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光大期货0122黄金点评:TACO交易再现,金价上行驱动减弱
Xin Lang Cai Jing· 2026-01-22 01:57
Core Viewpoint - The article discusses the recent developments in the gold market and geopolitical tensions, particularly focusing on Trump's announcement regarding Greenland and its impact on market sentiment and gold prices [2][4]. Gold Market Summary - COMEX gold prices rose to $4836.2 per ounce, marking a 1.48% increase, while domestic SHFE gold prices closed at 1091.8 yuan per gram, up by 1.09% [2][4]. - The market reacted to Trump's announcement of a framework agreement with NATO Secretary General Stoltenberg regarding Greenland, which temporarily postpones the planned tariff increases on European countries set to take effect on February 1 [2][4]. Market Sentiment and Stock Performance - The easing of tensions between the U.S. and Europe was interpreted as a "TACO" moment, leading to a recovery in risk sentiment, reflected in a 1.2% increase in the S&P 500 index [2][4]. - The reduction in risk aversion contributed to a decline in gold prices, indicating a shift in market dynamics [2][4]. Federal Reserve Outlook - The upcoming Federal Reserve meeting is anticipated, with Trump suggesting he may have selected a candidate for the Fed chair position, hinting at a preference for someone akin to Alan Greenspan [5]. - Reports indicate that the U.S. Supreme Court may reject Trump's request to dismiss Fed Governor Cook, reinforcing the independence of the Federal Reserve and altering market expectations regarding precious metals [5].
贵属策略报:“价续创历史新,银价位震荡
Zhong Xin Qi Huo· 2026-01-22 01:30
Group 1: Investment Ratings - No investment ratings provided for the industry in the report Group 2: Core Views - Gold is expected to continue its short - term oscillatory and bullish trend, while silver may maintain a high - level oscillation in the short term, and both should watch out for Trump's TACO risk on geopolitical issues [1][2] - The medium - to long - term upward support logic for gold remains unchanged, and the medium - to long - term bullish support for silver is still strong [2][3] Group 3: Summary by Related Catalogs Gold - Due to the escalation of disputes between Europe and the US over Greenland, bond market volatility, and Poland's central bank's plan to increase gold purchases, the intraday gold price continued to rise and hit a new high. COMEX gold once reached $4891 per ounce, and Shanghai gold touched 1100 yuan per gram. The tense situation in Greenland and tariff threats continue to support the gold price. Trump's latest stance on Greenland has eased. The short - term bullish trend of gold is still supported, and attention should be paid to the progress of relevant US events [2] Silver - The intraday silver price fluctuated at a high level. COMEX silver fluctuated around $94 per ounce, and Shanghai silver was around 23,000 yuan per kilogram. Supported by the tense situation between Europe and the US over Greenland, the high volatility of silver, stable short - term lease rates at 4% - 6%, and the suspension of key mineral tariff increases are also having an impact. It is expected that the silver price will continue to oscillate at a high level in the short term [2] Commodity Index - The comprehensive index includes special indices such as the commodity index, commodity 20 index, industrial products index, and PPI commodity index, with increases of 0.56%, 0.61%, 0.35%, and 0.20% respectively [45] Precious Metals Index - As of January 21, 2026, the precious metals index was 4531.41, with a daily increase of 2.20%, a 5 - day increase of 4.24%, a 1 - month increase of 18.59%, and a year - to - date increase of 18.49% [46]
黄金早参 | 特朗普态度缓和,避险情绪退潮,黄金陷高位震荡
Sou Hu Cai Jing· 2026-01-22 01:26
每日经济新闻 消息面上,美国总统特朗普态度缓和,宣布已与北约秘书长吕特就格陵兰岛问题达成协议框架。声称方 案最终得以落实,将对美国和所有北约成员国都大有裨益。特朗普表示,将不会实施原定于2月1日生效 的关税措施。受此消息影响,美股直线拉升,三大股指均涨超1%;现货黄金白银盘中跳水。 相关分析指出,美国总统特朗普围绕格陵兰岛的强硬立场及其突然的转折,避险情绪快速退潮,金价自 高位4891美元回落,盘中一度跌破4760美元。黄金的调整体现了避险资产的双刃剑特性:一方面,它在 危机中闪耀;另一方面,当风险消散时,它容易面临获利了结的压力。不过,正如Haberkorn所言,这 种调整不会逆转大趋势。黄金的长期上涨源于全球经济的不确定性,包括持续的地缘紧张、通胀压力和 供应链脆弱性,这些因素在2026年仍将存在,为黄金提供坚实底部支撑。 2026年1月21日,受美欧局势升级催化,避险情绪持续升温,现货期货金价双双突破4880美元,再创历 史新高记录,盘中随特朗普态度缓和,避险情绪退潮,金价高位回落,盘中一度跌破4760美元,尾盘小 幅拉升,截至收盘,COMEX黄金期货涨1.48%报4836.20美元/盎司,黄金ETF华 ...
2026年1月22日,国内黄金9995价格多少钱一克?
Sou Hu Cai Jing· 2026-01-22 01:19
据交易所数据显示,截至8点30分,国内黄金(99.95%)最新报价为1091.8元/克,上涨1.09%。 国际黄金价格报4787.3美元/盎司,下跌1.04%。 全球央行持续大规模增持黄金,2025年全球官方净购金量达297吨,多国央行黄金储备占比持续提升。 波兰央行批准150吨黄金增持计划,中国央行连续多月增持黄金,叠加全球去美元化进程加速,黄金作 为信用对冲工具的货币属性持续强化,成为支撑金价高位运行的核心长期逻辑,抵消短期情绪波动带来 的回调压力。 美联储独立性担忧叠加降息预期 彭博社报道美联储主席鲍威尔将出席最高法院关于特朗普罢免美联储理事库克的听证会,市场担忧裁决 若偏向特朗普将削弱美联储政策独立性,冲击美元信用。同时2026年市场普遍预期美联储将开启至少两 次降息,降低黄金持有机会成本,进一步助推资金涌入黄金资产,强化金价上涨动力。 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 来源:市场资讯 以下是今日对黄金价格走势影响较大的3个主要资讯: 特朗普格陵兰表态降温避险情绪 当地时间1月21日特朗普在达沃斯演讲中表示,格陵兰是北美战略安全必需领土,将寻求 ...
特朗普态度缓和,避险情绪退潮,黄金陷高位震荡
Mei Ri Jing Ji Xin Wen· 2026-01-22 01:15
Core Viewpoint - The recent fluctuations in gold prices are driven by geopolitical tensions and the subsequent easing of those tensions, particularly related to President Trump's stance on Greenland, which has influenced market sentiment and investment behavior [1][2]. Group 1: Market Reactions - On January 21, 2026, gold prices reached a historical high of $4,880 due to rising risk aversion stemming from escalating US-European tensions [1] - Following President Trump's announcement of a framework agreement regarding Greenland, gold prices experienced a significant drop, falling below $4,760 during trading before slightly recovering to close at $4,836.20 per ounce, marking a 1.48% increase in COMEX gold futures [1] - The gold ETF 华夏 (518850) rose by 2.96%, while the gold stock ETF (159562) increased by 5.73%, and the non-ferrous metals ETF (516650) gained 2.8% [1] Group 2: Long-term Trends - Analysts note that the recent adjustment in gold prices reflects the dual nature of safe-haven assets, which shine during crises but face profit-taking pressures when risks diminish [2] - Despite the short-term fluctuations, the long-term upward trend in gold prices is supported by ongoing global economic uncertainties, including persistent geopolitical tensions, inflationary pressures, and supply chain vulnerabilities, which are expected to continue into 2026 [2]
美军订购25架B2轰炸机!特朗普再次威胁伊朗,对欧改口“暂时不会加征关税”!美国天然气期货暴涨
Qi Huo Ri Bao· 2026-01-22 01:10
对于联邦政府的赤字,特朗普表示,已经削减了1000亿美元的联邦开支,而美国出口额增加了1500亿美元。 对于格陵兰岛,特朗普表示,格陵兰岛是北美的一部分,这是美国的领土。它是国家战略安全所必需的,寻求立即谈判收购格陵兰岛,不会动用武力夺取格 陵兰岛。 "我们从未要求过任何东西,也从未得到过任何东西。除非我决定用过度的力量,否则我们可能什么都得不到。但我不会那样做。现在大家都在说,哦,太 好了。因为人们以为我会用武力。我不需要用武力。我不想用武力。我不会用武力。"特朗普在演讲中说。 早上好,先关注下 美国总统 特朗普的最新表态。 当地时间1月21日(周三),美国总统特朗普在瑞士达沃斯发表演讲。他在演讲中提及美国经济、美联储主席、格陵兰岛等多个热门话题。 在演讲中,特朗普表示,美国通胀已被击败,核心通胀率为1.5%,预计2025年第四季度经济增长率为5.4%;美国经济正以国际货币基金组织预测速度的两 倍速度增长,相信他的政策能让经济增长更高。 对于新任美联储主席候选人,特朗普表示,美联储主席鲍威尔在利率问题上行动太迟了,在不久的将来宣布新的美联储主席人选。 对于委内瑞拉和石油产量,特朗普表示,美国石油日产量增加7 ...
避险情绪缓和,金银冲高回落
Xin Hua Cai Jing· 2026-01-22 01:08
全球债券交易员正密切关注日本国债市场。日本国债市场波动性急剧上升可能蔓延至其他市场,迫使一 些投资者降低投资组合的风险承受能力。 纽约商品交易所黄金期货市场交投最活跃的2026年2月黄金期价21日上涨1.48%,收于每盎司4836.20美 元。 金价当日稳步上涨,但已从隔夜新高回落。美国总统特朗普在瑞士达沃斯世界经济论坛上发表讲话时表 示,他不会动用武力夺取格陵兰岛。此外,特朗普21日在瑞士世界经济论坛期间与北约秘书长马克·吕 特会晤后表示,双方已就格陵兰岛未来协议达成"框架",美国不会对欧洲盟友加征关税。特朗普此番表 态缓解了市场的避险情绪。 短期期货交易者获利回吐则令白银价格走弱。 受格陵兰危机和日本政府债务危机提振,本周市场避险需求强劲,黄金、白银价格延续了此前的涨势。 纽约商品交易所2月黄金期货价格隔夜触及每盎司4891.10美元历史新高;3月白银期货价格20日也创下 每盎司95.78美元的新高。各国央行有望进一步支撑黄金价格,波兰国家银行已批准增购150吨黄金计 划,玻利维亚央行也已恢复购买黄金以补充外汇储备。 有市场分析人士认为,在机构资本入场之前,黄金牛市可能仍远未达到其全部潜力。 当天3月交割 ...
“5000美元/盎司指日可待” 分析人士:黄金市场波动或加剧
Qi Huo Ri Bao· 2026-01-22 00:41
21日,现货黄金价格一举突破4800美元/盎司关口,逼近4900美元/盎司,再创历史新高。 多家机构发布了最新预测。 Kitco黄金调查:华尔街机构对黄金短期走势分歧明显(50%看涨、25%看跌、25%持平),而散户仍坚 定看涨(78%)。 "本轮金价上涨的主要原因是地缘局势动荡引发的极端避险情绪。"正信期货贵金属分析师蒲祖林表示, 本月以来委内瑞拉事件、伊朗局势、美联储主席被起诉风波和格陵兰岛事件等使市场避险情绪持续升 温,资金大量涌入更具安全性的黄金和相关大宗商品。 山金期货贵金属分析师林振龙告诉记者,这一轮地缘风险的特殊性在于欧美出现裂痕——特朗普宣称对 多个欧洲国家加征关税,以胁迫获取格陵兰岛控制权,既引发美欧贸易战担忧,更动摇了北约同盟关 系,这种非常规的地缘博弈极大地动摇了市场信心。 齐盛期货贵金属分析师刘晓琳补充称,以往与黄金同步走强的美元、长端美债此次同步遭遇抛售,资金 呈现"独宠黄金"的格局,黄金作为"中性资产"的战略价值被重新定义。 展望后市,蒲祖林表示,短期来看,地缘冲突背景下的避险需求仍是黄金价格上涨的主要驱动力。特朗 普政府在中期选举年及访华前的窗口期可能再度上演"TACO"交易模式 ...
特朗普再次威胁伊朗 对欧改口“暂时不会加征关税”!美国天然气期货暴涨
Qi Huo Ri Bao· 2026-01-22 00:33
早上好,先关注下美国总统特朗普的最新表态。 对于联邦政府的赤字,特朗普表示,已经削减了1000亿美元的联邦开支,而美国出口额增加了1500亿美 元。 对于格陵兰岛,特朗普表示,格陵兰岛是北美的一部分,这是美国的领土。它是国家战略安全所必需 的,寻求立即谈判收购格陵兰岛,不会动用武力夺取格陵兰岛。 "我们从未要求过任何东西,也从未得到过任何东西。除非我决定用过度的力量,否则我们可能什么都 得不到。但我不会那样做。现在大家都在说,哦,太好了。因为人们以为我会用武力。我不需要用武 力。我不想用武力。我不会用武力。"特朗普在演讲中说。 此外,特朗普在其社交媒体"真实社交"发文称,基于他与北约秘书长马克·吕特的会晤,他们已经就格 陵兰岛乃至整个北极地区的未来合作框架达成了一致。如果这项方案最终得以落实,将对美国和所有北 约成员国都大有裨益。特朗普表示将不会实施原定于2月1日生效的关税措施。 另外,特朗普还谈及了伊朗。他在接受美国消费者新闻与商业频道(CNBC)采访时称,"希望美国不 会对伊朗采取进一步军事行动",但与伊朗相关的制裁及加征关税等措施还将持续。 特朗普称,他们(伊朗)不能搞核武器。他提到美国2025年6月对 ...
张尧浠:地缘局势缓解、黄金关注调整及再度入场机会
Sou Hu Cai Jing· 2026-01-22 00:09
Core Viewpoint - The easing of geopolitical tensions has led to a temporary adjustment in gold prices, with potential re-entry opportunities for bullish investors as support levels are approached [1][5]. Price Movement - On January 21, gold opened at $4,764.09 per ounce, peaked at $4,887.76, and closed at $4,830.99, marking a daily increase of $66.9 or 1.4% [3]. - The price exhibited a daily range of $131.92, indicating volatility in the market [3]. Market Outlook - The gold market is expected to face downward pressure due to profit-taking and a strengthening U.S. dollar, but the overall upward trend remains intact [3][5]. - Key economic indicators to watch include U.S. initial jobless claims and GDP data, which are anticipated to be favorable for gold prices [3]. Fundamental Analysis - Despite the short-term easing of geopolitical tensions, long-term support for gold prices remains due to persistent geopolitical risks and expectations of interest rate cuts [5]. - The consensus is for at least two 25 basis point rate cuts this year, which is expected to weaken the dollar and drive more investment into gold [5]. Technical Analysis - Monthly charts indicate that gold is maintaining strength above trendline resistance, with potential for a bull market if current momentum continues [7]. - Weekly trends suggest a possible need for a correction in the near term, with support levels at the 5-10 week moving averages [7]. - Daily charts show that if gold prices drop to the support of the ascending channel, it could present another buying opportunity [9]. Support and Resistance Levels - Key support levels for gold are identified at $4,770 and $4,720/$4,680, while resistance levels are at $4,845 and $4,880/$4,920 [9]. - For silver, support is at $90.55 and $88.45, with resistance at $93.50 and $94.70 [9].