Market Overview - The Hang Seng Index closed at 26,848, down 0.90% for the day, but up 4.75% year-to-date[3] - The S&P 500 Index closed at 6,964, down 0.19% for the day, with a year-to-date increase of 1.73%[3] - The Nikkei 225 Index rose by 3.10%, closing above 53,000 points for the first time, driven by expectations of domestic policy changes and fiscal stimulus[12] Sector Performance - Defensive sectors like pharmaceuticals, gold, and oil showed strong performance, with gold prices surpassing $4,630 per ounce, marking a historical high[9] - The biopharmaceutical sector saw significant gains, with WuXi AppTec's revenue expected to reach 45.456 billion yuan, a year-on-year increase of 15.84%[9] - Automotive stocks also rose, with companies like Li Auto and Great Wall Motors increasing by over 2% due to positive developments in EU electric vehicle export negotiations[9] Geopolitical and Economic Factors - Concerns over geopolitical risks have led to increased demand for safe-haven assets, contributing to the rise in gold and oil stocks[9] - The U.S. December Consumer Price Index (CPI) showed a year-on-year increase of 2.7%, aligning with market expectations and reinforcing predictions of potential interest rate cuts by the Federal Reserve in 2026[10][15] - The U.S. budget deficit for 2025 is projected to narrow to approximately $1.7 trillion, the smallest in three years, due to increased tariff revenues[15]

MACD金叉信号形成，这些股涨势不错！ 格隆汇1月7日｜欧洲股市开盘表现不一，地缘政治紧张局势升温带动的防务股涨幅被能源股的跌势所抵 消。英国富时100指数开盘较周二的历史高位下跌0.25%，其中石油巨头英国石油下跌2.75%，国民威斯 敏斯特银行微跌2.7%。在其他市场，受防务公司提振，米兰富时MIB指数上涨0.15%，莱昂纳多上涨 2.1%，造船厂芬坎蒂尼大涨1.7%。德国DAX指数在西门子和拜耳等个股上涨的带动下攀升0.5%。西班 牙IBEX35指数因银行和能源股走低而下跌0.2%，而法国CAC40指数微跌0.05%，防务股的涨幅被能源 和奢侈品股的损失抵消。投资者目前正密切关注欧元区12月通胀数据以及关键的美国就业数据。 ...