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帮主郑重:大宗商品集体“降温”?油价金价齐跌,中长线该怎么看?
Sou Hu Cai Jing·2025-11-05 03:26

Group 1 - The commodity market is experiencing a collective adjustment, with oil prices dropping after a four-day increase, and basic metals like copper and aluminum also declining [1][3] - WTI crude oil fell below $61, a decrease of 0.8%, primarily due to a strong dollar and concerns over supply surplus, as OPEC+ announced no production increase for the first quarter [3][4] - Copper prices dropped 2.4% at one point, closing down 1.8% at $10,663.5 per ton, as supply concerns eased following positive news from Chile's national copper company [3][4] Group 2 - Gold prices fell by 1.7% to $3,934 per ounce, influenced by a strong dollar and a cautious stance from the Federal Reserve regarding interest rate cuts [4] - The recent decline in commodity prices is attributed to short-term factors such as the dollar's strength and changing supply expectations, rather than a long-term trend shift [5] - Recommendations for long-term investors include monitoring actual supply changes in oil, focusing on metals linked to "hard demand" like copper, and waiting for clearer signals from the Federal Reserve before making moves in gold [5]