TACO交易已开启？亚太早盘金银双创新高 美股期货、加密货币齐反弹

Group 1: Market Reactions to Tariff Statements - Trump's recent comments suggest he may not follow through on threats to significantly raise tariffs on China, indicating a potential easing of trade tensions [1] - Goldman Sachs' chief economist predicts that the current tariffs will likely be extended beyond November 10, with both sides making limited concessions [1] Group 2: U.S. Stock Market Performance - U.S. stock index futures rebounded, with the S&P 500 futures up 0.88%, Nasdaq 100 futures up 1.14%, and Dow Jones futures up 0.7% [2] - Historical data shows that 7 out of 13 bull markets since World War II lasted into the fourth year, with the current bull market having risen 83% since its low in October 2022 [2] - Major Wall Street banks are set to release quarterly earnings, with S&P 500 companies expected to see an 8.8% year-over-year increase in overall earnings [2] Group 3: Cryptocurrency Market Trends - Bitcoin experienced a 4.2% increase within 24 hours, surpassing $115,000, while other cryptocurrencies like Ethereum and XRP also saw gains of over 10% [2] - The total market capitalization of cryptocurrencies rose to $3.85 trillion, reflecting a nearly 10% increase from two days prior [2] Group 4: Asia-Pacific Market Trends - The Asia-Pacific stock markets generally declined, with the MSCI Asia-Pacific index down 0.6% and the KOSPI index in South Korea dropping 2.35% [4] - Japanese markets were closed for a holiday, while the Nikkei index futures showed a slight recovery but remained below previous closing levels [4] Group 5: Australian Market Developments - The ASX/S&P 200 index fell 0.68%, but Australian rare earth stocks surged due to government plans to invest $780 million in mineral reserves [5] - The Hang Seng Index opened down 2.5%, with technology stocks experiencing significant declines [5] Group 6: Chinese Stock Market Insights - China's three major stock indices recorded declines, but domestic software stocks saw substantial gains, with some reaching their daily limit [6] - Analysts suggest that a low-interest-rate environment could foster a sustained technology bull market in China [6] Group 7: Currency Market Movements - The Chinese yuan's exchange rate indices showed an increase, with the CFETS index reaching 97.32, marking a 0.55% rise [7] Group 8: Precious Metals Performance - Gold prices reached a new high of $4,060 per ounce before retreating, with significant inflows into gold ETFs [8] - Silver prices approached historical highs due to market dynamics, with a notable squeeze in the London market leading to liquidity issues [9] Group 9: Platinum and Palladium Price Movements - Concerns over potential tariffs on precious metals have led to significant price increases for platinum and palladium, both rising over 2% [10]