新年伊始，全球地缘紧张局势升级，美国官员证实，特朗普已下令对委内瑞拉境内进行空袭。 据环球网援引路透社等多家外媒报道，当地时间1月3日凌晨，委内瑞拉首都加拉加斯接连传出多声爆炸 声。据美国哥伦比亚广播公司（CBS）最新报道，美国官员证实，特朗普已下令对委内瑞拉境内包括军 事设施在内的地点进行空袭。 另据环球网援引BNO新闻报道，委内瑞拉总统马杜罗宣布（国家）进入紧急状态，他呼吁人民行动起 来 "击败这场帝国主义侵略"。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 委内瑞拉官方发声。据CCTV国际时讯，委内瑞拉外交部发布公告，严正拒绝、强烈谴责并向国际社会 揭露美国政府对委内瑞拉领土和人民实施的极其严重的军事侵略行径。该侵略针对委内瑞拉首都加拉加 斯市的民用与军事区域，以及米兰达州、阿拉瓜州和拉瓜伊拉州。 ...

来源：新浪新闻 #今年黄金白银还涨吗# 【2026年，黄金白银价格还涨吗？】#专家谈20206年黄金价势#据中新网，2026 年，贵金属价格是否继续上涨？有哪些投资标的值得关注？普通人该如何投资理财？据央行公布的数 据，截至2025年11月末，中国黄金储备规模达到7412万盎司，环比增加3万盎司，已连续第13个月增持 黄金。美联储自今年9月以来已累计降息75个基点，市场普遍预计，2026年美联储可能再进行约两次降 息。 万喆也提醒，白银市场已连续多年处于结构性短缺状态，在2026年仍具备较强的基本面支撑，但其价格 波动幅度预计将明显高于黄金。 与此同时，白银的工业属性近年来持续强化。在新能源产业带动下，光伏产业对白银的需求快速增长， 目前每年光伏领域对白银的消耗量已超过2亿盎司。此外，电子元器件等制造领域对白银的需求也在同 步上升。 0 6 @每日经济新闻 I T PARTS IN BE 8 の駅 65 @每日经济新闻 北京师范大学教授万喆在接受记者采访时表示，央行持续购金仍是支撑黄金价格的重要因素。从宏观环 境看，美联储已进入降息周期，实际利率下行将降低持有黄金的机会成本，对金价形成中长期支撑。同 时，全球 ...

Core Viewpoint - Oil prices experienced a slight decline on the first trading day of 2026, following the largest annual drop since 2020, as investors weighed concerns over supply surplus against geopolitical risks, including the Ukraine war and issues with Venezuelan exports [1][2]. Group 1: Oil Price Movements - On the first trading day of 2026, Brent crude oil contracts fell by $0.10 to $60.75 per barrel, while West Texas Intermediate (WTI) also decreased by $0.10 to $57.32 per barrel [1][2]. - In 2025, both Brent and WTI benchmark crude prices recorded nearly a 20% annual decline, marking the most severe drop since 2020, primarily due to concerns over supply surplus and tariff issues overshadowing geopolitical risks [4]. Group 2: Geopolitical Factors - Ongoing negotiations led by U.S. President Donald Trump aim to end the nearly four-year conflict between Russia and Ukraine, yet both nations continue to accuse each other of civilian attacks [1][2]. - In recent months, Ukraine has intensified its attacks on Russian energy infrastructure to cut off funding for Moscow's military operations in Ukraine [3]. - The U.S. government has increased pressure on Venezuelan President Nicolás Maduro, imposing sanctions on four companies and their associated tankers operating in the Venezuelan oil industry [3]. Group 3: OPEC+ Outlook - Analysts from Sparta Commodities indicate that traders generally expect OPEC+ to continue its production freeze in the first quarter of 2026 [3]. - DBS Bank's energy analyst forecasts that Brent oil prices will remain relatively stable in 2026, fluctuating between $60 and $65 per barrel [4].

白银（XAG/USD）在周五早盘上涨至每盎司74.10美元，当日涨幅超过3%。白银上涨主要受美联储可 能在2026年再降息两次预期支撑，同时美元承压提升了以美元计价白银对海外买家的吸引力。避险需求 在全球地缘政治紧张背景下进一步凸显，包括俄罗斯与乌克兰的新年平民袭击事件，以及美国与委内瑞 拉关系紧张。此外，中国投机性需求激增，上海期货交易所白银溢价创历史新高，全球供应紧张局面呼 应伦敦和纽约金库低库存，为白银价格提供额外支撑。 周五早盘，英镑/美元延续反弹，交投于1.3450上方。市场预计，如果新任美联储主席偏鸽派，美元可 能承压，从而为英镑提供支撑。英国央行近期将利率下调至3.75%，并表示将继续采取渐进式宽松策 略，但每次降息幅度难以预测。欧元/美元稳定在1.1750附近，市场关注欧洲即将公布的Sentix投资者信 心指数。美元/日元连续两个交易日上涨，周五早盘交投于157.00附近，延续近期升势。 UNFX1月2日讯（分析师 Stephen）新年的首个交易日，全球金融市场延续节日氛围，整体走势保持平 稳。周五欧洲早盘，美元指数在98.00上方窄幅震荡，股指期货小幅上涨0.3%至0.7%，显示投资者对整 ...

Group 1 - Palm oil prices have declined for the second consecutive trading day, reaching a two-week low due to weak crude oil trends and declining exports from Malaysia [1][4] - On Friday, palm oil futures fell below 4,000 ringgit per ton (approximately 986 USD), while soybean oil, a major competitor in the fuel and food markets, also dropped by 1.8% on Wednesday [1] - The decline in crude oil prices is attributed to widespread geopolitical risks and sustained global supply growth, with West Texas Intermediate (WTI) oil falling by 0.9% to settle at 57.42 USD, marking a 20% decline for the year 2025 [1] Group 2 - Malaysia's palm oil exports have faced pressure, with a 5% month-on-month decrease in December, totaling 1.2 million tons according to AmSpec data [4] - The holiday season purchasing may provide support below 4,000 ringgit per ton, with expectations of buying on dips; demand ahead of the Lunar New Year and Ramadan in February 2026 is anticipated to drive prices up [4]

24K99讯 周五(1月2日)亚市盘中，现货黄金持续大幅攀升，目前金价位于4378美元/盎司附近，日内暴涨 近60美元。FXStreet分析师Lallalit Srijandorn周五撰文，对金价进行分析。 (现货黄金30分钟图 来源：24K99) 此外，持续不断的以色列-伊朗冲突和美国-委内瑞拉紧张局势可能会推高金价。值得注意的是，交易者 在不确定时期会寻求能够保值的资产，这支撑了黄金等传统避险资产。 另一方面，Srijandorn警告称，交易者也可能获利了结或重新调整投资组合，这可能会限制金价的上涨 空间。 芝加哥商品交易所(CME)集团提高了黄金、白银和其他金属的保证金要求。这些通知要求交易者在交易 中投入更多资金，以防范合约交割时可能出现的违约风险。CME是全球最大的商品交易平台之一。 黄金后市分析与展望 Srijandorn写道，周五亚洲市场金价大幅攀升。市场预期美联储今年将降息，以及地缘政治风险可能推 高金价。不过，CME集团提高黄金和白银期货的保证金要求，可能会限制贵金属价格的上涨空间。 黄金在2025年以显著上涨收官，全年涨幅约为65%，创下1979年以来的最大年度涨幅。贵金属价格上涨 的动力 ...

Group 1 - Precious metals experienced a collective surge, with spot gold opening high and rising by $55 to surpass $4,370 per ounce, marking a 1.27% increase [1] - Spot silver saw an intraday increase of up to 3%, reaching $73 per ounce, while platinum and palladium also rose by over 2% [1] - Recent silver price spikes are attributed to its industrial properties, economic expectations, and low domestic silver inventories in China, a major manufacturing country [2] Group 2 - Long-term outlook for gold assets remains positive due to factors such as a weak dollar, interest rate cuts, and global geopolitical risks, with no current reasons to be bearish on gold [3] - Silver's strength is driven by expanding demand, tightening inventory structures, and policy expectations, particularly from industrial sectors like photovoltaics and electronics [3] - There is a divergence in market opinions regarding silver's recent performance, with some viewing it as nearing the end of its bull run, while others believe it is leading a new market cycle due to its growing importance in technology [3]

Group 1 - Precious metals experienced a collective surge, with spot gold opening high and rising by $55 to surpass $4,370 per ounce, marking a 1.27% increase [2] - Spot silver saw an intraday increase of up to 3%, reaching $73 per ounce [3] - Both spot platinum and palladium also rose by over 2% [5] Group 2 - Guosen Securities noted that the recent surge in silver prices, exceeding historical levels, is primarily due to the industrial demand elasticity, supported by positive economic expectations and low domestic silver inventories in China [6] - The demand for silver is driven by growth in industrial applications, particularly in photovoltaic and electronics sectors, leading to a persistent supply gap [7] - There is a divergence in market opinions regarding silver's performance; some believe it is nearing the end of its upward trend, while others argue that its increasing importance in technology sectors may lead to a new market cycle [7][8] Group 3 - Dongwu Futures indicated that the long-term fundamentals, driven by global technological and green industry developments, provide solid support for silver demand, although the current excessive price increase poses a risk of significant corrections [8]

Core Viewpoint - In 2025, gold prices fell on the last trading day, but for the entire year, they rose by 64%, marking the largest increase in 46 years since 1979 [1] Group 1: Factors Driving Gold Prices - The rise in gold prices is primarily driven by the Federal Reserve's interest rate cuts, increasing geopolitical risks, and central banks' accumulation of gold [1] - Continuous inflows into gold ETFs have also contributed to the upward momentum in gold prices [1] Group 2: Future Predictions - James Rickards, author of the financial bestseller "Currency Wars," predicts that gold prices could reach $10,000 by the end of 2026, with silver potentially rising to $200 [1] - The traditional drivers of the current gold bull market, such as demand from central banks and relatively stagnant supply, are expected to remain effective for a considerable time into 2026 [1]

Core Viewpoint - The gold market is experiencing short-term pressure from bears, leading to a decline in prices, particularly after breaking below the October high of $4381.44, which may result in significant losses for aggressive traders who anticipated a breakout [1] Group 1: Market Trends - In the long-term bullish context, gold prices are expected to undergo several months of consolidation before resuming an upward trend, despite recording a substantial annual increase of approximately 65% in 2025, marking the best annual performance in over 40 years [2] - The market is currently in a correction phase after a steady rise throughout the year, with prices accelerating towards the end of the year before stabilizing [2] Group 2: Future Outlook - For 2026, fundamental factors supporting gold prices are anticipated to regain momentum, including the actual impact of Federal Reserve rate cuts, expectations of new monetary easing, ongoing geopolitical risks, central bank gold purchases, and inflows into gold ETFs [2] - Although rate cut expectations provide support, the market widely recognizes that gold is in a bull market, which may hinder the ability to replicate last year's remarkable price increases [2] Group 3: Technical Analysis - Gold prices have also fallen below the short-term 50% Fibonacci retracement level, transforming the $4350.27-$4381.44 range into a resistance zone, with traders targeting the mid-term 50% retracement level of $4211.60 and the 50-day moving average at $4174.88 as a support area [3] - The 50-day moving average is crucial as it has guided gold prices higher since mid-August; a significant drop below this average could shift market sentiment from "extremely bullish" to "moderately bullish" [3]