【真灼港股名家】担心贵金属纳入特关税名单，金银续创新高

Group 1: Gold Market Insights - Recent surge in gold prices, reaching historical highs, with expectations for further increases, potentially hitting $5,000 per ounce by 2026 due to a projected 14% rise in investment demand [1] - If investor inflows into gold increase by 30%, prices could rise to $6,000 per ounce [1] - Significant growth in ETF inflows, with a record $14 billion in September, marking an 880% year-on-year increase [1] - Current economic conditions, including rising U.S. fiscal deficits and debt levels, continue to support bullish sentiment for gold as a hedge and diversification tool [1] Group 2: Silver Market Dynamics - Silver prices are benefiting from private investment inflows similar to gold, particularly in the context of Federal Reserve interest rate cuts [2] - Short-term volatility risks for silver are higher than for gold due to the smaller market size and lower liquidity [2] - Record premiums are being paid by investors to secure immediate access to silver, highlighting its scarcity in the London vaults driven by increased speculative demand [3] Group 3: Broader Market Trends - The overall commodity market has strengthened, with precious metals experiencing price increases between 50% to 80% this year [3] - Ongoing geopolitical tensions, such as U.S.-China trade issues and concerns over the independence of the Federal Reserve, are fueling safe-haven demand for precious metals [3] - Potential implications of the U.S. government's investigation into rare metals, including silver, could tighten market supply and provide upward momentum for prices [3]