International gold and silver prices rebounded sharply on 3 february, with the largest increase of more than 6 per cent in the price plate. As at 4 february, the number of live gold had increased by more than 2 per cent, over $5,000 per ounce, over 6 per cent in cash and silver, over $90 per ounce。
The chief economist and fund manager of the former open source fund, yang delong, stated to the daily reporter of the securities journal that international gold prices had once touched $5,600 per ounce in the course of successive attacks and had led to a record high in silver prices; they had then declined rapidly under pressure from multiple lithography factors and profit returns. Following the adjustment, there was a certain rebound in international gold prices, indicating that funds were still available to be configured after a reversal. From a medium- to long-term perspective, this adjustment also provides a configuration window for upfront investors。
The senior deputy director of the eastern ministry of research and development, zhui, argued that, on the one hand, the market panic caused by the nomination of kevin walsh as chairman of the federal reserve had eased; on the other hand, the collapse of the previous few days was largely due to the return to normal adjustment of market leverage and emotions, the return to rationality in the valuation of gold prices and the attraction of value investors to the bottom, and that procedural transactions had triggered the purchase of signals at lower levels and quantified the recovery of funds. The logic of the long-term bull market still exists。
“it is for the reasons that it is generally accepted that one of the immediate triggers of the market is concern about the hawk position of the walsh, but this is more like a surface factor, the root cause of which is still too fast and too high in the preceding period.” according to yang drum analysis, the high level of united states government debt, the fall in the dollar index, the increase in united states dollar investment and investors ' doubts about the united states government's credit have combined to drive the upward trend in international gold prices. In the longer term, the logical judgement has not changed in substance. This decline is more reflected in a phased adjustment, which may also be associated with transactions of some funds。
“the optimistic narrative of gold is more convincing than ever before, and it remains the right strategy to do so.” according to an analysis by a swiss silver metal strategist, there are many reasons for supporting the strategic allocation of gold, and indicators show that on average investors still have room for silos. The sharp decline in the gold and silver ratio highlights the fact that interest in diversification of investments is spreading to other precious metals, with investors turning to hard assets。
Yang drum suggested that investors should focus on medium- and long-term logic rather than over-focusing on short-term increases and declines. In the medium to long term, international gold prices continue to have an upward logic against the backdrop of an increase in united states dollar investment and the questioning of united states dollar credit. In 2026, gold, silver and gold remained assets of concern, but it was difficult to repeat the trend of large unilateral increases in 2025, which was more likely to fluctuate. The triggers for volatility may include the volatility of the international situation and the impact of a series of initiatives undertaken by trump on global markets。
