刚刚,开盘大跌!黄金、白银,直线跳水!
券商中国·2026-02-01 23:35

Core Viewpoint - The precious metals market is experiencing a significant sell-off, with gold and silver prices plummeting sharply, influenced by geopolitical tensions and market dynamics [1][2][4][6]. Group 1: Market Performance - Spot silver initially dropped over 7%, while spot gold fell nearly 4%, with current prices at $4727.22 per ounce for gold and $79.57 per ounce for silver [4]. - The previous trading day saw an unprecedented decline in precious metals, with gold dropping 9.25% to $4880.034 per ounce and silver experiencing a 35.89% intraday drop, closing down 26.42% at $85.259 per ounce [6]. - Bitcoin also faced severe selling pressure, with a weekend drop of up to 10%, reaching a low of $75709.88, and continuing to decline to $76390, while Ethereum fell over 8% to $2245 [6]. Group 2: Geopolitical Influences - U.S. President Trump expressed a desire to negotiate with Iran, which may have contributed to market volatility, as he indicated the U.S. has the strongest naval presence in the region [2][7]. - Trump's comments regarding Iran's leadership warning of potential regional conflict if the U.S. strikes further heightened market tensions [7]. Group 3: Market Analysis and Predictions - Analysts suggest that the recent sell-off is a technical adjustment rather than a fundamental shift, as investor positions were overly crowded, with total exposure at the 99th percentile [8][9]. - Despite short-term volatility, the macroeconomic factors driving gold and physical asset prices remain intact, with a bullish outlook unless a more destructive event occurs [9]. - UBS has raised its gold price targets significantly, forecasting prices of $6200 per ounce for March, June, and September 2026, citing stronger-than-expected demand [10]. - UBS also provided extreme scenario predictions for gold prices, with a bullish target of $7200 per ounce and a bearish target of $4600 per ounce, influenced by potential shifts in U.S. monetary policy and geopolitical tensions [11].

刚刚,开盘大跌!黄金、白银,直线跳水! - Reportify