Group 1 - The core viewpoint is that the weakening of the US dollar and increased demand for safe-haven assets have driven significant price increases in gold and silver, with gold rising nearly $100 in a single day and closing up 2.85% at $3332.85 per ounce, while silver rose 1.42% to $32.45 per ounce [1][2]. Group 2 - The "reciprocal tariff" policy initiated by the Trump administration has led to a global trade disaster, with a 145% tariff on Chinese goods causing a 40% drop in container throughput at the Port of Los Angeles and major retailers like Walmart only able to maintain inventory for six weeks [3]. - This supply chain disruption has resulted in two major effects: a spiral of inflation, with clothing prices soaring 65% year-on-year and raw material costs for pharmaceuticals increasing by 87%, alongside a core PCE price index surpassing 3.5%, which has reinforced the logic for gold investment [3]. - There is a capital flight from the stock market to gold, evidenced by a 12% drop in the Nasdaq index this month and a significant increase of 12 tons in SPDR Gold ETF holdings in a single day [3]. - The US government's plan to expand tariffs to include strategic materials such as rare earths and lithium could fundamentally disrupt global supply chains [3]. - According to the World Gold Council, central bank gold purchases are expected to increase by 38% year-on-year in Q1 2025, with emerging market central banks like those in China and India accelerating their de-dollarization efforts [3]. Group 3 - For trading strategies, the support levels for gold are noted at $3324 or $3304, while resistance levels are at $3370 or $3420. For silver, support is at $32.40 or $32.30, with resistance at $32.80 or $33.10 [4].
贵金属纷纷大涨 "对等关税"正演变为全球贸易灾难
Jin Tou Wang·2025-05-06 05:18