FPG财盛国际：贵金属开盘大行情！黄金大幅跳空高开 金价大涨近35美元

Group 1 - The core viewpoint indicates that despite expectations for precious metals to perform well in 2026 due to potential interest rate cuts and a weaker dollar, there are short-term concerns about portfolio rebalancing impacting prices [1] - Gold and silver have seen significant price increases, leading to their weights in indices potentially exceeding target allocations, prompting passive tracking funds to sell some contracts [1] - A report from TD Securities predicts that 13% of open contracts in the New York silver market will be sold in the next two weeks, which could lead to a substantial price drop [1] Group 2 - Analyst Felix notes that gold has risen to around $4,350 per ounce, indicating bullish sentiment, but this level is also prone to short-term fluctuations and profit-taking [2] - If gold can maintain key support levels after a pullback, the medium-term trend remains bullish, with attention on potential strong consolidation before further upward movement [2] - Conversely, if prices break key support due to rebalancing pressures and a dollar rebound, gold may enter a phase of high-level correction and repricing, widening short-term volatility [2] Group 3 - Analyst Chad emphasizes that gold's appeal lies in its safe-haven and asset allocation attributes, which tend to attract investors during interest rate declines [3] - However, if there is a combination of reduced rate cut expectations, a stronger dollar, and increased risk appetite, the upside potential for gold may be limited, leading to a high-level consolidation [3] - The anticipated market rhythm suggests that gold and silver will maintain a strong trend, but may experience several sharp declines or rapid pullbacks, particularly in silver [3]