Group 1 - Gold and silver prices experienced significant increases on January 5, with London gold reaching $4,400 and peaking at $4,419.81 per ounce, marking a daily increase of 0.81%. COMEX gold rose by 1.88%, while COMEX silver surged by 5.73% [1][4]. - The rise in precious metal prices is attributed to heightened geopolitical tensions, particularly in the Middle East and Ukraine, alongside increasing probabilities of a Federal Reserve rate cut in January. This has led to a surge in market risk aversion, providing support for gold prices [4]. - Long-term factors such as the anticipated Federal Reserve rate cut cycle, increasing uncertainty in overseas macroeconomic policies, and a global trend towards de-dollarization are expected to continue supporting gold prices [4]. Group 2 - As of January 5, the latest prices for gold jewelry were reported as follows: Chow Tai Fook at 1,378 yuan per gram, Chow Sang Sang at 1,376 yuan per gram, and Lao Feng Xiang at 1,370 yuan per gram. Some gold jewelry prices increased by 22 yuan overnight [5].

Group 1 - The current trading price of spot silver is above $75.33, with an opening price of $73.68 and a peak of $76.30, reflecting a 4.14% increase [1] - The market shows a short-term sideways trend for spot silver, with a recent low of $72.88 [1] Group 2 - A Saudi airstrike targeted a military base in the capital of Mahra province, with no immediate reports of casualties [2] - The Southern Transitional Council's forces were scheduled to withdraw from Mahra province but some units reportedly refused to do so [2] - The Yemeni government initiated military action against the Southern Transitional Council in Hadhramaut province, leading to intense clashes and multiple airstrikes by Saudi forces [2] Group 3 - Last week's silver market opened at $79.703, reached a historical high of $84.014, and then quickly fell back, closing the week at $72.646 [3] - The market is expected to face continued downward pressure, with specific target levels for potential short positions identified [3]

编辑丨金珊 受地缘紧张局势的升级影响， 5日早盘，黄金价格大涨。 截至9:30左右， 现货黄金涨1.63%，突破4400美元关口；COMEX黄金期货涨1.73%。现货白银大涨近4%，突破75美元关口。 | 伦敦金现 | 伦敦银现 | COMEX黄金 | | --- | --- | --- | | 4402.009 | 75.612 | 4404.5 | | +70.434 +1.63% | +2.793 +3.84% | +74.9 +1.73% | | COMEX白银 | SHFE黄金 | SHFE自银 | | 75.195 | 991.66 | 18010 | | +4.180 +5.89% | +10.44 +1.06% | -27 -0.15% | 国际油价由跌转涨振幅较大。 | W | | ICE布油 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | B.IPE | | | | | | 61.11 | 昨结 | | 60.75 | 总手 | 1.88万 | | | +0.36 | +0.59% 开盘 | | 60.99 | 现手 ...

Group 1: Gold and Silver Market - Gold prices surged by 1.63%, surpassing the $1,400 mark, while COMEX gold futures increased by 1.73% [1] - Spot silver rose nearly 4%, breaking the $75 threshold [1] Group 2: Oil Market - International oil prices experienced significant volatility, shifting from decline to increase [3] - Venezuela, a key oil-producing country and OPEC member, faces production cuts due to U.S. sanctions, which may lead to a further decline in its oil output [6] - Analysts suggest that escalating geopolitical tensions could raise risk premiums and drive oil prices upward, with WTI and Brent crude potentially reaching $60 and $63 per barrel, respectively [6] Group 3: Asian Stock Markets - Asian stock markets opened higher, with Japan's Nikkei 225 rising over 2.6% and South Korea's Composite Index increasing by more than 2% [4] - The A-share market also saw gains, with the Shanghai Composite Index up by 0.46%, the Shenzhen Component up by 0.80%, and the ChiNext Index up by 0.84% [4] - Notable sectors included commercial aerospace, military stocks, brain-computer interface concepts, and oil and gas stocks showing strong performance [4]

（文章来源：21世纪经济报道） 北京时间1月5日早间，金银开盘直线拉升，截至7：20左右，现货黄金向上突破4366美元，涨超0.8%， 现货白银涨近0.7%，COMEX白银大涨超2.5%。美油、布油双双短线跳水。 ...

既定管理框架的延续。 作者 | 观韬 编辑 | 小白 元旦假期，一则关于"中国将于2026年对白银实施更严格出口管制"的消息在全球大宗商品市场与舆论场中不胫而走，引发高度关注与讨论。甚至有人搬出 世界首富马斯克2025年底的一条评论来佐证相关观点。 但根据新浪财经报道，这场风波的源头实则是一场在市场过热情绪下对常规政策的"误读"。 （来源：新浪财经） 究竟怎么回事呢，欢迎走进今天的市值风云刨根问底拦不住。 引发热议的政策文本，是商务部于2025年10月29日发布的《2026年货物出口配额总量》公告，其中明确自2026年1月1日起，"继续对白银暂停出口配额管 理，实行出口许可证管理"。 关键在于"继续"二字。资料显示，中国对白银出口实行许可证管理并非新政，而是自2019年1月1日起就已实施的既定管理框架，此次公告仅是年度的常规 重申。 也因此，如果我们回过头去看的话，当时市场对此公告并未有明显关注。但这则消息最终在2025年底被市场敏锐捕捉并放大。其背景是在白银刚刚成为 2025年全球表现最亮眼的大宗商品之一，市场多头氛围浓厚。 更巧合的是自商务部发布第69号公告后，白银便开启一路狂飙，短短两个月内价格几乎翻倍 ...

Group 1: Silver Market Performance - The silver market has experienced a dramatic surge, with prices increasing by 130% in the second half of 2025, significantly outperforming gold [3] - This price increase is attributed to a combination of supply-demand imbalance and capital inflow, with over 80% of silver's industrial use in sectors like photovoltaics, electric vehicles, and AI data centers [3] - The global supply of silver has been constrained, with a supply gap of 3,660 tons in 2025, expected to widen in 2026 due to insufficient investment in primary mining [3] Group 2: Export Control Implementation - China has officially implemented silver export controls starting January 1, 2026, with 44 out of 50 companies passing the qualification review for state-owned trade [6] - The export control aims to ensure domestic industrial demand for silver and maintain supply chain security, reflecting silver's strategic importance in key industries [6] Group 3: Market Regulation and Speculation - A notice regarding the regulation of silver and industrial metals has circulated, emphasizing the prohibition of hoarding and malicious speculation, while requiring production companies to prioritize industrial silver supply [9] - Regulatory bodies will conduct joint inspections of abnormal trading activities and impose strict penalties for price manipulation [9] Group 4: Market Outlook and Predictions - Analysts have differing views on the silver market's future, with optimistic forecasts suggesting prices could reach $100 per ounce, while more cautious estimates predict an average price between $55 and $65 [9] - The core issue remains the supply-demand imbalance, with industrial demand expected to sustain long-term price increases despite potential short-term volatility from regulatory measures and Federal Reserve policy changes [9][10]

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 文章来源：金投网 今日周日（1月4日）由于假期白银休市，伦敦银周五收于72.62美元/盎司，上涨1.91%，最高触及74.54 美元/盎司，最低下探71.27美元/盎司。全球白银库存总体仍处下行，供给刚性与结构性短缺背景下，银 价中期仍具备向上空间。 【要闻速递】 2025年全球光伏装机、新能源汽车、电子电气等领域对白银的需求持续增加，而供给端扩张有限，导致 供需边际趋紧。 美国商品期货交易委员会的数据显示，2025年11月底，一家大型投行将其托管的1340万盎司白银（约合 380吨），从COMEX注册库存转移至合格库存（不再用于期货交割），约占COMEX白银期货可交割库 存的8.9%。 这等于向金融市场传递了更明确的信号——面对白银现货紧缺，越来越多的白银现货贸易商与持有人选 择"囤积"策略，变相加重了白银现货紧缺状况。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 文章来源：金投网 今日周日（1月4日）由于假期白银休市，伦敦银周五收于72.62美元/盎司，上涨1.91%，最高触及74.54 美元/盎司，最低下探71.27 ...

今日周日(1月4日)由于假期白银休市，国际白银周五收于72.62美元/盎司，上涨1.91%，最高触及74.54 美元/盎司，最低下探71.27美元/盎司。分析师认为在多种情景下，白银仍可能大幅上涨，而最关键地区 的供应紧张也可能在2026年引发价格冲击。 【最新国际白银行情解析】 保持在短期均线之上将使上行目标保持关注，并可能为接近80.00美元的上升通道上边界的阻力打开一 条路径。突破通道将帮助银价接近85.87美元的历史高点，该高点于12月29日创下。 在下行方面，银价可能测试9日EMA的即时支撑71.54美元，随后是70.00美元附近的上升通道下边界。 若日收盘跌破通道，将打开向50日EMA(59.32美元)的修正空间。 【要闻速递】 在周六(1月3日)凌晨，美国对委内瑞拉发起了一场大规模的惊喜军事行动，这次行动代号为"绝对决心 行动"，涉及空中打击多个北部城市和首都加拉加斯的目标，包括军事设施和防空系统。 美国总统唐纳德.特朗普在佛罗里达州棕榈滩马阿拉歌庄园举行的新闻发布会上宣布，这次行动成功俘 获了委内瑞拉总统尼古拉斯.马杜罗及其妻子西莉亚.弗洛雷斯。这对夫妇随后被转移到美国军舰上，并 最终运抵纽约 ...

齐鲁晚报·齐鲁壹点 魏银科 2026年开年首个交易日（1月2日），贵金属市场波动剧烈，先是金银携手走高，现货铂金、钯金同步涨超2%，上演集体狂欢；此后现货黄金突然回落， 由涨转跌，现货白银也回落到74美元下方。与期货市场的震荡不同，金饰价格比较平稳，国内线下金店客流显著回暖，部分门店促销活动引发消费者扎 堆看金。 现货黄金高位巨震 2025年最后一个交易日（12月31日），贵金属全线回调。纽约期金跌超1%，纽约期银更是大跌8.91%，伦敦白银现货价格大跌6.08%，铂、钯均大跌。 进入2026年首个交易日（1月2日），盘初现货黄金跳空高开后持续走高，一度突破4400美元/盎司，日内涨幅达1.89%。 与此同时，现货白银涨幅一度扩大至4%，触及74.34美元/盎司。国信证券分析指出，国内白银库存处于历史低位，而中国作为制造大国，下游制品供给 占比显著，叠加12月交割月逼仓效应与财富效应吸引的资金涌入，共同推动价格暴涨。 值得关注的是，2026年1月1日起，依据商务部、海关总署公告，白银出口管制新政正式落地，需凭出口许可证办理通关手续，其在芯片、光伏等产业链 的战略价值进一步凸显。 不过，盘尾现货黄金回落至431 ...