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 - Risk assets are rebounding while safe-haven assets remain favored, with Trump's recent comments suggesting he may not follow through on increased tariffs against China [1] - Goldman Sachs' chief economist predicts that the current tariffs will likely be extended beyond November 10, with limited concessions from both sides [1] - U.S. stock index futures showed positive movement, with the S&P 500 futures up 0.88% and Nasdaq 100 futures up 1.14% [3] Group 2 - Historical data indicates that 7 out of 13 bull markets since World War II have continued into the fourth year, with an average cumulative gain of 88% [3] - The S&P 500 index has risen 83% since its low on October 12, 2022, with a market capitalization increase of approximately $28 trillion [3] - Major Wall Street banks are set to release quarterly earnings reports, with S&P 500 companies expected to see an 8.8% increase in overall earnings compared to the previous year [3] Group 3 - The Asia-Pacific stock market experienced widespread declines, with the MSCI Asia-Pacific index down 0.6% [6] - The KOSPI index in South Korea fell 2.35%, with significant drops in major stocks like SK Hynix and Samsung Electronics [6] - The Australian ASX/S&P 200 index decreased by 0.68%, although Australian rare earth stocks surged due to government investment plans [7] Group 4 - Gold prices reached a new high of $4,060 per ounce before retreating to $4,043, with SPDR Gold Trust holdings increasing by 3.72 tons [9] - Despite gold's rise, only a small percentage of private and institutional assets are allocated to gold, indicating limited structural bullish sentiment [9] - Silver prices approached historic highs due to market conditions, with significant liquidity issues reported in the London silver market [10] Group 5 - Concerns over potential tariffs on precious metals have led to increases in platinum and palladium prices, both rising over 2% [11]