节点：下游（终端消费/应用）位置：下游情绪：利好参考度：8/10
隔夜市场贵金属与能源价格集体走高。现货白银涨2.79%报69.0304美元/盎司，盘中触及69.4549美元/盎司创历史新高；COMEX白银期货涨2.20%报68.975美元/盎司，盘中达69.525美元/盎司同样刷新历史纪录。现货黄金涨2.48%至4449.18美元/盎司创历史高位，COMEX黄金期货涨2.16%报4482.30美元/盎司亦创历史新高。原油方面，纽约2026年2月轻质原油期货涨1.49美元至58.01美元/桶，涨幅2.64%；伦敦2026年2月原油期货涨1.60美元至62.07美元/桶，涨幅2.65%。
国际贵金属价格飙升核心驱动为地缘政治紧张及美联储降息预期。美国高盛研报预期2026年底黄金价格升至4900美元/盎司，担忧货币前景的投资者增持黄金等替代资产。美联储内部政策分化显著，特朗普任命的理事米兰警告，若明年不降息美国经济将面临衰退风险，失业率超预期上升是其主张转向鸽派的关键依据，与多数官员谨慎立场形成鲜明对比。
乌美谈判取得阶段性进展，泽连斯基证实双方完成20点“和平计划..
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