这些“战略资产”又集体暴动，白银最牛其次原油，石油价格一旦反转就要翻江倒海

Core Viewpoint - The article discusses the recent performance of silver and oil LOF (Listed Open-Ended Fund) investments, highlighting significant profit opportunities and market dynamics affecting these commodities. Group 1: Silver LOF Performance - Silver LOF has shown impressive returns, with some investors reporting gains of over 1500+ from single accounts [3][4] - The current premium for silver LOF stands at 10.1%, indicating strong demand and potential for further profit [2] - The article suggests that the recent surge in silver prices, with a 4.28% increase in London silver, is a key driver for these returns [9] Group 2: Oil LOF Investment Opportunities - The article notes that oil LOF funds, such as Southern Oil LOF and Jiashi Oil LOF, have provided multiple arbitrage opportunities recently [11] - There is a potential for significant price increases in oil, with current prices showing a 2.89% rise for New York oil and 2.82% for Brent oil [9] - The article emphasizes that if oil prices surge, it could lead to a corresponding increase in the prices of gold and silver, creating further investment opportunities [13] Group 3: Market Dynamics and Economic Indicators - The U.S. economy is experiencing a mixed performance, with manufacturing slowing down while the service sector remains strong, impacting commodity pricing [14] - Upcoming U.S. CPI data is expected to show a rebound, which could influence global liquidity and commodity markets [19] - The article highlights that the recent rise in PPI (Producer Price Index) is driven by increasing prices in the metals sector, providing a solid fundamental support for the metals market [19] Group 4: Investment Strategy and Recommendations - The article suggests focusing on ETF investments in the metals sector, particularly those that cover a broad range of metals to mitigate individual commodity risks [22] - It recommends a phased approach to investing in metal ETFs during market fluctuations, while keeping an eye on key economic indicators and geopolitical events [23] - The overall strategy emphasizes capturing the benefits of a bull market while managing risks associated with high valuations and crowded sectors [21][23]