受盘面影响，商品黄金相关ETF早盘大涨逾3%。 有分析认为，整体而言，地缘风险与宏观不确定性仍是核心支撑，但降息预期推迟与获利了结压力并存，预计金银价格呈现高位偏强震荡的格 局。 春节假期期间，国际市场遭遇美国经济数据、地缘风险及美国关税变化三重冲击。外盘贵金属价格出现先抑后扬的走势。整体来看，金银价格 强势反弹。 | 代码 | 类型 名称 | | 现价 | 涨跌 | 2 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 159937 | 園 | 黄金ETF博时 T+0 | 10.934 | 0.415 | 3.95% | | 159831 | 商 | 金ETF嘉实 T+0 | 11.064 | 0.419 | 3.94% | | 159934 | 商 | 黄金ETF易方达 T+O | 11.446 | 0.427 | 3.88% | | 159830 | 商 | 上海金ETF T+0 | 11.420 | 0.422 | 3.84% | | 159834 | 商 | 金ETF南方 T+0 | 11.424 | 0.422 | 3.84% | | 159812 | 商 ...

Group 1 - The core viewpoint of the articles is that gold and silver prices have experienced a significant rebound, with gold surpassing the $5100 per ounce mark for the first time since January 30 [1][3]. - As of the latest update, spot gold reached a high of $5107.99 per ounce, reflecting a rebound of $706.99 from the recent low of $4401 per ounce, which translates to an increase of approximately $22.75 per gram [1]. - Spot gold showed a daily increase of 1.56%, settling at $5106.12 per ounce at the time of reporting [1]. Group 2 - Futures gold prices demonstrated a larger increase, with COMEX futures gold rising by 1.73% to $5117.9 per ounce [3]. - Spot silver experienced a significant daily increase of over 6%, with a current rise of 6.45%, priced at $85.957 per ounce [5]. - COMEX futures silver also saw a rise of 6.5%, reaching $85.6 per ounce [7].

Group 1 - Gold prices experienced a significant rebound, with spot gold surpassing $5100 per ounce for the first time since January 30, reaching a high of $5107.99 per ounce, reflecting a rebound of $706.99 from the recent low of $4401 per ounce, which translates to an approximate increase of $22.75 per gram [1] - As of the latest update, spot gold showed a daily increase of 1.56%, priced at $5106.12 per ounce, while COMEX futures gold rose by 1.73%, reaching $5117.9 per ounce [1] Group 2 - Spot silver saw a daily surge of over 6%, currently up by 6.45%, priced at $85.957 per ounce [2] - COMEX futures silver also increased by 6.5%, trading at $85.6 per ounce [4]

Core Viewpoint - The international gold and silver prices have rebounded significantly, with gold prices surpassing $5000 per ounce, driven by factors such as a decline in risk appetite and a weakening US dollar [3][6][10]. Group 1: Price Movements - Spot gold prices broke the $5000 mark again on February 4, rising over 2% [1][7]. - The price of gold on the New York Mercantile Exchange reached $4900 per ounce before surpassing $5000 [3][8]. - Domestic futures for silver and gold saw significant increases, with silver rising over 8% and gold over 6% on February 4 [3][4]. Group 2: Market Drivers - The rebound in gold and silver prices is attributed to unchanged demand fundamentals, with global central banks purchasing gold and private investors increasing their gold holdings for asset diversification [6][10]. - The industrial demand for silver continues to support its price, indicating a positive outlook for both gold and silver prices [6][10].

Core Viewpoint - International gold and silver prices have rebounded significantly due to a decline in risk appetite and a weakening US dollar, with gold prices experiencing the largest single-day increase since 2009 [1] Group 1: Price Movements - Gold futures on the New York Mercantile Exchange rose back above $5,000 per ounce on March 3 [1] - Silver futures also saw a substantial increase, with prices surpassing $80 per ounce [1] - Domestic commodity futures in China showed similar trends, with Shanghai silver futures rising over 8% and Shanghai gold futures increasing over 6% [1] Group 2: Market Demand Factors - Multiple international investment banks have indicated that the fundamental demand for gold remains unchanged, driven by global central bank purchases and increased holdings by private investors for asset diversification [2] - The price of silver continues to be supported by sustained production demand from the industrial sector, leading institutions to maintain a positive outlook on the rebound potential for both gold and silver prices [2]

Group 1 - International gold and silver prices experienced a significant rebound on the 3rd, influenced by a decline in risk appetite and a weakening US dollar [1] - Gold prices reached their largest single-day increase since 2009, with New York Mercantile Exchange gold futures climbing back above $4900 per ounce, while silver futures surpassed $80 per ounce [1] - Following the initial surge, gold and silver futures continued to rise in overnight trading [1] Group 2 - On the same day, New York Mercantile Exchange gold futures returned to $5000 per ounce [2]

Core Viewpoint - The New York gold and silver futures prices experienced a significant rebound as market fears from last week's sharp decline dissipated, driven by the evolving outlook on the Federal Reserve's monetary policy [1] Group 1: Market Performance - As of the close, the April gold futures price on the New York Mercantile Exchange settled at $4,935.00 per ounce, reflecting an increase of 6.07% [1] - The March silver futures price closed at $83.301 per ounce, marking a rise of 8.17% [1] Group 2: Demand Fundamentals - Multiple international investment banks noted that the fundamental demand for gold remains unchanged, with global central banks continuing to purchase gold and private investors increasing their gold holdings to diversify asset allocation, which is a primary driver of rising gold prices [1] - Silver prices are supported by sustained growth in industrial production demand, leading institutions to maintain a positive outlook on the rebound potential for both gold and silver prices [1]

截至收盘，纽约商品交易所4月交割的黄金期价收于每盎司4935.00美元，涨幅为6.07%；3月交割的 白银期价收于每盎司83.301美元，涨幅为8.17%。 多家国际投行的分析指出，黄金市场的需求基本面没有改变，全球央行购金、私人投资者增持黄金从 而多元化资产配置仍是推高金价的主要力量，白银价格继续受到工业端持续增长的生产需求支撑，机 构因此继续看好金银价格的反弹空间。 据央视新闻，3日纽约黄金与白银期价大幅反弹。市场进一步消化美联储货币政策前景，上周暴跌引 发的恐慌情绪消散，纽约黄金与白银期货价格强势反弹。 编辑：七三 ...

Group 1 - The core viewpoint of the articles indicates a significant increase in commodity futures, particularly in silver and gold, with silver futures rising over 8% and gold futures increasing over 6% [1] - The spot price of gold has expanded its daily increase to 2%, reaching $5044.585 per ounce [1] - Multiple international investment banks have noted that the fundamental demand for gold remains unchanged, driven by global central bank purchases and private investors increasing their gold holdings for asset diversification [3] Group 2 - The price of silver continues to be supported by sustained industrial production demand, leading institutions to remain optimistic about the rebound potential of both gold and silver prices [3]

多家交易所密集调整多个品种期货相关合约涨跌停板幅度和交易保证金比例。 2026年2月3日（星期二）自收盘清算时起，Ag(T+D)合约的保证金水平从26%调整为23%，下一交易日 起涨跌幅度限制从25%调整为22%。 2月3日，国际金银价格迎来大幅反弹。截至发稿，现货黄金涨近6%，站上4930美元/盎司，现货白银涨 超12%，站上88美元/盎司。 | 伦敦全现 | 4935.460 | 276.182 | 5.93% | | --- | --- | --- | --- | | 伦敦银现 | 88.663 | 9.532 | 12.05% | | COMEX黄金 | 4949.7 d | 297.1 | 6.39% | | COMEX白银 | 88.105 d | 11.096 | 14.41% | | SHFE黄金 | 1110.38 | 46.28 | 4.35% | | SHFE自银 | 22872 | 1732 | 8.19% | 国内市场方面，3日夜盘，上期所沪银主力合约涨超8%，沪金主力合约涨超4%；上海黄金交易所SGE 黄金T+D涨超3%，SGE白银T+D涨超7%。 | 名称 | 现价 | 涨跌 | ...