Market Performance - The Dow Jones Industrial Average rose by 270.03 points, an increase of 0.55%, closing at 49,266.11 points, while the Nasdaq Composite fell by 104.25 points, a decrease of 0.44%, closing at 23,480.02 points [2] - The S&P 500 index saw a marginal increase of 0.53 points, or 0.01%, closing at 6,921.46 points [2] Economic Outlook - Fitch Ratings has upgraded the U.S. GDP growth forecast for 2025 and 2026, incorporating delayed economic data due to the government shutdown [4] - The Federal Reserve is expected to lower the federal funds rate to 3.25% in the first half of 2026, with projections indicating a potential reduction of about 150 basis points [4] - Inflation expectations in the U.S. have risen, while consumer confidence in the job market has dropped to its lowest level in over 12 years [4] Energy Sector - Oil prices increased, with WTI crude for February rising by 3.2% to settle at $57.76 per barrel, and Brent crude for March up by 3.4% to $61.99 per barrel [5] - Energy stocks experienced a broad rally, with notable gains in companies such as ExxonMobil (up over 3%), Chevron (up over 2%), and ConocoPhillips (up over 5%) [5][6] Mining Industry - Glencore and Rio Tinto have resumed negotiations to potentially create the world's largest mining company, with a combined market value exceeding $260 billion [7] - The ongoing competition for copper resources is reshaping the mining landscape, prompting this merger discussion [7] Technology Sector - Major tech stocks showed mixed performance, with the U.S. Tech Seven Index declining by 0.27% [8] - Apple has seen a continuous decline for seven trading days, attributed to high interest rate expectations impacting growth stock valuations [8][10]

【导读】美股涨跌不一，道指收高；原油收高，能源股全线上涨 美东时间1月8日（周四），美国三大股指收盘涨跌不一，道指收高270点，纳指承压。苹果连续7个交易日收跌。嘉能可与力拓重启谈判，计划组建全球规 模最大的矿业公司。 道指收高270点 截至收盘，道指收盘上涨270.03点，涨幅为0.55%，报49266.11点；纳指跌104.25点，跌幅为0.44%，报23480.02点；标普500指数涨0.53点，涨幅为0.01%， 报6921.46点。 美国总统特朗普表示，美国对委内瑞拉的监督可能会持续数年，将以非常有利可图的方式重建委内瑞拉。 特朗普政府计划在美国销售委内瑞拉生产的重质高硫、具有腐蚀性的原油。美国墨西哥湾沿岸炼油厂设备配置正好适合加工此类原油。沿岸21座主要炼厂 的潜在总加工能力合计超过700万桶/日。 交易员继续评估美国对委内瑞拉石油实施控制的措施，WTI 2月期货上涨3.2%，结算价报每桶57.76美元。布伦特3月期货结算价上涨3.4%，报每桶61.99美 元。 能源股全线上涨，埃克森美孚涨超3%，雪佛龙涨逾2%，康菲石油涨超5%，斯伦贝谢涨近5%，西方石油涨超5%。 | 西方石油(OCCIDEN ...

全球矿业巨头嘉能可周四确认，正就被力拓收购的可能性进行早期谈判。若交易达成，将打造全球规模 最大的矿业公司。嘉能可表示，相关讨论仍处于初步阶段，尚未达成任何具有约束力的协议。此次接触 是双方继2024年短暂沟通后，再度探讨潜在合并事宜。 （文章来源：第一财经） ...

全球矿业巨头嘉能可周四确认，正就被力拓收购的可能性进行早期谈判。若交易达成，将打造全球规模 最大的矿业公司。嘉能可表示，相关讨论仍处于初步阶段，尚未达成任何具有约束力的协议。此次接触 是双方继2024年短暂沟通后，再度探讨潜在合并事宜。 ...

全球矿业巨头嘉能可周四确认，正就被力拓收购的可能性进行早期谈判。若交易达成，将打造全球规 模最大的矿业公司。嘉能可表示，相关讨论仍处于初步阶段，尚未达成任何具有约束力的协议。此次 接触是双方继2024年短暂沟通后，再度探讨潜在合并事宜。 ...

Market Performance - The three major U.S. stock indices closed mixed, with the Dow Jones up 0.55%, the S&P 500 slightly up, and the Nasdaq Composite down 0.44% [1] - The Nasdaq Golden Dragon China Index rose by 1.09%, with Alibaba increasing by 5.2% and Huya by 14.6% [1] - Defense stocks saw a broad increase, while storage concept stocks generally declined, with Nvidia dropping over 2% [1] Commodity Prices - WTI crude oil futures rose over 3%, closing at $58.65 per barrel; Brent crude oil futures also increased over 3%, closing at $63 per barrel [1] - Spot silver fell by 1.59%, closing at $76.94 per ounce, and spot platinum decreased by 1.29% [1] - New York gold futures surpassed $4,480 per ounce [1] Corporate Developments - Mining giants Glencore and Rio Tinto have resumed merger talks, potentially creating a mining giant valued over $260 billion, with a decision needed by Rio Tinto by February 5, 2026 [1] - General Motors reported a special charge of $7.1 billion in Q4, with $6 billion allocated for scaling back its electric vehicle business [1] - NIO's flagship ES9 SUV has completed its application, measuring over 5.3 meters in length [1] Financial Sector - U.S. President Trump directed the purchase of $200 billion in mortgage-backed securities, aiming to lower mortgage rates and monthly payments [1] - The Federal Reserve's GDPNow model from the Atlanta Fed forecasts a 5.4% GDP growth rate for Q4 2025, up from a previous estimate of 2.7% [1] - The 30-year mortgage rate in the U.S. was reported at 6.16% last week according to Freddie Mac [1] Technology and Innovation - Alphabet, Google's parent company, surpassed Apple in market capitalization, now ranking second globally, only behind Nvidia [1] - OpenAI launched a health feature for ChatGPT, entering the medical field, while Elon Musk's lawsuit against OpenAI for its transition to a for-profit model is set to proceed to trial [1] - The UK may consider banning the use of AI chatbots on Musk's social media platform X due to ongoing controversies [1]

格隆汇1月9日｜国际要闻： 13、A股投资避雷针︱贝斯美：子公司永安化工收到检察机关起诉书；振芯科技：控股子公司收到违规 处理决定。 大中华区要闻： 1、美股三大指数收盘涨跌不一，英特尔跌超3%，中概指数涨1.09%； 2、WTI 2月原油期货收涨3.16%，报57.76美元/桶； 3、美联储理事米兰呼吁宽松救市 称今年应该降息150个基点； 4、年度商品指数调仓周四启动 超百亿美元被动卖盘将冲击金银； 5、芝商所再出手 近期第三次上调贵金属期货保证金； 6、特朗普政府考虑砸钱说服格陵兰人"加入"美国； 7、特朗普称已决定美联储主席人选； 8、特朗普：我不需要国际法； 9、矿业巨头嘉能可与力拓重启合并谈判； 10、马斯克称终极目标是每年生产1万艘星舰飞船； 11、委内瑞拉股指近期暴涨124% 外国投资者寻求入场机会； 12、"求稳"高于一切 委内瑞拉新高层以石油出口换取执政生机； 13、伊朗外长称做好准备应对战争； 14、雀巢：已在至少50个国家启动召回部分奶粉； 1、英伟达要求中国客户订购H200芯片付全款； 2、中国据报最快本季内批准进口英伟达H200芯片 3、商务部回应审查Meta收购Manus：企业从 ...

Market Overview - The U.S. stock market showed mixed results with the Dow Jones increasing by 0.55% and the Nasdaq decreasing by 0.44% [1] - The Chinese concept stocks saw a rise, with the Nasdaq China Golden Dragon Index up by 1.09% [1] - Market traders are factoring in expectations for at least two interest rate cuts by the Federal Reserve this year, despite previous signals indicating only one cut might occur in 2026 [1] Commodity Market - International crude oil futures saw significant increases, with WTI crude oil futures up by 3.16% and Brent crude oil futures up by 3.39% [2] - COMEX gold futures rose by 0.48%, while COMEX silver futures fell by 1.19% [2] Economic Forecasts - The U.S. Congressional Budget Office projects that the GDP growth rate will accelerate to 2.2% by 2026, with an expected unemployment rate of 4.6% [5] - The United Nations forecasts a global economic growth rate of 2.7% for 2026, slightly down from 2.8% in 2025, citing ongoing trade tensions and fiscal pressures [9] Corporate Developments - Glencore is in preliminary discussions with Rio Tinto regarding a potential merger, which may involve a full stock merger [9]

Market - On January 9, U.S. stock markets showed mixed results with the Dow Jones rising by 0.55% and the Nasdaq falling by 0.44% due to sector rotation, leading investors to withdraw from technology stocks [1][2] - Notable declines were seen in major tech stocks such as Nvidia, Oracle, and Apple, with Apple experiencing a continuous drop for seven trading days [2] - The defense sector performed well, driven by geopolitical concerns, while economic data indicated an increase in U.S. productivity and a decrease in labor costs [1][2] Company - Intel's stock rose by 2% after President Trump praised the company and its CEO, Chen Linwu, on social media, highlighting the government's investment in Intel [16] - Apple is reportedly accelerating its succession planning for CEO Tim Cook, with hardware engineering head John Ternus being a potential successor [16] - Anta Sports is in talks to acquire a 29% stake in Puma from the Pinault family, as Puma faces operational challenges [16] - Paramount reiterated its $30 per share offer to acquire Warner Bros. Discovery, despite multiple rejections from the board [18]

每经AI快讯，1月9日，嘉能可发布公告称，公司留意到近期媒体的猜测，并确认其正与力拓集团及力 拓有限公司（统称"力拓"）就可能的业务合并事宜进行初步商谈，该合并可能涵盖力拓和嘉能可的部分 或全部业务，其中包括力拓与嘉能可之间的全股合并。各方目前预期，任何合并交易将通过力拓以法院 批准的安排计划方式收购嘉能可来实现。目前尚无法确定任何交易或要约的条款能否达成一致，即使达 成一致，其具体条款或交易结构亦存在不确定性，届时将视情况另行发布通知。根据规定，力拓公司必 须在2026年2月5日下午5点之前作出决定。近一年前，两家企业曾经进行涉及并购的磋商，但最后以失 败告终。 （文章来源：每日经济新闻） ...