daily-brief
2026-01-26北美极寒天气引爆油价，能源股护盘
Global Market
Global Crisis
Supply Chain炼油产能受损引发能源焦虑
大宗商品走强 (Commodity Boom)
USDKOSPI
64.20
+3.88%
Why? 北美炼油厂停产恐慌发酵
Risk Mixed
Sector Specific Bullish
"周一市场的核心主题是“极寒天气 (Cold Wave)”。WTI 原油价格受供应中断担忧影响，一举突破 64 美元，引发了市场对通胀抬头的关注。但能源和化工板块的强势表现为大盘提供了有力支撑。比特币在消化周末涨幅后，正蓄势挑战前期高点。"
Commodity+0.46%
Gold(3.75g)
978,500
Crypto+0.98%
BTC/KRW
133,450,000
Forex+0.18%
JPY/KRW
936.20
Stock+0.17%
KOSPI
4,924.10
Commodity+3.88%
WTI Oil
64.20
Mega Blizzard
极寒天气引发供给冲击 (Supply Shock)
Market Open: US CPI (Next Week)
Major Altcoins
ETH+1.6%
4,280,000 KRW
Ethereum
SOL+3.0%
188,500 KRW
Solana
XRP+1.3%
2,745 KRW
XRP
DOGE+2.4%
172 KRW
Dogecoin