Group 1 - Precious metals experienced a significant decline, with London silver dropping by 27.63% and London gold falling by 10.18% [1][2] - The core reason for the drop in precious metals is the nomination of Kevin Warsh by former President Trump to lead the Federal Reserve, which is perceived as a hawkish move [3] - Warsh's proposed combination of interest rate hikes and balance sheet reduction has negatively impacted the precious metals market and also put pressure on U.S. stocks [3] Group 2 - The market's reaction to Warsh's nomination may not be as severe for the stock market, as there was no significant drop in U.S. stocks despite the decline in precious metals [6] - The A-share market is characterized as being particularly sensitive to both domestic and international issues, leading to a quick sell-off in response to external pressures [6] - Current market expectations are focused on sectors like AI, CPO, and concepts related to Elon Musk, with potential for new investment opportunities emerging [6][7]
黄金大逃亡，元宝大红包
Sou Hu Cai Jing·2026-02-01 22:31