作者：阿曼达·马西亚斯 | 福克斯新闻 | 2026年2月3日 美国东部时间上午10:29
华盛顿的一则声明令黄金和白银价格暴跌，市值蒸发数十亿美元，几乎在一夜之间让投资者措手不及。
周五上午，唐纳德·特朗普总统确认提名凯文·沃什担任美联储主席后，这场令人眩晕的上涨行情戛然而止，美元升至数月来最高水平，并重塑了市场对美国货币政策的预期。
沃什被广泛认为是一位信奉自由市场的通胀鹰派人物，与现任美联储领导层的主流观点相悖。受经济学家米尔顿·弗里德曼的研究影响，他长期以来一直认为，通货膨胀是由货币超发导致的。
这种观点与美联储多年来奉行的“维持低借贷成本”政策背道而驰。
特朗普提名凯文·沃什接替杰罗姆·鲍威尔出任美联储主席
凯文·沃什的职业生涯始于摩根士丹利，2006年时35岁的他成为美联储董事会史上最年轻的成员。(Tierney L. Cross/Bloomberg via Getty Images)
对投资者而言，沃什的履历预示着美联储将采取更严格的通胀管控和货币政策。
在这一框架下应对通胀可能需要收紧货币政策，包括提高利率。而加息通常会提振美元，使投资者对黄金和白银的避险需求减少，进而引发这两种金属的抛售。
特朗普提名的下任美联储主席对您的钱包意味着什么
数月来，黄金和白银在通胀、贸易紧张局势以及对特朗普经济政策下美元长期稳定性的担忧中，被投资者大量追捧，价格一路攀升至历史新高。
特朗普宣布提名沃什前几小时，黄金和白银仍在维持近期涨幅。这则消息引发了快速的市场崩盘：黄金遭遇2013年以来最严重的抛售，白银单日跌幅创下1980年以来之最。
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突然的反转让那些将黄金作为通胀和政策不确定性对冲工具的投资者感到震惊，其中包括许多退休人士——他们将黄金视为存放储蓄的更安全选择。
随着市场准备迎接华盛顿进一步的政策信号以及美联储可能的人事变动，这种剧烈波动也引发了人们对未来更多波动性的担忧。
特朗普的经济成果是真实的——现在他需要说服全国民众
2026年1月30日，一名行人走过马德里一家黄金交易商橱窗上展示的“美国鹰”金银条海报。(Oscar Del Pozo/AFP/Getty Images)
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尽管如此，黄金的长期需求仍得到外国央行（包括中国）持续买入的支撑。在地缘政治紧张局势下，中国正逐步将储备从美元转向其他资产。
阿曼达负责福克斯新闻数字版商业与政治交叉领域的报道。
A single Trump announcement sparks billions in losses across gold and silver
By Amanda Macias | Fox News | February 3, 2026 10:29am EST
A single announcement out of Washington sent gold and silver prices plunging, erasing billions of dollars in market value and catching investors off guard almost overnight.
The dizzying boom ended abruptly Friday morning after President Donald Trump confirmed Kevin Warsh as his pick to lead the Federal Reserve, sending the dollar to its strongest level in months and reshaping expectations for U.S. monetary policy.
Warsh is widely viewed as a free-market, inflation hawk who breaks with much of the current Federal Reserve leadership. Influenced by his studies under economist Milton Friedman, he has long argued that inflation is driven by printing too much money.
That view departs from years of Federal Reserve policy focused on keeping borrowing costs low.
TRUMP NOMINATES KEVIN WARSH TO SUCCEED JEROME POWELL AS FEDERAL RESERVE CHAIR
Kevin Warsh built his career at Morgan Stanley and, at 35, became the youngest person to serve on the Fed’s board in 2006.(Tierney L. Cross/Bloomberg via Getty Images)
For investors, Warsh’s record has signaled a more disciplined approach to inflation and monetary policy.
Addressing inflation under that framework would likely require tighter monetary policy, including higher interest rates. And higher rates typically strengthen the U.S. dollar, giving investors less reason to seek refuge in gold and silver and prompting a selloff in both metals.
WHAT TRUMP’S NEXT PICK TO LEAD THE FEDERAL RESERVE MEANS FOR YOUR WALLET
For months, a gravity-defying rally had pushed gold and silver prices to fresh highs, as investors piled into the traditional safe-haven assets amid inflation, trade tensions and concerns about the long-term stability of the dollar under Trump’s economic policies.
Hours before Trump announced Warsh’s nomination, gold and silver were still holding onto recent gains. The news sparked a swift bust, with gold suffering its worst selloff since 2013 and silver posting its steepest one-day drop since 1980.
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The sudden reversal rattled investors who had turned to gold as a hedge against inflation and policy uncertainty, including many retirement-age Americans who viewed the metal as a safer place to park their savings.
The sharp swings also raised questions about how much more volatility could lie ahead, as markets brace for further policy signals from Washington and potential changes at the Federal Reserve.
TRUMP’S ECONOMIC WINS ARE REAL — NOW HE NEEDS TO CONVINCE THE COUNTRY
A person walks past a poster showing ‘American Eagle’ gold and silver bullion coins at a gold dealer’s window in Madrid, on Jan. 30, 2026.(Oscar Del Pozo/AFP/Getty Images)
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Even so, longer-term demand for gold has been supported by steady buying from foreign central banks, including China, which has been diversifying reserves away from the U.S. dollar amid geopolitical tensions.
Amanda covers the intersection of business and politics for Fox News Digital.
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