于强制出售完成后，Future Empire于该证券经纪公司持有431.6万股云锋股份。 智通财经APP讯，中国智能健康(00348)发布公告，证券经纪公司在2026年1月5日至2026年1月6日期间通 知Future Empire Limited(Future Empire，本公司间接全资附属公司)，证券经纪公司已强制出售Future Empire所持云锋金融集团有限公司(于香港注册成立的有限公司，其已发行股份于香港联合交易所有限 公司主板上市(股份代号：376))合共264.6万股股份(云锋股份)，扣除交易成本前的总代价约为920万港 元。强制出售完成后，未偿还证券经纪公司款项余额为零。 强制出售是为了清偿Future Empire结欠证券经纪公司的未偿还款项余额。根据证券经纪公司提供的保证 金融资条款和条件，如果发生违约事件，证券经纪公司有权处置为客户持有的任何或所有证券，并将所 得款项和任何现金存款用于清偿客户结欠证券经纪公司的所有未偿还款项余额。 ...

格隆汇1月7日｜随着投资者进行获利了结并转而关注本周公布的美国关键经济数据，金价出现回落。美 国在委内瑞拉的行动为全球市场注入了新一轮波动，提升了本周避险资产的吸引力。不过，苏克登金融 的分析师表示："尽管更广泛的结构性前景仍然向好，尤其是白银，但我们预计金价在目前水平上对获 利盘和流动性变化将日益敏感。即使中线趋势仍有支撑，也存在大幅但暂时性回调的空间。" ...

华赢集团AlloyX Group（纳斯达克代码：AXG）今日宣布，公司已完成对合规机构GELLO FINANCE LTD.的收购，正式持有加拿大货币服务业务（MSB）牌照。 此举意味着AXG已完成了进入加拿大市场 的合规准入工作，亦是集团全球化版图中至关重要的一块拼图。 持有该牌照后，AXG即纳入了加拿大 金融交易和报告分析中心（FINTRAC）的监管框架。 这使得公司在监管层面具备了在加拿大开展外汇 交易、跨境汇款及支付服务等核心业务的法定权限。 MSB牌照的落地，确认了AXG在多国高标准监管 下的合规运营能力，进一步拓宽了其在全球数字金融领域的发展机遇。 ...

五矿资本（600390）(600390.SH)发布公告，经自查，公司及子公司应补缴税款及滞纳金合计约2.12亿 元。截至公告披露日，公司及子公司已按要求将上述税款及滞纳金缴纳完毕。上述补缴税款及滞纳金将 计入公司2025年当期损益，预计将减少公司2025年度归属于上市公司股东的净利润5998.49万元。 ...

智通财经APP讯，五矿资本(600390.SH)发布公告，经自查，公司及子公司应补缴税款及滞纳金合计约 2.12亿元。截至公告披露日，公司及子公司已按要求将上述税款及滞纳金缴纳完毕。上述补缴税款及滞 纳金将计入公司2025年当期损益，预计将减少公司2025年度归属于上市公司股东的净利润5998.49万 元。 ...

根据高盛周三发布的分析报告，美国投资者持有的黄金ETF规模，仍比其2012年的峰值低6个基点—— 这种缺口自21世纪中期这类投资工具首次推出以来便一直存在。高盛分析师指出，这种差异源于一个基 本的数学现实：在过去十年中，投资组合总体的增长速度全面超过了金价上涨速度和交易量的扩张。 尽管黄金在2025年不断攀升刷新历史新高，并且今日触及4500美元大关，但美国机构和个人投资者对这 一贵金属的敞口仍保持着显著的冷淡态度。高盛分析师认为，这呈现出一种"重大的结构性机会"，可能 推动金价持续上涨。 配置不足的程度是惊人的。高盛的研究表明，截至去年第二季度，黄金ETF仅占美国私人金融投资组合 的区区17个基点，即0.17%。这在美国人持有的约112万亿美元股票和固定收益证券中，只占极其微小 的一部分。 来源：金十数据 机构的不情愿同样明显。根据高盛的数据，在管理资产超过1亿美元的主要美国机构中，只有不到一半 持有任何黄金ETF敞口。在那些持有的机构中，配置比例通常集中在10到50个基点之间。即使是经验丰 富的长期机构投资者，其对黄金的平均投资组合配置也仅为20个基点。 这种极低的配置与普遍的卖方情绪形成了显著的脱节。包 ...

Core Viewpoint - The rise in precious metals, particularly gold and silver, is driven by increasing geopolitical uncertainties, concerns over the dollar system, and expectations of interest rate cuts by the Federal Reserve, enhancing the attractiveness of precious metal investments [1][3] Group 1: Precious Metals Market - COMEX gold futures rose by 1.22% to $4505.70 per ounce, while COMEX silver futures increased by 5.95% to $81.22 per ounce [1] - The demand for gold is being propelled by ongoing inflation worries, geopolitical tensions, and a growing preference for assets outside traditional financial systems [3] - Morgan Stanley forecasts that gold prices will reach a new high of $4800 per ounce by Q4 2026, driven by declining interest rates, changes in Federal Reserve leadership, and increased purchases by central banks and funds [3] Group 2: Investment Insights - Ray Dalio, founder of Bridgewater Associates, emphasizes that the major investment narrative for 2025 will revolve around significant changes in currency value and global asset allocation, asserting that gold is the true winner amidst perceived stock market gains [1] - Dalio warns that the AI-driven surge in tech stocks has entered an early bubble phase, indicating potential risks in that sector [1] - Gold is increasingly viewed not just as a protective asset but as a core strategic holding, especially as confidence in paper assets fluctuates [3]

Core Viewpoint - The pathway to listing on the US capital market is attractive but fraught with regulatory and compliance challenges, particularly regarding adherence to GAAP, which is crucial for investor trust and long-term market performance [1] Group 1: Importance of GAAP Compliance - The US capital market is known for its strict regulations and transparency, with a core requirement that all listed companies must prepare financial reports in accordance with GAAP [2] - Differences between local accounting standards and GAAP can pose significant challenges for non-US companies, potentially leading to delays or failures in the listing process due to compliance issues [2] Group 2: Core Challenges and Solutions in GAAP Compliance - Revenue Recognition: Companies must adhere to the "five-step model" under ASC 606, focusing on customer contracts and the timing of revenue recognition, which can be complex for tech and service-oriented firms [4] - Expense Classification and Asset Treatment: GAAP has strict conditions for capitalizing R&D expenses, requiring clear differentiation between capitalizable and expense items to maintain the integrity of financial statements [5] - Asset Measurement and Impairment Testing: Companies must follow fair value principles for asset measurement and conduct regular impairment tests, especially during economic fluctuations, to reflect the robustness of financial reporting [6] Group 3: Systematic Solutions for Compliance - Many companies are opting for professional consulting teams to navigate the complex compliance landscape, with firms like Xunshi International offering comprehensive services from diagnosis to delivery [8] - Initial diagnosis and gap analysis help identify differences between GAAP and local standards, providing a detailed impact analysis and adjustment plan [8] - Ongoing support includes collaboration with audit firms to ensure efficient audit processes and continuous compliance post-listing [8]

Group 1: Australian Dollar and Inflation Data - The Australian dollar (AUD) continues to rise against the US dollar (USD), achieving a four-day increase, driven by easing inflation data for November [1] - The November Consumer Price Index (CPI) in Australia increased by 3.4% year-on-year, down from 3.8% in October and below the market expectation of 3.7%, marking the lowest level since August [1] - The Reserve Bank of Australia (RBA) is expected to consider policy adjustments in its February meeting if core inflation rises by 0.9% or more [1][8] Group 2: Market Expectations and Economic Indicators - Market anticipates that the RBA's current policy adjustment cycle is not over, with inflation expected to remain high in the coming year [1] - The median CPI for the RBA increased by 0.3% month-on-month, with a year-on-year increase of 3.2% [1] - The market is closely watching upcoming economic data from the US, including the ISM services PMI and non-farm payroll data, which could influence Federal Reserve policy decisions [3][4] Group 3: Technical Analysis of AUD/USD - The AUD/USD is trading around 0.6750, reaching a 15-month high and breaking through this level, indicating an upward trend [9] - The technical analysis shows that the currency pair is in an ascending channel, but the 14-day Relative Strength Index (RSI) has reached 70, indicating an overbought condition [9] - Initial support for the AUD/USD is near the 9-day Exponential Moving Average (EMA) at 0.6708, with further support at the lower boundary of the ascending channel around 0.6700 [11]

Group 1 - The core document titled "Several Opinions on Providing Judicial Service Guarantees to Accelerate the Construction of Shanghai International Financial Center" was recently released, marking the first comprehensive judicial response to the needs of the Shanghai International Financial Center [1] - The document outlines 22 specific measures across five areas: serving the real economy, supporting high-level openness, consolidating market foundations, preventing financial risks, and improving dispute resolution mechanisms [1] - It focuses on five key areas: technology finance, green finance, inclusive finance, pension finance, and digital finance, implementing targeted judicial guarantees to activate new financial service dynamics for the real economy [1] Group 2 - In the technology finance sector, the document supports financial institutions in innovating credit evaluation standards based on patent quality, R&D team strength, and data asset scale to address financing difficulties for "light asset, lack of collateral" situations [1] - In the digital finance sector, it aims to improve evidence rules for digital financial disputes, addressing challenges in electronic data preservation, collection, and demonstration, by establishing specific evidence authentication rules [1] - The document also emphasizes proactive exploration of new rules and efficiencies in emerging industries and fields, providing clear behavioral expectations and regulatory guidance for market participants [1] Group 3 - The document benchmarks against international standards, enhancing foreign-related trial mechanisms, ensuring cross-border innovation openness, and strengthening international communication and collaboration for high-level judicial guarantees [2] - It addresses the bottom line requirement of safety in high-quality financial development by proposing measures to legally handle major financial risks, establish financial risk early warning and prevention mechanisms, and balance financial innovation with risk prevention [2] - The Shanghai court's financial risk prevention and early warning platform will utilize judicial big data to monitor emerging issues in real-time [2]