特朗普大动作，金价30小时暴跌670美元！此前两周狂飙21%，也与他有关！后市怎么走？各大机构表态，专家解读

Core Viewpoint - The gold market experienced extreme volatility in early 2026, with prices soaring to $5,598 per ounce before plummeting to around $4,880 per ounce following the nomination of Kevin Warsh as the next Federal Reserve Chairman by President Trump [2][5][26]. Group 1: Gold Price Movements - Spot gold surged from approximately $4,320 per ounce to a peak of $5,598 per ounce, marking a cumulative increase of 29% and a two-week rise of 21% [2]. - On January 30, gold prices fell sharply, with a drop of nearly $670 within 30 hours, closing at approximately $4,880 per ounce [2][5][26]. - The decline on January 30 represented the largest single-day drop in gold prices since 1983, with a maximum intraday drop of 12% [5][26]. Group 2: Influential Buyers - Major buyers contributing to the gold price surge include the Polish central bank, Tether, and SPDR Gold Shares, with the total holdings nearing 1,780 tons [2][15]. - The Polish central bank has been a significant buyer, acquiring about 100 tons of gold in 2025, making it the largest official gold buyer globally [15][19]. - Tether, a leading stablecoin issuer, has accumulated 140 tons of gold, positioning itself as a major player in the physical gold market [20]. Group 3: Market Reactions to Political Events - The nomination of Kevin Warsh as the next Fed Chairman is viewed as a catalyst for the recent gold price drop, as he is perceived to have a hawkish stance on monetary policy [6][11][26]. - The market's reaction indicates confusion regarding Warsh's potential policies, as he has historically been an inflation hawk but has recently aligned with calls for lower interest rates [11][26]. - The dollar index saw a significant increase following the announcement of Warsh's nomination, which contributed to the sell-off in precious metals [11][26]. Group 4: Future Outlook - Analysts have mixed views on the future of gold prices, with some predicting a continued upward trend while others express caution [25][27]. - Major investment banks have set target prices for gold ranging from $4,450 to $6,900 per ounce for 2026, reflecting varying levels of optimism [29]. - The market is expected to enter a phase of "oscillation and digestion," with potential for rapid rebounds in response to new geopolitical risks [26][27].