贵金属期现日报-20260130

Group 1: Report Industry Investment Rating - No information provided Group 2: Core View of the Report - The short - term news and capital sentiment have a significant impact on the volatility risk of precious metals. Gold long positions should take profit on rallies, and one can buy at dips for at - the - money options. [1] - Silver price volatility remains high, institutional ETFs continue to reduce positions and stay on the sidelines. It is recommended to pay attention to risk control measures of exchanges and maintain the idea of buying on dips with light positions. [1] - The easing of the supply tightness in the London palladium spot market may limit its upside space, so short - term observation is advisable. [1] Group 3: Summary by Relevant Catalogs Domestic Futures Closing Price - The AU2604 contract closed at 1249.12 on January 29, up 62.92 (5.30%) from January 28. [1] - The AG2604 contract closed at 30891 on January 29, up 1672 (5.72%) from January 28. [1] - The PT2606 contract closed at 714.10 on January 29, up 19.30 (2.78%) from January 28. [1] - The PD2606 contract closed at 526.60 on January 29, up 22.60 (4.48%) from January 28. [1] Foreign Futures Closing Price - The COMEX gold主力 contract closed at 5410.80 on January 29, down 0.20 (0.00%) from January 28. [1] - The COMEX silver主力 contract closed at 115.79 on January 29, down 0.84 (-0.72%) from January 28. [1] - The NYMEX platinum主力 contract closed at 2636.90 on January 29, down 68.20 (-2.52%) from January 28. [1] - The NYMEX palladium主力 contract closed at 2035.00 on January 29, down 60.50 (-2.89%) from January 28. [1] Spot Price - London gold was at 5377.16, down 36.65 (-0.68%) from the previous value. [1] - London silver was at 115.87, down 0.74 (-0.63%) from the previous value. [1] - Spot palladium was at 2792.00, up 121.00 (4.53%) from the previous value. [1] - Another spot palladium was at 2106.00, up 92.00 (4.57%) from the previous value. [1] - Shanghai Gold Exchange's gold T + D was at 1243.40, up 20.36 (5.01%) from the previous value. [1] - Shanghai Gold Exchange's silver T + D was at 29998, up 688 (2.35%) from the previous value. [1] - Shanghai Gold Exchange's platinum 9995 was at 704, up 33 (4.99%) from the previous value. [1] Basis - The basis of gold TD - Shanghai gold主力 was - 5.72, down 3.56 from the previous value, with a 1 - year historical quantile of 46.10%. [1] - The basis of silver TD - Shanghai silver主力 was - 893, down 984 from the previous value, with a 1 - year historical quantile of 60.60%. [1] - Another basis was 5.08, up 6.87 from the previous value, with a 1 - year historical quantile of 99.60%. [1] - The basis of London gold - COMEX gold was not provided, and the basis of London silver - COMEX silver was - 0.02, down 0.10 from the previous value, with a 1 - year historical quantile of 69.00%. [1] Price Ratio - COMEX gold/silver was 46.73, up 0.33 (0.72%) from the previous value. [1] - Shanghai Futures Exchange's gold/silver was 40.44, down 0.16 (-0.40%) from the previous value. [1] - NYMEX platinum/palladium was 1.30, up 0.00 (0.38%) from the previous value. [1] - Guangzhou Futures Exchange's platinum/palladium was 1.36, down 0.02 (-1.63%) from the previous value. [1] Interest Rates and Exchange Rates - The 10 - year US Treasury yield was 4.24, down 0.02 (-0.5%) from the previous value. [1] - The 2 - year US Treasury yield was 3.53, down 0.03 (-0.8%) from the previous value. [1] - The 10 - year TIPS Treasury yield was 1.89, down 0.01 (-0.5%) from the previous value. [1] - The US dollar index was 96.16, down 0.19 (-0.19%) from the previous value. [1] - The offshore RMB exchange rate was 6.9482, up 0.0049 (0.07%) from the previous value. [1] Inventory and Position - The Shanghai Futures Exchange's gold inventory was 103029, unchanged (0.00%) from the previous value. [1] - The Shanghai Futures Exchange's silver inventory was 482008, down 26360 (-5.19%) from the previous value. [1] - The COMEX gold inventory was 35877200, unchanged (0.00%) from the previous value. [1] - The COMEX silver inventory was 408253340, down 3431295 (-0.83%) from the previous value. [1] - The COMEX gold registered warehouse receipts were 18785246, down 47826 (-0.25%) from the previous value. [1] - The COMEX silver registered warehouse receipts were 108157437, up 482886 (0.45%) from the previous value. [1] - The SPDR gold ETF position was 1087, down 3.43 (-0.31%) from the previous value. [1] - The SLV silver ETF position was 15523, down 112.76 (-0.72%) from the previous value. [1]