美元/港币 (USDHKD) 加自选

特朗普讲话后，美元仍面临压力。周四，美元在美国交易时段持平。美国总统特朗普在达沃斯世界经济论坛上发表讲话。

US Dollar remains under pressure after Trump's remarks.The US Dollar has turned flat during the US trading session on Thursday. US President Trump spoke at the World Economic Forum in Davos.

美国能源信息署的最新数据显示，截至1月17日，美国原油库存连续第九周下跌，而馏分燃料库存大幅下降，汽油库存进一步上升。原油库存下降102万桶，低于市场普遍预期的210万桶，并延续了上周的200万桶。这与俄克拉荷马州库欣交付中心的库存下降相一致，库存下降了15万桶。

Stocks of crude oil in the US fell for a fell for a ninth consecutive week on the period ending January 17th, while stocks of distillate fuel dropped sharply and stocks of gasoline rose further, according to the latest data from the Energy Information Administration. Crude oil inventories dropped by 1.02 million barrels, below the market consensus of a 2.1 million barrel draw, and extending the 2 million barrel draw from the previous week. This was in line with the drop in inventories at the Cushing, Oklahoma, delivery hub, which fell by 150 thousand barrels.

截至1月23日，房地美支持的30年期固定抵押贷款的平均利率降至6.96%，在连续五周上涨后，从2024年5月初以来的最高水平有所回落。这一下降与长期国债收益率一致，因为核心通胀的缓解增强了人们对美联储今年降息的预期，市场目前预计美联储将在7月前首次降息。房地美首席经济学家Sam Khater表示：“在上周突破7%大关后，30年期固定利率抵押贷款出现了六周来的首次下降。虽然负担能力挑战仍然存在，但这对潜在购房者来说是个好消息，这反映在购买申请的相应增加上。”。

The average rate on a 30-year fixed mortgage backed by Freddie Mac dropped to 6.96% as of January 23rd, easing from the highest level since early May 2024 after five consecutive weeks of increases. The decline aligned with long-dated Treasury yields as easing core inflation reinforced expectations for Federal Reserve rate cuts this year, with markets now pricing in the first reduction by July. “After crossing the 7%-mark last week, the 30-year fixed-rate mortgage saw its first decline in six weeks. While affordability challenges remain, this is welcome news for potential homebuyers, as reflected in a corresponding uptick in purchase applications,” said Sam Khater, Freddie Mac’s Chief Economist.

美国股市周四大多走高，延续了本周的涨势，因为市场评估了美国总统特朗普的政策转向可能如何影响企业回报和未来借贷成本。标准普尔500指数小幅上涨，保持在6100点以上，而道琼斯指数上涨250多点，表现优于大盘。这位新宣誓就职的总统重申了之前关于降低税收、对贸易伙伴征收关税和提高能源产量的承诺，同时也呼吁美联储和其他主要央行降低利率。股票交易所的核心板块大幅上涨，推高了道琼斯指数在昨日表现不佳后的防御板块。通用电气股价飙升7%以上，联合太平洋公司在公布乐观的盈利业绩后，推动工业公司股价大幅上涨。另一方面，纳斯达克100指数小幅跌破平线，投资者在SK海力士在韩国的收益令人失望后考虑了科技行业的风险。英伟达、苹果和微软股价下跌。

US stocks were mostly higher on Thursday, extending their rally this week as markets assessed how policy pivots by US President Trump may impact corporate returns and future borrowing costs. The S&P 500 edged higher to remain above the 6,100 threshold, while the Dow outperformed by gaining more than 250 points. The newly-sworn-in President reiterated previous pledges of lower taxes, tariffs on trading partners, and higher energy output, while also calling for lower interest rates by the Fed and other major central banks. Core sectors of stock exchanges rose sharply, lifting defensive sectors for the Dow following yesterday’s underperformance. GE soared by over 7% and Union Pacific and after delivering optimistic earnings results, pushing industrial companies to trade sharpy higher. On the other hand, the Nasdaq 100 inched below the flatline as investors considered risks to the tech sector after underwhelming SK Hynix earnings in Korea. Nvidia, Apple, and Microsoft traded in the red.