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暴跌未灭狂热 黄金或面临更深调整
Jin Tou Wang· 2026-02-04 02:03
Group 1 - The core viewpoint is that the recent drop in gold prices is not the end of its troubles, as investor enthusiasm remains high despite the decline, indicating potential further downside for gold prices [1] - Last Friday, gold prices fell nearly 10% and silver prices dropped over 31%, yet there were no substantial changes in the fundamentals, with inflation expectations rising and policy uncertainty not significantly decreasing [1] - The HGNSI sentiment index remains high at 84.4%, suggesting market overcrowding, while the CME's margin increase has exacerbated leveraged liquidations, leading to liquidity shocks [1] Group 2 - Institutions view the recent price movements as a healthy correction or structural bull market fluctuation, but sentiment has not sufficiently cooled down [1] - Historical data indicates that an HGNSI below 10% is a reliable buy signal, suggesting that there may still be selling risks in the short term [1] - As of Tuesday, the spot gold price was reported at $4895.37 per ounce, reflecting a 5.06% increase [2]
黄金冲高5053动能放缓 反弹非反转或陷收敛震荡
Jin Tou Wang· 2026-02-04 02:03
市场动荡的导火索包括特朗普提名凯文.沃什为美联储下一任主席,以及芝商所上调交易保证金要求。 此外,由于美国政府部分停摆,原定于本周五发布的1月就业报告将被推迟。 今日周三(2月4日)亚盘时段,伦敦金目前交投于5053.05美元附近,截至发稿,伦敦金最新报5034.69美 元/盎司,涨幅1.74%,最高上探至5053.05美元/盎司,最低触及4908.40美元/盎司。目前来看,伦敦金短 线偏向看涨走势。黄金周二强劲反弹超6%,创下自2008年11月以来的最大单日涨幅,主要受到坚挺基 本面支撑下的逢低买盘推动,同时,地缘紧张升温也推迟金价上涨 【要闻速递】 现货黄金上涨超6%,至每盎司4993.27美元,从周一的低点大幅回升。此轮反弹主要受到坚挺基本面支 撑下的逢低买盘推动。分析师普遍认为,近期回调属于长期上升趋势中的健康修正,推动黄金上涨的宏 观因素依然稳固。 Zaner Metals策略师Peter Grant指出,市场可能进入盘整阶段,关键支撑位在4400美元附近,上行阻力位 或为5100美元。尽管波动加剧,多数观点仍预期牛市将延续,金价有望在今年晚些时候再创新高。 摘要今日周三(2月4日)亚盘时段,伦敦金 ...
黄金大阳反弹收4946 日内关注回踩后上行力度
Jin Tou Wang· 2026-02-04 02:03
【最新现货黄金行情解析】 昨日黄金延续强势拉升,早盘开于4673.4美元后小幅回落至4663.7,随后进入震荡上行节奏,午盘起加 速攀升,日线最高触及4995.1美元,尾盘略有收敛,收于4946.3美元,以一根上影线较长的大阳线收 官,显示多头攻势强劲但上方存在一定压力。 形态上看,今日倾向回踩后延续上涨。目标依次看4900、4950及5000关口,突破则进一步看5035、5050 和5082。 【要闻速递】 此次上涨是对周一跌势的阶段性修复。此前,黄金在上周五单日跌幅接近10%,与白银同日暴跌30%(创 1980年来最差单日表现)共同引发"史诗级抛售"。随着周二金银持续走高,全球多地矿业股及贵金属ETF 同步跟涨。 欧洲市场方面,覆盖地区性矿业龙头的Stoxx600基础资源指数早盘涨超2%;伦敦上市的力拓(Rio Tinto)开 盘涨2.2%,英美资源集团(Anglo American)涨逾3%,安托法加斯塔(Antofagasta)涨2.5%。美国市场贵金 属ETF亦表现亮眼:ProShares Ultra Silver ETF开盘前一度涨15%,abrdn Physical Silver Shares ...
2月4日金市早评:金价强势反弹站上5048 后市面临“三重门”
Jin Tou Wang· 2026-02-04 02:03
Group 1 - The US dollar index is trading around 97.363, while spot gold opened at $4944.54 per ounce and is currently trading at approximately $5048.82 per ounce [1] - The previous trading day saw the US dollar index rise by 0.06% to 97.445, and spot gold increased by 6.15% to $4945.74 per ounce [1] - Other precious metals also experienced price increases, with spot silver rising by 7.48% to $85.07 per ounce, platinum up by 4.18% to $2214.00 per ounce, and palladium increasing by 0.78% to $1741.50 per ounce [1] Group 2 - As of February 3, COMEX gold inventory increased by 4.05 tons to 1112.12 tons, while COMEX silver inventory rose by 57.24 tons to 12561.37 tons [2] - SPDR gold ETF holdings decreased by 3.72 tons to 1083.38 tons, and SLV silver ETF holdings fell by 108.89 tons to 16437.70 tons [2] - The payment direction for deferred compensation fees indicates that for gold (Au t+d), longs are paying shorts, while for silver (Ag t+d), shorts are paying longs [2]
COMEX金“V型”反弹暗藏隐忧 政治与货币逆风或限制涨幅
Jin Tou Wang· 2026-02-04 02:01
Core Viewpoint - The recent surge in gold prices is attributed to a rebound after a significant correction, with prices rising over 6% during the trading session, potentially marking the largest single-day increase since November 2008 [1][3]. Group 1: Market Dynamics - Gold prices experienced a sharp decline, dropping to approximately $4,402, before rebounding to around $4,952 during the trading session [1]. - April gold futures rose by 6.93%, closing at $4,975 per ounce, with a notable increase of $322.4 in a single day [1]. - The recent downturn in precious metals is primarily driven by technical factors rather than a significant weakening of the fundamentals [3]. Group 2: Analyst Insights - Analysts maintain a bullish outlook for gold, suggesting that the market may enter a consolidation phase between support at $4,400 and resistance at $5,100 [3]. - Economic and political uncertainties are expected to support gold and silver prices, with expectations of a long-term bull market resuming [3]. - The low-interest-rate environment continues to favor gold, although a lack of new catalysts may lead to short-term consolidation [3]. Group 3: Technical Analysis - The April gold futures chart indicates a bearish "key reversal" pattern, suggesting a potential market top [4]. - The next upward target for bulls is to break the strong resistance level at $5,250, while bears aim to push prices below the technical support level of $4,423.20 [4]. - Key resistance levels are identified at $4,977.70 and $5,000, while support levels are at $4,750 and the overnight low of $4,690.20 [4].
因为热爱,一起纵横,2026纵横家宴一场热爱与归属的双向奔赴
Jin Tou Wang· 2026-02-04 01:34
Core Viewpoint - The event "2026 Zongheng Family Feast" in Wuhu symbolizes the brand's commitment to building a community centered around user engagement, brand confidence, and ecological expansion, emphasizing a two-way relationship between Zongheng and its users [1][18]. Group 1: Brand Development and Achievements - 2025 marked a significant year for Zongheng with the official brand launch on January 22, the G700's participation in the Rally of the Silk Road on May 19, and its domestic and international market entries in October and November, respectively [4]. - The G700 achieved notable recognition through 12 unique brand events, including its international debut at the Burj Khalifa and various community engagement activities, showcasing Zongheng's commitment to global presence and social responsibility [4]. Group 2: User Engagement and Community Building - Zongheng emphasizes emotional connections with users, fostering brand loyalty through shared experiences and community events, including collective vehicle delivery ceremonies and outdoor adventures across various cities [10][8]. - The company has implemented the "Zongheng China Plan" and "Zongheng Ecological Customization" services, providing comprehensive support and personalized vehicle solutions to enhance user experience and satisfaction [12][10]. Group 3: Technological Commitment and Quality Assurance - Zongheng maintains a strong focus on technological innovation and quality control, ensuring that advanced engineering and rigorous production processes underpin the reliability of its products [7]. - User feedback highlights the tangible benefits of Zongheng's technological advancements, reinforcing brand confidence through visible quality and performance [7]. Group 4: Future Initiatives and Ecosystem Expansion - In 2026, Zongheng plans to deepen its core principles of "co-creation, scenarios, and value," aiming to build a vibrant brand ecosystem through user-centric activities and community engagement [15][17]. - The company will recruit "Zongheng Heroes" for social responsibility initiatives and create platforms for photography and creative expression, further enhancing user involvement and brand loyalty [15][17].
荣耀接踵而至!众捷汽车斩获“最受欢迎董秘”与“最具人气上市公司”双项殊荣
Jin Tou Wang· 2026-02-04 01:33
近日,在国内领先金融信息服务平台同花顺主办的"共同发声,价值发现"上市公司年度评选活动中,众 捷汽车(股票代码:301560.SZ)从众多上市公司中崭露头角,荣获"最具人气上市公司TOP300"与"最受欢 迎董秘TOP100"双项大奖。 市场认可:投资者以投票表达信任 专业作为:高质量信息披露获肯定 本次上市公司年度评选旨在挖掘优秀的上市公司以及投资者关系团队,推动资本市场实现价值发现。其 中,"最受欢迎董秘"和"最具人气上市公司"奖项完全依据投资者投票结果确定,直接体现了市场参与者 对公司的关注程度和喜爱程度。 该评选是基于广大投资者的公开投票数据得出的,是衡量上市公司市场口碑和投资者关系管理工作成效 的重要指标。此次众捷汽车能够同时入选两项人气榜单,表明公司在战略布局、经营业绩以及与投资者 互动沟通方面所付出的努力,获得了广大投资者的认同。 继往开来:积极回报市场信赖 此次获奖,是资本市场对众捷汽车规范治理、透明沟通以及未来价值的广泛肯定,标志着公司在投资者 关系管理方面取得了新的进展。 展望未来,众捷汽车将继续聚焦汽车热管理系统核心零部件的主业,把握新能源汽车行业的发展契机。 同时,公司将进一步巩固治理 ...
塔城金融监管分局同意人保财险乌苏支公司八十四户乡营销服务部变更营业场所
Jin Tou Wang· 2026-02-03 12:54
中国人民财产保险股份有限公司应按照有关规定及时办理变更及许可证换领事宜。 同意中国人民财产保险股份有限公司乌苏支公司八十四户乡营销服务部将营业场所变更为:新疆维吾尔 自治区塔城地区乌苏市重庆路467号。 2026年1月29日,塔城金融监管分局发布批复称,《关于中国人民财产保险股份有限公司乌苏支公司八 十四户乡营销服务部变更营业场所的请示》(塔人保财险发〔2025〕116号)收悉。经审核,批复如下: ...
油价支撑贸易扰动并存 美加央行立场分化
Jin Tou Wang· 2026-02-03 12:22
Core Viewpoint - The Canadian dollar (CAD) is experiencing fluctuations influenced by multiple macroeconomic factors and market sentiment, with its performance closely tied to international oil prices, the US-Canada interest rate differential, trade relations, and economic fundamentals [1][2]. Group 1: Oil Prices and CAD Correlation - The CAD is highly correlated with international oil prices, which have recently reached near four-month highs due to improved supply-demand dynamics and expectations of global economic recovery, benefiting Canada's trade surplus and capital inflows [1]. - A previous drop in oil prices to $60 per barrel, combined with a weak Canadian economy, led to the CAD depreciating against the USD, hitting a sixteen-month low [1]. Group 2: Monetary Policy Impact - Divergence in monetary policy between the US and Canada is affecting CAD movements, with the Federal Reserve maintaining interest rates and the market pricing in two rate cuts in 2026, which has led to a weaker USD and supported the CAD [1]. - The Bank of Canada also kept rates unchanged, causing the CAD to be more sensitive to oil price fluctuations rather than USD volatility [1]. Group 3: Trade Relations and Market Sentiment - Trade tensions between the US and Canada, particularly the proposed 50% tariff on Canadian aircraft imports, have raised market concerns and led to a short-term rebound of the USD against the CAD [2]. - Ongoing negotiations in the steel and aluminum sectors, as well as the review of the mainland free trade agreement, will further influence CAD movements [2]. Group 4: Technical Analysis and Short-term Outlook - The USD/CAD exchange rate is in a downward channel, having broken below the 1.36 mark, with technical indicators showing mixed signals for short-term direction [2]. - The CAD is expected to be influenced by oil prices, US-Canada trade developments, and US economic data, with the USD/CAD likely to fluctuate between 1.3450 and 1.3700 [2]. Group 5: Medium to Long-term Considerations - The medium to long-term trajectory of the CAD will depend on the stability of oil prices, changes in the US-Canada interest rate differential, and the strength of the Canadian economic recovery [2]. - While Canadian manufacturing shows signs of recovery, volatility in consumer spending may limit CAD appreciation [2].
广发期货:美元反弹+杠杆资金出逃 双重压力致金价闪崩!
Jin Tou Wang· 2026-02-03 09:40
【黄金期货行情表现】 卡塔尔外交部1月31日发表声明,强烈谴责以色列在加沙地带一再违反停火协议。声明说,以方有关行 为已造成多人伤亡,是危险的升级举动,可能进一步激化局势,并削弱本地区和国际社会为恢复加沙地 带稳定所作的努力。声明强调,持续违反停火协议的行为对正在推进的政治进程构成直接威胁。以色列 必须全面遵守停火协议,并落实联合国安理会相关决议。 【机构观点】 逻辑:美元反弹叠加杠杆资金出逃,美国制造业数据向好,短期受消息面和资金情绪影响大。数据:国 际金价跌 4.21% 报 4659.35 美元 / 盎司,一度跌至 4403 美元,抹去 1 月全部涨幅。观点:关注 60 日均 线支撑,企稳后可择机配置平值或浅虚值看涨期权。 2月3日,沪金主力暂报1093.78元/克,涨幅0.63%,今日沪金主力开盘价1068.46元/克,截至目前最高 1098.30元/克,最低1033.50元/克。 【宏观消息】 美国1月标普全球制造业PMI初值 51.9,预期52,前值51.8。 美国1月标普全球综合PMI初值 52.8,预期 53,前值52.7。 美国1月标普全球服务业PMI初值 52.5,预期52.8,前值52.5 ...