周四盘前，美股黄金和白银相关股票普遍下跌，反映出市场对贵金属价格短期走势的担忧。受美元走强及美债收益率回升影响，现货黄金价格一度跌破2300美元/盎司，白银也同步承压。投资者在美联储最新会议纪要发布前夕趋于谨慎，因市场预期央行可能维持高利率更长时间以抑制通胀，这削弱了无息资产如黄金的吸引力。主要矿业股如纽蒙特矿业（Newmont Corporation）、巴里克黄金（Barrick Gold）和惠顿贵金属（Wheaton Precious Metals）盘前跌幅均超过2%。白银生产商如泛美白银（Pan American Silver）和Hecla Mining也出现明显回调。分析师指出，尽管地缘政治风险和全球不确定性长期支撑贵金属需求，但短期内利率预期主导市场情绪，导致资金从避险资产暂时流出。此外，近期大宗商品整体表现疲软，叠加部分机构下调贵金属目标价，进一步加剧了板块抛压。不过，有观点认为当前回调或为中长期投资者提供布局机会，尤其若后续通胀数据出现降温迹象，可能重新激发对黄金白银的兴趣。
Gold and silver-related stocks in the U.S. equity market declined broadly in pre-market trading on Thursday, reflecting investor concerns over the near-term outlook for precious metals. Spot gold prices dipped below $2,300 per ounce, while silver also came under pressure, as a stronger U.S. dollar and rising Treasury yields weighed on non-yielding assets.Investors adopted a cautious stance ahead of the Federal Reserve’s latest meeting minutes, amid growing expectations that the central bank may keep interest rates elevated for longer to combat persistent inflation—diminishing the appeal of gold and silver. Major miners such as Newmont Corporation, Barrick Gold, and Wheaton Precious Metals all fell more than 2% in pre-market action. Silver producers like Pan American Silver and Hecla Mining also saw notable pullbacks.Analysts note that while geopolitical tensions and global uncertainty continue to support long-term demand for precious metals, short-term sentiment is being driven by interest rate expectations, prompting temporary outflows from safe-haven assets. Compounding the pressure, recent weakness across broader commodities and downward revisions to price targets by some institutions have intensified selling. However, some market participants view the current correction as a potential entry point for long-term investors, especially if upcoming inflation data shows signs of cooling, which could reignite interest in gold and silver.
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