the Securities and Futures Ordinance (Cap. 571 of Hong Kong) authorized to conduct regulated activities related to providing advice on corporate finance [1]

Group 1 - UBS increased its stake in Jinli Permanent Magnet (06680) by 212,800 shares at a price of HKD 18.3292 per share, totaling approximately HKD 3.9005 million [1] - After the increase, UBS's total shareholding in Jinli Permanent Magnet reached approximately 11.7741 million shares, representing a stake of 5.02% [1]

新百利融资(08439)发布公告，于2026年1月12日，该公司斥资3850港元回购1.2万股股份，每股回购价 0.32-0.325港元。 ...

智通财经APP讯，新百利融资(08439)发布公告，于2026年1月12日，该公司斥资3850港元回购1.2万股股 份，每股回购价0.32-0.325港元。 ...

地缘局势的突发性溢价同样不可忽视。Moneta Markets外汇认为，近期国际政治版图的剧烈震荡，尤其 是针对拉美地区重要政治人物的军事行动，瞬间引爆了避险情绪，推动金价在短期内迅速突破关键阻力 位。结合汇丰及瑞银等主流机构的预测，金价在2026年上半年冲击5000美元大关已具备坚实的基础。 总结而言，黄金的避险防御属性与资产多元化配置价值在当前动荡的金融环境中愈发凸显。Moneta Markets外汇建议投资者密切关注实际利率走向与地缘局势演变，虽然高位波动可能加剧，但黄金长线 看涨的趋势依然稳固，2026年有望开启全新的量级空间。 新浪合作大平台期货开户 安全快捷有保障 责任编辑：陈平 1月12日，步入2026年，全球贵金属市场正站在一个历史性的风口。回顾过去，黄金在2025年实现了惊 人的64%涨幅，并在去年12月底再度刷新历史高位。Moneta Markets外汇观察到，尽管市场在去年四季 度经历过短暂回调，但黄金在年底的强劲复苏，充分彰显了其作为避险资产的韧性，目前多头动能已重 新接管盘面。 1月12日，步入2026年，全球贵金属市场正站在一个历史性的风口。回顾过去，黄金在2025年实现了惊 人的 ...