Core Viewpoint - The gold sector in the US stock market experienced a collective rise in pre-market trading, driven by increased demand for safe-haven assets following the arrest of Venezuelan President Maduro, which led to a surge in gold prices, reaching $4,434 per ounce [1]. Group 1: Stock Performance - New Gold saw a pre-market increase of 5.37% [2] - Coeur Mining rose by 3.42% [2] - Pan American Silver increased by 2.98% [2] - Barrick Mining experienced a rise of 2.56% [2] - Harmony Gold gained 2.20% [2] - Newmont Mining increased by 2.15% [2] - B2Gold rose by 2.00% [2] - Kinross Gold saw an increase of 1.98% [2] - AngloGold Ashanti rose by 1.86% [2] - Gold Fields increased by 1.56% [2]

A股迎来2026年首个交易日，三大指数集体高开，沪指涨0.46%报3986.97点，深证成指涨0.8%，创业板 指涨0.84%。盘面上，美军闪击委内瑞拉抓获委总统马杜罗，避险情绪再度升温，油气、贵金属板块上 涨；脑机接口板块高开，创新医疗、三博脑科等多股涨停，马斯克旗下Neuralink将开始大规模生产脑机 接口设备。 ...

来源：市场资讯 （来源：21Style） 银条叠放于金条之上，21世纪经济报道记者/摄 文丨黄子潇 编辑丨孙超逸 高梦阳 在上金所、上期所元旦休市期间，全国最大的黄金珠宝现货交易市场——深圳水贝的交易并未停歇。 1月4日， 21世纪经济报道记者走访深圳水贝市场时注意到，部分商家将银条叠放在金条之上售卖。 按照常规的销售思路，商家往往会把最畅销或者价值最高的商品置于显眼之处。 不过，水贝商家向记者给出了更直白的原因：新进货的银条没地方摆了。因此，更为昂贵的金条只能"屈居其下"。 这也侧面反映出，这批银条大概率是商家的匆忙补货，柜台甚至还没来得及为其"腾出空间"。 值得注意的是，银价自去年12月29日触及高点后，"被浇了盆冷水"，已开始回调。 Wind数据显示，自2025年12月29日至2026年1月4日，COMEX黄金本周下跌4.63%；而COMEX白银本周下跌6.39%，跌幅大于黄金。 疯狂的白银 一时间，即便溢价出售的银条仍供不应求。在此期间，部分商家亦加入队伍，愿出高价向料商购入银板、银条。 有店家对记者直言，元旦假期前后，白银拿料变得困难，甚至加工费也一路水涨船高。 不过，水贝实物白银短缺的情况已出现明 ...

Core Insights - The article discusses investment strategies, emphasizing the balance between index funds and individual stocks for portfolio diversification and potential higher returns [1][7][12]. Index Funds - Index funds are passively managed and aim to replicate the performance of a specific market benchmark, such as the S&P 500 [4][3]. - Research indicates that approximately 88% of actively managed large-cap funds underperformed the S&P 500 over a 15-year period ending June 30, 2025 [2]. - Investing in index funds is generally recommended for long-term savings due to their lower fees and consistent performance compared to actively managed funds [2][4]. Individual Stocks - Cramer suggests allocating 45% to 50% of a portfolio to five individual stocks that demonstrate innovative products, competitive advantages, and consistent earnings growth [7][10]. - The article highlights the potential for individual stocks to outperform the market, citing Nvidia's 1,291% increase in value over five years compared to the S&P 500's 95% rise [9][10]. - Cramer advises that younger investors may consider including more speculative stocks in their portfolio for greater upside potential, acknowledging the associated risks [8][10]. Insurance Assets - Cramer recommends allocating 5% to 10% of an investment portfolio to "insurance" assets, such as gold and bitcoin, to hedge against market downturns [12][15]. - The price of gold has significantly increased from $1,112.50 per ounce in February 2010 to $4,032.70 in November 2025, demonstrating its value retention over time [13]. - Bitcoin's value has fluctuated dramatically, reaching over $126,000 in October 2025, but it is considered a high-risk investment due to its volatility and regulatory concerns [14][15]. Strategy Evaluation - Cramer's investment strategy is seen as valid but potentially risky, particularly regarding the lack of diversification in the individual stock portion [16]. - Investors are encouraged to conduct thorough research on individual stocks and understand the risks associated with assets like bitcoin and gold [16][17].

21世纪经济报道记者 黄子潇 深圳报道 在上金所、上期所元旦休市期间，全国最大的黄金珠宝现货交易市场——深圳水贝的交易并未停歇。 1月4日， 21世纪经济报道记者走访深圳水贝市场时注意到，部分商家将银条叠放在金条之上售卖。 按照常规的销售思路，商家往往会把最畅销或者价值最高的商品置于显眼之处。 不过，水贝商家向记者给出了更直白的原因：新进货的银条没地方摆了。因此，更为昂贵的金条只能"屈居其下"。 这也侧面反映出，这批银条大概率是商家的匆忙补货，柜台甚至还没来得及为其"腾出空间"。 另一方面，银价自去年12月29日触及高点后，已开始回调。Wind数据显示，自2025年12月29日至2026年1月4日，COMEX黄金本周下跌4.63%；而COMEX白 银本周下跌6.39%，跌幅大于黄金。 银条叠放于金条之上，21世纪经济报道记者/摄 疯狂的白银 在刚过去的2025年，银价以约140%的涨幅超越金价约60%的涨幅，成为年内表现最强的贵金属品种。 即便在全市场大类资产配置中，白银的表现也堪称一枝独秀。 白银的行情，甚至导致交易从场内转到场外。 12月下旬，内地市场唯一主投白银的国投瑞银LOF宣布限购且频繁停牌。 为此 ...

Core Viewpoint - The article highlights the recent fluctuations in silver and gold prices, emphasizing the strong demand for silver and the subsequent market adjustments as supply issues ease. It notes a shift in investor focus back to gold despite silver's recent performance. Group 1: Market Dynamics - During the New Year holiday, the Shenzhen Shui Bei market continued trading, with some merchants stacking silver bars on top of gold bars due to space constraints, indicating a rush to replenish silver stock [1][6] - Silver prices surged approximately 140% in 2025, outperforming gold's 60% increase, leading to a significant shift in trading behavior from on-site to off-site [5][12] - The demand for physical silver led to a temporary shortage, with some investors unable to purchase silver bars, but this situation has since stabilized, with silver now available without pre-ordering [5][9] Group 2: Price Adjustments - As of January 4, silver prices in Shui Bei dropped to around 21 yuan, down from a peak of 23.2 yuan, while investment-grade silver bars averaged 19.5 yuan per gram [5][9] - The article notes that the recent volatility in silver and gold prices is partly due to increased margin requirements by the Chicago Mercantile Exchange, which has led to significant price corrections [10][12] Group 3: Investor Behavior - Despite the recent hype around silver, inquiries about gold investments during the New Year period remained higher than those for silver, indicating a continued preference for gold among investors [8][9] - The article suggests that the silver market may have experienced excessive speculation, as evidenced by the shift in focus back to gold and the stabilization of silver supply [9][12] Group 4: Future Outlook - The silver market is at a crossroads, with various factors influencing its future, including financial re-evaluations, supply-demand dynamics, and macroeconomic conditions [13] - Analysts predict that the upcoming rebalancing of the Bloomberg Commodity Index could lead to significant sell-offs in both silver and gold, potentially impacting market stability [15][17]

Group 1 - The article presents an outlook for various precious metals, including palladium, rhodium, ruthenium, platinum, iridium, and osmium, indicating their projected prices for 2026 [1][4][5] - Specific price forecasts for palladium, rhodium, and platinum are highlighted, with palladium expected to be around 46, rhodium at 45, and platinum at 78 [1][4] - The data suggests a trend in the precious metals market, reflecting potential investment opportunities in these commodities as their values are projected to change significantly by 2026 [1][4]

Gold and silver steadied at the beginning of the year after their best annual performances since 1979 as traders assessed the reweighting of a benchmark commodity index that starts next week. Bullion gained as much as 1.9% on Friday before paring most gains during US hours. Silver eased after earlier climbing as much as 4%. While traders have flagged the metals could do well this year on further US interest-rate cuts and dollar weakness, there’s concern that a broad index rebalancing might pressure prices ...

Group 1 - The Hecht Commodity Report is a comprehensive source for commodities analysis, covering over 29 different commodities and providing various trading recommendations [1] - In 2025, gold experienced a 64.37% price increase, marking its ninth consecutive quarterly gain and setting a new record for quarterly performance [2] - The report includes bullish, bearish, and neutral calls, along with actionable ideas for traders and investors [1][2] Group 2 - The author, Andrew Hecht, has 35 years of experience on Wall Street, specializing in commodities and precious metals [2] - The report serves as a valuable resource for understanding market movements and making informed trading decisions [1][2]

Group 1 - The article discusses the pricing of fine gold and silver, indicating a price of $72.00 for gold and $4,550 for silver [1][2] - The weights mentioned for silver are 1000g and 10000g, suggesting a focus on high-value precious metals [1][2] Group 2 - The author, Neils Christensen, has over a decade of experience in financial reporting, particularly in the Canadian financial sector since 2007 [3]