贵金属日报-20250415

Report Investment Ratings - Gold: ★☆★, indicating a bullish bias but with limited operability on the trading floor [1] - Silver: ☆☆☆, suggesting a short - term equilibrium state with poor operability and a recommendation to wait and see [1] Core Viewpoints - Today, precious metals showed a strong and volatile trend. Last week's lower - than - expected US inflation led traders to bet on a Fed rate cut in June. A Fed governor stated different rate - cut scenarios based on tariff levels, and Trump's erratic tariff policies highlighted the value of gold under a credit crisis [1] - Attention should be paid to the battle of the US dollar at the key level of 100 after hitting a three - year low, and caution should be exercised after the rapid rise of gold prices [1] Other Key Points - Trump is considering measures to help automakers adjust their supply chains from Mexico and recently assisted Apple CEO Cook. The US Department of Commerce launched a 232 investigation on semiconductors and pharmaceuticals and will exit the tomato tariff suspension agreement with Mexico reached in 2019 [1] - US Treasury Secretary Yellen said there is no evidence that sovereign investors are selling US assets, has tools to deal with bond - market fluctuations but is far from using them, and will interview candidates for the Fed chair's successor in the fall [2] - Israeli officials said there are still differences among parties on reaching a Gaza cease - fire agreement [2]