刚刚，特朗普宣布：黄金不会被加征关税！金价大跌

Group 1: Precious Metals Market - President Trump announced that gold would not be subject to tariffs, leading to a significant drop in precious metal prices, with COMEX gold futures down 2.78% to $3394.1 per ounce and silver down 2.29% to $37.66 per ounce [2] - The recent tariff announcement by U.S. Customs and Border Protection on gold imports could have profound implications for the global gold market, with analysts suggesting that gold prices may experience strong fluctuations in the long term [3] Group 2: Lithium Market - Lithium carbonate futures surged, with the main contract rising by 8% to 81,000 yuan per ton, driven by supply disruptions, particularly the suspension of mining operations at the Jiangxiawo mine by CATL [8][11] - The suspension of the Jiangxiawo mine is expected to reduce lithium supply by approximately 6.8 million tons in the second half of the year, with a monthly supply decrease of 14,000 to 16,000 tons, representing about 13% of current domestic monthly supply [12] - Analysts believe that while the current price of lithium carbonate has risen significantly, the fundamental supply-demand balance has not reversed, and caution is advised regarding potential price corrections [13]