金银大涨，委内瑞拉之后“人人自危”

Core Viewpoint - The arrest of Venezuelan President Maduro has led to a surge in investment in precious metals as a safe haven, with gold and silver prices experiencing significant increases [1][2]. Group 1: Precious Metals Market Reaction - Following Maduro's arrest, spot gold prices surpassed $4,400, while spot silver rose by 5%, with intraday gains reaching nearly 10% [1]. - Copper prices continued to rise due to preemptive stockpiling and concerns over supply disruptions related to tariff expectations [1]. Group 2: Resource Competition and Geopolitical Tensions - Analysts suggest that the fluctuations in commodity prices reflect an ongoing "metal war," with countries competing to secure critical resources for the accelerating AI race [3]. - Venezuela's mineral resources, particularly gold and copper, are under increased scrutiny as the U.S. aims to exert control over these assets [4]. Group 3: Importance of Venezuelan Mineral Resources - Venezuela possesses significant gold and copper reserves, with the Brisas mine being one of the largest deposits globally [4]. - The trend of central banks increasing gold purchases, especially post the Russia-Ukraine conflict, indicates heightened concerns over asset security and a reevaluation of traditional reserve currencies [4]. Group 4: Silver and Copper Market Dynamics - Silver and copper prices have surged recently, particularly after the U.S. classified them as critical minerals essential for economic and national security [5]. - Approximately 60% of silver is used in industrial applications, which enhances its strategic importance in the AI race and energy transition [5].