银价大跳水！盘中、盘后，交易所接连出手“降温”；特朗普称将提高对韩国关税，美军航母打击群正部署中东

Group 1 - Silver prices accelerated, with London silver spot prices increasing by 12% and New York silver futures rising over 16% on January 26 [1] - However, both gold and silver prices experienced a significant pullback, with London silver spot prices dropping to approximately $103 per ounce from a high of $117 per ounce, and London gold spot prices falling below $5000 per ounce from around $5100 per ounce [1][11] - The London gold spot price closed down 0.77% at $5000.2 per ounce, while London silver spot price decreased by 1.54% to $103.3 per ounce, reflecting a drop of nearly $14 from its intraday high [11] Group 2 - Analysts noted that the recent surge in silver prices is driven by a combination of macroeconomic policies, industrial demand expectations, and market sentiment [17] - The core drivers for the rise in silver prices include increased risk aversion and a weakening dollar, with funds rotating into "high beta" assets like silver following strong gold price movements [17] - The supply-demand structure for silver indicates a long-term structural imbalance, with a projected supply gap of around 3000 tons in 2026, marking the fifth consecutive year of supply shortages [18][19] Group 3 - The recent volatility in silver prices is exacerbated by adjustments in trading limits by exchanges, with the Shanghai Futures Exchange making multiple changes to silver futures trading limits over the past month [13] - The increase in geopolitical risks, such as tensions between the U.S. and Iran, and concerns over key metal supplies are contributing to the bullish outlook for silver prices [17][19] - Market participants are advised to approach trading with caution, emphasizing risk management and structured trading strategies due to the potential for significant price fluctuations [19]