贵金属日报-20260121

Group 1: Report Industry Investment Rating - Gold investment rating: ★☆★, indicating a bullish bias but with limited operability on the trading floor [1] - Silver investment rating: ★☆★, indicating a bullish bias but with limited operability on the trading floor [1] Group 2: Core View of the Report - Today, precious metals continued to be strong, with the international gold price breaking through $4,800 per ounce and hitting a new all - time high. Due to geopolitical issues and the actions of some institutions, the confidence in US dollar assets may be weakened, and the strategic reserve value of gold is irreplaceable. The strength of precious metals is hard to change, so a long - position strategy should be maintained [1] Group 3: Summary of Related Incidents Greenland Issue - The Canadian military simulated a scenario of a US "military invasion", Trump threatened to impose a 200% tariff on French wines and champagne, the US planned to cut about 200 positions in NATO - related institutions, and Trump photoshopped a map incorporating Greenland, Canada, and Venezuela into the US [2] Trump's Press Conference on the First Anniversary of Returning to the White House - Trump listed 365 achievements, compared himself to Buffett through his wife, considered "taking back" the Panama Canal, decided not to go to Paris for the G7 meeting, considered involving Machado in Venezuelan affairs in "some way", claimed that the US would not have a trade deficit next year, and suggested that the "Peace Committee" might replace the United Nations [2] US Supreme Court Ruling - The US Supreme Court did not rule on the challenge to the legality of Trump's global tariffs, and the next ruling window is in a month [2] ADP Weekly Employment Report - In the four weeks up to December 27, 2025, private - sector employers added an average of 8,000 jobs per week [2]