【要闻速递】 今日周五(1月30日)亚盘时段，现货白银目前交投于109.99一线上方，今日开盘于115.79美元/盎司，截至 发稿，现货白银暂报111.26美元/盎司，下跌3.94%，最高触及118.45美元/盎司，最低下探108.01美元/盎 司，目前来看，现货白银盘内短线偏向看涨走势。 【最新现货白银行情解析】 若银价跌破周四低点106.77美元，则将确认此反转图表形态成立，可能引发持续2-3个交易日的回调行 情，其幅度通常相当于主要波动幅度的50%至61.8%。 另外，当前抛售压力可能进一步向两条上升趋势线延伸。第一条趋势线起始于70.07美元低点，正以每 日约1.45美元的速度上行，预计周五将抵达100.46美元。 第二条趋势线以11月21日48.64美元的主要底部为起点，正以每日约0.79美元的速率上移，周五将行至 86.74美元。 若白银价格突破121.67美元，则将推翻当前的反转形态，原有回撤区域也将随之向上移动。只要当前高 点未被突破，需密切关注趋势线与回撤区域交汇的交易日——这些交汇点将形成更强劲的支撑区域。 美国总统特朗普表示，他将于当地时间周五上午宣布美联储主席的提名人选，这标志着长达数 ...

Group 1 - The core announcement is the appointment of Tyler Woulfe as the new CEO of Charles Schwab Bank, effective July 1, succeeding the retiring Paul Woolway [1] - Charles Schwab has increased its quarterly dividend from $0.27 per share to $0.32 per share [1]

日前，金融监管总局、公安部联合发布第二批金融领域"黑灰产"违法犯罪典型案例。 "代购买房"、"白户"招募……这些看似有利可图的"生意"下，隐藏着怎样的陷阱？这些"诱惑"能信 吗？ 0:00 / 2:50 小明从一个采访到的真实故事讲起，揭开金融领域"黑灰产"面纱…… 面对金融领域"黑灰产"突出违法犯罪，金融监管总局、公安部等重拳出击。去年6月至11月，多省 市开展金融领域"黑灰产"违法犯罪集群打击，共立案查处犯罪案件1500余起，打掉职业化犯罪团伙200 余个。 震慑违法犯罪，提醒广大公众，相关部门还持续发布典型案例。"职业背债"、"代理退保"、"代购 买房"、"白户"招募……看到这些字眼、碰到类似情况，我们要提高警惕、避免落入陷阱，还应向公安 机关等积极提供线索。 金融市场良好环境，关乎百姓切身利益。向金融领域违法犯罪行为说"不"，远离"黑灰产"圈套陷 阱，既是对个人财产和人身安全负责，也为消除"黑灰产"蔓延土壤贡献力量。相关部门也将持续健全长 效防控机制，搭建"行业筛线索、公安办案件、公众齐防范"的高效共防模式，强化行刑衔接，推动源头 治理。营造更加安心、放心的金融消费环境，我们共同参与。 金融领域"黑灰 ...

当地时间周四，美国总统特朗普最新表示，当地时间周五上午（北京时间今晚）将宣布美联储主席人 选。 与特朗普面谈过的候选人一共四位，包括美联储理事会成员克里斯托弗·沃勒、前美联储理事凯文·沃 什、贝莱德公司高管里克·里德以及白宫经济顾问凯文·哈塞特。 克里斯托弗·沃勒是最新利率决议中两名投出反对票的官员之一，他主张降息25基点。而哈塞特曾是美 联储主席一职的热门人选，不过特朗普近期表示，他可能更倾向于让哈塞特继续担任现职。 里克·里德近期成为美联储下任主席的热门人选。里德从未有过政府或美联储任职经历，他的加入将为 这家被总统指责存在根深蒂固政治偏见的机构带来一张新面孔。 "我将于明天上午宣布美联储主席人选，"特朗普周四晚些时候告诉记者。"我选择了一位非常优秀的人 来领导美联储。"特朗普形容他选择的人"备受尊敬"，并且"在金融界无人不知"。 当天稍早，他曾表示将于下周某个时候公布美联储下一任主席的人选。 "我们即将宣布美联储主席人选，" 特朗普周四在内阁会议上表示。他还补充道，财政部长贝森特和商 务部长卢特尼克也参与了此次决策，并表示"我认为这个人会做得很好。" 特朗普发表此番言论的前一天，美联储决定将联邦基金利率 ...

1月29日早间，"去中心化"资产黄金价格超过5500美元/盎司，深夜黄金突然跳水，一度回吐所有涨幅，而后探底反弹。 1月30日，截至北京时间9:30，黄金白银全线飘绿，现货黄金回落至5360美元/盎司附近，此前最高触及5453美元。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | | 伦敦金现 | 5360.028 | -17.132 | -0.32% | 24.13% | | 伦敦银现 | 115.860 | -0.006 | -0.01% | 61.87% | | COMEX黄金 | 5354.5d | -0.3 | -0.01% | 23.66% | | COMEX白银 | 114.360d | -0.069 | -0.06% | 60.82% | 在美元信用为主的国际货币体系受到冲击的条件下，黄金价格突破历史新高。 美联储货币政策大幅宽松，稀释美元信用，也会导致黄金价格上涨；美联储开启降息周期，也会推升黄金价格；美国巨额的财政赤字和不断增长的主权债 务，以及国际评级机构下调美国主权债务评级等，也会带来美元资产特别是美债的信用风 ...

Macro and Strategy - The fixed income investment strategy for February 2026 focuses on convertible bonds, suggesting a "Top Ten Convertible Bonds" portfolio, with an emphasis on growth sectors and defensive allocations in power and banking [7] - The report highlights that the small-cap growth style outperformed the large-cap value in January, with significant increases in resource sectors, while the market's valuation levels indicate potential for upward movement [7] - The report anticipates a continuation of the "spring excitement" market trend, with the Shanghai Composite Index expected to break through 4200 points, driven by increased retail investment as high-interest savings mature [7] Industry and Company Mechanical Industry - SpaceX aims for complete reuse of its Starship rockets in 2026, which could reduce space access costs by 99%, while Tesla plans to sell humanoid robots to the public by the end of 2027 [11][12] - The report emphasizes the long-term investment opportunities in commercial aerospace and humanoid robotics, particularly focusing on supply chain companies involved in rocket manufacturing and AI infrastructure [12][13] Energy Sector - China National Offshore Oil Corporation (CNOOC) expects capital expenditures of approximately RMB 8.44 billion for 2026, focusing on equipment investment and technology upgrades, with a positive outlook on its operational performance [24] - The report predicts that international oil prices will stabilize and rise slightly, with CNOOC's business structure continuously optimizing, leading to improved profit margins [24] Battery Materials - Xiamen Tungsten Co., Ltd. anticipates a 42% increase in net profit for 2025, driven by strong sales of lithium cobalt oxide and ongoing advancements in solid-state battery materials [25][26] - The company is expanding its production capacity for high-performance battery materials and is actively developing new materials for electric vehicles and energy storage [27] Insurance Sector - Ping An Insurance is focusing on enhancing its liability business and value transformation, which is expected to improve its valuation amid easing real estate risks [28][29] - The report maintains profit forecasts for Ping An from 2025 to 2027, with expected earnings per share of RMB 7.72, 8.57, and 9.26, respectively, indicating a positive outlook for the company's valuation recovery [29] Sportswear Industry - The sportswear market is experiencing a bifurcation, with high-end brands driving growth in apparel while footwear prices are under pressure, leading to a decline in sales for many brands [18][19] - The report highlights that domestic brands are facing significant price competition, with performance varying widely across different product categories [20][21]

Group 1: Industry Developments - China plans to develop more "Space+" future industries, focusing on commercial aerospace and related applications, with initiatives including space resource development and space tourism [1] - The State Council issued a plan to accelerate the cultivation of new growth points in service consumption, targeting key areas such as transportation, home services, and inbound consumption [3][4] Group 2: Company News - Guizhou Moutai denied rumors of participating in SpaceX's Series A financing, with its stock closing at 1437.72 CNY per share, up 8.61%, and a market cap exceeding 1.8 trillion CNY [2] - Jiangbolong expects a net profit of 1.25 billion to 1.55 billion CNY for 2025, representing a year-on-year growth of 150.66% to 210.82% due to rising storage prices driven by AI server demand [2] - BlueFocus anticipates a net profit of 180 million to 220 million CNY for 2025, recovering from a loss of 290 million CNY in the previous year, supported by growth in overseas business [3] - Sichuan Gold forecasts a net profit of 420 million to 480 million CNY for 2025, a year-on-year increase of 69.23% to 93.4%, attributed to increased sales of gold concentrate and rising gold prices [7] - Green Harmony expects a net profit of 115 million to 130 million CNY for 2025, reflecting a growth of 104.74% to 131.45%, driven by the recovery in the industrial robot market and expansion in overseas markets [8] - Shengyi Technology predicts a net profit of 3.25 billion to 3.45 billion CNY for 2025, with an increase of 87% to 98% due to rising sales of copper-clad laminates [9] - China Shipbuilding anticipates a net profit of 7 billion to 8.4 billion CNY for 2025, representing a growth of approximately 65.89% to 99.07%, driven by improved operational efficiency and high-value ship deliveries [10] - Century Huatong expects a net profit of 5.55 billion to 6.98 billion CNY for 2025, a significant increase of 357% to 475%, supported by continuous revenue growth and successful overseas expansion [11]

Core Viewpoint - President Trump is set to announce his nominee for the Federal Reserve Chair, concluding a months-long selection process that has generated widespread speculation about the future direction of the influential central bank [1]. Group 1: Nomination Process - The final candidates for the Federal Reserve Chair include Kevin Hassett, Christopher Waller, Kevin Warsh, and Rick Rieder, with the selection process led by Treasury Secretary Mnuchin [1]. - Trump indicated that the nominee would not be surprising and is someone well-known in the financial community, suggesting that many believe this person should have been nominated years ago [1]. Group 2: Interest Rate Expectations - Trump expressed his expectation that the next chair will actively pursue interest rate cuts, stating that the U.S. should have the lowest interest rates globally and that rates should be lowered by at least 2 to 3 percentage points [2]. - The Federal Reserve recently decided to maintain the benchmark interest rate, which has drawn dissatisfaction from Trump, who has been pressuring the Fed and its current chair, Jerome Powell [2]. Group 3: Political Pressures - The confirmation process for the nominee may face challenges, as Senator Thom Tillis has stated he will oppose any Fed-related nominations until the Justice Department's investigation into the Fed is resolved [2]. - Powell emphasized the importance of the Fed's policy independence and advised against involvement in electoral politics [3].

此消息虽被证明不实，但这则传闻让市场对港股IPO的态度添了几分观望情绪，这背后，是市场 对部分企业上市质量、个别企业募资承压的思索与考量。 一边是内地企业赴港上市热潮持续升温，一边是"港股IPO设300亿市值门槛"的传闻扰动市 场，港股IPO成了近期的热点话题。 一位券商投行人士指出，300亿市值门槛对于当前的港股IPO而言并不现实，自去年赴港上市持续 升温以来，确实有一些资质一般、非热门赛道的企业发行成功，但募资难度不小；同时，申报热 潮下，保荐方业务负荷攀升的同时，申报质量有所下降，监管已关注，引发了市场的猜测。无论 政策是否变化，企业都要修炼内功，合规且优质的企业是任何市场都欢迎的对象。 传闻下各方更加审慎 传闻如一颗石子投入赴港上市这片湖面，漾开满池波澜，扰了拟上市企业、投行机构与资本市场 的万千心湖。 "虽然已被证伪，但不得不思考的是，当前在赴港上市热潮中确实存在一些客观情况，一是随着 上市企业增多，一些非热门赛道的企业，尤其还未在A股上市的公司，募资难度正在加大；二是 新上市申请激增的情况下，许多市场参与者，尤其是保荐人，承担了异常繁重的工作量，提交给 监管机构的部分文件质量欠佳，申报质量有所下滑 ...

今日热点导览 麦趣尔，被申请破产清算 银河系新发现一颗"潜在宜居"候选行星 白银基金，1月30日全天停牌 2026年春运全社会跨区域人员流动量预计将达95亿人次 好想来回应消费者质疑"称不准" ：新员工操作失误 TOP3大新闻 国铁集团回应"三方平台加价抢票" 1月29日，国铁集团客运部主任朱文忠在国新办新闻发布会上的公开声明："一些第三方平台以各种'抢 票神器'名目，诱导旅客加价抢票。铁路12306客户端是中国铁路唯一官方火车票网络售票渠道，没有与 任何第三方平台合作。"他同时强调，针对第三方平台高频访问对铁路12306系统安全稳定运行构成的严 重冲击，将进一步优化风控系统实行有效识别。 朱文忠直言，"买火车票历来是广大旅客关注的焦点。我们重点抓好四个方面售票组织工作"。一是关注 学生、务工人员及老年人等重点群体的购票需求；二是首次推出互联网误购限时免费退票的新举措；三 是持续优化和改进售票策略；四是确保12306系统平稳运行。（封面新闻） iPhone 16成去年全球最畅销智能手机 1月28日，市场调查机构Counter Point Research发布博文，公布了2025年全球最畅销智能手机榜单，苹果 ...