Group 1 - The core viewpoint of the article indicates that the simultaneous bullish positions in both the US dollar and gold by funds suggest a strengthening of risk aversion rather than a decline in risk appetite [1] - Last week, the international spot gold price opened at $4509.80, reached a high of $4642.72, and closed at $4594.77, marking an increase of $84.51 or 1.87% [1] - The US dollar index opened at 99.10 points, closed at 99.36 points, and increased by 230 points or 0.24% [3] Group 2 - The wellxin precious metals index opened at 11531.90 points and closed at 12221.28 points, reflecting a significant increase of 708.05 points or 6.15% [3] - The latest gold-silver ratio is 50.99, which is a ten-year low, indicating that silver has transitioned from a passive to a leading role compared to gold [5] - The COMEX gold net position increased to 781.44 tons, with a notable weekly increase of 73.42 tons, marking the largest single-week increase since September of the previous year [15] Group 3 - The global largest gold ETF, SPDR Gold Trust, reported a holding of 1085.67 tons, which is a near-term high, with an increase of 21.11 tons from the previous week [15] - The latest COMEX silver net position is 4985.89 tons, showing an increase of 433.74 tons, primarily due to short covering rather than new long positions [15] - The dollar index has shown a tendency to strengthen, with the latest net short position in the dollar futures market decreasing significantly by $88 billion, indicating a strong bullish sentiment towards the dollar [18]
威尔鑫点金·׀ 基金积极做多美元与黄金 唯避险需求强化逻辑可以解释
Sou Hu Cai Jing·2026-01-18 09:47