Group 1 - The Bloomberg Commodity Index is undergoing a significant rebalancing, leading to selling pressure on gold and silver, with over $6 billion in gold futures and more than $5 billion in silver futures expected to be sold during the rebalancing period from January 8 to January 14 [3] - Analysts predict that the upcoming rebalancing could result in a 13% sell-off of positions in the Comex silver market, which may lead to a substantial downward price adjustment due to low liquidity after the holiday season [3] - Despite short-term technical pressures, major investment banks remain optimistic about gold prices rising this year, particularly with expectations of further interest rate cuts by the Federal Reserve [4] Group 2 - The situation in Venezuela, with an estimated gold resource potential of 3,500 tons, is currently stable, but any escalation in U.S. military actions could support gold and oil prices in the medium term [4] - The potential impact of U.S. non-farm payroll data and unemployment rates on gold prices is significant, with expectations of a 9% sell-off in silver and a 3% sell-off in gold futures during the rebalancing [4] - Long-term prospects for gold prices may be supported if the U.S. dollar declines, with Goldman Sachs projecting gold prices could rise to $4,900 per ounce, indicating potential upside risks [4]
双重暴击?黄金白银,开年首道“坎”!
Sou Hu Cai Jing·2026-01-04 15:01