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【UNFX 课堂】贵金属风云再起黄金缠斗未休白银吹响反攻号角
Sou Hu Cai Jing·2025-08-08 04:13

Group 1: Gold Market Analysis - The gold market is currently experiencing a stalemate, with prices hovering around $1900, reflecting a tug-of-war between bulls and bears [1][2] - Bullish sentiment is supported by weak global economic data, particularly China's manufacturing PMI at 48.8, and ongoing geopolitical tensions [1] - Bearish pressure arises from a strengthening US dollar, bolstered by unexpectedly strong non-farm payroll data and indications from Federal Reserve officials suggesting further interest rate hikes [1] Group 2: Silver Market Dynamics - The silver market is showing initial signs of a bullish reversal, with a clear breakout above a long-term resistance channel [3] - A W-bottom pattern is forming, particularly around the $24 support level, indicating potential upward movement [3] - The gold-silver ratio is declining from approximately 85 to 80, suggesting an increase in market risk appetite and a shift towards more aggressive assets like silver [4] Group 3: Industrial Demand for Silver - Silver demand is surging due to significant growth in the photovoltaic industry (over 30% year-on-year) and a 15% increase in demand from electric vehicle battery applications [4] - The combination of industrial demand and the perception of silver being undervalued is fueling the current bullish trend in the silver market [4] Group 4: Investment Strategies - For gold investors, a patient approach is advised, utilizing a strategy of light positions and opportunistic trading around the $1900-$1910 range, with close monitoring of potential breakout points above $1950 [5] - Silver investors are encouraged to consider buying on dips, particularly around the $24.2-$24.5 support level, with protective stop-losses set below $24 [6]