贵金属日报-20260130

Report Investment Rating - Gold: ★★★ (indicating a clearer uptrend and current appropriate investment opportunities) [1] - Silver: ★★★ (indicating a clearer uptrend and current appropriate investment opportunities) [1] Core View - Overnight, precious metals fluctuated violently with an intraday amplitude of over 10%. The market focuses on geopolitical changes. Putin agreed to a partial one - week cease - fire in Russia - Ukraine, while the US - Iran situation is still tense. Trump plans to talk with Iran, and also said interest rates should drop by 2 - 3 percentage points and will announce the Fed chair nominee tonight. There are rumors that the previously hawkish Warsh may be the new chair. With complex short - term information, market volatility risk is high, so control positions and participate cautiously [1] Other Key Points Fed Chair Nomination - Trump plans to announce the nominee for the next Fed chair on Friday morning. Kevin Warsh is among the candidates, and he visited the White House on Thursday. Other candidates include Hassett, Christopher Waller, and Rick Rieder. However, the selection is not final until Trump's official announcement [2] US Government - related News - Trump and Senate Democrats reached a temporary agreement to avoid a US government shutdown. The White House is still negotiating with Democrats to impose new restrictions on immigration raids [2] - Trump signed an executive order declaring a national emergency, authorizing the US to impose tariffs on countries selling or providing oil to Cuba [2] Iran - related News - Iran will conduct live - fire naval exercises in the Strait of Hormuz on Sunday and Monday. The Iranian Parliament Speaker said it's hard to trust Trump, and the deputy commander of the Iranian Revolutionary Guard said they are not afraid of threats [2]