【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 每日经济新闻 （责任编辑：郭健东 ） 每经AI快讯，2月3日，伦锡日内涨幅达7.32%，现报50150.00美元/吨。 ...

来源：上海有色网 截至日间收盘，内盘基本金属普跌，仅沪铜唯一上涨，涨幅达2.6%。沪锡以6.7%的跌幅领跌，沪镍跌 1.25%，其余金属跌幅均在1%以内。氧化铝主连涨0.75%，铸造铝主连跌1.22%。 此外，碳酸锂主连涨4.63%，多晶硅主连涨6.61%。工业硅主连跌0.62%。欧线集运主连涨5.22%报 1237.9。 黑色系方面集体下跌，不锈钢、铁矿一同跌超1%，不锈钢跌1.77%，铁矿跌1.14%。其余品种跌幅均在 1%以内。双焦方面，焦煤、焦炭一同跌0.17%。 外盘方面，截至15:09分，外盘基本金属集体上涨，且除了伦铅之外，涨幅均在1%以上。伦铜、伦锡一 同涨逾4%，伦铜涨4.1%，伦锡涨4.53%。伦镍涨3.29%，伦铝、伦锌涨逾1%，伦铝涨1.6%，伦锌涨 1.04%。伦铅涨0.84%。 贵金属方面，截至15：09分，COMEX黄金涨5.3%，COMEX白银涨10.06%。国内方面，沪银跌 16.71%。沪金涨0.63%。 此外，铂主连涨3.54%，钯主连涨8.62%。 截至今日15:09分行情 | 初始 代码 | | 名称 | * @ | 最新 | 涨幅% | 消费失 | 应置 | 现量 ...

五矿期货分析称，在锡锭供需边际宽松、库存近期稳步回升背景下，预计锡价短期或存在较大回调风 险。操作方面，建议观望。国内主力合约参考运行区间：37-43万元/吨，海外伦锡参考运行区间： 47000-51000美元/吨。 广发期货表示，短期价格受市场情绪影响波动较大，建议谨慎参与；中长线来看，虽然供给侧逐步修 复，但考虑到供应端的低弹性以及AI军备竞赛的长期叙事，对锡价保持低多思路。 东海期货指出，贵金属重挫，整体市场情绪明显回落，叠加缺乏基本面支撑，预计锡价仍有进一步回落 空间。 2月2日，国内期市有色金属板块大面积飘绿。其中，沪锡主力合约开盘后迅速触及跌停板，跌幅达 11%，报392650元/吨。 目前来看，沪锡行情呈现震荡下行走势，盘面表现偏弱。对于沪锡后市行情将如何运行，相关机构观点 汇总如下： ...

Core Viewpoint - The article discusses a significant drop in gold and silver prices, attributed to the market's reaction to Trump's nomination of Kevin Warsh as the Federal Reserve Chairman, which is perceived as a hawkish choice, leading to a stronger dollar and reduced appeal for dollar-denominated commodities [1][3][14]. Group 1: Market Reaction - Gold prices fell sharply after reaching a historical high, with a drop of nearly 13%, marking the largest intraday decline since the early 1980s [1][11]. - Silver, which had previously surged past $120, saw its price plummet over 35%, the largest recorded drop in history [1][11]. - The entire metals market was affected, with copper also experiencing a significant decline of nearly 6% after reaching record highs [1][11]. Group 2: Federal Reserve Policy Expectations - The market's sell-off was driven by a sudden shift in expectations regarding Federal Reserve policy, with Warsh's nomination seen as a signal against aggressive rate cuts [3][4]. - Analysts noted that Warsh's hawkish reputation, despite recent support for rate cuts, contributed to a rebound in the dollar, making dollar-denominated commodities less attractive [4][18]. Group 3: Market Vulnerability - The dramatic price drop highlighted the extreme vulnerability of the precious metals market, which had been characterized by crowded long positions and record levels of bullish options buying [7][8]. - Analysts indicated that the market had become highly speculative, with a potential for a "gamma squeeze" that could exacerbate price movements [20][22]. Group 4: Technical Indicators and Market Sentiment - Prior to the crash, technical indicators suggested that gold and silver were overbought, with the Relative Strength Index (RSI) for gold reaching a historic high of 90 [24]. - Despite the sharp decline, both gold and silver recorded substantial gains for January, with gold up approximately 9% and silver over 10% [24]. Group 5: Mining Stocks and ETFs - The drop in precious metals prices led to significant declines in major mining companies, with stocks like Newmont and Barrick Mining falling over 10% [26]. - Silver ETFs experienced even greater losses, with some funds seeing declines of over 60%, marking their worst single-day performance [26]. Group 6: Future Outlook - Some analysts view the recent pullback as a healthy correction, suggesting that the rapid price increases necessitated a consolidation phase [26]. - There are indications that buying opportunities may arise as prices stabilize, particularly for silver, which is expected to benefit from industrial demand and supply shortages [26].

截止收盘，伦铜报13070.5美元跌634.5美元，跌幅4.63%，伦铝报3135.5美元跌98美元，跌幅3.03%；伦 锌报3370美元跌83美元，跌幅2.40%；伦铅报1995美元跌16美元，跌幅0.80%；伦锡报50600美元跌3900 美元，跌幅7.16%；伦镍报17555美元跌965美元，跌幅5.21%。 新浪合作大平台期货开户 安全快捷有保障 长江有色网1月31日早讯：周五晚间LME金属期货全线下跌；伦锡暴跌7.16%。 ...

美国总统特朗普提名沃什（Kevin Warsh）出任美联储主席引爆了贵金属数十年来最惨烈的抛售。 周四还齐创盘中历史新高的金银大跳水。黄金在周五亚市早盘传出特朗普将提名沃什任美联储主席的消息后即转跌，欧股盘中已跌破5000美元/盎司关 口，美股午盘跌幅扩大，现货黄金日内跌幅曾接近13%、为上世纪80年代初以来四十多年盘中跌幅之最，跌幅超过了2008年金融危机时。 周四史上首次涨破120美元的白银周五欧股盘中跌破100美元，美股盘中曾跌至80美元下方。现货白银盘中一度暴跌超35%，创有纪录以来最大跌幅。这 场"血洗"波及整个金属市场，周四也创最高纪录的伦铜一度回落近6%。 黄金同样遭遇重创。纽约黄金期货从周四5586.2美元的历史高位跌至4714.5美元，跌幅近12%。现货黄金跌至4670.01美元，跌超12.7%。两者均跌破5000 美元关口。 到美股午盘期金收盘，COMEX 2月黄金期货收跌11.37%，报4713.9美元/盎司，创1980年1月22日以来最大单日跌幅。COMEX 2月期银收跌31.35%，报 78.29美元/盎司，创1980年3月27日以来最大收盘跌幅。 市场将此次暴跌归因于投资者对美联储 ...

截止收盘，伦铜报13705美元涨585美元，涨幅4.46%；伦铝报3233.5美元跌30美元，跌幅0.92%；伦锌报 3453美元涨77.5美元，涨幅2.30%；伦铅报2011美元跌16美元，跌幅0.79%；伦锡报54500美元跌2295美 元，跌幅4.04%；伦镍报18520美元涨80美元，涨幅0.43%。 新浪合作大平台期货开户 安全快捷有保障 长江有色网1月30日早讯：周四晚间LME金属期货涨跌不一；伦锡回落跌幅超4%；伦锌连涨六个交易 日；伦铜再创历史高位。 ...

格隆汇1月29日丨伦锡日内涨幅达4.00%，现报58250.00美元/吨。 ...

新浪合作大平台期货开户 安全快捷有保障 长江有色网1月29日早讯：周三晚间LME金属期货普遍上涨，伦铝五连升；伦锌报近三年高位；伦锡再 刷新高。 截止收盘，伦铜报13120美元涨96美元，涨幅0.74%；伦铝报3263.5美元涨51美元，涨幅1.59%；伦锌报 3375.5美元涨17美元，涨幅0.51%；伦铅报2027美元跌1美元，跌幅0.05%；伦锡报56795美元涨1930美 元，涨幅3.52%；伦镍报18440美元涨205美元，涨幅1.12%。 ...

每经AI快讯，1月27日，伦锡日内涨幅扩大至6%，现报57360.00美元/吨。 每经AI快讯，1月27日，伦锡日内涨幅扩大至6%，现报57360.00美元/吨。 ...