智通财经APP讯，新百利融资(08439)发布公告，于2026年1月30日，该公司斥资3.12万港元回购9.4万股 股份，每股回购价0.33-0.35港元。 ...

30日傍晚，贵金属急速跳水。 现货黄金失守5000美元关口，日内跌幅超7%。 瑞银上调了2026年多数行业的黄金需求预期，不过维持央行黄金需求预期不变，其仍预计央行黄金购买量约为950吨。 白银方面，国泰海通证券指出，2026年4月，印度储备银行执行新规，允许白银成为银行与非银行金融机构的抵押物。部分经济体或增加对白银的储备， 有望对银价形成长期支撑。但值得警惕的是，白银市场的短期狂热已积累一定风险。国泰海通证券同时提醒，从金银比来看，白银前期的补涨行情或已演 绎成短期超涨，后续需警惕银价回调风险。 | < W | 伦敦银现 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | SPTAGUSDOZ.IDC | | | | | | | 96.950 | | 昨结 | 115.866 | 总量 | | 0 | | -18.916 | -16.33% 开盘 | | 115.923 | 现手 | | 0 | | 最高价 | 118.466 | 持 仓 | 0 | 外 盘 | | 0 | | 最低价 | 96.687 | 增 仓 | 0 | 内 盘 | ...

真的太刺激了，黄金昨天白天暴涨，飙到5700美元，晚上暴跌，跌至5100美元，这种过山车的行情，心 脏真是受不了，钱包也受不了。有人白天买了1万块钱的黄金，晚上就亏了3000块钱，这不妥妥的庄家 收割行情嘛。 不过，华尔街仍然还是高喊看涨。 瑞银集团公开表示，把今年前三季度黄金价格预期上调至每盎司6200美元，到2026年底预计回落至5900 美元，另外，金价最多可能达到7200美元。 短期来看，金银当前处于高波动状态，价格整体呈现宽幅震荡。从宏观和基本面来看，美联储货币政策 宽松利率回落的趋势并未发生改变，中长期包括主权国家赤字问题、地缘风险以及去美元化驱动的央行 购金等因素并未改变，白银的供需矛盾也持续存在，贵金属价格的长期核心驱动因素仍保持稳健。 期货公司观点 广发期货： 当前数据显示美国就业和通胀持续放缓但部分领域在美联储降息提振下有所改善，尽管美联储未来在衡 量就业的通胀目标问题上仍有分歧短期趋于谨慎，但贸易摩擦和地缘风险的担忧驱动资金提前配置使金 价中长期上涨空间，在全球主流机构持续上调贵金属价格预测的情况下，部分机构投资者选择提前"抢 跑"配置贵金属，对价格形成支撑。市场或将更多受到美国经济数据 ...

南财智讯1月30日电，中粮资本发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 10.30亿元—11.80亿元，同比预减53.72%—59.60%；预计2025年全年归属于上市公司股东的扣除非经常 性损益的净利润为10.20亿元—11.70亿元，同比预减54.03%—59.92%。业绩变动原因说明：2020年12月 19日，财政部发布了《企业会计准则第25号——保险合同》（财会〔2020〕20号），要求在境内外同时 上市的企业以及在境外上市并采用国际财务报告准则或企业会计准则编制财务报表的企业，自2023年1 月1日起执行；其他执行企业会计准则的企业自2026年1月1日起执行。同时，允许企业提前执行。根据 国家统一会计制度要求及公司经营发展要求，公司于2025年1月1日变更与保险合同相关的会计政策，公 司按照新保险合同准则规定追溯调整上年同期对比数据。因2025年债券利率波动趋于平稳、投资标的股 票投资分红节奏变化等因素影响，公司投资业务利润贡献同比减少，导致公司2025年度归母净利润出现 同比下降50%以上情形。 ...

全球最大黄金ETF--SPDR Gold Trust持仓报告显示，1月29日黄金etf持有量为1086.53吨，较上一交易日 减少3.43吨。周四（1月29日)截止收盘，现货黄金报5379.11美元/盎司，跌幅0.65%，日内最高上探至 5594.77美元/盎司，最低触5109.62美元/盎司。 【市场要闻速递】 特朗普周四公开表示，利率应该低2到3个百分点，并计划下周公布接替美联储主席鲍威尔的人选，这一 言论暗示未来货币政策可能更趋宽松。鲍威尔的任期将于2026年5月结束，特朗普的表态引发市场对降 息预期的升温，这通常会削弱美元吸引力，转而利好黄金。 瑞银集团维持黄金看涨立场，将今年前三季度黄金价格预期上调至6200美元/盎司，到2026年底预计回 落至5900美元/盎司。该机构指出，上行情景下金价可能达到7200美元，下行情景则为4600美元，这反 映出对经济不确定性的持续关注。 ...

Group 1 - The core point of the article highlights the historic milestone of sustainable finance, with funds tracking MSCI sustainable and climate indices surpassing $1 trillion, indicating a deepening and irreversible trend in capital markets towards sustainability and climate factors [1][2] - The shift in capital logic is evident as sustainable investment asset management scales continue to rise, reflecting a profound change from short-term policy chasing to anchoring on long-term financial fundamentals [2][3] - Companies with high ESG ratings have consistently outperformed their lower-rated peers, with excess returns primarily driven by profit growth and improvements in fundamentals, reinforcing the notion that ESG is a quality filter for corporate fundamentals [2][3] Group 2 - The proportion of publicly listed companies setting climate goals has surged from less than 10% to nearly 60% over the past decade, particularly in the Asia-Pacific region, driven by both investor and policy pressures [2][3] - Financial institutions are increasingly integrating climate factors into core risk management rather than treating them as background considerations, marking a significant evolution in financial management capabilities [2][3] - The transition in the bond market reflects a growing demand for credible, quantifiable, and actionable "transition narratives" from companies, moving beyond simple "green" labels [4][5] Group 3 - The transition bond market serves as a critical window to observe the evolving requirements of capital markets, where financing is still heavily concentrated on mitigation efforts, with a notable gap in funding for adaptation and physical risk mitigation [4][5] - Companies aiming to issue transition bonds or secure green finance must provide comprehensive climate goals, including detailed implementation paths and third-party verification, to meet capital market expectations [4][5] - Enhanced, quantifiable metrics are essential for presenting a complete and credible transition narrative to capital markets, with leading institutional investors focusing on asset-level assessments of specific physical risks [5][6]

这些言论加剧了特朗普对鲍威尔长期的攻击模式。特朗普在第一任期内任命了鲍威尔，但此前曾称其为"主要输家"和"笨蛋"。 鲍威尔在利率决议公布后不久便会见了记者。这是自司法部就其关于美联储大楼翻新工程的参议院证词启动刑事调查以来，他举行的首次新闻发 布会。他拒绝就该调查发表评论，而是利用此次露面机会捍卫央行的独立性，并警告不要对货币政策进行政治干预。他表示，允许民选官员影响 利率决定将破坏其信誉，而这种信誉"很难恢复"。 在美联储选择维持利率不变后，总统特朗普对美联储主席发起了新一轮攻击，此举立即招致了白宫方面的强烈反对。 美联储在周三以10比2的投票结果决定，将其基准贷款利率维持在3.5%至3.75%之间。这一决定迅速招致了总统的批评。 特朗普在社交平台上发帖，指责这位央行行长行动过于迟缓。他写道："杰罗姆'为时已晚'·鲍威尔再次拒绝降低利率，尽管他完全没有理由让利率 保持如此高位。"他敦促美联储"大幅降低利率，现在就行动！" 摩根士丹利财富管理公司的首席经济策略师艾伦·曾特纳表示，"美联储的调子依然如故"。她补充说，尽管降息最终可能会到来，但"投资者将不得 不保持耐心"。 美联储表示，其决定反映了美国经济的持续 ...

Core Insights - Gold, silver, and platinum prices have surged to historic highs, benefiting individual investors while professional traders face challenges [2] - Many hedge funds and large investors have reduced their positions, locking in profits as prices rose [2][4] - Individual investors have significantly increased their investments in precious metals, with record inflows into silver ETFs [3] Group 1: Price Movements - Gold prices have increased by 93% over the past year, while silver prices have skyrocketed by 265% [2] - Platinum contracts have risen by 28% this month and 168% over the past year [2] Group 2: Investor Behavior - Individual investors injected $921.8 million into silver ETFs from mid-December to mid-January, marking the largest buying spree in history [3] - Personal investors now hold 100.6 million ounces of gold and 835 million ounces of silver in ETFs, nearing historical highs [3] Group 3: Hedge Fund Activity - Hedge funds have been cautious, with many preferring to wait for price corrections before re-entering the market [4] - As of last week, hedge funds held 139,000 net long contracts in gold futures, down from 173,000 last summer [3] Group 4: Market Dynamics - The silver and platinum markets are relatively small, making it difficult for large investors to establish meaningful positions [5] - Recent trading patterns in silver have shown unprecedented volatility, with daily price swings reaching $20 [5][6]

Core Viewpoint - The international gold price has experienced significant volatility, with a recent drop from near $5600 to around $5230, influenced by market sentiment and external economic indicators [1][2]. Group 1: Market Dynamics - Since early 2026, gold prices have surged, with a nearly 30% increase in January alone, and over 10% in the past week, leading to a FOMO (Fear of Missing Out) buying pattern [2]. - The RSI (Relative Strength Index) for gold reached above 90, indicating signs of market bubble [2]. - As gold approached historical highs, profit-taking by institutional investors, particularly hedge funds, triggered a rapid sell-off due to low liquidity at high price levels [2]. Group 2: Economic Influences - The Federal Reserve maintained interest rates at 3.5%-3.75%, with Chairman Powell hinting at potential future rate cuts, yet current real interest rates continue to constrain gold prices [2]. - Investors began questioning the rationality of gold's safe-haven premium as its price increase outpaced fundamental support, leading to further selling pressure [2]. Group 3: Trading Conditions - Major exchanges, including the Shanghai Futures Exchange and COMEX, raised gold margin requirements, increasing financial pressure on leveraged traders, particularly short-term bulls [2]. - The resulting price drop triggered a vicious cycle of forced liquidations, exacerbating the decline in gold prices [3]. Group 4: Technical Analysis - The international gold price remains biased towards upward movement, but failure to close above the January 28 high of $5415/oz may lead to a consolidation phase [4]. - The RSI indicates a weakening bullish momentum, having retreated from extreme overbought levels, suggesting a balance between buyers and sellers [4]. - If gold maintains above $5300/oz, it may consolidate within the $5300-$5400 range, with potential to reach $5500/oz or even $5598/oz if the upper boundary is breached [4]. Conversely, a drop below $5300/oz could lead to further declines towards $5200/oz or lower [4].

Core Viewpoint - The silver market is experiencing a historic surge driven by multiple factors, reshaping the global precious metals landscape, with domestic silver futures rising by 57.93% and international spot silver prices exceeding $109 per ounce, marking a 13-year high [1] Group 1: Economic Factors - The expectation of interest rate cuts and a declining dollar are key drivers of the current silver rally, with the U.S. inflation rate dropping to 2.8% and unemployment rising to 4.3%, leading to a 70% probability of a Fed rate cut in June [2] - The dollar index has fallen below 96, a four-year low, enhancing the appeal of silver priced in dollars due to lower holding costs [2] Group 2: Market Dynamics - The gold-silver ratio has reached a historical low of 45.5, prompting speculative investments in silver as it acts as a "shadow asset" to gold, with significant inflows into silver funds [3] - The COMEX silver futures market has seen record high long positions, with a single-day surge of 8.51%, indicating strong speculative interest [6] Group 3: Supply and Demand - Global silver inventories have dropped to 233 tons, sufficient for only 1.2 months of consumption, while China's new export policy has reduced global supply by 4,500-5,000 tons [4] - Industrial demand for silver is surging, particularly in the photovoltaic sector, with an expected installation of 600GW in 2026, leading to a significant increase in silver usage [4][8] Group 4: Geopolitical Influences - Ongoing geopolitical tensions, particularly in the Middle East, and risks of U.S. government shutdown are driving safe-haven investments into precious metals [5] Group 5: Investment Trends - The largest silver ETF, SLV, increased its holdings by 210 tons, surpassing $20 billion in assets, while domestic silver futures funds have had to suspend subscriptions due to high demand [7] - The shift from copper to silver in electronic applications is expected to create an additional demand of 30-50 million tons, altering traditional supply-demand dynamics [8] Group 6: Risks and Signals - The current gold-silver ratio of 45.5 is significantly below the historical average of 60, indicating potential selling pressure on silver if gold prices adjust [9] - Concerns over inventory levels and potential tariff changes could impact silver prices, with COMEX inventories down 70% year-on-year [10] - Technical indicators suggest that silver is in an overbought condition, with RSI levels above 80 and volatility at a historical high [11][12]