Group 1 - The core viewpoint of the news highlights a significant rebound in precious metal prices, with gold surpassing $4,800 per ounce and silver increasing over 10% to exceed $85, driven by strong investor demand and expectations of future price increases [1][2] - The precious metals ETF (512400) rose by 3.23%, with a trading volume of 1.379 billion yuan, reflecting positive market sentiment [1] - Morgan Stanley predicts that gold prices could reach $6,300 per ounce by the end of 2026, supported by ongoing demand from central banks and investors [1] Group 2 - Eastern Securities suggests that the market's liquidity expectations are stabilizing, leading to potential recovery opportunities for undervalued assets [2] - The recent nomination of Walsh as the next Federal Reserve Chairman is expected to support interest rate cuts without aggressive monetary easing, alleviating concerns about the Fed's independence [2] - The industrial metals sector is experiencing a slowdown in inventory accumulation, with downstream processing activity showing signs of recovery, which may enhance price acceptance [2]
有色金属ETF(512400)强势回升大涨超3%，机构：流动性预期回摆，错杀品修复可期
Xin Lang Cai Jing·2026-02-03 02:34