巨震后，黄金重回4900！

Group 1: Gold and Silver Market - Spot gold experienced a significant drop to a daily low of 4402.93 before rebounding, with a daily fluctuation of 480 USD, ultimately closing down 4.59% at 4660.91 USD. Currently, it is trading around 4905 USD [1] - Spot silver also saw a decline, hitting a low of 72.28 with a daily fluctuation of 16.6 USD, closing down 6.97% at 79.23 USD, and is now around 86.09 USD [1] Group 2: U.S. Economic Data - The ISM reported that the U.S. manufacturing PMI unexpectedly rose from 47.9 to 52.6 in January, surpassing expectations and marking the first expansion in nearly a year, with the fastest growth rate since 2022 driven by strong new orders and output [5] - The new orders index reached 57.1, up nearly 10 points from the previous value of 47.7, indicating the fastest growth in four years. The production index also showed significant strength [6] - The employment index recorded 48.1, above expectations, indicating a slowdown in the decline of manufacturing jobs, reaching a one-year high [6] Group 3: U.S.-India Trade Agreement - A significant agreement was reached between the U.S. and India, with the U.S. reducing tariffs on Indian goods from 25% to 18%, while India will lower its tariffs and non-tariff barriers to zero, committing to purchase over 500 billion USD worth of U.S. energy products [10] - This agreement is seen as a major turning point in U.S.-India trade relations and is expected to impact the global energy market [12] Group 4: Geopolitical Developments - Iran is reportedly set to initiate nuclear negotiations with the U.S., with discussions potentially involving high-level officials from both sides [13] - Developments in the Russia-Ukraine situation indicate that Russia claims to be on the verge of victory, with upcoming talks scheduled between the U.S., Russia, and Ukraine [15]