<p>美国财报季加速推进</p>
<p>美国健康保险股暴跌</p>
<p>黄金和白银再次上涨</p>
<p>美元跌破 153 日元</p>
<p>（更新至美国市场开盘）</p>
<p>作者：查克·米科拉杰克</p>
<p>纽约，1 月 27 日（路透社）- 全球股市在周二连续第五个交易日上涨，创下盘中纪录，因美国财报季的步伐加快，而特朗普总统最新的关税威胁也助推黄金和白银继续其近期的反弹。在华尔街，标准普尔 500 指数和纳斯达克指数上涨，投资者消化了一系列主要财报，包括飞机制造商波音（BA.N）和运输公司联合包裹（UPS.N）的业绩，后者还表示今年将裁减多达 30,000 个运营岗位。波音股价下跌约 2%，道琼斯工业平均指数因联合健康（UNH.N）近 20% 的下跌而受到拖累，该公司表示其 2026 年收入将缩水，而健康保险公司整体也因政府对 2027 年医疗保险报销提案低于预期而下跌。市场还在等待本周来自所谓 “七大巨头” 的重磅公司如微软（MSFT.O）、苹果（AAPL.O）、特斯拉（TSLA.O）和 Meta Platforms（META.O）的财报，同时美联储定于周三发布政策声明。</p>
<p>“我们认为，今年市场继续上涨的动力将更多来自于盈利故事，而非估值故事，” 明尼阿波利斯安联投资管理公司的高级投资策略师查理·里普利表示。</p>
<p>“人们预期这些盈利将相当强劲，而你也可以看到这反映在股票上涨中。”</p>
<p>道琼斯工业平均指数（.DJI）下跌 443.84 点，或 0.90%，至 48,968.36 点，标准普尔 500 指数（.SPX）上涨 26.55 点，或 0.38%，至 6,976.78 点，纳斯达克综合指数（.IXIC）上涨 200.89 点，或 0.85%，至 23,801.43 点。MSCI 全球股票指数（.MIWD00000PUS）上涨 6.81 点，或 0.65%，至 1,050.98 点，正朝着今年最长的连续上涨期迈进。泛欧 STOXX 600 指数（.STOXX）上涨 0.58%，受银行股（.SX7P）上涨 1.6% 的推动。</p>
<p>韩国急忙向美国保证其仍然致力于实施贸易协议，此前美国总统特朗普表示将提高对其盟友的汽车和其他进口的关税，指责去年达成的协议实施延迟。这是特朗普最新的关税威胁，此前他宣布计划对几个欧洲国家征收关税。美元指数（=USD）衡量美元对一篮子货币的汇率，下跌 0.78% 至 96.35，欧元（EUR=）上涨 0.67%，至 1.1958 美元。韩元（KRW=）对美元升值 0.57%，至 1,437.36，之前曾下跌 0.63%。</p>
<p>美元对日元（JPY=）下跌 0.73%，至 153.02，之前触及 152.86，为 11 月初以来的最低水平，而英镑（GBP=）上涨 0.75%，至 1.378 美元。</p>
<p>自新任日本首相高市早苗于 10 月上任以来，日元承压，部分原因是对日本政府债务的担忧，因为高市在下个月的选举中以扩大刺激措施为竞选基础。但由于纽约联邦储备银行和日本银行可能进行利率检查的传言，日元在周五大幅反弹，市场担心美国和日本可能联合干预以阻止日元贬值。市场还在等待美联储的最新政策声明，尽管根据 CME 的 FedWatch 工具，普遍预计央行将维持利率不变。然而，关于可能在 5 月取代美联储主席鲍威尔的提名、解雇理事丽莎·库克的努力，以及特朗普政府对美联储主席的刑事调查等问题都笼罩在会议之上。随着地缘政治紧张局势的持续发酵，黄金等贵金属受到了支撑。现货黄金（XAU=）上涨 0.98%，至每盎司 5,063.62 美元，距离周一创下的 5,110.50 美元的纪录仅一步之遥。现货白银（XAG=）上涨 3.1%，至每盎司 107.13 美元，周一创下的 117.69 美元的纪录高点之后。美国原油（CLc1）上涨 1.2%，至每桶 61.36 美元，布伦特原油（LCOc1）上涨 1.13%，至每桶 66.33 美元。</p>
<p>美元汇率变动</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/AUTOMATED-20260123/ALL-CURRENCY-VS-USD-PCT-CHG-ARROW-SINCE-ELEX/mopabrxbava/chart_eikon.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1420" height="1398" original-src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/AUTOMATED-20260123/ALL-CURRENCY-VS-USD-PCT-CHG-ARROW-SINCE-ELEX/mopabrxbava/chart_eikon.jpg"/></p>

<p>全球股市在美国财报季加速推进的背景下创下盘中纪录，波音和联合包裹等主要公司发布了业绩。标准普尔 500 指数和纳斯达克指数上涨，而道琼斯指数因健康保险公司和波音的下跌而下滑。在特朗普总统的关税威胁下，黄金和白银价格持续上涨。美元对多种货币走弱，市场在等待进一步的财报和美联储的政策声明。由于地缘政治紧张局势，贵金属受益，黄金接近历史高位</p>

<p>US earnings season picks up speed</p>
<div class="lb-trans"><p>美国财报季加速推进</p>
</div><p>US health insurers tumble</p>
<div class="lb-trans"><p>美国健康保险股暴跌</p>
</div><p>Gold, silver climb again</p>
<div class="lb-trans"><p>黄金和白银再次上涨</p>
</div><p>Dollar falls below 153 yen</p>
<div class="lb-trans"><p>美元跌破 153 日元</p>
</div><p>(Updates to US market open)</p>
<div class="lb-trans"><p>（更新至美国市场开盘）</p>
</div><p>By Chuck Mikolajczak</p>
<div class="lb-trans"><p>作者：查克·米科拉杰克</p>
</div><p>NEW YORK, Jan 27 (Reuters) - Global stocks rose for a fifth straight session to an intraday record on Tuesday, as the pace of U.S. earnings season picked up steam, while President Donald Trump’s latest tariff threats helped gold and silver continue their recent rally. On Wall Street, the S&amp;P 500 and Nasdaq were higher as investors digested a flurry of major earnings releases, including results from airplane maker Boeing (BA.N) and shipping company United Parcel Service (UPS.N) , which also said it would cut up to 30,000 jobs in operational roles this year. Along with a decline of about 2% in Boeing, the Dow Industrials were pulled lower by a drop of nearly 20% in UnitedHealth (UNH.N) , which said its 2026 revenue would shrink, while health insurers were lower overall in the wake of a lower-than-expected Medicare reimbursement proposal for 2027 from the government. Markets were also awaiting earnings this week from heavyweight names that are part of the so-called Magnificent Seven, such as Microsoft (MSFT.O) , Apple (AAPL.O) , Tesla (TSLA.O) and Meta Platforms (META.O) , while the Federal Reserve is scheduled to release its policy statement on Wednesday.</p>
<div class="lb-trans"><p>纽约，1 月 27 日（路透社）- 全球股市在周二连续第五个交易日上涨，创下盘中纪录，因美国财报季的步伐加快，而特朗普总统最新的关税威胁也助推黄金和白银继续其近期的反弹。在华尔街，标准普尔 500 指数和纳斯达克指数上涨，投资者消化了一系列主要财报，包括飞机制造商波音（BA.N）和运输公司联合包裹（UPS.N）的业绩，后者还表示今年将裁减多达 30,000 个运营岗位。波音股价下跌约 2%，道琼斯工业平均指数因联合健康（UNH.N）近 20% 的下跌而受到拖累，该公司表示其 2026 年收入将缩水，而健康保险公司整体也因政府对 2027 年医疗保险报销提案低于预期而下跌。市场还在等待本周来自所谓 “七大巨头” 的重磅公司如微软（MSFT.O）、苹果（AAPL.O）、特斯拉（TSLA.O）和 Meta Platforms（META.O）的财报，同时美联储定于周三发布政策声明。</p>
</div><p>“Our view this year is the impetus for markets to continue to rise is going to be an earnings story rather than a multiples story,” said Charlie Ripley, senior investment strategist at Allianz Investment Management in Minneapolis.</p>
<div class="lb-trans"><p>“我们认为，今年市场继续上涨的动力将更多来自于盈利故事，而非估值故事，” 明尼阿波利斯安联投资管理公司的高级投资策略师查理·里普利表示。</p>
</div><p>“There’s an expectation that those earnings will be fairly robust and you’re seeing that reflected in stocks moving higher.”</p>
<div class="lb-trans"><p>“人们预期这些盈利将相当强劲，而你也可以看到这反映在股票上涨中。”</p>
</div><p>The Dow Jones Industrial Average (.DJI) fell 443.84 points, or 0.90%, to 48,968.36, the S&amp;P 500 (.SPX) rose 26.55 points, or 0.38%, to 6,976.78 and the Nasdaq Composite (.IXIC) rose 200.89 points, or 0.85%, to 23,801.43. MSCI’s gauge of stocks across the globe (.MIWD00000PUS) rose 6.81 points, or 0.65%, to 1,050.98 and was on track for a fifth straight daily gain, its longest run of gains this year. The pan-European STOXX 600 (.STOXX) index rose 0.58%, boosted by a 1.6% jump in bank (.SX7P) shares.</p>
<div class="lb-trans"><p>道琼斯工业平均指数（.DJI）下跌 443.84 点，或 0.90%，至 48,968.36 点，标准普尔 500 指数（.SPX）上涨 26.55 点，或 0.38%，至 6,976.78 点，纳斯达克综合指数（.IXIC）上涨 200.89 点，或 0.85%，至 23,801.43 点。MSCI 全球股票指数（.MIWD00000PUS）上涨 6.81 点，或 0.65%，至 1,050.98 点，正朝着今年最长的连续上涨期迈进。泛欧 STOXX 600 指数（.STOXX）上涨 0.58%，受银行股（.SX7P）上涨 1.6% 的推动。</p>
</div><p>South Korea scrambled to assure the U.S. it remained committed to implementing a trade deal after U.S. President Donald Trump said he would hike tariffs on autos and other imports from its ally, blaming a delay in enacting the pact agreed last year. It was the latest tariff threat from Trump after he announced plans to issue levies on several European countries over Greenland last week. The dollar index (=USD) , which measures the greenback against a basket of currencies, fell 0.78% to 96.35, with the euro (EUR=) up 0.67% at $1.1958. The Korean won (KRW=) strengthened 0.57% against the greenback to 1,437.36 per dollar after falling as much as 0.63%.</p>
<div class="lb-trans"><p>韩国急忙向美国保证其仍然致力于实施贸易协议，此前美国总统特朗普表示将提高对其盟友的汽车和其他进口的关税，指责去年达成的协议实施延迟。这是特朗普最新的关税威胁，此前他宣布计划对几个欧洲国家征收关税。美元指数（=USD）衡量美元对一篮子货币的汇率，下跌 0.78% 至 96.35，欧元（EUR=）上涨 0.67%，至 1.1958 美元。韩元（KRW=）对美元升值 0.57%，至 1,437.36，之前曾下跌 0.63%。</p>
</div><p>Against the Japanese yen (JPY=) , the dollar weakened 0.73% to 153.02 after hitting 152.86, its lowest level since early November, while Sterling (GBP=) strengthened 0.75% to $1.378.</p>
<div class="lb-trans"><p>美元对日元（JPY=）下跌 0.73%，至 153.02，之前触及 152.86，为 11 月初以来的最低水平，而英镑（GBP=）上涨 0.75%，至 1.378 美元。</p>
</div><p>The yen had come under pressure since new Japanese Prime Minister Sanae Takaichi ascended to her position in October, in part due to worries over Japan’s government debt as Takaichi based her campaign for next month’s elections on expanded stimulus measures. But the Japanese currency strengthened sharply on Friday as chatter about rate checks by the New York Fed as well as the Bank of Japan fueled the risk of a joint U.S.-Japan intervention to halt the yen’s slide. Markets are also awaiting the latest policy statement from the Fed, although the central bank is widely expected to keep rates unchanged, according to CME’s FedWatch Tool. However, the nomination of a potential replacement for Fed Chair Jerome Powell in May, the effort to fire Governor Lisa Cook, and a criminal investigation by the Trump administration into the central bank chief all loom over the meeting. As geopolitical tensions continue to percolate, they have buttressed precious metals such as gold. Spot gold (XAU=) was up 0.98% to $5,063.62 an ounce, just off the record $5,110.50 hit on Monday. Spot silver (XAG=) climbed 3.1% to $107.13 an ounce, after a record high of $117.69 on Monday. U.S. crude (CLc1) rose 1.2% to $61.36 a barrel and Brent (LCOc1) rose to $66.33 per barrel, up 1.13% on the day.</p>
<div class="lb-trans"><p>自新任日本首相高市早苗于 10 月上任以来，日元承压，部分原因是对日本政府债务的担忧，因为高市在下个月的选举中以扩大刺激措施为竞选基础。但由于纽约联邦储备银行和日本银行可能进行利率检查的传言，日元在周五大幅反弹，市场担心美国和日本可能联合干预以阻止日元贬值。市场还在等待美联储的最新政策声明，尽管根据 CME 的 FedWatch 工具，普遍预计央行将维持利率不变。然而，关于可能在 5 月取代美联储主席鲍威尔的提名、解雇理事丽莎·库克的努力，以及特朗普政府对美联储主席的刑事调查等问题都笼罩在会议之上。随着地缘政治紧张局势的持续发酵，黄金等贵金属受到了支撑。现货黄金（XAU=）上涨 0.98%，至每盎司 5,063.62 美元，距离周一创下的 5,110.50 美元的纪录仅一步之遥。现货白银（XAG=）上涨 3.1%，至每盎司 107.13 美元，周一创下的 117.69 美元的纪录高点之后。美国原油（CLc1）上涨 1.2%，至每桶 61.36 美元，布伦特原油（LCOc1）上涨 1.13%，至每桶 66.33 美元。</p>
</div><p>Currency moves against the US dollar</p>
<div class="lb-trans"><p>美元汇率变动</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/AUTOMATED-20260123/ALL-CURRENCY-VS-USD-PCT-CHG-ARROW-SINCE-ELEX/mopabrxbava/chart_eikon.jpg" alt="" original-src="https://www.reuters.com/graphics/AUTOMATED-20260123/ALL-CURRENCY-VS-USD-PCT-CHG-ARROW-SINCE-ELEX/mopabrxbava/chart_eikon.jpg"/></p>

GLOBAL MARKETS-Stocks climb to record on earnings optimism, gold gains continue

- 美国股市连续第五天上扬，因企业盈利季提速。  
- 美元兑日元跌至 153 以下，金银价格再次上涨。  
- 投资者关注大型科技公司的财报及美联储政策声明。

Reuters

中金黄金

纳指 100 ETF - Invesco

联合包裹

纽蒙特矿业

道琼斯美国指数

黄金和贵金属矿商 ETF - U.S. Global

道琼斯工业平均分红 ETF - Invesco

山东黄金

Sprott Silver Mnrs & Physical Silver ETF

白银矿业股 ETF - GlobalX

纳斯达克 100 指数 ETF - Invesco

Sprott Active Gold & Silver Miners ETF

道琼斯指数

白银信托 ETF - iShares

2 倍做多黄金 ETF - ProShares

标普 500 ETF - SPDR

华夏黄金ETF

Gold.com

阿尼科伊格尔矿业

实物黄金股 ETF - ETFS

黄金 ETF - SPDR

全球市场——由于盈利乐观情绪，股票攀升至历史新高，黄金涨势持续