Group 1 - The article discusses the geopolitical tensions following the U.S. attack on Venezuela and the arrest of President Nicolás Maduro, leading to increased demand for safe-haven assets like gold and silver [1][5]. - Gold prices surged by 2.1%, surpassing $4,420 per ounce, while silver prices rose by 4.8% in response to the news [1][5]. - President Trump's statement about the U.S. plans to "take over" Venezuela after Maduro's regime change adds uncertainty to the future governance of the country [1][5]. Group 2 - Gold achieved its best annual performance since 1979, supported by central bank purchases and inflows into gold ETFs, with prices reaching new highs [2][8]. - The upcoming rebalancing of the Bloomberg Commodities Index may trigger significant sell-offs from passive funds, with over $5 billion in silver and approximately $6 billion in gold futures expected to be sold [2][8]. - The current geopolitical risk premium is offsetting downward pressure on precious metals, with any news regarding Venezuela's resistance or external intervention likely to further stimulate prices [2][8]. Group 3 - The arrest of Maduro has created a power vacuum, raising concerns about potential civil war or broader regional unrest, which could fuel further increases in precious metal prices [3][9]. - If U.S. military actions in Venezuela lead to long-term presence or large-scale aid, it may increase fiscal burdens and impact the credibility of the U.S. dollar, providing deeper support for gold in the long run [3][9]. - Conversely, a rapid and smooth regime change could lead to profit-taking in safe-haven assets, resulting in a sharp correction in gold prices [3][9].
ATFX:委内瑞拉陷权力真空 不可预测性成黄金上涨最佳燃料
Xin Lang Cai Jing·2026-01-05 10:38