Core Viewpoint - The extreme market conditions are influenced by the market's adjustment to the monetary policy stance of the new Federal Reserve Chairman, Waller, leading to concerns about a slowdown in monetary easing by 2026, which may pressure precious metal prices [1] Group 1: Gold Market Analysis - The significant increase in gold prices has led to its perception as a "risk asset," creating a strong demand for price correction [1] - The high level of bullish trading positions in gold may trigger a downward price reaction, exacerbating the decline [1] - Despite potential short-term corrections, gold remains a valuable asset for preservation of value, with recommendations to buy on dips [1] Group 2: Silver Market Analysis - Silver is experiencing similar dynamics, with high bullish trading positions and previous price increases leading to substantial unrealized gains, making it susceptible to downward pressure [1] - The volatility in silver prices suggests a cautious approach, with a recommendation to adopt a wait-and-see attitude for the time being [1]
华泰期货：黄金仍建议以逢低买入为主 但短期不排除出现进一步回调的风险
Ge Long Hui A P P·2026-02-03 02:09