贵金属破纪录、有色集体上扬，大宗商品“涨声一片”

Group 1: Precious Metals - Gold prices reached a historic high, surpassing $4000 per ounce, with a peak of $4040.4, marking an increase of $1413 or over 53% year-to-date [2] - Silver prices also surged, reaching $48.93, a 14-year high, driven by both financial and industrial demand, particularly in the renewable energy sector [2] - Central banks continue to increase gold reserves, with China's gold reserves rising to 7406 million ounces, marking the 11th consecutive month of increases [3] Group 2: Base Metals - Base metals experienced significant price increases, with LME tin and cobalt rising by 8.7% and 4.9% respectively, while copper, zinc, and aluminum also saw gains during the holiday period [4] - Supply disruptions are identified as the main catalyst for the surge in base metal prices, with Indonesia closing illegal tin mines and the Democratic Republic of Congo transitioning to a cobalt quota system [5] - Copper prices have been particularly affected by supply issues, with the LME copper price breaking the $10,500 per ton mark and reaching a near one-year high of around $10,700 [7] - Analysts predict that copper prices will continue to rise, with Bank of America and Goldman Sachs adjusting their price forecasts for 2026 and 2027 upwards due to supply constraints and macroeconomic factors [7][8]