Group 1 - Oil prices experienced a temporary increase of 2% following the attack on Russia's Novorossiysk port, but subsequently declined as the port resumed operations, indicating a balance between supply recovery and geopolitical risks [3] - Gold prices have recently decreased due to shifting expectations regarding the Federal Reserve's interest rate decisions, with uncertainty around potential rate cuts impacting investor sentiment [3] - The decline in base metals like copper is attributed to a strengthening US dollar, which reduces the attractiveness of dollar-denominated commodities, although long-term demand is expected to be driven by global economic recovery [3] Group 2 - Long-term investment strategies should focus on core market dynamics rather than short-term fluctuations, with oil prices influenced by OPEC+ production decisions and geopolitical tensions, while gold prices await clearer signals from the Federal Reserve [4] - The key to long-term profitability lies in identifying fundamental market contradictions and waiting for definitive opportunities rather than reacting to daily market movements [4]
帮主郑重：大宗商品集体回调？20年财经老兵扒透底层逻辑
Sou Hu Cai Jing·2025-11-18 00:12