贵金属数据日报-20260311

Group 1: Report Investment Rating - No relevant information provided Group 2: Core Viewpoints - On March 10, the main contract of Shanghai gold futures closed up 0.8% to 1150 yuan/gram, and the main contract of Shanghai silver futures closed up 7.11% to 22,758 yuan/kilogram [4][5] - Trump said that the US military action against Iran would end "soon" but not this week, and some sanctions would be lifted to calm international oil prices. This led to sharp fluctuations in crude oil prices, a significant decline from the high, easing inflation concerns, weakening the US dollar index, and boosting the rebound of precious metal prices, especially silver with low inventory [5] - In the short term, factors such as geopolitical games, oil price fluctuations, and stagflation risks will continue to affect the precious metal market, but prices are expected to gradually rise. In the long term, the underlying logic of the precious metal bull market remains solid, and the price center of precious metals still has room to rise. Long - term strategies suggest buying on dips [5] Group 3: Summary by Directory 1. Price Tracking - 内外盘金/银15点价格跟踪: On March 10, 2026, London gold spot was 5174.54 dollars/ounce, London silver spot was 88.85 dollars/ounce, etc. Compared with March 9, gold prices rose by 1.5% - 1.6%, and silver prices rose by 6.4% - 6.7% [4] - 价差/比价跟踪: On March 10, 2026, the gold TD - SHFE active price difference was - 4.46 yuan/gram, and the silver TD - SHFE active price difference was - 532 yuan/kilogram. Compared with March 9, the price difference of gold TD - SHFE active price increased by 85.8%, and that of silver increased by 16.4% [4] 2. Position Data - As of March 3, 2026, the gold ETF - SPDR was 1070.71 tons on March 9, down 0.24% from March 6. The non - commercial long position of COMEX gold was 213,752 contracts, up 0.99% [4] 3. Inventory Data - On March 10, 2026, the SHFE gold inventory was 104,934 kilograms, unchanged from March 9. The SHFE silver inventory was 259,178 kilograms, up 2.29% [4] 4. Interest Rate/Exchange Rate/Stock Market - On March 10, 2026, the US dollar/renminbi central parity rate was 6.90, down 0.25% from March 9. The US dollar index was 98.71 on March 9, down 0.24% from March 6 [4]