贵金属早报-20260203

1. Report Industry Investment Rating - No relevant information provided. 2. Core View of the Report - No clear - stated core view in the given content. 3. Summary by Related Catalog Price Performance - Precious Metals and Commodities: London gold's latest price is 4714.75 with a change of - 267.10; London silver's change is noted as 127 (unit unclear); London platinum is at 2300.00 with a change of - 492.00; London lithium is 1820.00 with a change of - 286.00; WTI crude oil is 62.14 with a change of - 3.07; LME copper is 12507.50 with a change of - 768.50 [1] - Currencies and Bonds: The latest dollar index is 97.61 with a change of 0.50; euro - to - dollar is 1.18 with a change of - 0.01; pound - to - dollar is 1.37 with a change of - 0.00; dollar - to - yen is 155.60 with a change of 0.83 [1] Trading Data - Inventory and ETF Holdings: COMEX silver inventory is 12618.61 with a change of - 5.88;上期所白银库存is 462.62 with a change of 7.55; gold ETF持仓is 1087.10 with no change;白银ETF持仓is 16546.59 with a change of 1023.23;上金所自银库存is 506.49 with no change [1] Precious Metals Ratios - Gold - related Ratios: There are graphs showing gold - crude oil ratio, gold - copper ratio, gold - platinum ratio, and platinum - aluminum ratio over different time periods from 2016 - 2025 [1] - Other Ratios: COMEX - London spread and import profit ratios for gold and silver are presented in graphical forms [1] Other Graphs - US Treasury Rates and Spreads: Graphs show the relationship between US Treasury yields (including 10 - year TIPS), Treasury spreads, and London spot gold prices from 2016 - 2026 [4] - ETF Holdings and Inventories: Graphs display the changes in COMEX silver inventory, LBMA silver inventory, Shanghai Gold Exchange and Shanghai Futures Exchange silver inventories, as well as gold and silver ETF holdings from 2016 - 2026 [4] - Shanghai Gold Exchange Positions and Deliveries: Graphs show the positions and deliveries of gold and silver at the Shanghai Gold Exchange from 2016 - 2025 [4] - Shanghai Gold Exchange Deferred Fees: Graphs present the payment directions of gold and silver deferred fees at the Shanghai Gold Exchange from 2017 - 2025 [4] - COMEX Non - commercial Long Positions: Graph shows the proportion of non - commercial long positions in COMEX gold and silver from 1986 - 2024 [4]