Group 1 - The core viewpoint indicates that precious metals are expected to maintain an upward trend due to geopolitical conflicts, the onset of interest rate cuts, and the decline of the US dollar's credibility [1] - The market for platinum and palladium is supported by industrial properties, showing significant elasticity and notable price increases [1] - Key factors to monitor include the Federal Reserve's policy statements, the situation regarding the Fed chair candidates, and geopolitical changes [1] Group 2 - Current observations in the London market show no signs of liquidity exhaustion for palladium, unlike platinum, although the pace of ETF accumulation for palladium has slowed [2] - The domestic main contracts show mixed results, with platinum reaching the limit up, lithium carbonate and palladium rising over 5%, while ethylene glycol and liquefied gas fell over 1% [3] - The macroeconomic expectations of easing, combined with industrial support, suggest that prices are undervalued relative to gold, leading to a potential long-term upward trend despite short-term corrections [4]
期货收评:铂封涨停板,碳酸锂、钯涨5%,沪银涨4%,沪镍涨近4%;乙二醇跌3%,液化石油气、原木、红枣跌超1%
Sou Hu Cai Jing·2025-12-23 07:24