李冈峰 欧洲天然资源基金 Commodity Discovery 特约分析师 这是一个主要从美国每周的CFTC数据公布基金(Managed Positions)在当地期货市场的各种部署，继 而反映现时市场对贵金属的情绪和对短/中期的一个价格判断。美国每周五收市后公布的CFTC数据， 记录日为刚过去的周二(如果过去一周原本工作日是假日的话数据出炉会延期)。 概要 因为美国政府停摆，CFTC公布期货市场多空持仓 数据 仅更新至10月7日 。 目前市场认为明年1月再降息的几率也从两周前的17.4%升至25.2%(假如12月不降息，1月降的几 率则从两周前的66.1%升至76.3%)。问题也来了 —— 目前看期货数据，市场普遍认为今年12月不 降就1月降， 那早一个月晚一个月，对美股估值就有这么大影响？ 相信比较大的影响，是如果12 月降息基金经理还可以指望年底分红，1月降就只能等到3月，太遥远了。因此，这次所谓的资产 大跌，说穿了就是 基金经理锁定利润 + 减去杠杆造成的。 另外有时看到网络消息，比如标题意思大概是金价升到4300美元然后「跌崩」300美元、或者「金 价升到4000美元无力再上」等等，看到也是感到无 ...

Venture Global signed an agreement with Tokyo Gas to supply the utility with liquefied natural gas for 20 years, the US producer’s fourth long-term contract with a Japanese company https://t.co/fAefFkkvmf ...

Core Viewpoint - Berkshire Hathaway Inc Class B (NYSE:BRK.B) is considered a strong investment option by Redditors, particularly as a means to diversify portfolios in anticipation of a potential AI bubble burst [2]. Group 1: Investment Appeal - Berkshire Hathaway is involved in various sectors, including insurance, railroads, utilities, and energy, providing a diversified exposure [2]. - The company has a substantial cash reserve of approximately $380 billion, which positions it well against market volatility [2]. - The stock has appreciated by 11% year-to-date, indicating positive market performance [2]. Group 2: Portfolio Strategy - Berkshire's recent $4.3 billion investment in Alphabet reflects its increasing interest in AI and technology opportunities [3]. - Despite the potential for growth, concerns exist regarding the elevated valuation of Berkshire's stock [3]. - Insurance remains the primary source of revenue and operating income for Berkshire, highlighting its traditional business strength [3]. Group 3: Comparative Analysis - While Berkshire is viewed as a solid investment, there is a belief that certain AI stocks may offer higher returns with lower risk [4].

more press release views with Request a Demo Also from this source Calumet to Attend T.D. Cowen Conference Accessibility StatementSkip Navigation INDIANAPOLIS, Nov. 25, 2025 /PRNewswire/ -- Calumet, Inc. (NASDAQ: CLMT) ("Calumet") announced today that it plans to attend the Bank of America Leveraged Finance Conference on Tuesday, December 2 and will hold one-on-one investor meetings throughout the day. About Calumet Calumet, Inc. (NASDAQ: CLMT) manufactures, formulates, and markets a diversified slate of s ...

Husk Energy Systems, the world's biggest mini-grid company, has started an industry record capital raise of $400 million and wants to boost revenue 10-fold https://t.co/db5jNzN95R ...

Stock futures edged higher early Monday as markets entered the shortened Thanksgiving week with cautious optimism. Trading volumes are expected to lighten, with U.S. exchanges closed Thursday and operating on a half-day schedule Friday. At 3:39 a.m. EST, Nasdaq 100 futures were up 0.99%, S&P 500 futures gained 0.68%, and The positive tone followed a mixed finish last week, when strong earnings partly offset renewed volatility across technology and cryptocurrency markets. The S&P 500 rose 0.98% over the we ...

Most of the world’s grid-scale energy storage comes in the form of pumped hydropower. These systems are expensive, slow to build and take up a lot of land. But there is a clever alternative https://t.co/eB5ac5xjYp ...

Core Insights - The 2025 China-South Korea (Yancheng) Industrial Park Economic and Trade Cooperation Forum was held to explore economic cooperation and low-carbon development between the two countries [1][4] - The Yancheng Economic and Technological Development Zone has hosted numerous bilateral events since 2019, generating over 9 billion U.S. dollars in transaction value [4] - The development zone has attracted nearly 400 Korean-invested enterprises, with total investment exceeding 13 billion U.S. dollars, establishing itself as a key economic hub in the Yangtze River Delta [6][7] Economic Cooperation - The forum aimed to pave the way for openness and mutual benefit in economic relations between China and South Korea [1] - Practical outcomes from this year's forum are expected to set the stage for a new chapter in bilateral economic relations [4] Development Zone Initiatives - The Yancheng Economic and Technological Development Zone leverages national-level platforms to enhance its role as a distribution hub for Korean products entering China [5] - Functional facilities such as the China-ROK International Block and China-South Korea Business Hub have been established to support bilateral cooperation [9] Investment and Growth - The development zone has become a significant economic and trade hub, facilitating regional integration with South Korea and boosting global connectivity [7] - The zone is committed to building a Korean-inspired brand and positioning itself as a primary destination for industrial cooperation and innovation [8]

山海：本周市场较为平淡，黄金陷入大范围震荡！ 本周市场没有什么存在感，市场也没有什么重点数据，基于上周黄金变动不大，一直在相对低位走高位震荡，暂时走不出单边力度。上周黄金最大区间在 4130/4000，来回震荡了几次，本周暂时黄金的看法也是如此，先看4130/4000区间，如果破位此区间再看单边力度。白银大概率也是跟随黄金的震荡而震 荡，暂时没有涨跌的驱动力，下方支撑在48.5，上方关注52.5高点得失。 (以上文章由山海原创，转载请注明出处。山海温馨提示，投资有风险，入市需谨慎。以上仅代表山海个人观点，不作操作依据，据此操作风险自担） 沪银（2602合约）上周最大的区间在12300/11700，上周提示做了三波低多的交易，其中两波获利出局，目前低位布局的多单还在持有中，按照周期性表现 来看，沪银还是在低位震荡走势中，本周继续上周的话还是先看12300得失，不破12300就看震荡，破位12300后再看大涨空间，所以，本周沪银的交易还是 保持低多，以下方11700为支撑看涨比较稳健。 国际原油经过一周的震荡下跌，还是表现较弱，暂时收盘在58附近，上周提示的58多单在之前虽然有部分利润，但目前收跌又走出回落空间， ...

Atomic energy is back, thanks to the ravenous demands of AI, favoritism from Trump, and the zeal of young entrepreneurs raising billions to build mini-reactors. The upside is unlimited.Read the full story: https://t.co/YMS3XDMCdq📸: Trevor Paulhus for Forbes https://t.co/OTe13A2N5W ...