Bitget UEX presses high gold prices; brand-new highs; stockhouse performance bright (28 January 2026)

I. Hot spots

Federal Reserve Developments

Hot candidates for bitcoin instead of gold

Rick Rieder, a popular Federal Reserve Chairman, publicly stated that Bitcoin would go beyond gold as a value storage tool and advised investors to allocate the asset。
Key points: Rieder predicted that the probability would rise to 46 per cent, predicting in 2020 that bitcoin would function better than gold; and recently criticized the Fed for its slow rate of interest reduction, which was consistent with Trump ' s view。
Market impact: This statement strengthens the legitimacy of encrypted assets or promotes the flow of more institutional funds into the digital currency sector and boosts the related market sentiment。

Major international commodities

The decline in the Trump dollar triggered a surge in gold prices

The President of the United States, Trump, said that the fluctuations in the United States dollar were manageable, but suggested that the exchange rate might be manipulated, leading to a sharp setback in the dollar index and a four-year low。
Key points: the price of gold continues to rise by over $5190 per ounce; the non-United States currency is strong and the offshore renminbi is approaching 6.93; and Trump criticizes Japanese monetary policy。
Market impacts: The surge in risk avoidance demand pushes up prices for precious metals or increases global exchange rate volatility, affecting commodity trade patterns。

Macroeconomic policy

U.S. Congress negotiates to avoid a partial suspension of government

The Senate Republican leader indicated that consultations were under way with the White House on funding, and the Democratic Party called for restrictions on the Trump immigration policy as a condition for allocation。
Points: The deadline for allocation is 30 January, with the Ministry of Homeland Security focusing; the two parties seek a specific list of Democratic immigration enforcement。
Market impact: Failure to negotiate could trigger short-term market volatility, increase uncertainty and boost demand for risk-averse assets。

America warns South Korea not to discriminate against technology companies

THE TRUMP GOVERNMENT HAS THREATENED TO IMPOSE HIGHER TARIFFS ON COUNTRIES THAT DISCRIMINATE AGAINST AMERICAN SCIENCE AND TECHNOLOGY COMPANIES, WITH A FOCUS ON KOREAN ELECTRICIANS, COOL SKULL AND AI RULES。
Points: The United States Vice-President spoke to Prime Minister Han; bilateral trade talks were cancelled last December。
Market impacts: or increase trade friction between the United States and Korea, affecting the performance of the technology unit and affecting global supply chain stability。

The U.S. demands that India further reduce Russian oil purchases

The representative of the United States of America stated that India had made progress but needed to do more to obtain tariff relief, emphasizing that discount temptation was an obstacle。
Points: The negotiations have been going on for months; India is reluctant to stop the Russian oil discount altogether。
Market impacts: geopolitical pressures or volatile energy prices affect the balance between supply and demand in the global oil market。

High interest rates continue to suffocate U.S. housing prices

High mortgage interest rates led to a stagnation of 1.4 per cent in the November year-on-year increase in housing prices and a slight decrease in real housing prices。
Key points: 15 of the 20 major cities experienced a decline in the ring ratio; the increase was 1.3 percentage points behind。
Market impact: Real estate markets slow down or contain consumer spending, indirectly affecting the pace of overall economic recovery。

Market revisiting

large commodities & foreign exchange performance

Cash goldUp to $5190 per ounce, fresh record, provisional $5178 per ounce。
Cash and silver1.55 per cent to $113.7 per ounce, with the largest single-day increase recorded。
WIT CRUDE OIL: A decline of 0.02 per cent to $62.38 per barrel, influenced by investor interest in inventory data。
United States dollar indexIncrease of 0.27 per cent, report 96.02。

Encryption Currency Performance

BTCIncrease of 1.26 per cent to $89402, with a quick rebound from 87,300 low points。
ETH: Increase of 3.70% to $3022 and technically supported recovery。
Total market value of encrypted currencyIncreases from $1.2 to $3.12 trillion, driven by the emotional recovery of leverage。
Market warehouse situationTotal blast module $750 million, balanced over time。

United States equity index performance

Finger• Declining by 0.83 per cent to 4903 points, with a continuous burden of medical units。
Pump 500Increase of 0.41 per cent to 6978 points to update the record。
Nut fingerIncrease of 0.91 per cent to 23817 points, driven by chips and technology plates。

Technology giant dynamics

NVDAThe increase was more than 1.1 per cent and the demand for the beneficiary semiconductor was warming up。
APPLE (AAPL)Increase of more than 1.12 per cent and expected support for product innovation。
MICROSOFTThe increase was more than 2.19 per cent, and cloud service growth was positive。
AMAZONINCREASE OF OVER 2.63 PER CENT AND STRONG ELECTRICAL AND AI OPERATIONS。
MetaIncrease of 0.09 per cent in light communications orders。
GOOGLEIncrease of 0.39 per cent and stable search operations。
TESLADECLINE OF 0.99 PER CENT AND DECLINE IN BRAND VALUE. THE CENTRAL CAUSE OF THE OVERALL RISE AND DECLINE WAS THE FACT THAT MOST OF THE TECHNOLOGY GIANTS BENEFITED FROM THE RECOVERY OF CHIPS AND AI DEMAND, BUT TESLA ' S REPUTATION FOR BEING POLITICALLY INFLUENCED BY MASK。

Plank Instant Observation

Semiconductor plate1.59 per cent increase

REPRESENTING UNITS: PAN FOREST GROUP (LRCX), WHICH INCREASED BY MORE THAN 7 PER CENT; AND APPLICATION (AMAT), WHICH INCREASED BY MORE THAN 4 PER CENT。
Driver: Storage demand warms up and performance is expected to be positive, driving the index to record highs。

Storage conceptIncrease of 4.67 per cent

REPRESENTATION OF UNITS: U.S. LIGHT TECHNOLOGY (MU), BY 5.44 PER CENT; WESTERN DATA (WDC), BY 4.9 PER CENT。
Driver: High-forecast instruments in Hiter and Texas, boosting industry confidence。

Photocommunication panel10% increase

Representative units: Koning (GLW), up by nearly 16 per cent; Lumentum (LITE), up by over 11 per cent。
Driver: Meta 6 billion single stimulus, echoing its capital expenditure plan。

Encryption of mining concepts12% increase

Representing units: IREN Ltd (IREN), up 14 per cent; Cipher Mining (CIFR), up 13 per cent。
Driver: Bitcoin price rebound and mining expansion expectations。

Space concept15% increase

Representative units: Redwire (RDW), up by almost 30 per cent; BlackSky Technology (BKSY), up by over 10 per cent。
Driver: EUSAT and US Defense Contract infusion。

III. Depth interpretation

Joint Health - Weak Performance Guidance

Summary of eventsTHE Q4 BATTALION RECEIVED $113.2 BILLION IN 2025, LESS THAN EXPECTED; THE ADJUSTED EPS DECREASED BY 69.02 TO $2.11 PER CENT. COMPANIES PROJECTED REVENUES TO EXCEED $439.0 BILLION IN 2026, BUT DECLINED BY 2 PER CENT THE SAME YEAR, THE FIRST ANNUAL DECLINE SINCE 1989. AT THE SAME TIME, THE UNITED STATES GOVERNMENT HAS PROPOSED TO MAINTAIN THE HEALTH INSURANCE PAYMENT RATE BY ONLY 0.09 PER CENT, WELL BELOW THE PROJECTED RATE OF 6 PER CENT。Market interpretation: The institutional view is that high health-care costs and regulatory pressures continue to drag on earnings, and Morgan Stanley lowers the target price, emphasizing that constant health-care rates increase industry uncertainty。Investment revelation• Short-term health insurance equity coverage, where investors are encouraged to focus on policy changes; long-term or beneficiary population ageing。

Tesla - Decline in brand value

Summary of events:: Brand financial reports show that Tesla ' s brand value contracted by $15.4 billion in 2025, a 36 per cent decline for the third consecutive year. Reasons include the lack of innovative models, the higher price of electric cars than their counterparts, and the influence of the Mask political involvement on the reputation of companies。Market interpretation: Analysts point to increased competition and a public rebound to reduce brand attractiveness, and Goldman Sachs maintains a neutral rating, emphasizing the need to restore the focus of innovation。Investment revelation: Equity prices are vulnerable to leadership dynamics and are recommended for re-evaluation pending issuance of new vehicle models。

3. High-tech - financial over-expected

Summary of events• $2.83 BILLION FOR CAMP Q2 IN THE 2026 FISCAL YEAR, ADJUSTED FOR EPS $3.11; AND $2.83 BILLION FOR Q3 AND $3.20-3.60 FOR EPS, ALL HIGHER THAN EXPECTED. THE PRICE OF THE STOCK ON THE BACK INCREASED BY OVER 7 PER CENT AND THE PLATE WAS PUSHED UP。Market interpretation: Wall Street Analyst upgraded, Citicorp claims that demand for data centres strongly supports growth, offsetting macro-pressures。Investment revelation: STORAGE DEMAND RECOVERS WELL, SUITABLE FOR MEDIUM-LINE HOLDING CONCERNS ABOUT AI APPLICATION EXPANSION。

4. Texas instruments - financial expectations

Summary of eventsIN 2025, THE TEXAS INSTRUMENT COMPANY Q4 RECEIVED $4.42 BILLION AND NET PROFITS OF $1.16 BILLION, AND THE EPS $1.27; THE Q1 GUIDANCE COMPANY RECEIVED $432-4.68 BILLION AND THE EPS $1.22-1.48 EXCEEDED THE ANALYST ' S EXPECTATIONS. IT'S OVER 8%。Market interpretation: The institutional perspective is optimistic, with Barclay emphasizing the need for a warmer industrial and auto chips to alleviate stockpile concerns。Investment revelation: Semiconductor cycle up, investors may consider configuring relevant supply chains。

Asma - Upcoming release of performance

Summary of events: ASMAI WILL PUBLISH A FINANCIAL PAPER IN FRONT OF TODAY'S ROUND, AND THE MARKET WILL FOCUS ON THE EUV SCRIPT ORDER AND ITS IMPACT ON CHINA'S EXPORTS. COMPANIES, AS KEY SUPPLIERS OF CHIP MANUFACTURING, HAVE RECENTLY RECOVERED FROM BENEFITING INDUSTRIES。Market interpretation: ANALYST EXPECTS AN INCREASE IN REVENUE, AND THE BANK MAINTAINS A BUY-IN RATING, POINTING TO THE UPGRADE OF AI DEMAND-DRIVEN EQUIPMENT。Investment revelationIf performance is higher than expected or the semiconductor unit is upgraded, geo-risk is the focus。

IV. Developments in encryption money projects

1. Hypeliquid HIP-3 holds a new high of US$ 790M, driven by commodity trading。

Kraken launched the DeFi Earn product in support of a stable currency。

3. OpenMind activates the robotic app store in cooperation with the global Humanoid company。

Tether introduced USA coins to expand the line of stable currency products。

5. BlackRock applied for a bitcoin premium gain of ETF to increase institutional participation。

V. Today ' s market calendar

Data release schedules

The big news

Asmack: Pre-board - focus on chip equipment orders and supply chain。
Tesla, Microsoft, Meta, Pan forest Group: Afterward - Focus on the performance of technology giants。

bitget institute view:

It is clear that the US dollar is divided, with Pippner referring to a high level of innovation supported by the technology unit, but with a record rise in gold and silver prices, driven by the weakness of the United States dollar and geo-uncertainty, a four-year low dollar index in foreign exchange, and political risk or increased volatility, and still suggesting a balanced allocation of assets across all major categories。

DISCLAIMER: THE ABOVE IS COLLATED BY AI, MANUALLY ISSUED ONLY FOR VALIDATION AND IS NOT RECOMMENDED FOR INVESTMENT。