帮主郑重:原油、镍、黄金“分道扬镳”,市场到底在担心什么、追捧什么?
Sou Hu Cai Jing·2026-01-07 00:31

Group 1 - The performance of the global commodity market is characterized by three distinct trends: oil prices are declining, nickel prices are surging, and gold is steadily increasing [3][4] - Oil prices have dropped by 2% to around $57 per barrel, as traders reassess the potential for a resolution to the Ukraine conflict, which could alleviate energy security concerns in Europe and highlight the oversupply in the oil market [3][4] - Nickel prices have surged over 10%, marking the largest single-day increase in over three years, driven by supply risks from Indonesia and strong market interest in the metal, reflecting expectations for continued growth in the electric vehicle sector [3][4] Group 2 - Gold has shown a moderate increase, remaining above $4,490 per ounce, as investors shift focus from geopolitical events to macroeconomic indicators, particularly upcoming U.S. economic data [4][5] - The current commodity market is experiencing a "logical differentiation," with oil reflecting geopolitical risk and oversupply, nickel driven by strong demand for green technologies, and gold responding to macroeconomic uncertainties [4][5] - Investors are advised to adopt targeted strategies based on their focus areas: caution in oil, opportunities in nickel, and the continued value of gold for asset allocation and risk hedging [5]

帮主郑重:原油、镍、黄金“分道扬镳”,市场到底在担心什么、追捧什么? - Reportify