<p>美国财报季加速</p>
<p>美国健康保险股暴跌</p>
<p>黄金、白银再次上涨</p>
<p>美元指数跌至四年低点</p>
<p>（更新美国市场收盘情况）</p>
<p>作者：Chuck Mikolajczak</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，盘中创下纪录，因美国财报季加速，而美元在美联储政策声明前跌至近四年来的最低水平。在华尔街，标准普尔 500 指数和纳斯达克指数上涨，基准标准普尔指数创下历史收盘新高，投资者评估了一系列主要财报，包括飞机制造商波音（Boeing，BA.N）和运输公司联合包裹服务（United Parcel Service，UPS.N）的业绩，后者表示今年将裁减多达 30,000 个运营岗位。道琼斯工业平均指数因波音下跌 1.6% 而受到拖累，同时联合健康（UnitedHealth，UNH.N）下跌约 20%，该公司表示其 2026 年收入将缩水。由于政府对 2027 年的医疗保险报销提案低于预期，健康保险股整体下跌。联合健康的下跌对道指造成了约 420 点的下行压力。市场还在等待本周来自所谓 “七大巨头” 的重磅财报，包括微软（Microsoft，MSFT.O）、苹果（Apple，AAPL.O）、特斯拉（Tesla，TSLA.O）和 Meta 平台（Meta Platforms，META.O），而美联储定于周三发布政策声明。道琼斯工业平均指数（.DJI）下跌 408.99 点，或 0.83%，至 49,003.41 点，标准普尔 500 指数（.SPX）上涨 28.37 点，或 0.41%，至 6,978.60 点，纳斯达克综合指数（.IXIC）上涨 215.74 点，或 0.91%，至 23,817.10 点。MSCI 全球股票指数（.MIWD00000PUS）上涨 8.92 点，或 0.85%，至 1,053.09 点，正朝着连续第五个交易日上涨的方向发展，这是今年最长的上涨周期，盘中创下 1,053.88 的纪录。泛欧 STOXX 600 指数（.STOXX）收盘上涨 0.58%，部分受银行股（.SX7P）上涨 1.8% 的推动。</p>
<p>韩国紧急向美国保证，仍然致力于实施贸易协议，此前特朗普总统表示将提高对其盟友的汽车及其他进口的关税，理由是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。</p>
<p>韩元（KRW=）兑美元上涨 0.97%，至 1,431.85，之前曾下跌 0.63%。美元指数（=USD）衡量美元对一篮子货币的汇率，下跌 0.9%，至 96.23，正朝着自四月以来最大单日百分比跌幅的方向发展，此前跌至四年低点 95.566。欧元（EUR=）上涨 0.81%，至 1.1975 美元。由于特朗普的政策不稳定以及试图削弱美联储的独立性等多种因素，美元本月表现疲软。周二，特朗普表示美元 “表现很好”，美元在交易中跌至低点。</p>
<p>“在过去十天里，美元经历了五年来最大的波动之一……这对商品施加了巨大压力，我们看到油价上涨。我们看到商品价格上涨，所有这些股票都在以非常激进的方式上涨，” 休斯顿 Vaughan Nelson 投资管理公司的副首席投资官兼投资组合经理亚当·里奇（Adam Rich）表示。兑日元（JPY=），美元下跌 1.23%，至 152.26，此前曾触及 152.08，为 10 月 29 日以来的最低水平，而英镑（GBP=）上涨 1.14%，至 1.3833 美元。</p>
<p>在日本首相高市早苗（Sanae Takaichi）于十月上任后，日元承压，部分原因是对日本政府债务的担忧，因为高市将其下个月选举的竞选活动建立在扩大刺激措施的基础上。但由于纽约联邦储备银行和日本银行关于利率检查的讨论，日元在周五大幅走强，表明美日联合干预以阻止日元贬值的风险加大。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，市场普遍预计美联储将维持利率不变。然而，可能替代美联储主席鲍威尔的提名、试图解雇理事 Lisa Cook 以及特朗普政府对美联储主席的刑事调查都笼罩在会议之上。随着地缘政治紧张局势继续影响市场，贵金属如黄金得到了支撑。现货黄金（XAU=）上涨 3.19%，至每盎司 5,174.09 美元，此前盘中创下 5,186.59 美元的纪录。现货白银（XAG=）上涨 7.93%，至每盎司 121.13 美元，此前周一触及 117.69 美元的纪录。</p>
<p>高盛的分析师周二表示，他们认为黄金在 12 月达到 5,400 美元的预测存在 “显著的上行风险”，而德意志银行则表示，他们认为在美元疲软的情况下，6,000 美元 “是可以实现的”。美国原油（CLc1）上涨 2.9%，收于每桶 62.39 美元，布伦特原油（LCOc1）上涨 3.02%，收于每桶 67.57 美元，因生产商受到冬季风暴的影响，原油生产受到抑制，并导致美国墨西哥湾原油出口在周末归零。</p>
<p>美元对其他货币的汇率变动</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/AUTOMATED-20260126/ALL-CURRENCY-VS-USD-PCT-CHG-ARROW-SINCE-ELEX/zgpoyxbjbpd/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-20260126/ALL-CURRENCY-VS-USD-PCT-CHG-ARROW-SINCE-ELEX/zgpoyxbjbpd/chart_eikon.jpg"/></p>

<p>全球股市连续第五个交易日上涨，创下盘中纪录，因为美国财报季加速。标准普尔 500 指数和纳斯达克指数均有所上涨，而道琼斯指数因波音和联合健康的下跌而下滑。美元指数跌至四年低点，受到特朗普总统政策和美联储预期的影响。黄金和白银等贵金属大幅上涨，反映出市场对地缘政治紧张局势和经济指标的反应。投资者正等待主要财报和美联储的政策声明</p>

<p>US earnings season picks up speed</p>
<div class="lb-trans"><p>美国财报季加速</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、白银再次上涨</p>
</div><p>Dollar index hits four-year low</p>
<div class="lb-trans"><p>美元指数跌至四年低点</p>
</div><p>(Updates with close of US markets)</p>
<div class="lb-trans"><p>（更新美国市场收盘情况）</p>
</div><p>By Chuck Mikolajczak</p>
<div class="lb-trans"><p>作者：Chuck Mikolajczak</p>
</div><p>NEW YORK, Jan 27 (Reuters) - Global stocks rose for a fifth straight session on Tuesday, reaching an intraday record as the pace of the U.S. earnings season picked up, while the dollar sank to its lowest level in nearly four years ahead of a policy announcement from the Federal Reserve. On Wall Street, the S&amp;P 500 and Nasdaq were higher, with the benchmark S&amp;P index registering a record close, as investors gauged a flurry of major earnings releases, including results from airplane maker Boeing (BA.N) and shipping company United Parcel Service (UPS.N) , which said it would cut up to 30,000 jobs in operational roles this year. The Dow Industrials were pulled lower by a 1.6% decline in Boeing, along with a drop of about 20% in UnitedHealth (UNH.N) , which said its 2026 revenue would shrink. Health insurers were lower overall in the wake of a lower-than-expected Medicare reimbursement proposal for 2027 from the government. The decline in UnitedHealth accounted for roughly 420 points of downside pressure on the Dow. Markets were also awaiting earnings this week from heavyweight names that are part of the so-called Magnificent Seven, including Microsoft (MSFT.O) , Apple (AAPL.O) , Tesla (TSLA.O) and Meta Platforms (META.O) , while the Fed is scheduled to release its policy statement on Wednesday. The Dow Jones Industrial Average (.DJI) fell 408.99 points, or 0.83%, to 49,003.41, the S&amp;P 500 (.SPX) rose 28.37 points, or 0.41%, to 6,978.60 and the Nasdaq Composite (.IXIC) rose 215.74 points, or 0.91%, to 23,817.10. MSCI’s gauge of stocks across the globe (.MIWD00000PUS) rose 8.92 points, or 0.85%, to 1,053.09 and was on track for a fifth straight daily gain, its longest run of gains this year, after reaching an intraday record of 1,053.88. The pan-European STOXX 600 (.STOXX) index closed up 0.58%, boosted in part by a 1.8% jump in bank (.SX7P) shares.</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，盘中创下纪录，因美国财报季加速，而美元在美联储政策声明前跌至近四年来的最低水平。在华尔街，标准普尔 500 指数和纳斯达克指数上涨，基准标准普尔指数创下历史收盘新高，投资者评估了一系列主要财报，包括飞机制造商波音（Boeing，BA.N）和运输公司联合包裹服务（United Parcel Service，UPS.N）的业绩，后者表示今年将裁减多达 30,000 个运营岗位。道琼斯工业平均指数因波音下跌 1.6% 而受到拖累，同时联合健康（UnitedHealth，UNH.N）下跌约 20%，该公司表示其 2026 年收入将缩水。由于政府对 2027 年的医疗保险报销提案低于预期，健康保险股整体下跌。联合健康的下跌对道指造成了约 420 点的下行压力。市场还在等待本周来自所谓 “七大巨头” 的重磅财报，包括微软（Microsoft，MSFT.O）、苹果（Apple，AAPL.O）、特斯拉（Tesla，TSLA.O）和 Meta 平台（Meta Platforms，META.O），而美联储定于周三发布政策声明。道琼斯工业平均指数（.DJI）下跌 408.99 点，或 0.83%，至 49,003.41 点，标准普尔 500 指数（.SPX）上涨 28.37 点，或 0.41%，至 6,978.60 点，纳斯达克综合指数（.IXIC）上涨 215.74 点，或 0.91%，至 23,817.10 点。MSCI 全球股票指数（.MIWD00000PUS）上涨 8.92 点，或 0.85%，至 1,053.09 点，正朝着连续第五个交易日上涨的方向发展，这是今年最长的上涨周期，盘中创下 1,053.88 的纪录。泛欧 STOXX 600 指数（.STOXX）收盘上涨 0.58%，部分受银行股（.SX7P）上涨 1.8% 的推动。</p>
</div><p>South Korea scrambled to assure the U.S. it remained committed to implementing a trade deal after President Donald Trump said he would hike tariffs on autos and other imports from its ally, citing a delay in enacting the pact reached last year. It was the latest tariff threat from Trump after he announced plans to issue levies on several European countries last week over Greenland.</p>
<div class="lb-trans"><p>韩国紧急向美国保证，仍然致力于实施贸易协议，此前特朗普总统表示将提高对其盟友的汽车及其他进口的关税，理由是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。</p>
</div><p>The Korean won (KRW=) strengthened 0.97% against the greenback to 1,431.85 per dollar after falling as much as 0.63%. The dollar index (=USD) , which measures the greenback against a basket of currencies, fell 0.9% to 96.23 and was on track for its biggest daily percentage drop since April, after falling to a four-year low of 95.566. The euro (EUR=) was up 0.81% at $1.1975. The greenback has struggled this month due to a range of factors, including Trump’s erratic policymaking and attempts to erode the independence of the Fed. It weakened to a session low on Tuesday after Trump said it was “doing great.”</p>
<div class="lb-trans"><p>韩元（KRW=）兑美元上涨 0.97%，至 1,431.85，之前曾下跌 0.63%。美元指数（=USD）衡量美元对一篮子货币的汇率，下跌 0.9%，至 96.23，正朝着自四月以来最大单日百分比跌幅的方向发展，此前跌至四年低点 95.566。欧元（EUR=）上涨 0.81%，至 1.1975 美元。由于特朗普的政策不稳定以及试图削弱美联储的独立性等多种因素，美元本月表现疲软。周二，特朗普表示美元 “表现很好”，美元在交易中跌至低点。</p>
</div><p>“The dollar has had over the past ten days one of the biggest moves it’s had in the past five years… It puts a huge pressure on commodities, and we’re seeing oil up. We’re seeing commodities up, and you’re seeing all those stocks moving up in a very aggressive way,” said Adam Rich, deputy chief investment officer and portfolio manager at Vaughan Nelson Investment Management in Houston. Against the Japanese yen (JPY=) , the dollar weakened 1.23% to 152.26 after hitting 152.08, its lowest level since October 29, while Sterling (GBP=) strengthened 1.14% to $1.3833.</p>
<div class="lb-trans"><p>“在过去十天里，美元经历了五年来最大的波动之一……这对商品施加了巨大压力，我们看到油价上涨。我们看到商品价格上涨，所有这些股票都在以非常激进的方式上涨，” 休斯顿 Vaughan Nelson 投资管理公司的副首席投资官兼投资组合经理亚当·里奇（Adam Rich）表示。兑日元（JPY=），美元下跌 1.23%，至 152.26，此前曾触及 152.08，为 10 月 29 日以来的最低水平，而英镑（GBP=）上涨 1.14%，至 1.3833 美元。</p>
</div><p>The yen had come under pressure after 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 indicated a heightened risk of 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 affect markets, they have buttressed precious metals such as gold. Spot gold (XAU=) was up 3.19% at $5,174.09 an ounce after reaching an intraday record of $5,186.59. Spot silver (XAG=) surged 7.93% to $121.13 an ounce, after hitting a record $117.69 on Monday.</p>
<div class="lb-trans"><p>在日本首相高市早苗（Sanae Takaichi）于十月上任后，日元承压，部分原因是对日本政府债务的担忧，因为高市将其下个月选举的竞选活动建立在扩大刺激措施的基础上。但由于纽约联邦储备银行和日本银行关于利率检查的讨论，日元在周五大幅走强，表明美日联合干预以阻止日元贬值的风险加大。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，市场普遍预计美联储将维持利率不变。然而，可能替代美联储主席鲍威尔的提名、试图解雇理事 Lisa Cook 以及特朗普政府对美联储主席的刑事调查都笼罩在会议之上。随着地缘政治紧张局势继续影响市场，贵金属如黄金得到了支撑。现货黄金（XAU=）上涨 3.19%，至每盎司 5,174.09 美元，此前盘中创下 5,186.59 美元的纪录。现货白银（XAG=）上涨 7.93%，至每盎司 121.13 美元，此前周一触及 117.69 美元的纪录。</p>
</div><p>Analysts at Goldman Sachs said on Tuesday they see “meaningful upside risk” to their forecast of gold to hit $5,400 by December while Deutsche Bank said it thinks $6,000 “is achievable with a weaker dollar this year.” U.S. crude (CLc1) settled up 2.9% at $62.39 a barrel and Brent (LCOc1) rose to settle at $67.57 per barrel, up 3.02% on the day, as producers reeled from a winter storm that stunted crude production and drove U.S. Gulf Coast crude exports to zero over the weekend.</p>
<div class="lb-trans"><p>高盛的分析师周二表示，他们认为黄金在 12 月达到 5,400 美元的预测存在 “显著的上行风险”，而德意志银行则表示，他们认为在美元疲软的情况下，6,000 美元 “是可以实现的”。美国原油（CLc1）上涨 2.9%，收于每桶 62.39 美元，布伦特原油（LCOc1）上涨 3.02%，收于每桶 67.57 美元，因生产商受到冬季风暴的影响，原油生产受到抑制，并导致美国墨西哥湾原油出口在周末归零。</p>
</div><p>Currency moves against the US dollar</p>
<div class="lb-trans"><p>美元对其他货币的汇率变动</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/AUTOMATED-20260126/ALL-CURRENCY-VS-USD-PCT-CHG-ARROW-SINCE-ELEX/zgpoyxbjbpd/chart_eikon.jpg" alt="" original-src="https://www.reuters.com/graphics/AUTOMATED-20260126/ALL-CURRENCY-VS-USD-PCT-CHG-ARROW-SINCE-ELEX/zgpoyxbjbpd/chart_eikon.jpg"/></p>

GLOBAL MARKETS-Stocks rise to record on earnings optimism, dollar hits four-year low

Reuters

实物黄金股 ETF - ETFS

贵金属股 ETF -ETFS

黄金和贵金属矿商 ETF - U.S. Global

华夏黄金ETF

金矿股 ETF - VanEck Vectors

金属采矿 ETF - SPDR

黄金勘探商 ETF - GlobalX

2 倍做多黄金 ETF - ProShares

中金黄金

白银矿业股 ETF - GlobalX

环球银矿 MSCI ETF - iShares

Sprott Silver Mnrs & Physical Silver ETF

纽蒙特矿业

实物白银股票 ETF - ETFS

黄金 ETF - iShares

黄金 ETF - SPDR

阿尼科伊格尔矿业

全球黄金矿业股 MSCI ETF - iShares

白银信托 ETF - iShares

全球市场——由于对企业盈利的乐观情绪，股市创下新高，而美元则跌至四年来的低点