贵金属“狂飙”！伦敦金银再创历史新高，但这些骗局要警惕

Core Viewpoint - The precious metals market is experiencing a significant surge, with both London gold and silver reaching historical highs due to a combination of geopolitical tensions, central bank purchases, and expectations regarding Federal Reserve policies [1][3][4]. Market Performance - On January 12, London gold and silver prices peaked at over $4600 per ounce and $84 per ounce, respectively, marking new historical highs [3]. - A-share precious metal-related stocks also performed well, with notable increases: Mingpai Jewelry up over 10%, Shengda Resources up over 8%, and several others rising by over 5% [3]. Influencing Factors - Geopolitical risks and rising tensions are driving safe-haven investments into precious metals [4]. - Central banks and global macro funds are increasing their positions, leading to an imbalance in investment structures [4]. - The investigation into Federal Reserve Chairman Jerome Powell by the U.S. Department of Justice raises concerns about the Fed's independence, potentially accelerating interest rate cuts if Powell were to leave [4]. Central Bank Actions - The People's Bank of China reported an increase in gold reserves to 74.15 million ounces as of December 2025, marking the 14th consecutive month of increases since November 2024 [3]. - Analysts suggest that central bank purchases are a key medium-term driver for rising gold prices, with potential for gold to approach $5000 per ounce and silver to reach $90 per ounce [5]. Investment Strategies - Analysts recommend that investors approach gold investments with caution, suggesting a strategy of small positions and buying on dips, rather than leveraging investments [1][6][7]. - Financial institutions are warning about the risks of illegal investment schemes that exploit the current market enthusiasm, advising investors to engage only through regulated financial channels [6][7].