【#黄金白银为啥暴跌#[思考]】1月30日，国际黄金和白银价格继续大幅下跌，均创下数十年来最大单 日跌幅。市场分析认为，特朗普30日提名凯文·沃什为下任美联储主席，加剧此次贵金属价格大跌。沃 什曾公开批评量化宽松政策的副作用，认为美联储需要与美国财政部在政策上更紧密地协作。此外，美 国劳工部30日公布的2025年12月份和全年PPI均高于经济学家此前预期，显示通胀逐渐融入整体经济。 PPI上涨可能迫使美联储维持"中性"货币政策时间长于预期，利空金价。分析人士认为，经历近一个月 来金银价格暴涨，此次回调并不意外。（央视新闻） ...

【#金银创纪录暴跌背后核心推手# #分析称贵金属市场抛售或难以持续#】本周，国际贵金属价格遭 遇"过山车"行情。[话筒]市场分析认为，美国总统特朗普30日提名美国联邦储备委员会前理事凯文·沃什 为下任美联储主席，加剧此次贵金属价格大跌。沃什曾公开批评量化宽松政策的副作用，认为美联储需 要与美国财政部在政策上更紧密地协作。[话筒]美国劳工部30日公布，2025年12月份和全年核心生产者 价格指数（PPI）均高于经济学家此前预期，显示通胀逐渐融入整体经济。生产者价格上涨可能迫使美 联储维持"中性"货币政策的时间长于预期，利空金价。[话筒]分析人士认为，经历近一个月来金银价格 暴涨，此次市场抛售在所难免。总部位于伦敦的布里坦尼亚全球市场公司资产经纪公司分析师表示，考 虑到1月份贵金属上涨的速度和幅度，此次回调并不出乎意料。[话筒]英国研究机构金属聚焦公司分析 师认为，近来贵金属上涨行情呈现非理性，但鉴于投资者面临持续的地缘政治风险和经济不确定性，市 场抛售或难以持续。#金价银价暴跌三大原因# 来源：@央视财经微博 ...

因受获利回吐和短期期货交易者多头平仓等因素影响，国际黄金和白银价格1月30日继续大幅下跌，双 双创下数十年来最大单日跌幅。 英国研究机构金属聚焦公司分析师认为，近来贵金属上涨行情呈现非理性，但鉴于投资者面临持续的地 缘政治风险和经济不确定性，市场抛售或难以持续。 ▍来源：新华社微信公众号 受多重因素影响，国际贵金属价格创纪录暴跌 纽约商品交易所4月黄金期价30日一度跌破每盎司4800美元关口，跌幅超过10%，为上世纪80年代以来 最大单日跌幅；3月白银期价一度跌破每盎司80美元关口，跌幅超过30%，创下史上最大单日跌幅纪 录。 市场分析认为，美国联邦储备委员会前理事凯文·沃什30日刚获提名为下任美联储主席，加剧此次贵金 属价格大跌。沃什曾公开批评量化宽松政策的副作用，认为美联储需要与美国财政部在政策上更紧密地 协作。 美国劳工部30日公布2025年12月份和全年核心生产者价格指数（PPI）均高于经济学家此前预期，显示 通胀逐渐融入整体经济 。生产者价格上涨可能迫使美联储维持"中性"货币政策的时间长于预期，利空 金价。 分析人士认为，经历近一个月来金银价格暴涨，此次市场抛售在所难免。总部位于伦敦的布里坦尼亚全 ...

Core Viewpoint - The international precious metals prices experienced a record drop due to multiple factors, including profit-taking and short-term futures traders closing long positions, leading to the largest single-day declines in decades [1]. Group 1: Price Movements - On January 30, gold prices on the New York Commodity Exchange fell below $4,800 per ounce, with a decline exceeding 10%, marking the largest single-day drop since the 1980s [1]. - Silver prices for March contracts fell below $80 per ounce, with a decline exceeding 30%, setting a record for the largest single-day drop in history [1]. Group 2: Influencing Factors - The nomination of Kevin Walsh as the next Federal Reserve Chairman by President Trump intensified the drop in precious metal prices, as Walsh has criticized the side effects of quantitative easing and advocated for closer policy collaboration between the Federal Reserve and the Treasury [1]. - The U.S. Labor Department reported that the core Producer Price Index (PPI) for December 2025 exceeded economists' expectations, indicating that inflation is gradually integrating into the overall economy, which may compel the Federal Reserve to maintain a "neutral" monetary policy longer than anticipated, negatively impacting gold prices [1]. Group 3: Market Analysis - Analysts suggest that after a significant surge in gold and silver prices over the past month, the market sell-off was inevitable [1]. - Analysts from Britannia Global Markets in London noted that given the speed and magnitude of the rise in precious metals in January, the current correction is not surprising [1]. - A report from the UK-based Metal Focus indicated that while the recent rise in precious metals appears irrational, ongoing geopolitical risks and economic uncertainties may prevent the market sell-off from being sustained [2].

受获利回吐和短期期货交易者多头平仓等因素影响，国际黄金和白银价格1月30日继续大幅下跌，均创下数十年 来最大单日跌幅。 纽约商品交易所4月黄金期价30日一度跌破每盎司4800美元关口，跌幅超过10%，为上世纪80年代以来最大单日跌 幅；3月白银期价一度跌破每盎司80美元关口，跌幅超过30%，创下史上最大单日跌幅纪录。 市场分析认为，美国总统特朗普30日提名美国联邦储备委员会前理事凯文·沃什为下任美联储主席，加剧此次贵金 属价格大跌。沃什曾公开批评量化宽松政策的副作用，认为美联储需要与美国财政部在政策上更紧密地协作。 凯文·沃什 资料图 美国劳工部30日公布2025年12月份和全年核心生产者价格指数（PPI）均高于经济学家此前预期，显示通胀逐渐 融入整体经济。生产者价格上涨可能迫使美联储维持"中性"货币政策的时间长于预期，利空金价。 分析人士认为，经历近一个月来金银价格暴涨，此次市场抛售在所难免。总部位于伦敦的布里坦尼亚全球市场公 司资产经纪公司分析师表示，考虑到1月份贵金属上涨的速度和幅度，此次回调并不出乎意料。 英国研究机构金属聚焦公司分析师认为，近来贵金属上涨行情呈现非理性，但鉴于投资者面临持续的地缘政治 ...

来源：新华社 多重因素引发国际贵金属价格创纪录暴跌 受获利回吐和短期期货交易者多头平仓等因素影响，国际黄金和白银价格1月30日继续大幅下跌，均创 下数十年来最大单日跌幅。 分析人士认为，经历近一个月来金银价格暴涨，此次市场抛售在所难免。总部位于伦敦的布里坦尼亚全 球市场公司资产经纪公司分析师表示，考虑到1月份贵金属上涨的速度和幅度，此次回调并不出乎意 料。 英国研究机构金属聚焦公司分析师认为，近来贵金属上涨行情呈现非理性，但鉴于投资者面临持续的地 缘政治风险和经济不确定性，市场抛售或难以持续。 市场分析认为，美国总统特朗普30日提名美国联邦储备委员会前理事凯文·沃什为下任美联储主席，加 剧此次贵金属价格大跌。沃什曾公开批评量化宽松政策的副作用，认为美联储需要与美国财政部在政策 上更紧密地协作。 美国劳工部30日公布2025年12月份和全年核心生产者价格指数（PPI）均高于经济学家此前预期，显示 通胀逐渐融入整体经济。 生产者价格上涨可能迫使美联储维持"中性"货币政策的时间长于预期，利空 金价。 纽约商品交易所4月黄金期价30日一度跌破每盎司4800美元关口，跌幅超过10%，为上世纪80年代以来 最大单日跌幅； ...

来源：新华社 美国劳工部30日公布2025年12月份和全年核心生产者价格指数（PPI）均高于经济学家此前预期，显示 通胀逐渐融入整体经济。生产者价格上涨可能迫使美联储维持"中性"货币政策的时间长于预期，利空金 价。 分析人士认为，经历近一个月来金银价格暴涨，此次市场抛售在所难免。总部位于伦敦的布里坦尼亚全 球市场公司资产经纪公司分析师表示，考虑到1月份贵金属上涨的速度和幅度，此次回调并不出乎意 料。 英国研究机构金属聚焦公司分析师认为，近来贵金属上涨行情呈现非理性，但鉴于投资者面临持续的地 缘政治风险和经济不确定性，市场抛售或难以持续。 记者：徐静 受获利回吐和短期期货交易者多头平仓等因素影响，国际黄金和白银价格1月30日继续大幅下跌，均创 下数十年来最大单日跌幅。 纽约商品交易所4月黄金期价30日一度跌破每盎司4800美元关口，跌幅超过10%，为上世纪80年代以来 最大单日跌幅；3月白银期价一度跌破每盎司80美元关口，跌幅超过30%，创下史上最大单日跌幅纪 录。 市场分析认为，美国总统特朗普30日提名美国联邦储备委员会前理事凯文·沃什为下任美联储主席，加 剧此次贵金属价格大跌。沃什曾公开批评量化宽松政策的副 ...

（原标题：金银史诗级大跳水！贵金属一夜变天 要不要抄底？） "见证历史""惊掉下巴""这也跌太多了吧"，一夜醒来，朋友圈被黄金白银暴跌的感慨刷屏了，有投资者感叹"一下吞掉了五天的涨幅"。 21世纪经济报道记者注意到，1月30日晚间，国际黄金、白银又迎"巨震一夜"，国际金价跌落回4900美元/盎司下方，现货黄金跌幅超9%；国际银 价跌落回90美元/盎司下方，现货白银跌幅超26%。 消息面上，据新华社报道，美国总统特朗普30日通过社交媒体宣布，提名美国联邦储备委员会前理事凯文·沃什为下任美联储主席。这项提名还需 要获得国会参议院批准。沃什2006年加入美联储，是当时最年轻的美联储理事。在美联储任职期间，沃什持鹰派货币政策立场，但近年转向支持 特朗普的关税政策及加快降息立场。 南华期货贵金属新能源研究组负责人夏莹莹告诉记者，相较于另两位热门人选贝莱德公司高管里德以及白宫经济顾问哈塞特，沃什的立场相对偏 鹰派，且更倾向于维护美联储的独立性，这一预期弱化了市场对美联储宽松货币政策的预期，对金银价格形成了一定压制。 关于沃什真正的货币政策立场，市场也有颇多不同声音。公开信息显示，沃什曾公开批评量化宽松政策的副作用，认为美 ...

Group 1 - The core point of the article is the significant drop in international precious metal prices, with silver falling over 36% and gold dropping more than 12%, marking the largest single-day decline since 1980 [1] - The initial trigger for this decline was the announcement of Kevin Warsh's nomination as the next Federal Reserve Chairman, which alleviated market concerns about the Fed's independence and strengthened the dollar, negatively impacting gold and silver prices [1] - The precious metals market is currently experiencing a panic sell-off phase, characterized by irrational trading behavior, and the potential for further declines remains [5] Group 2 - The non-ferrous metals sector has seen a rise of over 30% since the beginning of the year, leading to significant profit-taking, with many stocks experiencing sharp declines on the news of falling precious metal prices [2] - On the day of the price drop, the non-ferrous sector in the A-share market fell by 7.89%, with 39 stocks hitting the daily limit down and 45 stocks declining by over 9% [2] - The volatility in precious metal prices is expected to have a cascading effect on the A-share market, particularly impacting the already declining non-ferrous sector [1][2] Group 3 - The recent surge in gold and silver prices was unprecedented, and the subsequent drop is seen as a natural correction, with silver already entering a technical bear market due to its significant price drop [4] - The impact of the price drop is most severe on leveraged products like paper gold and gold futures, while physical gold and silver jewelry are less affected due to their intrinsic value [4] - Investors are advised to wait for signs of stabilization and support levels before making any decisions, as the current market conditions are highly uncertain [5][6]

Core Viewpoint - The nomination of Kevin Warsh as the next Federal Reserve Chairman by President Trump signifies a potential ideological shift in U.S. monetary policy, which could have profound implications for consumers, financial markets, and the global economy [1][2]. Group 1: Warsh's Background and Experience - Kevin Warsh, a former Federal Reserve Governor, has a robust background in both Wall Street and government, having been involved in critical economic policy decisions during the 2008 financial crisis [1]. - His educational credentials include a degree from Stanford University and a law degree from Harvard, along with experience at Morgan Stanley and as a special assistant for economic policy at the White House [1]. Group 2: Policy Implications of Warsh's Nomination - Trump's nomination aims to push for significant interest rate cuts to alleviate the burden of over $37 trillion in national debt and stimulate the sluggish housing market [2]. - Warsh's approach is expected to shift from Powell's pragmatic consensus-driven policy to one that emphasizes inflation control and policy independence, potentially leading to a lower tolerance for inflation [2]. Group 3: Market Reactions and Predictions - Analysts suggest that Warsh's reputation as a hawk may help him build consensus within the Federal Open Market Committee (FOMC), potentially leading to 2-3 interest rate cuts this year [3]. - Following Warsh's nomination, market expectations have shifted, with futures traders now anticipating two interest rate cuts this year, compared to previous forecasts of only one cut in 2026 and another in 2027 [3]. Group 4: Impact on Consumers and Financial Products - If Warsh successfully implements rate cuts, consumer financial products such as credit cards and personal loans may see lower interest rates, easing debt repayment pressures for households [4]. - However, lower interest rates could also lead to reduced savings rates, impacting families reliant on deposit income [4]. Group 5: Challenges Ahead for Warsh - Warsh faces challenges in achieving consensus within the FOMC, as several voting members have expressed opposition to further rate cuts until inflation approaches the 2% target [4]. - The balance between Trump's desire for aggressive rate cuts and the need for inflation control will be critical in shaping future monetary policy [5].