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白银工业地位“不可或缺” 伦敦银收回近期涨幅
Jin Tou Wang· 2026-01-07 06:26
今日周三(1月7日)亚盘时段,伦敦银目前交投于79.58一线下方,今日开盘于81.26美元/盎司,截至发 稿,伦敦银暂报79.01美元/盎司,下跌2.71%,最高触及82.73美元/盎司,最低下探78.95美元/盎司,目 前来看,伦敦银盘内短线偏向看跌走势。 【要闻速递】 黄金与白银的投资属性已实现跃升,不再是单纯对冲通胀的工具,而是成为全球经济格局中的核心配置 资产。白银凭借其工业属性,成为全球经济转型升级与电气化进程的关键材料。 他解释道:"简而言之,一种金属难以同时兼具货币属性与工业属性。各国央行不会囤积一种工业领域 刚需的金属。白银在终端产品总成本中占比相对较低,相关企业完全无法承受原料断供的风险。" 光伏、电动汽车、AI数据中心构成白银需求增长的三大支柱,推动白银向高科技金属转型。与此同 时,在"去美元化"与货币宽松背景下,白银的货币属性回归,投资需求同步攀升。 【最新伦敦银行情解析】 伦敦银价格在早盘中价格波动,以收回之前上涨的涨幅,试图在相对强弱指标上抛售部分明显的超买状 况,尤其是在负面信号出现时,以积累正面力量,可能帮助其在短期内恢复涨幅。由于交易在EMA50 上方,持续保持正面支撑,进一步 ...
白银预测:市场转向“追涨”模式,84.03美元目标在望
Sou Hu Cai Jing· 2026-01-07 06:14
【华通白银网1月7日】•银价突破78.70美元阻力位,涨至81.45美元,距离记录高位84.03美元价格已近在咫尺。 •投资者放弃了"逢低买入"的策略,转而采取积极的"追涨"的模式,期待银价达到三位数水平。 •周五的非农就业报告将决定银价是大幅上涨还是暂停涨势,这取决于劳动力市场的强劲程度。 银价突破78.70美元阻力位,有望创下84.03美元新高 继上周因剧烈收盘价反转顶部形态引发大规模获利了结后,交易者面临"逢低买入"或"追涨买入"的选择。由于周一未出现延续性抛售确认 反转形态,投资者迅速转向追涨模式,他们不愿等待回调至"更优"价格,转而展现出主动追涨的意愿。这种交易风格已持续近两月,投 资者正瞄准三位数的更高价位,因为上方已无实质性技术阻力。 供应短缺与对太阳能、电动汽车及人工智能基础设施的迅猛需求并存 从基本面看,白银市场长期仍受到太阳能板、电动汽车及人工智能相关基础设施巨大需求的支撑。然而,这种需求正因供应短缺而付出 高昂代价。当前的牛市行情由这两大因素共同驱动,这使得投资者无论在强势上涨还是短期回调时都乐于买入。他们对上涨潜力的信心 正逐渐超过对下行风险的担忧。但投资者需清醒认识到,随着价格攀升, ...
国泰君安期货所长早读-20260107
Guo Tai Jun An Qi Huo· 2026-01-07 01:30
Report Industry Investment Ratings Not provided in the content. Core Views of the Report - The 2026 China People's Bank Work Conference emphasized promoting high - quality economic development and reasonable price recovery, and planned to use various monetary policy tools such as reserve requirement ratio and interest rate cuts [8][22][28][30]. - Multiple factors drive the copper price to be strong. Supply - side concerns and long - term copper consumption recovery expectations, especially from emerging industries like AI computing centers,新能源 industries, and grid transformation, may lead to a continuous firm or rising copper price [9][10]. - For the Container Freight Index (European Line), the 2602 contract may make up the water price, and the far - month contracts should focus on the water - making up and the fermentation of geopolitical events [11][12][144]. - The silicon iron market is driven by emotions and medium - term expectations, and the price may rise, but the sustainability needs further confirmation [13]. Summary by Related Catalogs Metals Copper - **Supply - side**: Global geopolitical turmoil raises concerns about copper mine supply. The 2026 Chinese imported copper concentrate long - term TC is $0/ton, lower than in 2025. Some copper mines face potential labor disputes and production changes [9][24][26]. - **Demand - side**: Long - term copper consumption recovery expectations are strong. AI computing centers and other emerging industries, as well as the new energy industry and grid transformation, drive copper demand [9][10]. - **Price trend**: Based on the long - term positive fundamentals, the copper price may remain firm or rise [10]. Zinc - **Market performance**: The zinc price is running strongly. The prices of domestic and foreign zinc futures and spot have increased, and the trading volume and open interest have also changed [27]. - **News influence**: Policy changes and geopolitical events may affect the zinc market [28]. Lead - **Market situation**: The LME lead inventory decrease supports the lead price. The prices of domestic and foreign lead futures and spot have changed, and the trading volume and open interest have also shown corresponding trends [31]. - **News background**: Geopolitical events and corporate data influence the lead market [31]. Tin - **Market trend**: The tin price is in a range - bound oscillation. The prices of domestic and foreign tin futures and spot have increased, and the inventory has changed [34]. - **News impact**: Macroeconomic policies and corporate news affect the tin market [35]. Aluminum - **Market performance**: The aluminum price is oscillating strongly. The prices of domestic and foreign aluminum futures and spot, as well as the trading volume, open interest, and inventory, have all changed [37]. - **News influence**: Fed policy differences and geopolitical events affect the aluminum market [38]. Platinum and Palladium - **Market trend**: Platinum shows a recovery in sentiment and runs strongly, and palladium follows platinum. The prices of platinum and palladium futures and spot have increased, and the trading volume, open interest, and inventory have changed [39]. - **News background**: Geopolitical events and corporate news influence the market [42]. Nickel and Stainless Steel - **Market situation**: Nickel is in a wide - range oscillation, and stainless steel is affected by the fundamentals and Indonesian policies. The prices, trading volume, and open interest of nickel - related products have changed, and the Indonesian government has introduced relevant policies [43][44][46]. Carbonate Lithium - **Market performance**: The market sentiment of carbonate lithium is strong. The prices of carbonate lithium futures and spot have increased, and the trading volume and open interest have changed [47]. - **News influence**: The price negotiation of lithium iron phosphate and the release of new battery products affect the market [48][49]. Energy and Chemicals Industrial Silicon and Polysilicon - **Market trend**: Industrial silicon is affected by news and shows a strong performance, and polysilicon needs to pay attention to market news. The prices, trading volume, open interest, and inventory of industrial silicon and polysilicon have changed [50]. - **News background**: The proposed implementation of differential electricity prices in Shaanxi affects the industrial silicon market [51]. Iron Ore - **Market situation**: The iron ore price is fluctuating at a high level. The prices of iron ore futures and spot have changed, and the trading volume, open interest, and inventory have also shown corresponding trends [54][55]. Steel Products (Rebar and Hot - Rolled Coil) - **Market performance**: The prices of rebar and hot - rolled coil are affected by market sentiment and are in a wide - range oscillation. The prices, trading volume, open interest, and inventory of rebar and hot - rolled coil have changed, and relevant policies have been introduced [58][59][60]. Silicon Iron and Manganese Silicon - **Market trend**: The prices of silicon iron and manganese silicon are oscillating upwards. The prices of futures and spot, as well as the trading volume, open interest, and inventory, have changed. The market is affected by potential electricity price increases and other factors [63][64][65]. Coke and Coking Coal - **Market situation**: Coke and coking coal are in a wide - range oscillation with accumulating contradictions. The prices of futures and spot, as well as the trading volume, open interest, and inventory, have changed [67]. Logs - **Market performance**: The log price is oscillating at a low level. The prices, trading volume, open interest, and inventory of log futures and spot have changed [70][71][73]. p - Xylene, PTA, and MEG - **Market trend**: p - Xylene is in a short - term high - level oscillation, PTA is in a high - level oscillation, and MEG has limited upward space and medium - term pressure. The prices, trading volume, open interest, and inventory of relevant products have changed, and market news affects the market [74][75][76]. Rubber - **Market situation**: The rubber price is oscillating strongly. The prices, trading volume, open interest, and inventory of rubber futures and spot have changed, and the rubber cost support is strengthening [79][80][81]. Synthetic Rubber - **Market performance**: The short - term center of synthetic rubber moves upwards. The prices, trading volume, open interest, and inventory of synthetic rubber futures and spot have changed, and it is affected by the cost of butadiene [82][83][84]. LLDPE - **Market trend**: The LLDPE price is firm, and the standard product production decreases. The prices, trading volume, open interest, and inventory of LLDPE futures and spot have changed, and the market is affected by raw material prices and supply - demand relationships [85][86]. PP - **Market situation**: The PP price is weak. The prices, trading volume, open interest, and inventory of PP futures and spot have changed, and it is affected by cost and demand [88][89]. Caustic Soda - **Market performance**: Caustic soda is strong in the short - term and oscillating in the medium - term. The prices, trading volume, open interest, and inventory of caustic soda futures and spot have changed, and it is affected by factors such as delivery and supply - demand [90][91][92]. Pulp - **Market trend**: The pulp price is oscillating strongly. The prices, trading volume, open interest, and inventory of pulp futures and spot have changed, and the market is affected by raw material prices and demand [95][97][98]. Glass - **Market situation**: The glass price is stable. The prices, trading volume, open interest, and inventory of glass futures and spot have changed, and the market is affected by the holiday atmosphere and demand [100][101]. Methanol - **Market performance**: Methanol is strong in the short - term. The prices, trading volume, open interest, and inventory of methanol futures and spot have changed, and it is affected by geopolitical events and supply - demand expectations [103][104][106]. Urea - **Market situation**: The urea price center moves upwards. The prices, trading volume, open interest, and inventory of urea futures and spot have changed, and it is affected by factors such as demand expectations and inventory [108][109][110]. Styrene - **Market trend**: Styrene is in a short - term oscillation. The prices, trading volume, open interest, and inventory of styrene futures and spot have changed, and it is affected by factors such as valuation and supply - demand [113][114][115]. Soda Ash - **Market situation**: The soda ash market changes little. The prices, trading volume, open interest, and inventory of soda ash futures and spot have changed [117][119]. LPG and Propylene - **Market performance**: The LPG import cost is firm, and propylene demand is stable with a slight price increase. The prices, trading volume, open interest, and inventory of LPG and propylene futures and spot have changed, and relevant industry data have also been updated [121]. PVC - **Market trend**: PVC is strong in the short - term but has limited upward space. The prices, trading volume, open interest, and inventory of PVC futures and spot have changed, and it is affected by factors such as cost, supply - demand, and inventory [129][130][131]. Fuel Oil and Low - Sulfur Fuel Oil - **Market situation**: Fuel oil turns strong and is easy to rise and difficult to fall, and low - sulfur fuel oil follows the upward trend. The prices, trading volume, open interest, and inventory of fuel oil and low - sulfur fuel oil futures and spot have changed [134]. Container Freight Index (European Line) - **Market performance**: The 2602 contract may make up the water price, and the far - month contracts should focus on the water - making up and geopolitical events. The prices, trading volume, open interest, and inventory of relevant contracts have changed, and the shipping capacity and freight rates have also been affected [136][142][143]. Agricultural Products Short - Fiber and Bottle Chip - **Market situation**: Short - fiber and bottle chip are in a short - term oscillation. The prices, trading volume, open interest, and inventory of short - fiber and bottle - chip futures and spot have changed [146][147]. Offset Printing Paper - **Market performance**: It is advisable to wait and see for offset printing paper. The prices, trading volume, open interest, and inventory of offset printing paper futures and spot have changed, and the market demand is weak [149][150][152]. Pure Benzene - **Market situation**: Pure benzene is in a short - term oscillation. The prices, trading volume, open interest, and inventory of pure benzene futures and spot have changed, and the port inventory has increased [153][154]. Palm Oil, Soybean Oil, and Rapeseed Oil - **Market performance**: Palm oil is affected by macro - emotions, soybean oil is in a range - bound operation, and rapeseed oil shows corresponding price changes. The prices, trading volume, open interest, and inventory of relevant futures and spot have changed, and relevant industry data have also been updated [157][158][159]. Soybean Meal and Soybeans - **Market situation**: Soybean meal may oscillate, and soybeans are in an oscillation. The prices, trading volume, open interest, and inventory of soybean meal and soybean futures and spot have changed, and the market is affected by factors such as Chinese purchases and USDA reports [162][163][164]. Corn - **Market performance**: Attention should be paid to the corn spot. The prices, trading volume, open interest, and inventory of corn futures and spot have changed, and the market is affected by factors such as spot prices and import information [165][166][167]. Sugar - **Market situation**: Sugar is in a low - level consolidation. The prices, trading volume, open interest, and inventory of sugar futures and spot have changed, and the market is affected by factors such as production and import [169][170][171]. Cotton - **Market performance**: Cotton remains strong. The prices, trading volume, open interest, and inventory of cotton futures and spot have changed, and the market is affected by factors such as spot trading and textile enterprise operations [174][175]. Eggs - **Market situation**: The far - month sentiment of eggs weakens. The prices, trading volume, open interest, and inventory of egg futures and spot have changed, and relevant industry data have also been updated [178]. Hogs - **Market performance**: There is still inventory accumulation for hogs. The prices, trading volume, open interest, and inventory of hog futures and spot have changed, and relevant industry data have also been updated [181][183][184]. Peanuts - **Market situation**: Peanuts are in an oscillating operation. The prices, trading volume, open interest, and inventory of peanut futures and spot have changed, and the spot market price is relatively stable [187][188].
金价、银价大涨!油价显著上涨!
Xin Lang Cai Jing· 2026-01-06 10:35
转自:三门峡发布 市场避险需求推动5日国际金价、银价大涨 主办:中共三门峡市委 三门峡市人民政府 贵金属方面,受市场避险需求推动,国际金价和银价周一大幅上涨。其中,纽商所2月交割的黄金期货 价格报收于每盎司4451.50美元,较前一个交易日上涨2.82%。3月交割的白银期货价格报收于每盎司 76.657美元,较前一个交易日上涨7.94%。 运行:中共三门峡市委宣传部 中共三门峡市委网信办 受地缘政治动荡影响 5日国际油价上涨 原油市场方面,国际油价周一上涨,纽约商品交易所2月交货的轻质原油期货价格报收每桶58.32美元, 涨幅为1.74%;3月交货的伦敦布伦特原油期货价格报收每桶61.76美元,涨幅为1.66%。油价上涨的主要 原因是美国对委内瑞拉实施军事打击,给石油储量丰富的委内瑞拉带来了深度不确定性。美国能源信息 局的数据显示,作为欧佩克创始成员国,委内瑞拉拥有全球最大的已探明原油储量,达3030亿桶,约占 全球总量的17%。 来源:央视财经 声明:本号原创文章谢绝媒体转载。如经授权转载,请于文章开头注明"来源:三门峡发布微信公众 号"。 ...
美储官员言论提振降息预期银价走涨
Jin Tou Wang· 2026-01-06 07:08
今日周二(1月6日)欧盘时段,国际白银目前交投于78.60一线上方,今日开盘于76.63美元/盎司,截至发稿,国际白银暂 报79.01美元/盎司,上涨3.19%,最高触及79.34美元/盎司,最低下探75.84美元/盎司,目前来看,国际白银盘内短线偏向 看涨走势。 斯皮瓦克补充称:"美国-委内瑞拉事件马杜罗凸显了更广泛意义上的去全球化趋势。"在低利率环境以及地缘政治或经济 不确定性时期,不产生收益的资产通常表现较好。 目前据CME"美联储观察":美联储1月降息25个基点的概率为18.3%,维持利率不变的概率为81.7%。到3月累计降息25个 基点的概率为43.2%,维持利率不变的概率为49.6%,累计降息50个基点的概率为7.2%。 【最新国际白银行情解析】 白银昨日收长阳柱,升破5日均线,日线RSI仍位于高位,4小时一度逼近颈线压力78,短线趋势再度转多,76附近企稳 可继续进多。 白银阻力最小的路径是上行。下一个关键阻力位是12月30日的高点78.06美元,随后是79.00美元和80.00美元。另一方 面,如果银价跌破75.00美元,下一水平将是1月2日高位74.55美元的支撑位,之后是74.00美元/盎 ...
丹麦首相警告特朗普纸白银上扬
Jin Tou Wang· 2026-01-06 07:08
哥本哈根的官员们对美国总统一再坚持以安全为由控制格陵兰岛感到震惊,此前在上周末,美军突袭加 拉加斯并逮捕了委内瑞拉总统尼古拉斯.马杜罗(Nicolas Maduro)。 今日周二(1月6日)欧盘时段,纸白银目前交投于17.67一线上方,今日开盘于17.73元/克,截至发稿,纸 白银暂报17.74元/克,上涨2.40%,最高触及17.80元/克,最低下探16.98元/克,目前来看,纸白银盘内 短线偏向看涨走势。 【要闻速递】 丹麦首相梅特.弗雷德里克森(Mette Frederiksen)表示,如果美国总统特朗普攻击丹麦的格陵兰岛,那将 意味着北约联盟的终结。 "我相信当美国总统说他想要格陵兰岛时,人们应该认真对待,"弗雷德里克森在接受丹麦广播公司TV2 采访时表示。"但我也要明确指出,如果美国选择对另一个北约国家采取军事攻击,那么一切都将停 止,包括北约以及自二战结束以来建立的安全体系。" 对欧洲和北约而言,此事利害攸关。在格陵兰岛的军事行动将撼动建立在集体防御原则基础上的联盟根 基,该原则规定对任一成员的攻击即被视为对所有成员的攻击。北约成员国之间从未发生过战争,而华 盛顿对盟友使用武力的前景可能破坏整个西 ...
综述丨地缘政治风险推动国际金价油价上涨
Xin Hua She· 2026-01-06 05:26
新华社纽约1月5日电 综述丨地缘政治风险推动国际金价油价上涨 新华社记者徐静 尽管市场仍担忧全球石油供应过剩,受美国在委内瑞拉军事行动引发的地缘政治冲击影响,国际原油价 格5日上涨;纽约商品交易所黄金和白银期货价格5日大幅上涨,2月黄金期价涨幅一度超过3%,再次站 上每盎司4450美元;3月白银期价涨幅一度超过7%。 截至当天收盘,纽约商品交易所2月交货的轻质原油(WTI)期货价格上涨1.00美元,收于每桶58.32美 元,涨幅为1.74%。3月交货的伦敦布伦特原油期货价格上涨1.01美元,收于每桶61.76美元,涨幅为 1.66%。 美国3日凌晨对委内瑞拉发起大规模军事行动,突袭委首都加拉加斯等地,强行控制委内瑞拉总统马杜 罗及其夫人并将他们带至美国。加拿大帝国商业银行私人财富管理公司高级能源交易员丽贝卡·巴宾表 示,这一事件加剧了地缘政治风险,不确定性上升导致5日油价反弹。 尽管地缘政治风险推动当日油价上涨,但基本面的疲软仍给石油产业中期前景蒙上阴影。在需求增长乏 力背景下,随着"欧佩克+"和其他产油国增加产量,今年全球市场或面临供应过剩。 路透社5日发布的一项针对34名经济学家和分析师的调查进一步印证了 ...
地缘冲突“点燃”贵金属!纽约金价单日涨超130美元 银价大涨超7%
Sou Hu Cai Jing· 2026-01-06 01:19
来源:新华财经 纽约商品交易所黄金期货市场交投最活跃的2026年2月黄金期价5日上涨130.1美元,收于每盎司4459.70 美元,涨幅为3.00%。 美国突袭委内瑞拉引发国际地缘政治局势动荡。受避险需求推动,黄金和白银价格当日大幅上涨。黄金 价格涨幅一度超过3%,再次站上每盎司4450美元;白银价格涨幅超过7%。 因为委内瑞拉局势,部分全球股指隔夜创下历史新高。贵金属市场也不例外。市场在思考美国对委内瑞 拉突袭行动可能对未来的地缘政治格局产生的影响。 本周美国将公布一系列重要经济数据,包括9日公布的12月就业报告,就业和劳动力流动调查 (JOLTS)、美国自动数据处理公司就业数据、以及密歇根大学消费者信心指数初值。 美国供应管理协会(ISM)5日发布数据显示,美国12月制造业采购经理人指数(PMI)降至47.9,低于 11月的48.2。此前市场普遍预期为48.3。数据发布后黄金价格接近盘中高点。 世界黄金协会在其最新发布的《每周市场监测报告》中指出,金价在2025年最后一周出现回调,但2025 年全年仍上涨67%,创下自1979年以来的最佳表现。鉴于地缘政治因素将在2026年初主导市场,报告认 为金价短期内 ...
【环球财经】地缘冲突“点燃”贵金属!纽约金价单日涨超130美元 银价大涨超7%
Xin Hua Cai Jing· 2026-01-06 00:38
Group 1 - The core viewpoint of the news highlights the significant rise in gold and silver prices due to geopolitical tensions following the U.S. raid in Venezuela, with gold prices reaching $4,459.70 per ounce, up 3.00% [1] - The gold price increased by $130.1 per ounce, while silver prices surged over 7%, indicating strong demand for safe-haven assets amid international instability [1] - The U.S. manufacturing PMI for December fell to 47.9, below the expected 48.3, which contributed to the upward movement in gold prices [1] Group 2 - The World Gold Council reported that gold prices experienced a 67% increase in 2025, marking the best performance since 1979, despite a pullback in the last week of the year [2] - Geopolitical instability is expected to be a key driver for gold demand and price trends in early 2026, with market participants closely monitoring the Federal Reserve's actions [2] - Technical analysis indicates that the next resistance level for February gold futures is $4,584, while the support level is $4,200 [2]
黄金、白银、铜,年轻人正在贵金属市场里“交作业”
Di Yi Cai Jing Zi Xun· 2026-01-05 12:29
早上8点,27岁的深漂女孩园园在通勤的地铁上不停切换手机页面。购物车里躺着算好克价的品牌金手 链,证券软件里是沪铜期货跳动的行情,而微信群里正不断弹出"大V"们对白银走势的分析。 00后的阿婷是群里的活跃分子。她的购物车里,每一件金饰都精确计算过价格。"超过1100元每克的, 再好看也不买。"这是她雷打不动的原则。她的"作业"流程贯穿始终。在购物前,在平台签到攒积分; 付款时,计算所有能叠加的优惠;收货时,判断重点,看是否有"暴击"。即当商家发货的实际克重超出 订单克重,多出来的那零点几克,就像是游戏里的暴击伤害,能让她最终的"到手克价"瞬间再降十几 元。 "晒单就是在炫耀自己的'作业'有多好。"阿婷说,这门"手艺"需要细心、时机和对各大平台规则了如指 掌的钻研,甚至催生出了小型的知识付费生态。有人因为"作业"做得格外漂亮,索性开起了付费教学 群,专门传授"薅金羊毛"的秘籍。 京东金融黄金一站式平台数据显示,90后投资者占比突破50%,Z世代正成为黄金投资的核心力量。从 投资特征来看,这一群体更偏好"轻量入门、灵活操作"的模式,积存金等产品交易占比超60%,且交易 时段集中在晚间8到11点,与通勤、休闲时间高 ...