北京时间1月31日，现货白银价格一度暴跌36%，创出史上最大日内跌幅；现货黄金价格一度下跌超过 12%，盘中跌破每盎司4700美元，遭遇40年来单日最大跌幅。截至收盘，现货黄金下跌9.25%，报4880 美元/盎司；现货白银下跌26.42%，报85.259美元/盎司。展望后市，业内人士认为，本轮大跌有多重因 素推动，短期金银将维持高位震荡，中长期走势仍需观察。 多重因素导致大跌 在此之前，贵金属的行情用疯狂来形容也不为过：在不到一个月的时间里，纽约黄金价格从4300美元/ 盎司快速上涨到5600美元/盎司，伦敦银现货价格涨幅高达62%，涨幅惊人。 继1月30日大幅震荡后，国际贵金属价格1月31日继续大幅杀跌，现货白银价格一度跌超36%，黄金最高 跌超12%。 深圳商报·读创客户端记者 陈燕青 消息面上，美国总统特朗普正式宣布，将提名前美联储理事凯文·沃什担任下届美联储主席。有分析认 为这一提名缓解了市场对美联储独立性的担忧，推动美元走高打压金银。 1月31日，衡量美元对六种主要货币的美元指数当天上涨0.73%，在汇市尾市收于96.989。 1月30日，芝加哥商品交易所宣布将COMEX100黄金期货初始保证金比 ...

Core Viewpoint - The article discusses the significant decline in gold and silver prices, marking historical drops due to various market factors, including the nomination of Kevin Warsh as the new Federal Reserve Chairman, which has led to increased volatility in the financial markets [2][4][5]. Price Declines - On January 31, silver prices fell by 36%, the largest intraday drop in history, while gold prices dropped over 12%, reaching a low of $4682 per ounce, the largest single-day decline in 40 years. By the end of trading, gold was down 9.25% at $4880 per ounce, and silver closed down 26.42% at $85.259 per ounce [2][4]. Market Reactions - The U.S. stock market saw all three major indices close lower, with the Dow Jones down 0.36%, S&P 500 down 0.43%, and Nasdaq down 0.94%. This decline was attributed to uncertainties surrounding Federal Reserve policies, inflation pressures, and geopolitical risks [5][6]. Sector Performance - The gold sector experienced significant losses, with major companies like Newmont down 11.52%, Barrick Gold down 12.09%, and AngloGold down 13.28%. The technology sector also faced declines, with notable drops in stocks like Meta and TSMC [6][7]. Federal Reserve Nomination Impact - The nomination of Kevin Warsh as the next Federal Reserve Chairman has raised concerns about potential long-term economic risks. Warsh's previous support for higher interest rates and recent shift towards advocating for lower rates has led to worries about the independence of the central bank [7].

Group 1: Market Reaction - The prices of gold and silver experienced significant declines, with gold dropping over 12% to a low of $4682 per ounce, marking the largest single-day drop in 40 years, and closing down 9.25% at $4880 per ounce [2] - Silver saw an unprecedented drop of over 36%, reaching a low of $74.28 per ounce, and closing down 26.42% at $85.259 per ounce [2] - The U.S. stock market indices collectively fell, with the Dow Jones down 0.36%, S&P 500 down 0.43%, and Nasdaq down 0.94%, reflecting increased market concerns [3] Group 2: Influencing Factors - The sell-off in gold and silver was triggered by a rebound in the U.S. dollar, following reports of President Trump's nomination of Kevin Warsh as the new Federal Reserve Chairman, which was later confirmed [2][4] - Standard Chartered's global head of commodity research noted that the market was already due for a correction, and the announcement of the Fed Chair nominee, along with broader macroeconomic factors, acted as catalysts for profit-taking [2] - The U.S. dollar index saw a significant increase, marking its largest single-day rise since July of the previous year, which negatively impacted investor confidence in gold and silver [2] Group 3: Sector Performance - The gold sector faced substantial losses, with major companies like Newmont down 11.52%, Barrick Gold down 12.09%, and AngloGold down 13.28% [3] - The technology sector also experienced declines, with major tech stocks like Meta and TSMC dropping nearly 3%, while Amazon fell by 1% [3] - Chinese concept stocks saw a downturn, with the Nasdaq Golden Dragon China Index closing down 2.36%, and individual stocks like Bilibili and Li Auto dropping over 3% [3]

当地时间1月30日，美国三大股指小幅收跌。美国政府面临停摆危机、美联储政策存在不确定性、通胀压力持续以及地缘政治风险升级，多重因素交织抑 制了美股表现。 美东时间30日下午，国际黄金、白银价格大幅下跌。纽约商品交易所4月黄金期价一度跌破4800美元/盎司关口，跌幅超过10%；3月白银期价一度跌破80 美元/盎司关口，跌幅超过30%。 美国三大股指小幅收跌 当地时间1月30日，美国三大股指小幅收跌。Wind数据显示，截至收盘，道指跌0.36%报48892.47点，标普500指数跌0.43%报6939.03点，纳指跌0.94%报 23461.82点。 大型科技股多数下跌，万得美国科技七巨头指数下跌0.32%。特斯拉涨超3%、苹果小幅上涨，Meta跌近3%、亚马逊跌超1%，微软、英伟达、谷歌母公司 Alphabet-C均小幅下跌。 | 深刻 成分 | 资讯 相关基金 | 月度收益 | | --- | --- | --- | | 名称 | 现价 | 涨跌幅 ◆ | | 特斯拉(TESLA) | 430.410 | 3.32% | | TSLA.O | | | | 苹果(APPLE) | 259.480 | 0.46% ...

Core Viewpoint - The nomination of Kevin Warsh as the Federal Reserve Chairman by President Trump has triggered hawkish expectations in the market, leading to a panic sell-off in precious metals, particularly gold and silver [1][8]. Group 1: Market Reactions - Gold and silver prices experienced significant volatility starting January 30, with silver plunging by 35.89% and gold dropping by 12.92%, reaching a low of $4682 per ounce [1]. - By the end of trading, spot gold closed at $4880.034 per ounce, down 9.25%, marking the largest single-day decline since April 1, 1980, and erasing all gains for the week [3]. - Spot silver fell by 26.42%, the largest single-day drop since February 28, 1983, closing at $85.259 per ounce, after reaching a historical high of $121.6540 per ounce on January 29 [5]. Group 2: Market Analysis - Analysts believe Warsh's nomination is perceived as a move to restore the credibility of the Federal Reserve, challenging the narrative of weakened central bank independence and currency devaluation that had driven investors to precious metals [8]. - The market's expectation that Warsh is more hawkish than other candidates has led to a rebound in the dollar, decreasing the attractiveness of dollar-denominated commodities [8]. - Technical indicators had already signaled that gold and silver were overbought and due for a correction, with gold's Relative Strength Index (RSI) recently hitting 90, the highest level in decades [8]. Group 3: Investment Opportunities - Despite the recent sell-off, some analysts suggest that it is still a good time to buy metals, viewing the drop below $100 as an opportunity, particularly near the 20-day moving average around $93 [9].

Core Viewpoint - The article discusses the significant drop in gold and silver prices, marking historical declines due to various market factors, including the nomination of Kevin Warsh as the new Federal Reserve Chairman, which has led to a stronger US dollar and increased market volatility [1][3][5]. Group 1: Precious Metals Market - On January 31, silver prices fell by 36%, the largest intraday drop in history, while gold prices dropped over 12%, reaching a low of $4682 per ounce, marking the largest single-day decline in 40 years [1][3]. - At market close, gold was down 9.25% at $4880 per ounce, and silver closed down 26.42% at $85.259 per ounce [3]. - Despite the monthly gains in gold and silver prices, the sell-off on this day was the most significant blow to the upward trend since October of the previous year [3]. Group 2: Market Reactions - The US stock market saw all three major indices decline, with the Dow Jones down 0.36%, S&P 500 down 0.43%, and Nasdaq down 0.94% [4]. - The gold sector experienced substantial losses, with companies like Barrick Gold and AngloGold down over 10% [4]. - The strengthening of the US dollar, which saw its largest single-day increase since July of the previous year, negatively impacted investor confidence and contributed to the drop in gold and silver prices [3]. Group 3: Federal Reserve Nomination - President Trump announced the nomination of Kevin Warsh as the next Federal Reserve Chairman, which has raised concerns about potential interest rate policies [5][6]. - Warsh's previous support for higher interest rates has led to mixed reactions, with some analysts suggesting that his nomination could pose long-term risks to the economy [6].

Market Overview - On January 31, US stock indices closed lower, with the Dow Jones down 0.36%, the Nasdaq down 0.94%, and the S&P 500 down 0.43% [1][2] - The panic selling affected global precious metal markets, with silver prices dropping over 36% and gold prices falling below $5,000, reaching a low of $4,709.68 per ounce [2][5] Technology Sector - Major technology stocks mostly declined, with the Wande American Technology Seven Giants Index down 0.32%. Notable declines included META and TSMC, both down nearly 3%, while Tesla saw a rise of 3% [2] - The semiconductor sector experienced significant losses, with companies like AMD and GlobalFoundries dropping over 5%, and Micron Technology and Intel down over 4% [2][4] Chinese Stocks - The Nasdaq China Golden Dragon Index fell by 2.36%, with many Chinese stocks declining, including Bilibili and Li Auto, both down over 3%. However, Yipeng Energy surged by 3141.11% [3][4] Precious Metals - The precious metals sector saw a significant drop, with gold and silver prices plummeting. COMEX gold futures fell by $447.30, a decline of 8.35%, while COMEX silver futures dropped by $29.18, a decrease of 25.50% [5][6] - Major gold mining companies also faced steep declines, with Barrick Gold down 12.09% and AngloGold down 13.28% [4] Economic Indicators - Recent economic data from the US shows mixed signals, with December PPI rising 3.0%, indicating persistent inflationary pressures. The Chicago PMI for January rebounded to 54, indicating unexpected expansion in manufacturing activity [8] Federal Reserve Nomination - The potential nomination of Kevin Walsh as the next Federal Reserve Chair by President Trump has raised concerns in the market, as Walsh is known for his hawkish stance on monetary policy, which could impact future asset prices [7][8]

格隆汇1月30日丨山东黄金(01787.HK)公告，经初步测算，公司预计2025年度实现归属于母公司所有者 的净利润为人民币46亿元至人民币49亿元，与上年同期相比增加人民币16亿元到人民币19亿元，同比增 加56%到66%。预计2025年度实现归属于母公司所有者的扣除非经常性损益后的净利润为人民币48亿元 至人民币51亿元，与上年同期相比增加人民币18亿元到人民币21亿元，同比增加60%到71%。 2025年，公司统筹优化生产布局，实现生产效率与资源利用、项目建设协同提升，同时叠加黄金价格上 行因素，利润同比增加。同时，公司坚持稳中有进、行稳致远，统筹把握长远可持续发展与当前业绩关 系，抓住金价高企有利时机，进一步夯实发展根基，积蓄发展动能。加大井巷开拓工程等生产性投入， 持强化矿山深部及周边探矿，科学提升在建矿山建设进度；合理调整矿山边际品位，充分利用低品位矿 石资源；推进矿山采掘外委施工逐步转为自营，加大智能化投入，建强产业工人队伍，提升本质安全水 平。上述一系列措施有利于推动本公司更加长远、健康、可持续发展，为本公司"十五五"期间高质量发 展奠定坚实基础。 ...

1、中英双方在英国首相斯塔默访华期间达成一系列积极成果 中英双方在英国首相斯塔默访华期间达成一系列积极成果。1. 双方致力于发展中英长期稳定的全面 战略伙伴关系。2. 同意建立中英高级别气候与自然伙伴关系。3. 恢复举行中英高级别安全对话。4. 年内 举办新一轮战略对话和经济财金对话、经贸联委会会议等机制性对话。5. 原则同意恢复两国立法机构正 常交往。中方欢迎有意愿的英国议员多来中国参访，了解真实的中国。6. 举办中英企业家委员会会议， 同意进一步加强双向贸易投资合作。7. 双方欢迎成立中英金融工作组并召开首次会议。欢迎中国银行伦 敦分行成为第二家在英人民币清算行，将共同举办中英保险论坛。8. 中方积极考虑对英国公民实施单方 面免签政策。9. 中方将威士忌酒进口关税税率由10%降至5%。10. 两国领导人见证签署经贸、农食、文 化、市场监管、执法合作等领域12个政府间合作文件。11. 双方还达成了金融、卫生、传媒、教育等领 域多个合作文件。（新华社） 2、美参议院未通过政府拨款法案 当地时间1月29日，美国国会参议院就一份政府拨款法案进行表决。由于赞成票未达到足够票数， 该法案未获通过。美国联邦政府在本月底 ...

Group 1: Market Overview - Major stock index futures declined, with Dow futures down 0.81%, S&P 500 futures down 0.87%, and Nasdaq futures down 1.09% [1] - Gold stocks experienced a significant drop, with gold prices briefly falling below $5000 per ounce. Spot gold decreased by 7.96%, and spot silver fell by 12.79% [1] Group 2: Technology Sector - Chip stocks saw widespread declines, with Nvidia down 1.83%, Intel down 2.53%, and AMD down 2.86% [2] - Apple reported record iPhone sales, with revenue in Greater China reaching $25.53 billion, a year-on-year increase of 37.9%. Overall revenue grew by 16%, and iPhone sales revenue increased by 23% [2] - Western Digital's Q2 revenue reached $3.02 billion, with a net profit of $1.84 billion, a 210% year-on-year increase. However, the stock fell over 5% due to concerns about long-term supply agreements [2] - SanDisk's Q2 revenue surged to $3.03 billion, a 61.2% year-on-year increase, significantly exceeding market expectations. The stock rose by 20.9% following the report [3] Group 3: Corporate Developments - GameStop is preparing to acquire a large publicly traded company, aiming to increase its market capitalization to $100 billion [3] - President Trump nominated Kevin Walsh as the next Federal Reserve Chairman, pending Senate approval [3]