摘要今日周四(1月29日))亚盘时段，伦敦金最新报价为1239.52元/克，较前一交易日上涨29.99元，涨幅 2.48%，日内呈现高位震荡走势。当日开盘价报1209.72元/克，盘中最高触及1249.13元/克，最低下探至 1209.47元/克。 今日周四(1月29日))亚盘时段，伦敦金最新报价为1239.52元/克，较前一交易日上涨29.99元，涨幅 2.48%，日内呈现高位震荡走势。当日开盘价报1209.72元/克，盘中最高触及1249.13元/克，最低下探至 1209.47元/克。 【要闻速递】 美联储1月议息会按下"暂停键"，利率维持3.5%-3.75%不变，既未加息也未降息，主打"观望"。会上出 现分歧：理事米兰与沃勒支持降息25个基点，急于为市场松绑;鲍威尔则重申当前利率已处中性区间上 端，强调"政策无固定路线，一切看数据"，并明确若关税推升的通胀见顶回落，降息将提上日程，同时 提醒继任者远离政治干扰，专注本职。简言之，鲍威尔既不冒进也不急于降息，先看数据;两位同僚已 按捺不住"放水"冲动，后续走向全看通胀表现。 特朗普一句"对美元贬值挺舒服"，直接让美元暴跌1.1%，创去年4月来最大单日跌幅; ...

"铜条商场已经不让卖了，投资的话还有银条和金条。" 1月27日，深圳水贝黄金零售市场的一位柜台商家向财联社记者表示道。 随着国际贵金属价格飙升，金条、银条甚至铜条等纯投资性质的产品在曾经主要销售饰品的水贝零售市场突然走俏。不过日前，铜条销售已 经被叫停。多位业内人士告诉财联社记者，相较于金银条，铜条溢价严重且回收渠道缺失，缺乏投资价值。 另一方面，金价屡创新高，又恰逢已进年关，多位水贝商户表示，虽已迎来传统黄金消费旺季，但今年难有往年畅旺。一位上游料商称，在 高金价的冲击下，目前产品的销售额较2025年同期下降了约三成。 展望未来，苏商银行特约研究员武泽伟在接受财联社记者采访时表示，2026年支撑金价长期上行的核心逻辑依然存在，这种"再进阶"的预 期将进一步巩固黄金强劲的金融属性，投资需求预计将保持相对强势；而金饰消费则继续承压，高金价将加速市场分化，推动消费进一步向 轻量化、设计化、精品化转型。整体上，黄金市场"投资热、首饰冷"的结构性特征在2026年或将延续并深化。 金、银、铜条登场 金条，曾被视作重要的投资手段。而随着国际贵金属价格飙涨，具备投资属性的金属不再局限于常见的金条。 财联社记者关注到，不少曾 ...

截至2026年1月29日 13:19，黄金ETF博时(159937)上涨5.63%，冲击5连涨。最新价报11.89元。拉长时间看，截至2026年1月28日，黄金ETF博时近1周累计上 涨8.62%。 流动性方面，黄金ETF博时盘中换手4.39%，成交25.17亿元。拉长时间看，截至1月28日，黄金ETF博时近1周日均成交21.80亿元。 消息面上，全球地缘政治局势的不确定性成为金价短期暴涨的直接推手。地区冲突、贸易摩擦多点爆发，加剧了市场恐慌情绪。投资者对风险资产偏好下 降，黄金作为传统避险资产，成为资金涌入的"避风港"，推动买盘大幅增加。世界黄金协会明确指出，黄金已成为当前市场首选的避险资产，避险溢价持续 支撑金价走高。 业内专家表示，"去美元化"浪潮下黄金多头格局已定。联准会近期卷入相关司法调查的消息，进一步加剧了金融市场的动荡。在美元预期维持弱势的背景 下，资金流向黄金的趋势短期内难以逆转。长期来看，全球央行对黄金储备的多元化配置，为金价提供了坚实的支撑底部。 国泰海通证券分析指出，在供需紧平衡格局下，宏观因素对贵金属价格走势更具决定性影响；2026年美联储降息预期延续、区域博弈加剧及美元信用弱化趋 势 ...

摘要今日周四(1月29日)亚盘时段，纸黄金目前交投于1234.52元附近，截至发稿，纸黄金暂报1234.52元/ 克，涨幅4.69%，最高触及1246.06元/克，最低下探1177.08元/克。目前来看，纸黄金短线偏向看涨走 势。 今日周四(1月29日)亚盘时段，纸黄金目前交投于1234.52元附近，截至发稿，纸黄金暂报1234.52元/克， 涨幅4.69%，最高触及1246.06元/克，最低下探1177.08元/克。目前来看，纸黄金短线偏向看涨走势。 作为全球传统避险资产，黄金在此次美元波动中被视为潜在替代选择之一。IMCO在年度《世界展望》 报告中指出，随着特朗普政策施压美元、美国稳定性受质疑，黄金与瑞士法郎、日元等一同被列为美元 的潜在替代选项;其逻辑在于，美国不可预测的施政风格及全球失衡调整加速，可能持续削弱美元避险 属性，而黄金的避险功能有望进一步凸显。 【最新纸黄金行情解析】 工行纸黄金(人民币账户)于2026年1月28日21:04报1180.84元/克，单日涨幅3.91%，日内最高触及1185.69 元/克，价格持续站稳5日与20日均线，MACD红柱扩张，RSI维持在68附近，多头动能强劲。受C ...

Group 1 - The core viewpoint of the articles highlights the significant rise in gold prices, driven by geopolitical tensions and monetary policy decisions, particularly the U.S.-Iran conflict and the Federal Reserve's decision to maintain interest rates [1][2][3]. - Gold prices reached a historical high of $5600 per ounce, reflecting a surge in safe-haven buying amid escalating geopolitical risks [1][2]. - The Federal Reserve's cautious stance on interest rates indicates a balanced approach to managing inflation and supporting economic growth, which has implications for market stability and investor sentiment [2][3]. Group 2 - Technical analysis indicates that gold prices are currently experiencing a strong upward trend, with resistance levels at $5550 and $5596, and potential targets above $5700 [5][6]. - The market is characterized by volatility, with significant price fluctuations observed, including a recent intraday increase of nearly $200 before a pullback [3][5]. - Suggested trading strategies include buying on dips around $5450 and selling on rebounds near $5595-$5600, emphasizing the importance of risk management and position sizing [6][7].

截至亚洲时间周四上午8时39分，黄金现货升2.1%，来到每盎司5511.79美元，当日稍早更一度来到创历史新高的5591.61美元。 金价在2025年上涨64%。 在2026年，1月尚未走完，累计已上涨了约27%。 华侨银行分析师在一份报告中说，对政府债务的担忧，以及政策的不确定性，加速了黄金在投资组合当中地位的重新估算。 黄金不再是对危机或 通胀的对冲工具，而是被视为一种中性的、可靠的价值储存资产，在总体经济环境中提供了多元的投资渠道。 金价在2025年上涨64%。 在2026年，1月尚未走完，累计已上涨了约27%。 （示意图/达志影像/shutterst 由于地缘政治和经济紧张局势，投资人纷纷寻求避险资产，让金价延续涨势，在周四逼近5600美元大关。 白银也创新高，并接近120美元。 在美国政策方面，美联储在周三宣布维持利率不变，符合外界预期，但主席鲍威尔说，12月的通胀可能仍是远高于美联储2%目标。 周四现货白银上涨1.3%，至每盎司118.061美元，早间稍早更一度触及119.34美元的历史新高。 今年以来，白银已累计上涨了逾60%。 银行分析师们说，预计白银市场今年将再次出现缺货情况，但真正市场吃紧 ...

Core Viewpoint - The Swiss Franc (CHF) maintains a strong and volatile position in the global market due to its safe-haven status and stable monetary policy, despite economic growth challenges and export pressures [1][2][3]. Group 1: CHF Performance - As of January 29, 2026, the CHF/USD exchange rate is at 1.3026, reflecting a cumulative increase of over 3% since the beginning of the year [1]. - The CHF has shown a stepwise upward trend against the USD since mid-January, with a notable daily fluctuation exceeding 180 basis points [1]. - The CHF has appreciated from 1.2601 on January 1 to 1.3026 by January 29, marking a 3.37% increase [1]. Group 2: Market Dynamics - The CHF remains stable against the Euro, benefiting from aligned policies of the European Central Bank (ECB) and the Swiss National Bank (SNB), while showing a short-term upward trend against the Chinese Yuan [2]. - The influx of safe-haven capital is a key driver of the CHF's strength, influenced by geopolitical tensions and economic uncertainties [2]. - As of Q3 2025, Switzerland's net international investment position reached 10.294 trillion CHF, exceeding 100% of GDP, supported by substantial foreign exchange reserves of 894.2 billion USD [2]. Group 3: Monetary Policy and Economic Outlook - The SNB maintains a zero interest rate policy and is prepared to intervene in the foreign exchange market to prevent excessive CHF appreciation, ensuring the competitiveness of key export sectors [3]. - The divergence in global central bank policies, particularly with the Federal Reserve's rate cuts, enhances the CHF's appeal, compressing the CHF/USD interest rate differential [3]. - Economic forecasts indicate a slowdown in Swiss GDP growth from 1.2% in 2025 to 1.0% in 2026, with a projected unemployment rate of 3.0% and low inflation at 0.4%, which may limit the CHF's appreciation potential [3]. Group 4: Short-term Volatility Factors - Expectations of SNB foreign exchange interventions are critical for short-term CHF fluctuations, particularly if the CHF/USD rate exceeds 1.32 [4]. - Market predictions for the CHF's annual performance show divergence, with estimates for the USD/CHF rate ranging from 0.79-0.81 (CHF/USD 1.23-1.27) [4]. - Key variables influencing short-term CHF movements include SNB intervention, Federal Reserve rate decisions, and geopolitical developments [4]. Group 5: Long-term Outlook - The CHF's strong position is likely to persist, supported by global policy divergence and ongoing safe-haven demand, though growth limitations from weak economic performance and export pressures may cap appreciation [5]. - Future monitoring of SNB policy meetings, Eurozone economic data, and global risk events will be essential in determining the CHF's trading range and breakout direction [5].

Group 1 - The core viewpoint of the news highlights the strong performance and increasing popularity of the Commodity ETF (510170), which has seen a significant rise in both its scale and shares, reaching a record high since its inception [1] - The Commodity ETF (510170) has experienced a continuous net inflow of funds totaling 197 million yuan over the past 10 days, indicating strong investor interest [1] - The ETF closely tracks the Shanghai Commodity Stock Index, which includes large and liquid commodity production companies, reflecting the overall performance of commodity-related securities in the Shanghai market [1] Group 2 - Recent trends show that the decline of the US dollar index, coupled with escalating geopolitical tensions, has led to an overall increase in base metal prices, driven by structural changes in global supply and demand dynamics [2] - The demand for base metals is being bolstered by the acceleration of energy transitions, particularly in green industries such as electric vehicles, photovoltaics, and wind power, which are creating sustained demand for copper and aluminum [2] - Precious metal prices have reached new highs due to heightened safe-haven demand, influenced by geopolitical risks and central bank gold purchases exceeding expectations, further enhancing the investment value of precious metals [2]

与此同时，全球央行的战略性购金行为，更是为金价筑牢了坚实的底部支撑，包括中国在内的多国央行 持续增持黄金，中国央行更是实现连续14个月加码，释放了积极信号，让黄金的长期需求有了稳定保 障，也让市场对金价走势充满信心。 现阶段，市场对金价走势的分歧，本质在于短期波动与长期趋势的不同判断，而主流机构的集体看多， 更印证了此轮金价上涨的周期属性。不少机构将黄金目标价上调至5700—6000美元/盎司，甚至有机构 喊出6600美元/盎司的预期，也进一步助推了市场的看多情绪。 可以说，支撑金价上涨的核心逻辑依然稳固，美元霸权松动、去美元化浪潮推进、全球地缘政治风险常 态化，这些中长期因素并未发生根本改变，而美联储的降息预期仍在，宽松的流动性环境也将继续支撑 黄金价格。 当然，承认金价的长期上涨趋势，并非意味着金价会一路单边走高，高价位下的多空博弈加剧，投机资 金的获利了结，都可能引发金价的短期回调，这是市场运行的正常规律。 连日来，"金价是否太高"成为市场热议的核心话题。 在突破5000美元/盎司重大关口后，现货黄金狂飙走势并未停歇。 1月28日，伦敦金现刷新5311美元/盎司的历史新高，开年至今已累计上涨超22%。主 ...

瑞银CIO办公室分析，全球地缘政治不确定性加剧，叠加美联储议息会议落地前的观望情绪，低风险资产成为资金首选，推动黄金突破5200美元/盎司、白 银突破110美元/盎司历史高位。 | 纽约金主连 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | GCOW | | | | | | | | 5303.3 振幅 2.14% 高 5298.6 | | | | | 미래 82358 | | | 5193.6 (HE | | 昨结 | | 5120.6 | 持仓 30.52万 | | | 178.0 3.48% 开 5218.6 | | | 今结 | l | 日増 +21946 | | | 相关 ETF 2 | | | | | T+0 金ETF嘉实 3.05% ● > | | | 分时 園K | 日K | 月K | | 五日 | 更多。 | | | 均价: 5249.4 最新: 5298.6 178.0 3.5% | | | | | | | | 5303.3- | | | 3.57% | | 免费领实时行情> | | | | | | | | 卖1 529 ...