深夜金银再跳水，闪迪狂飙24%，机构：鹰派美联储主席或引发黄金等资产抛售恐慌

Market Overview - US stock markets opened lower, with the Dow Jones down 0.07%, Nasdaq down 0.57%, and S&P 500 down 0.36% [1] - The storage sector saw strong gains, with SanDisk's stock price soaring by 24%, raising its cumulative increase since listing to 1755% [3] - Micron Technology's stock rose over 3%, with a monthly increase exceeding 57%, marking a market capitalization surpassing $500 billion [3] Commodity and Cryptocurrency Trends - Precious metals experienced a collective decline, with Pan American Silver dropping nearly 11% and Harmony Gold down 8.6% [4] - Spot gold fell over 7% to $4993.47 per ounce, while spot silver dropped nearly 15% to $98.25 per ounce [5] - Crude oil prices saw a short-term increase, with Brent crude surpassing $70 per barrel [7] - Major cryptocurrencies faced significant losses, with Bitcoin down over 5% to $83,135 and Ethereum down 5.80% [8] Federal Reserve Leadership Changes - President Trump nominated Kevin Warsh as the next Federal Reserve Chairman, a decision pending Senate approval [9][19] - Warsh, known for his hawkish monetary policy stance during his tenure at the Fed, has shifted towards supporting lower interest rates in recent years [11][26] - The nomination reflects external pressures on Trump to avoid selecting a dovish candidate, with Warsh seen as a relatively moderate choice compared to other candidates [13] Economic Policy Implications - Warsh's potential leadership is expected to maintain a dovish monetary policy in the short term, favoring a cautious approach to interest rate cuts while advocating for a separation of responsibilities between the Fed and the Treasury [26] - His hawkish background may help stabilize market expectations regarding the Fed's independence, potentially supporting the US dollar in the long term [15][26] - Analysts suggest that Warsh's policies could lead to a unique combination of interest rate cuts alongside balance sheet reduction, although the feasibility of such a strategy remains uncertain [15]