白银，开盘大涨！美国财长重磅发声，预计美联储不会迅速采取行动缩减资产负债表

Group 1: Precious Metals Market - Silver prices rose over 2.4% to $79.7 per ounce, indicating a potential short-term consolidation phase for metals like gold, silver, and copper, as per Morgan Stanley's report [2] - Analysts suggest that the current adjustment is a necessary pause in a long-term upward trend, with copper expected to rebound earlier than gold due to stronger fundamentals supported by the global manufacturing cycle [2] Group 2: U.S. Federal Reserve Actions - U.S. Treasury Secretary indicated that the Federal Reserve is unlikely to quickly reduce its balance sheet, suggesting a decision may take up to a year [3] - San Francisco Fed President stated that the Fed may need one or two more rate cuts to address the weak labor market, highlighting the challenges faced by American workers due to rising prices and limited job opportunities [4][5] - Current inflation remains above the Fed's 2% target, but some officials expect a decline in commodity inflation by mid-year, leading to overall easing [5] Group 3: Industrial Silicon Market - Industrial silicon futures prices fell to a recent low of 8,500 yuan per ton, down 3.95% for the week, due to weak macro sentiment and overall declines in the non-ferrous sector [6] - The number of operational furnaces for industrial silicon decreased significantly, with a total of 178 furnaces operating at a rate of 22.36%, a reduction of 32 from the previous week [7] - Demand for industrial silicon remains weak, with expectations of reduced production in February due to fewer working days and ongoing maintenance plans in the industry [8]