{"id":3475,"date":"2025-12-26T14:00:53","date_gmt":"2025-12-26T03:00:53","guid":{"rendered":"https:\/\/www.amillex.com\/?p=3475"},"modified":"2025-12-29T11:51:33","modified_gmt":"2025-12-29T00:51:33","slug":"amillex-daily-market-commentary-thin-holiday-trading-sees-risk-assets-edge-higher-us-equities-and-precious-metals-scale-new-summits","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/es\/2025\/12\/26\/amillex-daily-market-commentary-thin-holiday-trading-sees-risk-assets-edge-higher-us-equities-and-precious-metals-scale-new-summits\/","title":{"rendered":"Comentario diario de mercado de Amillex | La escasa actividad comercial durante las fiestas impulsa al alza los activos de riesgo, y las acciones estadounidenses y los metales preciosos alcanzan nuevos m\u00e1ximos.\u00a0"},"content":{"rendered":"<p class=\"has-medium-font-size wp-block-paragraph\"><strong>26 de diciembre de 2025.\u00a0<\/strong>Durante las sesiones de Navidad y Nochebuena, las acciones estadounidenses subieron ligeramente, alcanzando nuevos m\u00e1ximos hist\u00f3ricos de cierre en medio de una escasa liquidez a fin de a\u00f1o. El S&amp;P 500, el Dow Jones y el Nasdaq registraron ganancias, aprovechando el repunte navide\u00f1o. Simult\u00e1neamente, los metales preciosos experimentaron una volatilidad excepcional; el oro al contado super\u00f3 brevemente los 4500\/oz, mientras que la plata repunt\u00f3 por encima de los 72,7\/oz antes de retroceder. Estos movimientos reflejan una confluencia de incertidumbre geopol\u00edtica, una s\u00f3lida asignaci\u00f3n de fondos institucionales y de bancos centrales, y la anticipaci\u00f3n del mercado a los recortes de tipos de inter\u00e9s de 2026. Con los mercados estadounidenses cerrados el 25 de diciembre, la falta de volumen exacerb\u00f3 las fluctuaciones de precios durante las fiestas.\u00a0<\/p>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size wp-block-paragraph\"><strong>Rendimiento del mercado y an\u00e1lisis fundamental por clase de activo<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>1. Mercado de valores de EE. UU.<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Rendimiento del \u00edndice:<\/strong>&nbsp;&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">El promedio industrial Dow Jones gan\u00f3 0,60% hasta los 48.731, marcando un cierre r\u00e9cord pero sin lograr superar el m\u00e1ximo intradiario del 12 de diciembre;&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">El \u00edndice S&amp;P 500 extendi\u00f3 su racha ganadora a tres sesiones, subiendo 0,32% hasta alcanzar un nuevo m\u00e1ximo hist\u00f3rico;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">El \u00edndice Nasdaq subi\u00f3 ligeramente 0,22%, continuando su consolidaci\u00f3n dentro de su rango de niveles altos reciente.&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Enfoque en acciones:<\/strong>&nbsp;Micron Technology (MU) subi\u00f3 3,8%, continuando su racha de m\u00e1ximos hist\u00f3ricos con un impulso alcista sostenido.&nbsp;<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Factores determinantes:<\/strong>&nbsp;El optimismo se mantiene gracias a la resiliencia econ\u00f3mica (como lo demuestran los datos del PIB del tercer trimestre) y a las expectativas de un repunte estacional durante la Navidad. La evoluci\u00f3n de los precios subraya a\u00fan m\u00e1s la continua confianza del mercado en el potencial de la inteligencia artificial.&nbsp;<\/p>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>2. Mercado de divisas:<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">El \u00edndice del d\u00f3lar estadounidense (DXY) se debilit\u00f3 antes del feriado, manteni\u00e9ndose cerca del rango de 97,9\u201398,0. El \u00edndice contin\u00faa bajo presi\u00f3n estructural, ya que los mercados anticipan un ciclo de flexibilizaci\u00f3n monetaria m\u00e1s agresivo para 2026.;&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">El par EUR\/USD oscil\u00f3 entre 1,177 y 1,18 antes de las vacaciones; la tendencia alcista estructural se mantiene intacta;&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">USD\/JPY: La ministra de Finanzas de Jap\u00f3n, Satsuki Katayama, emiti\u00f3 advertencias a principios de semana, frenando una mayor depreciaci\u00f3n del yen. El par se acerc\u00f3 a 156;&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">El par GBP\/USD mantuvo su fortaleza relativa debido a los diferenciales de rendimiento frente a la eurozona y la din\u00e1mica del Banco de Inglaterra. El par est\u00e1 probando el nivel de 1,35, cerca de m\u00e1ximos c\u00edclicos recientes.&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>3. Metales preciosos y materias primas<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Metales preciosos:&nbsp;<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">Oro al contado (XAUUSD): El impulso alcista llev\u00f3 los precios a nuevos m\u00e1ximos hist\u00f3ricos, superando brevemente la barrera psicol\u00f3gica de $4500\/oz. El doble papel del oro como cobertura geopol\u00edtica y amortiguador de la inflaci\u00f3n se ve reforzado por las expectativas de una pol\u00edtica monetaria expansiva a largo plazo.&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">Plata al contado (XAGUSD): Super\u00f3 al oro en t\u00e9rminos de ganancias porcentuales antes de un retroceso parcial. Los analistas atribuyen el retroceso a la toma de ganancias por parte de los operadores tras el repunte a m\u00e1ximos hist\u00f3ricos.&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Productos b\u00e1sicos:&nbsp;<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">Los precios del petr\u00f3leo crudo WTI se mantuvieron pr\u00e1cticamente estables, cerrando con una ligera baja de 0,17%, poniendo fin a una racha alcista de tres d\u00edas.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>4. Criptoactivos<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">Tanto Bitcoin (BTC) como Ethereum (ETH) siguen cotizando dentro de un rango estrecho y de baja volatilidad en niveles bajos, y actualmente carecen de un catalizador claro para una ruptura.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>5. El tema de hoy<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list has-medium-font-size\">\n<li class=\"has-medium-font-size\">Hoy no hay datos econ\u00f3micos importantes que seguir de cerca.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>December 26, 2025.\u00a0Reviewing the Christmas and Christmas Eve sessions, US equities drifted higher to notch new closing records amid thin year-end liquidity. The S&amp;P 500, Dow, and Nasdaq all posted gains as the &#8220;Santa Claus Rally&#8221; window remained open. Simultaneously, precious metals saw exceptional volatility; Spot Gold briefly cleared the $4,500\/oz handle, while Silver surged [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":3476,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ocean_front_end_style_editor":"no","ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","_glsr_average":0,"_glsr_ranking":0,"_glsr_reviews":0,"ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[8],"tags":[],"class_list":["post-3475","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-english-news","entry","has-media"],"_links":{"self":[{"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/posts\/3475","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/comments?post=3475"}],"version-history":[{"count":3,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/posts\/3475\/revisions"}],"predecessor-version":[{"id":3480,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/posts\/3475\/revisions\/3480"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/media\/3476"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/media?parent=3475"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/categories?post=3475"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/tags?post=3475"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}