Group 1 - The precious metals market is experiencing significant volatility, with a notable rebound observed in COMEX gold, COMEX silver, and spot palladium prices, particularly COMEX silver rising over 6% [1] - Recent trading days have seen drastic corrections in precious metals, with spot gold dropping over 9% and COMEX gold futures falling over 8% on January 30, while spot silver and COMEX silver experienced declines exceeding 26% and 25% respectively, marking rare historical fluctuations [1] - Despite the recent uptick in prices, COMEX gold and silver remain below their closing prices from the previous Friday, indicating ongoing market instability [1] Group 2 - Institutions maintain an optimistic outlook on the future of precious metals, with Everbright Futures suggesting that the recent price adjustments are a necessary "bubble-popping and deleveraging" response to extreme overbuying and crowded trades, while core long-term drivers remain intact [2] - Mark Wilson from Goldman Sachs emphasizes that the recent volatility should not be overinterpreted, as the fundamental drivers of the market have not changed, attributing the rapid correction to excessive investor positioning [2] - Michael Hartnett from Bank of America indicates that despite short-term fluctuations, the macroeconomic logic supporting the rise of gold and tangible assets remains strong, cautioning investors about potential liquidity deleveraging risks in the first half of the year [2]
深夜!沪银一度跌停!COMEX白银,日内涨超6%
Sou Hu Cai Jing·2026-02-02 14:00