油价“降温”，金属“发烧”！帮主郑重解读市场分裂逻辑

Group 1 - The article highlights a contrasting market scenario where oil prices dropped sharply while metal prices, including gold and silver, reached historical highs, reflecting two core anxieties in global capital [1][3]. - Oil prices initially rose but fell dramatically after President Trump's indication of potentially delaying military action against Iran, which eased immediate concerns about supply disruptions in the Middle East [3]. - The surge in metal prices, particularly gold and silver, is driven not only by safe-haven demand but also by increasing long-term concerns regarding the independence and credibility of major central banks, especially the Federal Reserve [3][4]. Group 2 - Investors are advised to adopt a multi-faceted strategy in response to the "cold oil, hot metal" market, recognizing that a single logic cannot explain the current complexities [4]. - It is important to differentiate between short-term trading driven by events and emotions in oil, and the deeper monetary and industrial logic supporting the long-term investment in metals [4]. - Maintaining a balanced investment portfolio is crucial, as the current market split serves as a risk indicator, suggesting the need for diversification across different asset classes [4][5].