Stock image. Precious metals and copper prices plunged on Friday as investors took the nomination of a new Fed chair as an excuse to book profits on the metals which have rallied to record highs this week.Gold futures dropped as low as $4,700 an ounce before recovering some of those losses in afternoon trade only to succumb again to some late selling. Gold for delivery in April, the most active contract, closed at $4,745 an ounce down 11.4% or $600 an ounce on the day. It was the biggest intra-day decline s ...

Key Takeaways Gold and silver prices tumbled on Friday as investors locked in profits after President Trump nominated Kevin Warsh to chair the Federal Reserve, allaying some of Wall Street's fears about the president's efforts to exert greater control over the independent central bank. Spot gold was recently down 10% at about $4,850 per troy ounce after hitting a record high of about $5,600 on Thursday. Silver prices, which touched an all-time high above $120 yesterday, dropped 28% to trade below $84 an oun ...

贵金属市场剧烈波动 - 黄金价格暴跌多达8% 跌破每盎司5000美元 白银价格暴跌超过20% 创下自2008年以来最大单日跌幅[1] - 铜价在伦敦市场下跌近4% 此前在周四首次飙升至每吨14000美元以上 创下自2008年以来最大单日涨幅[1] - 现货黄金下跌7.4% 至每盎司4977.06美元 白银暴跌20% 至每盎司92.96美元 铂金和钯金也大幅下挫[12] 价格波动背景与驱动因素 - 过去一年投资者对贵金属的需求浪潮不断刷新纪录 引发异常的价格波动 1月份因对货币贬值和美联储独立性、贸易战及地缘政治紧张局势的担忧 资金加速涌入这些传统避险资产[2] - 周五的抛售是由美元反弹触发 因有报道称特朗普政府准备提名凯文·沃什为美联储主席 美元上涨削弱了投资者的情绪 此前总统曾暗示愿意让美元走弱[3] - 黄金的相对强弱指数近期达到90 这是该贵金属数十年来最高水平 表明白银和黄金可能已处于超买状态 需要进行调整[8] 市场结构与交易行为影响 - 看涨期权购买的创纪录浪潮“机械性地增强了价格上涨势头” 因为期权卖方通过买入更多来对冲价格上涨的风险敞口[4] - 所谓的“伽马挤压”可能加速了金条的下跌 当价格涨跌穿过大量期权持仓水平时 做空期权的交易商需要买卖更多期货或ETF份额以保持投资组合平衡[5] - 对于SPDR黄金股份ETF 周五有大量行权价在465美元和455美元的期权到期 在Comex交易所 3月和4月大量期权持仓的行权价在5300美元、5200美元和5100美元[5] 行业与公司表现 - 金属市场的暴跌拖累了主要矿业公司的股价 包括顶级黄金生产商纽蒙特公司、巴里克矿业公司和阿格尼克鹰矿有限公司 它们在纽约交易时段的股价跌幅均超过8%[6] - 中国投资者引领了此前的涨势 买入力度之大促使上海期货交易所紧急出台措施 为火热的贵金属和工业金属市场降温[9] 价格走势与市场观点 - 尽管出现回调 黄金在1月份仍上涨约18% 接近1980年以来最强劲的月度涨幅 白银今年迄今涨幅惊人 超过40%[6] - 此次回调的幅度“表明市场参与者只是在价格快速上涨后等待获利了结的机会”[7] - 波动性非常极端 黄金5000美元和白银100美元的心理阻力位在周五被多次突破 需要为过山车行情的持续做好准备[9] - 白银/黄金比率攀升幅度接近1970年代末的水平 目前价格已成为主要驱动因素 基本面因素暂时退居次席[11] 宏观经济与政策事件 - 特朗普总统表示打算提名沃什为下一任美联储主席 这位前美联储理事以长期持通胀鹰派立场闻名 但近几个月公开主张降低利率 与总统立场一致[11] - 特朗普与参议院民主党人达成初步协议 避免了美国政府再次停摆的风险[12] - 彭博美元现货指数上涨0.6%[12]

Argor-Heraeus' CEO Robin Kolvenbach holds one kilo bars of silver and gold at the plant of refiner and bar manufacturer Argor-Heraeus in Mendrisio, Switzerland, July 13, 2022. Denis Balibouse | ReutersGold and silver prices plunged on Friday, sparking a global sell-off of stocks and funds linked to the metals. By 5:04 a.m. ET, spot silver was down 15% to settle at around $98.66 per ounce — taking it back below the $100 milestone. Stock Chart IconStock chart iconSpot silverMeanwhile, spot gold shed 7% to tra ...

Gold surged to an all-time high above $5,500 an ounce, extending a breakneck rally fueled by US dollar weakness and a wider flight from sovereign bonds and currencies.Bullion jumped as much as 3.2% in early trading, building on a 4.6% leap in the previous session – its biggest one-day gain since the height of the Covid-19 pandemic in March 2020. Precious metals have risen dramatically this year on heightened geopolitical tensions and worries about the independence of the Federal Reserve, which have support ...

Gold surged to a record high above $5,400 an ounce, extending a breakneck rally fueled by expectations of monetary easing and a flight from sovereign bonds and currencies. Bullion rose as much as 4.6% as traders bet the new monetary chief at the Federal Reserve may lean toward more easing later in the year. This is despite the fact that Fed officials left interest rates unchanged and they signaled a more cautious approach to potential future adjustments at the conclusion of their meeting Wednesday. Most ...

The dollar’s slide to a four-year low lent fresh momentum to the precious metals complex on Wednesday, pushing prices further , even as geopolitical tensions continued to support it. Reactions to the latest rally were mixed with some analysts forecasting further surge in the precious metals, but some cautioned saying they are in the over-bought category. At 1915 hours IST, gold zoomed to $5,295 an ounce. Gold April futures soared to $5,344 an ounce before easing. In India, the yellow precious ended at a fre ...

融资情况 - 公司基于市场对其先前宣布的尽力非经纪私募配售的强劲需求，已将总收益规模扩大至最高375万加元[1] - 扩大后的发行条款保持不变，包括每单位0.048加元的慈善流转单位和每单位0.031加元的硬货币单位[1] - Crescat Capital LLC已同意进行战略投资，至少认购扩大后发行规模的10%[1] 勘探计划 - 公司计划于2026年2月中下旬在Gochager Lake项目启动一项3,000至4,000米的钻探计划[1] - 计划至少钻探10个钻孔，以测试历史Gochager Lake矿床沿走向的区域[1] - 冬季条件预计允许钻探持续至2026年4月的第一周，冬季道路工程目前正按计划于2月中旬完成[6] - 所有钻孔都将使用钻孔电磁法进行探测，该技术可探测到钻孔轨迹外最远50米的强导电带[6] 地质发现与勘探目标 - 2024/2025年的地表工作已显著扩大了历史Gochager Lake矿床沿东北和西南走向的地质和地球化学范围[2] - 扩大的地质范围，特别是矿化变辉长岩出现在历史矿床东北方向最远3.5公里处，非常令人鼓舞[2] - 公司还将钻探Wolf Lake正南方的多元素土壤地球化学异常区以及Gochager Lake北岸和Weaver Lake的异常区[5][7] - 在历史矿床附近的矿化辉长岩露头以及沿东-东北走向的几个地点，Ni品位值得到了重现[6] - 基于公司钻探数据，历史矿床的Ni品位计算值为2%至5%，矿床附近露头样品的Ni品位值为4.23%至4.79%[6] - Scurry Lake和Rainbow Lake之间矿化辉长岩的露头采样表明Ni品位为4.51%[6] - 钻探将探索这些露头附近是否存在高品位Ni-Cu-Co硫化物矿化带，以及其他Ni品位超过3%的矿化辉长岩区域[6] 项目组合与历史资源 - 公司拥有三个位于萨斯喀彻温省Trans Hudson Corridor的高质量勘探项目[14] - Albert Lake项目面积超过90,000公顷，拥有历史Rottenstone矿山，高品位Ni-Cu-Co+3E矿化向南延伸至少40米且仍未封闭[14][18] - Gochager Lake项目面积超过33,000公顷，拥有历史Gochager Lake矿床，历史记录显示勘探目标为400万至500万吨，品位0.3%至0.4% Ni和0.08%至0.09% Cu[15][20] - 公司已在该历史矿床钻探了16个钻孔，确认了Ni-Cu品位与历史报告相当或更高[20] - 地表填图和岩石地球化学已确认矿床的容矿岩沿矿床东-东北走向延伸超过3.5公里[18] - 土壤地球化学已圈定了一个有利的地球化学范围，包括历史矿床在内，现已延伸超过8.6公里[18] - Friesen Lake项目面积超过10,000公顷，拥有Olsen Cu-Ni-Pt矿点，但公司尚未在该项目进行任何勘探[15][16]

Gold surged to a record high above $5,280 an ounce, extending a breakneck rally fuelled by US dollar weakness and a flight from sovereign bonds and currencies.Bullion rose as much as 2 per cent on Wednesday, building on a 3.4 per cent jump in the previous session — its biggest one-day gain since April. President Donald Trump said he was not concerned about a drop in the value of the dollar that has dragged the world’s premier reserve currency to its weakest level in nearly four years.That decline, combined ...

李冈峰 欧洲天然资源基金 Commodity Discovery 特约分析师 这是一个主要从美国每周的CFTC数据公布基金(Managed Positions)在当地期货市场的各种部署，继 而反映现时市场对贵金属的情绪和对短/中期的一个价格判断。美国每周五收市后公布的CFTC数据， 记录日为刚过去的周二(如果过去一周原本工作日是假日的话数据出炉会延期)。 记得去年当金价于第四季度在没有特别消息时依然攀升，当时笔者便说有可能是有些内部人士知 道一些事情，因此提前得到消息的人都在悄悄地买入黄金——现在回看，很明显就是有人知道特 朗普要对委内瑞拉总统马杜罗动手，并之后想染指格陵兰。古巴及加拿大的形势也难言安稳。 事实上，这些是极强烈的信号，代表着： 按照传统智慧，当商品市场已经变成大部分人的话题时，往往预示着牛市可能很快会完结，但这 次情况可能完全不同 ， 因为过去几十年全球的规则已经出现重大改变，从全球一体化演变至当前 群龙无首的"战国时代" ，因此今年商品的大方向依然是向上。 | | COMEX黄金 | | | COMEX白银 | Nymex铂金 | | Nymex把金 | | | --- | --- | -- ...