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分析师:特朗普正在冒险打压美元 日元将试图收复150关口

格隆汇 📅 01/28 08:18
格隆汇1月28日|分析师Win Thin表示:“特朗普政府正在承担经过深思熟虑的风险。货币贬值固然有利,但一旦局势失控,后果不堪设想。外汇市场通常最能反映市场对一国政策和经济前景的担忧程度,因此美元的疲软值得密切关注。日元应该会有所回升,因为它正在试图收复150关口。考虑到今年预期货币政策的分歧,该货币对的汇率应该会更低,因为我们预计日本央行将加息50个基点,而美联储将降息75-100个基点。”

格隆汇1月28日|韩国SK创新第四季度营收19.7万亿韩元,市场预估为19.9万亿韩元。第四季度净亏损4.2万亿韩元。

格隆汇 📅 01/28 08:18
格隆汇1月28日|韩国SK创新第四季度营收19.7万亿韩元,市场预估为19.9万亿韩元。第四季度净亏损4.2万亿韩元。

险资加速布局私募股权基金

同花顺 📅 01/28 08:18
近日,中国人寿(601628)接连发布两则公告,宣布拟投资设立一只养老产业股权投资基金和一只长三角私募基金,直接认缴出资额合计近125亿元。近年来,险资持续加大对私募基金等权益资产的配置。受访专家表示,预计险资权益资产配置在规模和比例上将持续增加,并在投资形式和资产类别等方面进一步多元化。(证券日报)

Form S-1/A Willow Lane Acquisition Corp. II For: 27 January

Investing 📅 01/28 08:18

Motiva德州炼油厂大型炼焦炉周一发生故障

格隆汇 📅 01/28 08:18
格隆汇1月28日|根据德克萨斯州环境质量委员会(TCEQ) 提交的一份通知,Motiva Enterprises 位于德克萨斯州亚瑟港的 64.05 万桶/日(bpd) 炼油厂的大型炼焦炉于周一晚间发生故障。根据德克萨斯州环境质量委员会的通知,由于美国墨西哥湾沿岸严寒天气肆虐,周一晚间,日产 11 万桶炼焦炉(DCU-2) 的一台湿气压缩机发生故障。

UPS sees higher profits in 2026 from network, Amazon downsizing

Yahoo 📅 01/28 08:18 AMZN.O
UPS on Tuesday said it would eliminate an additional 30,000 frontline jobs and at least 24 facilities as part of a multiyear strategy to recharge growth through a planned decoupling from Amazon and downsizing of its parcel delivery network to match lower volume flow. Efficiency gains from the restructuring helped exceed forecasted fourth-quarter earnings despite a 10.6% decline in average daily do...

郭明錤:苹果iPhone 18定价策略是“尽可能不涨价”

同花顺 📅 01/28 08:18 AAPL.O
跟踪苹果(AAPL)产业链多年的天风国际证券分析师郭明錤在社交媒体发文预测,iPhone的记忆体报价现在是按季谈,而非半年,所以iPhone的记忆体报价在2026年第二季度还会再涨一次。目前看二季度的季度环比涨价幅度约跟一季度接近。苹果(AAPL)公司目前对2H26新款iPhone18的定价策略是“尽可能不涨价”,至少起始价不动,有利行销宣传。苹果(AAPL)已经意识到,在记忆体跟T-glass后...

The model who moved to Ghana and wrapped her prosthetic leg in its famous fabric

BBC News 📅 01/28 08:17
"My Ghanaian identity is not pretend," she says. "It is not cosplay. It is ancestral. Like Kwame Nkrumah said: 'I am not African because I was born in Africa, but because Africa was born in me.' That is exactly what Ghana is to me."

中信建投:锂基本面较为强势,二季度供给紧张担忧不断加剧

格隆汇 📅 01/28 08:17
格隆汇1月28日|中信建投证券研报指出,江西云母锂矿面临换证后续流程带来的停产压力,《固体废物综合治理行动计划》落地后尾矿处理监管趋严,也放大供给端担忧。同时,部分锂盐厂春节期间存检修计划,当前供给端几无弹性;虽然年度级别看供给增量较大,但无助于上半年紧张局面缓和。需求端,由于出口退税带来抢出口预期,消费淡季不淡,累库困难,埋下二季度供给紧张基础。 据SMM,国内碳酸锂库存周度环比继续下降783吨...

美元指数创四年新低!特朗普称美元“表现良好”

第一财经 📅 01/28 08:17
非美货币与黄金同步走强,日元成外汇市场焦点。 当地时间1月27日,美国总统特朗普在美国艾奥瓦州出席经济政策相关活动期间接受媒体采访时表示,并不担心美元出现明显贬值,称美元“表现良好”,并认为汇率回归“自身应有的水平”是合理现象。 当被问及是否担心美元走软时,特朗普回应称:“不,我认为美元表现很好。我希望回归自身应有的水平,这是合理的做法。”他还暗示自己具备影响美元走势的能力,称“我可以让它像悠悠球...

首个星际航行学院今年布局本科招生,院士团队揭秘育人模式

同花顺 📅 01/28 08:16
1月27日,在中国科学院与“两弹一星”纪念馆,备受关注的中国科学院大学(简称“国科大”)星际航行学院正式揭牌,标志着该学院正式成立。据悉,未来10至20年,是我国星际航行领域跨越式发展的关键窗口期,原始创新基础研究和技术突破将重塑深空探索格局、决定国家核心竞争力。成立星际航行学院,是国科大抢占科技制高点核心任务、布局星际航行领域人才培养的关键举措,将为国家深空探测、空间科学研究等重大战略需求提供坚...

FOF业绩谁执牛耳 重仓资源品种成“胜负手”

同花顺 📅 01/28 08:16
以资产配置和基金投资为看家本领的基金中基金(FOF)被许多投资者称为“专业基民”。近日,随着公募基金2025年四季报披露完毕,公募FOF的最新持仓动向浮出水面。值得注意的是,华安黄金ETF(518680)在2025年的前三个季度一直是获FOF重仓数量最多的基金。到了2025年四季度末,这一“王冠”由海富通中证短融ETF(511360)承接。此外,鹏扬中债-30年期国债ETF、平安中债-中高等级公司...

基金经理瞄准顺周期方向

同花顺 📅 01/28 08:16
2026年开年以来,有色板块凭借强劲势头,成为A股市场的“当红炸子鸡”。不仅有色主题ETF掀起“吸金”热潮,景顺(IVZ)长城基金邹立虎、万家基金叶勇等多位深耕有色板块投资的主动权益基金经理人气飙升。从2025年基金四季报披露的调仓动向来看,2025年四季度,上述基金经理不仅调整了有色板块的持仓,还在煤炭(850105)、油气、交运等相对估值更具性价比的顺周期(883436)板块做补充配置,以平衡...

CME Raises Silver Margins as Prices Smash Records in Wild Rally

Bloomberg 📅 01/28 08:16
CME Group is raising margins on Comex silver futures after prices surged to a record high this week. Margins will rise to 11% of so-called notional from the current 9% for non-heightened risk profile, the exchange said in a statement on Tuesday. The heightened risk profile margins will be raised to 12.1% from the current 9.9%, it said. Platinum and palladium futures’ margin also will be hiked. The...

Asia markets open mostly higher after S&P 500 hits record, South Korea pushes fresh highs

CNBC 📅 01/28 08:16 AAPL.OMSFT.O
Melbourne, Australia Kieran Stone | Moment | Getty Images Asia-Pacific markets opened mostly higher on Wednesday, tracking gains on Wall Street after the S&P 500 closed at a record high. The broad market index gained 0.41% to finish at 6,978.60, supported by gains in Apple and Microsoft . Asian markets mostly extended Tuesday's gains, with Australia's S&P/ASX 200 climbing 0.12% and on pace for a f...

芝加哥商品交易所上調一系列貴金屬期貨合約保證金

无线新闻 📅 01/28 08:16
芝加哥商品交易所宣布,上調一系列貴金屬期貨合約保證金。 芝加哥商品交易所發布通知在本月28日收市後,對部分白銀、鉑金和鈀金期貨合約的保證金進行調整。文件顯示,部分白銀合約的新保證金比例調高,今次通知未涉及黃金相關合約。 芝加哥商品交易所近期已多次上調一系列貴金屬期貨合約保證金,希望降低槓桿和投機交易,控制市場風險。

Down More Than 50% in 3 Years, Is Now Finally the Time to Buy Nike Stock?

The Motley Fool 📅 01/28 08:16
Nike's top-line performance stabilized in recent quarters. But some key segments are still moving in the wrong direction. Athletic footwear company Nike (NKE 2.92%) has trailed the market year to date in 2026, falling about 1% as the S&P 500 has risen about 2%. This extends a stretch of poor performance for Nike stock that has gone on for a few years, resulting in a total decline of more than 50% ...

Here's How Much Traders Expect Microsoft Stock to Move After Earnings - Investopedia

Google 📅 01/28 08:15 MSFT.O
Key Takeaways Microsoft is slated to post fiscal second-quarter results Wednesday afternoon, with analysts expecting rising revenue and profits amid strong AI demand. Options pricing suggests traders see the stock swinging up to 5% in either direction in the days following the report. Microsoft is scheduled to report its latest quarterly results after the market closes on Wednesday, with traders a...

Here's How Much Traders Expect Microsoft Stock to Move After Earnings

Yahoo 📅 01/28 08:15 MSFT.O
Key Takeaways Microsoft is slated to post fiscal second-quarter results Wednesday afternoon, with analysts expecting rising revenue and profits amid strong AI demand. Options pricing suggests traders see the stock swinging up to 5% in either direction in the days following the report. Microsoft is scheduled to report its latest quarterly results after the market closes on Wednesday, with traders a...

特朗普要“稍微缓和”明尼苏达局势 称国安部长表现好

联合早报 📅 01/28 08:15
特朗普1月27日到艾奥瓦州演说,在厄本代尔一家餐厅回答记者提问。 (法新社) 美国总统 特朗普 说,他调换明尼苏达州的移民执法人员是为了“稍微缓和“当地局势,他对驱逐移民行动的立场没有退缩,而是略有调整。 综合彭博社和英国广播公司(BBC)报道,特朗普星期二(1月27日)接受福克斯新闻访问,谈到两名美国公民——古德和普雷蒂——先后在明尼苏达州最大城市明尼阿波利斯 遭移民执法人员开枪打死 。他说,这...

Corporate Bonds vs. Treasuries: What Your Defensive Allocation Is Built On

The Motley Fool 📅 01/28 08:14
Both Vanguard Short-Term Corporate Bond ETF and Vanguard Short-Term Treasury ETF aim to steady a portfolio. This article looks at where that stability comes from, and why the difference shows up when credit conditions change. Vanguard Short-Term Corporate Bond ETF (VCSH +0.05%) and Vanguard Short-Term Treasury ETF (VGSH +0.03%) differ mainly in credit exposure, yield, and risk, while sharing ident...

XLV260213C00156000 互動股市圖表 | XLV Feb 2026 156.000 call 股市 - Yahoo 財經

Yahoo 📅 01/28 08:13
XLV260213C00156000 互動股市圖表 | XLV Feb 2026 156.000 call 股市 Yahoo 財經

BIT: Unsupported Distribution Indicates Only Downside For This CEF

Seeking Alpha 📅 01/28 08:13
hapabapa/iStock Editorial via Getty Images Thesis We last covered the BlackRock Multi-Sector Income Trust ( BIT ), mid-2025 with a 'Hold' rating. The CEF has posted a small negative total return since, surprisingly, on the downside in an otherwise benign credit environment. In today's article, we are going to revisit the CEF and its composition, the latest developments for the fund, and outline ou...

早报(01.28)| 突发!美军加码中东军事部署;美元血崩,黄金飙破5190创新高;美乌安全协议生变

格隆汇 📅 01/28 08:13 9988.HK9868.HK700.HK
2家半导体公司宣布涨价;英国首相斯塔默开启访华 美军中央司令部宣布第九航空队将在中东举行为期数天的空军战备演习 , 未透露具体时间地点,演习旨在提升快速部署等作战能力。此前美 “ 亚伯拉罕・林肯 ” 号航母打击群已驶入中东, 美还向以通报对伊军事行动准备 , 相关工作拟两周内完成。 伊朗同日强硬回应 ,革命卫队海军高官称已实现霍尔木兹海峡智能化实时监控, 掌控海峡通行权,伊朗不寻求战争但已做好充分...

8歲女童右手捲扶手電梯 手掌扭曲變形、痛哭慘叫 網民:看著揪心

i-cable 📅 01/28 08:13
【有線新聞】廣西南寧發生恐怖扶手電梯意外,一名8歲女童右手被捲入扶手電梯縫隙,手掌被夾至嚴重變形且無血色狀態。女童劇痛下痛哭不止,獲救後送院接受長達6小時手術,目前情況穩定,需繼續接受治療。 嫲嫲帶三童購物 女童失足跌倒 右手捲入電梯縫隙 事發在1月18日下午,廣西南寧北湖農貿市場,據報女童當時由嫲嫲帶同外出。目擊者張女士憶述,當時一名女子帶著三名小童準備乘搭扶手電梯到樓下,其中一名8歲女童走在前...

《药品管理法实施条例》首次全面修订 创新药行业再迎政策支持

财联社 📅 01/28 08:13 9926.HK6160.HK
国务院总理李强日前签署国务院令,公布修订后的《中华人民共和国药品管理法实施条例》,自2026年5月15日起施行。《条例》完善药品研制和注册制度。支持以临床价值为导向的药品研制和创新,鼓励研究和创制新药,支持新药临床推广和使用。 华福证券指出,2025年BD出海交易总额超1350亿美元,首付款70亿美元,单笔交易均价从6亿提升至9亿美元。政策从审评审批到医保支付构建完整支持体系,形成多层次支付。创新...

NTSB blames 'deep' systemic failures for deadly midair collision near Washington D.C.

NPR News 📅 01/28 08:12
NTSB blames 'deep' systemic failures for deadly midair collision near Washington D.C. toggle caption Alex Wong/Getty Images WASHINGTON — After a yearlong investigation , the National Transportation Safety Board blamed multiple systemwide failures for the midair collision of an Army Black Hawk helicopter and American Airlines regional jet that killed 67 people. "Deep, underlying systemic failures —...

Everything you need to know about viral personal AI assistant Clawdbot (now Moltbot)

TechCrunch 📅 01/28 08:12 MSFT.OGOOG.OMETA.O
The latest wave of AI excitement has brought us an unexpected mascot: a lobster. Clawdbot, a personal AI assistant, went viral within weeks of its launch, and will keep its crustacean theme despite having had to change its name to Moltbot after a legal challenge from Anthropic. But before you jump on the bandwagon, here’s what you’d need to know. According to its tagline, Moltbot (formerly Clawdbo...

Greif Bros B earnings missed by $0.19, revenue fell short of estimates

Investing 📅 01/28 08:12

8点1氪丨大批中成药将退出市场;汽车行业利润率降至历史最低;妙可蓝多回应“罢免”创始人

36kr 📅 01/28 08:12 2015.HK700.HKAAPL.O
今日热点导览 面包掉地仍售卖,好利来客服致歉 市场监管总局通报深圳罗马仕公司充电宝案 安踏宣布将成为彪马最大股东 售价超3万,投资银条走红水贝 国投白银LOF,将暂停申购 TOP 3 大新闻 大批中成药将退出市场 中成药淘汰赛序幕拉开,大批中成药将退出市场。距离2026年7月1日仅剩半年时间,国家药监局《中药注册管理专门规定》第七十五条的落地进入最后窗口期。 这一被业内称为中成药“生死条款”的规定...
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