黄金又火了，这次不是因为暴涨，而是因为暴跌。 1月29日，现货黄金飙升至5598.75美元/盎司，白银突破121美元/盎司，双双刷新历史高位。 然而，巅峰之下，暴跌潮骤然来袭，现货黄金单日最大跌幅接近13%，最低触及4682.55美元/盎司，瞬 间回吐近期全部涨幅；现货白银跌幅更甚，盘中暴跌超35%，数以万计投资者遭遇爆仓。 资本市场一夜惊魂并不少见，涨得有多疯狂，跌得就有多迅猛。黄金作为避险资产，并非冒险资产，有 投资者混淆二者边界，随时可能被市场反噬。 要知道，黄金作为国际定价品种，其价格由伦敦金银市场协会主导的现货定价与纽约COMEX交易所的 期货定价共同决定，受美元指数、美债实际收益率、全球通胀等宏观因素主导，不存在国内"众人拾柴 火焰高"的单边炒作空间，盲目跟风只会沦为市场波动的"牺牲品"。 更为重要的是，黄金并非蒙眼暴富的"神器"，其超长期保值功能和短期牛熊波动并不矛盾。即便长期看 好金价走势，中间也难免出现大幅回调，所谓"下一轮牛市高点可达8000美元甚至1万美元"的预判，不 能成为忽视短期风险的借口。 对于投资者来说，要对黄金避险属性有理性认知，要明白黄金为何涨、为何跌，对自身的投资行为负 责 ...

自北京时间1月30日下午开始，黄金、白银价格便出现大幅波动，至北京时间1月31日凌晨抛售更为汹涌。Wind数据显示，现货白银价格盘中一度暴跌 35.89%，现货黄金价格一度下跌12.92%，盘中跌穿每盎司4700美元，最低触及4682美元/盎司。 Wind数据显示，截至收盘，现货黄金报4880.034美元/盎司，下跌9.25%，创1980年4月1日以来最大单日跌幅，回吐本周所有涨幅。 现货白银周五收跌26.42%，创1983年2月28日以来最大单日跌幅，报85.259美元/盎司。 分析人士认为，沃什的提名之所以对黄金、白银"杀伤力"极强，并非因为市场突然相信美联储将转向激进加息，而是沃什被视为能"重新锚定美联储公信 力"的人选。 之前买的金条金饰可以退吗 在过去两三天，现货黄金价格经历了"过山车"般的行情，受金价下跌影响，国内品牌金饰价格相应回调。 1月30日，周大福金价报1685元/克，老凤祥报价1668元/克，周生生报价1683元/克，其中有品牌一夜大跌超40元/克。 记者发现，有黄金品牌柜姐在社群中发布声明称：不能因为金价降了就要退货，不接受任何理由，退单一律扣500元。柜姐提醒称："下单要为自己的行为 ...

19:53 t == 郑州金多银多珠宝广场人头 收柜台前深满顾客 型 行 蛋恒角金批 U 面试, 17335785281 & MINIT TERRETHING 郑州、深圳等地金店涌现抢购人潮，情侣趁36克金镯降价1500元果断入手备婚"三金"；部分投资者斥资200万购入2千克黄金"低位建仓"。北京有消费者裹毛 毯彻夜排队8小时，直言"商场没开门我就来排队"。 前期高位买入者陷入亏损焦虑，如1708元/克购入的30克金镯，账面损失4200元（相当于三个月收入），急于止损。此前1700元/克的高价成心理基准，暴跌 20%被视为"八折机会"，吸引婚庆刚需和跟风投资者。 本轮行情本质是"实物消费狂欢"与"纸黄金投资逻辑崩塌"的割裂。专家提醒：黄金保值属性需5年以上周期兑现，短期跟风易成击鼓传花末端接盘者。 2026年1月30日至31日，国际现货黄金单日暴跌超12%，最低触及4682美元/盎司，创1980年以来最大跌幅；白银同步闪崩36%。 国内零售市场迅速传导：周大福、老凤祥等品牌金饰单日跌40-170元/克（如老凤祥足金从1668元骤降至1498元/克）；深圳水贝市场金价跌至1262元/克，回 收价仅1081元/克 ...

2026年1月31日，对于全球黄金投资者而言，注定是一个刻骨铭心的日子。 就在这天，伦敦现货黄金价格上演了一场惊心动魄的"大跳水"，单日跌幅高达 7.58%。 这并非一次普通的回调，是创下了近40年来最大的单日跌幅。 与此同时，纽约商品交易所的黄金期货价格也一度跌破每盎司4800美元关口，跌幅超过10%。 国内市场同样未能幸免，黄金T D下跌了3.92%，各大品牌金 饰柜台前，价格牌上的数字也纷纷下调，市场被一片恐慌与迷茫的情绪笼罩。 这场暴跌来得如此迅猛，以至于许多在前期上涨中赚得盆满钵满的投资者，还没来得及庆祝，就眼睁睁看着利润大幅回吐。 市场里，准备抄底的人犹豫不 决，想要离场的人又害怕踏空，所有人都被这突如其来的"黑色星期五"打了个措手不及。 暴跌的"火药桶"：多重因素如何被同时点燃？ 这次历史性的下跌，并非由单一事件引发，而是多个"火药桶"在短时间内被接连引爆的结果。 市场众生相：从狂热到冰点的24小时 暴跌发生前后，市场的情绪经历了从极度狂热到骤然冰点的剧烈转换。 首先，是前期暴涨积累的巨大获利盘。 在暴跌发生前，国际金价经历了令人瞠目结舌的上涨。 自2025年以来，金价接连突破关键整数关口，年内 ...

Group 1 - International gold and silver prices experienced a significant drop on January 30, with gold prices falling below $4800 per ounce and silver prices dropping below $80 per ounce, marking the largest single-day declines in decades [1] - The decline in precious metal prices was attributed to multiple factors, including the nomination of Kevin Walsh as the next Federal Reserve Chairman, who has criticized quantitative easing policies, and higher-than-expected Producer Price Index (PPI) data indicating rising inflation [1] - Analysts noted that the recent surge in gold and silver prices made a market correction inevitable, and while the sell-off was significant, ongoing geopolitical risks and economic uncertainties may prevent a prolonged downturn [1] Group 2 - Domestic gold jewelry prices have also adjusted in response to the falling gold prices, with brands like Chow Sang Sang reporting a decrease from 1708 RMB per gram to 1618 RMB per gram within two days [2][4] - Some gold brands have implemented return policies that include fees for returns, with reports of deductions up to 500 RMB for returns of gold products, reflecting the investment nature of gold [4][10] - Online platforms have varying return policies, with many not accepting returns for investment gold products and some charging a fee of 1%-5% for returns, which has led to consumer complaints about the lack of clear communication regarding these fees [6][8]

Core Viewpoint - The international gold price experienced a significant drop, leading to a surge in consumer interest in purchasing gold jewelry and selling gold products in China [1] Group 1: Market Reaction - On the day of the price drop, the A-share precious metals sector saw an overall decline of over 8%, with multiple gold-related stocks hitting the daily limit down [1] - On Saturday, the spot gold price fell by more than 10%, resulting in a substantial price correction for domestic gold jewelry [1] Group 2: Consumer Behavior - The Beijing Caibai Jewelry Store, known as "China's first gold store," was crowded with consumers eager to buy gold jewelry at lower prices, with some bringing suitcases to take advantage of the price drop [1] - In the gold buyback area on the third floor, citizens looking to sell their gold formed long queues, with wait times reported to be at least three and a half hours to reach the buyback window [1]

周度报告-黄金 特朗普提名美联储新任主席，黄金重挫 | [走Ta势bl评e_级Ra：nk] | 黄金：看跌 | | | | | --- | --- | --- | --- | --- | | 报告日期： | 2026 年 | 2 | 月 | 1 日 | [★Ta市bl场e_综Su述mm：ary] 伦敦金跌 1.9%至 4894 美元/盎司。10 年期美债收益率升至 4.24%， 通胀预期 2.34%，实际利率微升至 1.93%，美元指数跌 0.62%至 96.99， 标普 500 指数涨 0.34%，人民币弱势震荡，沪金溢价扩大。 贵 金 属 贵金属剧烈波动，伊朗局势反反复复，特朗普施压伊朗并警告可 能严重袭击，避险情绪推动资金涌入贵金属，叠加日元升值美元 指数大跌，黄金大涨至 5600 美元/盎司再创历史新高，期权隐含 波动率上涨至 40%以上，市场做多情绪发挥到极致。但随后利空 开始发酵，美联储 1 月利率会议如期按兵不动，会议声明显示就 业市场逐渐企稳，通胀仍然面临上行风险，短期美联储降息意愿 下降，鲍威尔讲话也没有给到更多鸽派信号，本次会议偏空。美 国财长表示一直奉行强势美元政策，否认将干预日元汇率， ...

根据1月29日的报道，最近，薛佳凝轻描淡写地回忆起一段与黄金相关的陈年往事，这一瞬间引发了财 经圈与娱乐圈的交织反响，掀起了不小的波澜。在分享自己的一段投资经历时，薛佳凝意外地揭开了一 位知名男演员的史诗级卖飞故事，这也让网友们纷纷替他心疼。原来，1月28日，因饰演哈妹一角而被 观众熟知的薛佳凝，借着分享理财心得的机会，透露了自己从2013年起便开始有意识地投资黄金。当时 金价正处于一轮低谷，大约在每克300多元。她决断果断，第一次就购买了2公斤黄金。令人意外的是， 她还提到一位男演员好友也看中了黄金投资，跟随她的大手笔购买，居然一口气买入了9公斤黄金。 然而，若与当前的金价对比，这一操作就变得让人感到无比痛惜。截至2026年1月，国内黄金饰品价格 普遍突破了1700元/克大关，部分品牌如老庙黄金的报价已高达1722元/克。即使按照保守的实际回收价 或基础金价（约1100-1200元/克）计算，那9公斤黄金如今的价值也远远超过了千万元人民币。这意味 着，与将黄金持有至今相比，那位男演员可能错失了高达数百万元，甚至接近千万元的潜在收益。消息 一经曝光，评论区顿时充满了网友们的调侃与感慨，求男演员心理阴影面积成为 ...

Core Viewpoint - After a strong rise, gold prices have experienced a significant adjustment, with a notable decline in both futures and spot prices, leading to a cautious yet optimistic market sentiment regarding long-term gold price trends [1] Price Movement - On January 30, the April gold futures price on the New York Commodity Exchange fell below $4,800 per ounce, with a decline exceeding 10% - The spot gold price saw a maximum drop of over 12% in a single day, reaching a low of $4,682 per ounce, and closed down 9.25% at $4,880.03 per ounce [1] Market Reaction - Domestic gold jewelry stores have adjusted the prices of gold products, with most products seeing a price drop of around 80 yuan per gram within two days [1] - On January 31, there was a noticeable increase in consumer activity, with long lines at gold recycling locations and some consumers taking the opportunity to buy gold at lower prices [1] Consumer Sentiment - Consumers expressed a belief in gold's value retention, with one individual purchasing 200 grams of gold for over 200,000 yuan, indicating a long-term investment perspective despite short-term price fluctuations [1] - In Nanchang, consumers were eager to buy gold jewelry, motivated by the recent price drop, viewing it as both an investment and a wearable asset [1] Institutional Outlook - Market institutions generally hold a "short-term cautious, long-term optimistic" view, acknowledging the increased risk of short-term adjustments while maintaining that the core logic for long-term gold price increases remains intact [1] - Several banks, including major Chinese banks, issued risk warnings on January 30, advising customers to trade rationally based on their financial situations and risk tolerance, and to manage their positions carefully to mitigate potential losses from price volatility [1]

Group 1 - The core viewpoint of the articles highlights the volatility of gold prices, with a significant drop of over 10% on January 30, 2026, marking the largest single-day decline in 40 years, despite previous surges that saw gold prices exceed $5,500 [2] - UBS maintains a bullish stance on gold, raising its price targets for March, June, and September 2026 to $6,200 per ounce, an increase of 24% from the previous target of $5,000 per ounce [2] - The recent fluctuations in gold prices have led to increased caution among banks, with major banks implementing stricter risk assessment measures for clients engaging in precious metal transactions [3] Group 2 - A recent incident involving Shenzhen Jie Wo Rui Jewelry Company has raised concerns, as it has faced issues with abnormal operations and is reportedly offering discounted payouts to clients, with options for principal payments at 40% or 20% of the original value [3] - Ningbo Bank announced adjustments to its gold investment product interest rates, with current rates set at 0% for demand deposits and ranging from 0.3% to 0.5% for fixed-term deposits [3]